AIVI is a cloud-based AI-assisted platform designed for boutique M&A advisors to generate fast, branded client reports and move deals forward through structured workflows. It automates draft CIMs, maps acquisition synergies, and provides remediation roadmaps, while offering a suite of financial calculators (EBITDA, WACC, LBO, NWC) to support valuation and deal planning. The system emphasizes secure, firm-isolated advisor workflows with advisor-reviewed outputs and a 4-step advisory funnel, plus 14-day free trials and agency plans.
AI named AI Valuation Insight in July 2026.
AI cited aivaluationinsight.com more than any other site in the answers that named AI Valuation Insight.
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