How AI Valuation Insight works.
A frictionless workflow designed to impress sellers and arm your analysts with actionable intelligence.
Generate Sandbox Link
Enter the prospective client's company name. Our system creates a unique `shareToken` so the business owner can open a branded assessment flow without needing a separate account.
40-Point Diagnostic
The business owner navigates a beautifully designed, mobile-optimized 8-step wizard. We subtly test everything from their financial GAAP controls to their customer concentration risks without overwhelming them.
- Revenue & Margin Trending
- Intellectual Property Defensibility
- Key Man Risk & Retention
LLM Telemetry Engine
After submission, the assessment data is used to generate AI-assisted draft analysis. Structured prompts and workflow constraints help improve consistency, but outputs still require advisor review.
Executive Export
You receive a draft report in the advisor workspace. From there, you can review the output, refine it, and decide what should be exported or shared with the client.
See Auto-CIM feature
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
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.
M&A DiligenceHow to Prepare a Virtual Data Room to Pass Due Diligence
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.