Seventeen tools, one valuation loop

Every practice on your account with data coverage, logged sources and the latest valuation.

The gathering checklist: each fact the math needs, the method it drives, and the kind of platform that normally holds it.

Write gathered facts back. Send only what you actually found — omissions lower confidence instead of becoming guesses.

Log which platform supplied which fields, so every figure in the valuation carries its provenance.

Form ADV firm-size and client-mix percentiles plus published operating medians, matched to the firm's size tier.

The pre-flight: what came from your platforms, what you supplied, what is still missing — and any blocking finding to resolve before a valuation is computed.

The seven-method blend, six-factor quality multiplier, and a lane-aware headline: an asking price on the sell side, a walk-away ceiling on the buy side.

Private seller or buyer prep, selected by the saved run’s lane: the other seat’s arguments, your answers, terms and a checklist.

Your saved rehearsal memos, newest first, so an earlier one can be reopened instead of re-run.

Catalog of the guided workflows on this server

Full instructions for one workflow

The server's live tool list, versions and skill catalog — the drift check a connected agent runs after reconnecting.

Your plan, renewal date, runs and practices used, and a billing link — so your assistant can answer "how many runs do I have left?"

Preview a private request for one of your targets, then create it once you approve. The email stays a draft for you to send.

Read open requests delivered directly to your firm's inbox after CRD verification and opt-in.

Read a request received by your firm and fill requested fields from your own saved practice.

Preview figures and their sources, then share once only after you approve. Your own valuation stays private.