Type: Paid expedites client report creation through an AI-driven system that comprehends individual client data and needs. Users can upload client documents to the dedicated Client Data Room, which serves as fuel for the Advisory Copilot platform. This innovative tool automates the generation of various client reports, including Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports, seamlessly exporting them into Microsoft Word Documents. Moreover, its unique 3-shot approach enables automatic generation of section headers and content for each document, allowing for fine-tuning and regeneration section by section. Once refined, documents can be exported into a personalized Microsoft Word Template, ensuring a streamlined process for final review and delivery to clients.




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