AIVI
Send branded diagnostics, generate advisor-reviewed draft reports, and support M&A readiness workflows with AI-assisted analysis.
A startup from Denver, the United States, founded by Gerry Hu.
Send branded diagnostics, generate advisor-reviewed draft reports, and support M&A readiness workflows with AI-assisted analysis.
A startup from Denver, the United States, founded by Gerry Hu.
This page is designed to help you find out whether AIVI is good and if it is the right choice for you.
AI Valuation Insight (AIVI) is a premium transaction readiness platform built specifically for boutique M&A advisors, investment bankers, and business brokers.
Key Features:
Interactive Exit Readiness Scorecard: Assess company transaction readiness across multiple transaction dimensions. EBITDA Normalization and Valuation Calculators: Reconcile adjustments, compute WACC Cost of Capital via CAPM, and model LBO debt capacity. Virtual Data Room (VDR) and Task Workflows: Collaborate on document collection with clients using visual Kanban progress tracking. AI-Assisted Consistency Audits: Identify buy-side diligence gaps between CIM documents and VDR folders. AIVI enables lower-middle market advisors to run branded diagnostic reports, align client preparation, and accelerate exit transactions.
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Interactive Exit Readiness Scorecard
Evaluate company preparedness across 8 transaction dimensions with instant report summaries.
Auto-CIM Document Generator
Automatically draft first-draft Confidential Information Memorandums (CIM) from diagnostics.
VDR Kanban Workflows
Collaboratively manage diligence files and action item lists with clients via visual board tracking.
AI-Assisted Consistency Audits
Scan CIM logs and Virtual Data Room folders to locate buy-side diligence gaps.
WACC Cost of Capital Calculator
Estimate corporate discount rates via CAPM modeling using current market risk premium inputs.
EBITDA Normalization Bridge
Track normalization adjustments and add-backs with automated bridge reconciliation reports.
Strategic Synergy Radar
Map strategic acquisition synergies and model premium offering caps for corporate buyers.
Advisor White-Label Styling
Branded PDF report outputs, custom agency logos, theme colors, and custom domain routing.
AIVI uniquely bridges the gap between client exit readiness diagnostics and active Virtual Data Room (VDR) preparation. Instead of using separate tools for questionnaires, document collection, and financial analysis, M&A advisors can run branded assessments, coordinate document workflows via an interactive Kanban board, and automatically generate first-draft Confidental Information Memorandums (CIMs) from one unified workspace.
Unlike legacy VDR platforms that charge unpredictable per-page pricing and penalties for storage overages, AIVI offers predictable flat-rate subscription pricing. Furthermore, legacy systems focus solely on hosting files after a deal begins. AIVI helps boutique advisors source and prepare clients months before a transaction starts, providing specialized valuation, WACC, and normalizations calculators built directly into the workflow.
The primary audience for AIVI consists of lower-middle market M&A boutique advisory firms, investment bankers, business brokers, and exit planning advisors who work with owner-led businesses to prepare them for transition, acquisition, or recapitalization.
AIVI was created to address the frustration that boutique M&A advisors faced when managing exit readiness. Traditionally, advisors relied on Excel sheets for tracking lists, Word templates for CIMs, and email threads for document collection. AIVI was built to centralize these fragmented steps into a modern, secure, and white-labeled platform that elevates the advisor's brand and accelerates transaction timelines.
AIVI is built using Next.js 15 (React), TypeScript, Tailwind CSS, shadcn/ui, Neon Postgres database with Drizzle ORM, secure file storage on Cloudflare R2, Clerk authentication, and Stripe billing.
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