Advisor Professional
M&A Deal Platform · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 9 captures on record
What the publisher says
As described on Microsoft Marketplace.
Create Business Plans & Company Valuation Reports for you and your clients.
- Our software enables you to create Business Plans and other Advisory using Azure OpenAI/Chat GPT.
- Our Advisor Copilot & Secure Chat GPT enables practice employees to Securely query Client Business Model and Client Data Room.
- Our Business Advisory Tools help you create advisory reports and reviews.
- Our Corporate Finance Tools Speed creation of Company Valuation Reports, Business Plans, Information Memorandums etc.
Show the rest of the publisher’s description (10 more lines)
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- Automate, Standardise and Scale advisory services, increasing delivery success, capability and billable hours...
Virtual Data Rooms
Securely Store company data for use by the platform. Provide access to your clients to allow them to upload / download files.
Business Plan Creator
Create a first draft Business Plan in minutes using Azure OpenAI & Chat GPT for you or your Clients.
Information Memorandum
Create a first draft Confidential Information Memorandum in minutes using Azure OpenAI & Chat GPT.
Valuation Application
Create Company Valuation Reports for you and your clients using Market Multiples and Discounted Cash Flow (DCF) methodologies.
Preview
3 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
4 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.