Workflow
The scoped workflow covers these steps:
- Financial intake.
- Gap detection.
- Model mapping.
- Business analysis.
- Comparable transaction research.
- Evidence synthesis.
- Valuation support.
- Human review.
System roles
The system can collect approved files with financial data and structure key fields for review.
It can flag absent periods, fields, documents, source notes, and assumptions before later analysis.
It can map reviewed data into the model that the buyer uses. Uncertain mappings go to a person.
It can gather candidate transactions from approved sources and apply defined filters.
It can organize reviewed evidence and support valuation work. It does not make the investment decision.
Human authority
A qualified analyst approves the assumptions, comparable set, valuation logic, and final investment judgment.
The system routes gaps, mappings, evidence, and draft outputs to named points for review.
Discovery and scope
Discovery comes before any build and has a fixed price of $999.
An RFP may call this step Phase 0, paid discovery, or a discovery sprint.
These terms refer to the Current State Assessment, not the AI Readiness + Governance Sprint.
The separate Sprint starts at $7,500 and helps organizations decide where AI should operate.
Related
Next step
Book a free 30-minute AI Strategy Call: https://cloudnsite.com/book