AIVI - M&A Exit Readiness

What AIVI - M&A Exit Readiness does

AIVI (operating as AI Valuation Insight Inc.) is a B2B SaaS platform that provides AI-assisted M&A exit readiness diagnostics and drafting tools targeted at boutique M&A advisors, independent business brokers, and lower-middle-market advisory teams handling transactions in the $5M-$50M deal range. The platform combines a 40-point white-labeled diagnostic assessment with AI-assisted report generation (Auto-CIM Generator producing first-draft Confidential Information Memorandums in approximately 5 minutes), a Synergy Radar for mapping strategic buyer synergies across 6 dimensions, a VDR Kanban that converts diagnostic findings into 90-day remediation workflows, and a $1,999 Custom Persona Tuning feature for firm-specific output tone. Underlying infrastructure is built on Neon serverless PostgreSQL with Drizzle ORM, served via Vercel's global CDN, with AI inference handled through secure enterprise APIs with zero-data-retention safeguards and firm-isolated tenant architecture.

The company operates a tiered subscription model (Starter at 2 reports/month, Professional at 10 reports/month, Agency at 50 reports/month with up to 3 sub-advisor seats under annual billing) plus a $1,999 Custom Persona Tuning add-on. Distribution is primarily self-serve through a 14-day free trial with no credit card required, supplemented by a direct sales consultation motion with a 24-hour response SLA for advisory firm rollouts. Go-to-market is amplified by a content-led acquisition funnel built around an extensive blog and 9 free interactive financial calculators covering EBITDA, WACC, LBO, Rule of 40, and related M&A modeling functions. AIVI is a privately held, founder-led US company with no disclosed funding, approximately 2 active job openings, and no publicly reported revenue; G2, Trustpilot, Product Hunt, SaaSHub, and SourceForge listings are the primary third-party credibility signals.

Name

AIVI - M&A Exit Readiness

Legal name

AI Valuation Insight Inc.

Website

https://aivaluationinsight.com

Company type

Private

Operating status

Operating

Short description

AIVI is a B2B SaaS platform that provides AI-assisted exit readiness diagnostics, CIM drafting, and remediation workflow tools for boutique M&A advisors and lower-middle-market advisory teams handling $5M-$50M deals.

Ownership category

akta.pro rank

Product category

M&A Advisory Workflow Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEAHAG

iBPMS (Intelligent BPM Suites) & Process Automation Suites

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Business Process Management (BPM), Workflow & Automation Platforms

SECONDARYHDAEANAI

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI)

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Artificial Intelligence Platforms for Enterprise

SECONDARYHDAAAGAJ

B2B SaaS & Enterprise Personalization (CRM, Sales, Support)

Hardware, Technology & Telecom/Artificial Intelligence & Machine Learning/Recommender Systems & Personalization

Keywords

• M&A advisory software
• Exit readiness diagnostics
• CIM drafting automation
• Valuation calculators
• Deal preparation platform

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - Starter Plan: Entry-level subscription tier providing client management, assessment links, readiness reports, and PDF export. Limited to 2 report generations per month. Does not include Auto-CIM, Synergy Radar, VDR Kanban, or Persona Tuning features.
2. SaaS Subscription - Professional Plan: Mid-tier subscription with 10 report generations per month. Includes all four advanced features: Auto-CIM Generator, Synergy Radar, VDR Kanban, and Persona Tuning.
3. SaaS Subscription - Agency Plan: Enterprise-tier subscription with 50 report generations per month. Includes all Professional features plus up to 3 sub-advisor seats under primary account. Includes Custom Persona Tuning ($1,999 value) with annual billing.
4. Custom Persona Tuning: One-time or add-on service allowing firms to add custom context prompt to guide report tone with specific M&A dictionary filters, company position statements, and advisor terminology guides. Priced at $1,999.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

AIVI provides a B2B SaaS platform that lets boutique M&A advisors deploy a branded 40-point exit readiness diagnostic to business owners, then uses AI-assisted analysis to generate first-draft Confidential Information Memorandums, strategic buyer synergy maps, and 90-day VDR remediation roadmaps. Advisors review and refine all outputs in a firm-isolated workspace before any external sharing. The platform is offered via tiered monthly/annual subscriptions (Starter, Professional, Agency), with a free 14-day trial and a library of standalone valuation and deal-preparation calculators used as top-of-funnel demand generation.

