📄 CORE FEATURE

AI Document Generation

Professional deal documents in minutes, not days. BVRs, OMs, CIMs, lease abstracts, and LOIs — generated from your data, your branding, and your accumulated knowledge.

The Document Generation Flow

Data Sources

📊

Recast P&L Data

Multi-year financials

⚠️

Risk Factor Scores

15-factor CSRP analysis

🤖

Agent Pipeline Results

FMV, range, methods

🧠

Open Brain Knowledge

Comps, industry data

🏢

Business Profile

Description, location

⚙️

Agent 5: Report Generation

Hybrid deterministic + generative architecture

Deterministic Layer

Financial tables, calculations, ratios — computed precisely, never hallucinated

Generative Layer

Narrative sections, analysis, conclusions — LLM-generated with factual grounding

Document Output

📄

DOCX Report

Editable Word document

📕

PDF Report

Print-ready, branded

🏷️

Your Firm Branding

Logo, name, credentials

📊

Formatted Tables

P&L, methods, risk scores

✍️

Certification Block

USPAP compliance language

Document Types

Professional deal documents across the full deal lifecycle

📄

Business Valuation Report (BVR)

Phase 1

Professional USPAP-style valuation report with executive summary, 5-method analysis, risk assessment, and certification. Generated as DOCX/PDF with your firm branding.

Manual
20–40 hours
MainStreetOS™
< 30 minutes

Sections Generated

✓Cover page with firm branding
✓Executive summary with FMV conclusion
✓Business description and industry overview
✓Multi-year P&L summary and SDE normalization
✓All 5 valuation methods with reasoning
✓15-factor risk analysis with CSRP build-up
✓USPAP assumptions and limiting conditions
✓Certification and signature block
📋

Offering Memorandum (OM)

Phase 2

Pre-NDA marketing document for BizBuySell leads and initial prospect engagement. High-level business overview with financial highlights — no confidential detail.

Manual
8–15 hours
MainStreetOS™
< 10 minutes

Sections Generated

✓Business overview and opportunity summary
✓Location and market highlights
✓High-level financial performance
✓Growth opportunity narrative
✓Asking price and deal structure
✓Next steps and NDA instructions
📑

Confidential Information Memorandum (CIM)

Phase 2

Post-NDA detailed financial and operational summary. Includes historical P&L tables, cash flow analysis, asset summary, and complete business narrative for qualified buyers.

Manual
12–20 hours
MainStreetOS™
< 15 minutes

Sections Generated

✓Detailed business description
✓Products, services, and customer base
✓Historical P&L (3–5 year)
✓Cash flow analysis and SDE detail
✓Balance sheet and asset summary
✓Lease analysis and facility overview
✓Management and staffing
✓Growth and transition plan
📝

Lease Abstracts & LOIs

Phase 3

Automated lease summary extraction and Letter of Intent generation with standard M&A terms, contingencies, and closing conditions.

Manual
2–4 hours
MainStreetOS™
< 5 minutes

Sections Generated

✓Lease term, rent, escalations
✓Assignment and subletting clauses
✓Renewal options and termination rights
✓LOI with offer terms and contingencies

Why Hybrid Architecture Matters

Most AI document tools use LLMs for everything — including financial calculations. That's why they hallucinate numbers. MainStreetOS™ uses a different approach.

🔢 Deterministic Layer

Financial tables, SDE calculations, discount rate math, valuation method formulas — all computed precisely in code. Never touched by the LLM.

The numbers in your report are computed, not generated.

✍️ Generative Layer

Executive summary, business narrative, methodology explanations, conclusion language — written by AI but grounded in the deterministic facts.

The narrative is generated. The facts it references are verified.

Generate Your First Report

Professional BVR in minutes. Free tier includes 1 valuation report per month. No credit card required.

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