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Business Valuation

Collect ownership details, key agreements, and financials in one request so you can value a business without chasing scattered documents.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Key Agreements

4 fields filled

Counterparties Agreement Type Contract Value Term End

AR & Inventory

4 fields filled

As-of Date Total Receivables Overdue Receivables Inventory Value

IP Certificates

4 fields filled

IP Type Registration Number Jurisdiction Renewal or Expiry

Financials

7 fields filled

Ownership Information Period End Total Revenue EBITDA Net Profit Total Assets Total Liabilities

Every field this template collects. Without extraction your client copies all 22 values off their own documents by hand — and still sends you the 4 files.

Client sends
4
4 files to upload
Client types
3
the rest is read for them
AI fills
19
extracted from the files
On the form
22
fields in total

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