Product overview

AIVI is a B2B SaaS platform designed for boutique M&A advisors, independent business brokers, and lower-middle-market advisory teams. The platform operates as a unified workflow system combining branded client assessment tools, AI-assisted report generation, and remediation planning. The core offering includes the Auto-CIM Generator (converts 40-point diagnostics into CIM drafts), Synergy Radar (maps buyer synergies across 6 dimensions), VDR Kanban (90-day remediation workflow tracking), and Persona Tuning (custom AI tone adjustment). Supporting the core platform are 9 free financial calculators (EBITDA Valuation, Normalization, Net Exit Proceeds, Rule of 40, WACC, LBO Debt Capacity, Working Capital PEG, CIM & VDR Consistency Auditor, Synergy & Premium Estimator) plus an Exit Readiness Scorecard. The platform follows a tiered subscription model (Starter at 2 reports/month, Professional at 10 reports/month, Agency at 50 reports/month with up to 3 sub-advisor seats). Data security is handled via SSL/TLS encryption, Neon PostgreSQL database isolation, and zero-data-retention AI APIs.

Differentiator

Problem solved

Functional benefit

Products and services

• AIVI M&A Exit Readiness Platform Tiered B2B SaaS subscription (Starter at 2 reports/month, Professional at 10 reports/month, Agency at 50 reports/month with up to 3 sub-advisor seats) that bundles a 40-point white-labeled exit readiness diagnostic, AI-assisted CIM first-draft generation, Synergy Radar strategic-buyer analysis, VDR Kanban remediation workflow, and Persona Tuning into a single firm-isolated advisor platform targeting boutique M&A advisors, independent business brokers, and lower-middle-market advisory teams.
• Exit Readiness Scorecard Standalone free tool that diagnoses exit readiness gaps across financials, operations, and management depth, scoring transaction readiness across 40 assessment questions into quantitative dimension scores and risk tier classifications (Low/Medium/High Risk).
• CIM & VDR Consistency Auditor Standalone free tool that audits files for buy-side due diligence gaps, identifying discrepancies between CIM narratives and VDR files to reconcile financial figures before a sale process.
• Free M&A Calculators Suite (EBITDA Multiple, EBITDA Normalization, Seller Net Exit Proceeds, SaaS Rule of 40, WACC, LBO Debt Capacity, Working Capital PEG, Synergy & Premium) Suite of eight standalone free web calculators used by advisors and business owners to estimate valuation ranges (EBITDA Multiple), reconcile adjusted EBITDA add-backs (EBITDA Normalization), model net exit proceeds and tax frictions (Seller Net Exit Proceeds), model SaaS premiums vs. Rule of 40 score (SaaS Rule of 40), estimate corporate discount rates via CAPM (WACC), estimate LBO debt multiples and sponsor returns (LBO Debt Capacity), compute 12-month net working capital targets for closing adjustments (Working Capital PEG), and analyze acquisition synergies and offer caps (Synergy & Premium Estimator).

Quantifiable outcome

• Reduces CIM drafting time from 4-8 weeks to 10-14 days total (manual vs. automated)
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature6 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DealCloud: CRM and deal management platform purpose-built for M&A advisors, investment banks, and private equity firms. Competes with AIVI in serving boutique and mid-market advisory teams with pipeline, deal execution, and relationship workflows.
• Midaxo: Cloud-based M&A deal management software for corporate development and advisory teams. Overlaps with AIVI in serving M&A practitioners with deal pipeline, collaboration, and process tracking tooling.
• Firmex: Virtual data room and deal management provider for M&A transactions, including a DealMaker platform for advisor workflows. Comparable to AIVI's VDR Kanban and remediation workflow functionality for sell-side advisory teams.

Broad incumbents

• Datasite (formerly Intralinks): Long-standing VDR and M&A platform serving large enterprises, investment banks, and law firms. Represents the incumbent player AIVI competes against for advisory data room and transaction workflow share, though at a much larger and more enterprise-focused scale.
• Ansarada: VDR and deal management platform with AI-powered transaction tools and readiness workflows for M&A. Overlaps with AIVI's diagnostic and CIM-adjacent AI features, but serves a broader enterprise and advisor base globally.
• PitchBook (Morningstar): Premier M&A, PE, and venture capital data platform used heavily by advisors for valuation multiples, comparable transactions, and exit benchmarking. Comparable to AIVI's free calculator suite and SaaS valuation multiple tools.

Emerging players

• Valutico: AI-powered business valuation platform offering automated valuation reports and comparable company analysis. Closest direct functional overlap with AIVI's calculator suite and CIM-driven valuation narrative features for boutique advisors.
• Affinity: Relationship intelligence platform that automatically captures dealmaker relationships and activity to drive pipeline insights for investors and advisors. Comparable to AIVI in serving the boutique dealmaker persona with workflow automation.
• SourceScrub: Target identification and sourcing platform for M&A advisors and private equity firms. Comparable to AIVI in serving boutique advisors with workflow tooling, though focused on the pre-deal sourcing stage rather than exit readiness.
• Grata: AI-driven B2B sourcing and target identification platform for lower-middle-market M&A advisors and PE firms. Comparable to AIVI in serving the same boutique lower-middle-market advisor persona with specialized workflow software.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AIVI - M&A Exit Readiness