✗The One-and-Done Trap
- ✗ Delivering a report that clients never turn into a working plan.
- ✗ Following up through scattered email threads and side notes.
- ✗ Losing momentum after the initial report is delivered.
The Shared Workflow
- Turn red flags into a structured task list.
- Keep remediation work visible after the initial assessment.
- Keep advisor and client follow-up work in one shared workflow.
A Shared Readiness Workflow
Give clients a clearer, more structured path to readiness work after the initial report.
Separate advisor and client views
Not every stakeholder needs the same view. AIVI supports separate advisor and client workflows so internal review and outward-facing task coordination can stay distinct.
Track what still needs work
As tasks move forward, the workflow helps advisors keep track of what has been requested, what is in progress, and what still needs review before diligence materials are considered ready.
Ongoing readiness tracking
Turn one-off diagnostic reports into an ongoing readiness workflow. As the client works through the remediation Kanban, advisors can keep follow-up work organized and visible.
Interactive M&A Deal Valuation Tools
Quantify Enterprise Values, verify due diligence books, and estimate strategic synergy premiums in real-time.
EBITDA Calculator
Model Enterprise Value and EBITDA multiples based on cash-flow parameters.
Consistency Auditor
Reconcile VDR files and CIM statements to check QofE due diligence clawbacks.
Readiness Scorecard
Verify exit-readiness parameters, customer concentrations, and legal roadblocks.
Synergy Estimator
Estimate annual cost reductions and customer cross-sell synergy values.
Premium M&A Feature Workflows
Leverage branded diagnostic assessments, AI drafting tools, and shared client collaboration channels.
Auto-CIM Generator
Turn exit diagnostics into structured Confidential Information Memorandums automatically.
Synergy Radar
Mapstrategic buyer synergies and justify exit premium values across 6 dimensions.
VDR Kanban(Current)
Convert diagnostic risk findings into white-labeled seller remediation workflows.
Persona Tuning
Guide draft output tone with your boutique firm's custom brand vocabulary rules.
Latest M&A Deal Insights & Publications
Read advanced articles written by tech corporate advisors covering escrow, EBITDA multiples, and transaction logs.
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Step-by-step best practices to structure folders, manage user permissions, and ensure secure buyer access.
ValuationBusiness Valuation Methods for Small and Mid-Market Companies
A practical breakdown of valuation approaches owners and advisors use before a sale process.
Deal StructuringCIM Automation Software for Boutique Advisors
How AI-assisted CIM workflows reduce drafting time while keeping deal materials consistent.