📄 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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