🤖 CORE FEATURE

AI-Agentic Valuations

A 4-agent autonomous pipeline that runs USPAP-aligned business valuations using the CAIBVS™ methodology. Five methods. Risk-adjusted rates. Professional report. Under 30 minutes.

The Agent Pipeline

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You

Enter P&L + Score Risk

Agent 2

Normalize Earnings

SDE/EBITDA selection

Agent 3

5-Method Valuation

+ Open Brain query

Agent 4

FMV Synthesis

Weighted range output

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Output

BVR Report (DOCX/PDF)

One click triggers the full pipeline. All findings auto-capture to your Open Brain knowledge base.

Inside Each Agent

Agent 2

Earnings Normalization

Reads your recast P&L data, selects SDE vs. EBITDA automatically based on business size and type, applies multi-year weighted averages, and generates LLM-powered normalizing adjustment recommendations.

Inputs

→Recast P&L (3–5 years)
→Revenue, COGS, OpEx detail
→SDE add-backs

Outputs

✓Normalized SDE or EBITDA
✓Weighted average earnings
✓Adjustment memo

Agent 2.5

Risk Analysis Agent

Dedicated AI agent for 15-factor CSRP risk scoring, discount rate build-up, and risk narrative generation.

Deep Dive →

Agent 3

5-Method Valuation

Runs all five valuation methods simultaneously using your normalized earnings and broker-scored risk factors. Queries Open Brain for comparable deal intelligence from your accumulated knowledge base.

Inputs

→Normalized earnings from Agent 2
→Risk factor scores (15 factors)
→Discount & cap rates
→Open Brain knowledge

Outputs

✓Market Multiple value
✓Cap of Earnings value
✓DCF value
✓Asset-Based value
✓Rule of Thumb value

Agent 4

FMV Synthesis

Synthesizes all five method results into a single weighted Fair Market Value with a defensible range. Analyzes method agreement, applies confidence-based weighting, and auto-captures findings to Open Brain.

Inputs