AI Case study

An AI advisor for business valuation and exit readiness

A US business-advisory firm helps owners build companies that grow predictably and sell for more. We turned its method into a SaaS platform that advisors, accounting firms and private-equity groups use with every client, with an AI advisor built into every page.

Client: US business-advisory firm (name kept private)
Industry: Business advisory, M&A
Product: SaaS web platform
Users: Advisors, accounting firms, private-equity groups, business owners
Live: strategiccapacity.ai

The challenge

The firm has a proven method for growing business value, but applying it by hand does not scale: every assessment, valuation and report takes advisor time.

They needed one platform that scores a business, values it, shows how much value is trapped and what to fix first, and lets owners ask questions about their own numbers.

What we built

A guided assessment across 24 growth objectives, from a quick initial analysis to a deep analysis, with branded PDF reports.
A company score benchmarked against the market, with percentile bands.
Business valuation using industry multiples and a discounted cash flow model, with the value gap shown side by side.
Improvements ranked by the value they unlock, an equity value planner for the owner's goals and a 5-year revenue simulator.
A three-year financial data module with automatic margin calculations.
Step-by-step guidance for every key result, with notes.
Separate portals for firms, advisors and business owners, with two-step login.

How the AI works

An AI advisor sits on every page. It answers questions from the company's own scores, financials, documents and meeting notes, using retrieval-augmented generation (RAG) over a vector database.
It finds the right training content, opens and emails reports, and schedules follow-ups.
Answers come from the company's own data, so advisors and owners get replies about their business, not generic advice.

Results

One platform for the whole method: assessment, valuation, planning and execution.
Every client gets the same branded reports, whichever advisor runs the session.
Owners can ask about their own numbers at any time, without waiting for the next meeting.

Technology

Generative AI
RAG document search
OpenAI
LangChain
ChromaDB
Python
Django
PostgreSQL
JavaScript
Highcharts
Playwright (PDF reports)
AWS

Screens

AI advisor next to the company's value report

Market and DCF valuation compared, with the recoverable value gap

Executive summary benchmarking the company against market percentiles

Guided assessment across 24 growth objectives

Objective scores with potential and trapped value

Equity value planner: what the business must be worth to fund the owner's goals

Key results ranked, with step-by-step guidance

Screens shown with demo data. Client name kept private.

Questions

What does the AI advisor in this platform do?

It answers questions from each company's own scores, financials, documents and meeting notes, finds training content, opens and emails reports and schedules follow-ups.

How is the business value calculated?

With industry market multiples and a discounted cash flow model. The platform shows today's value, the potential value and the gap between them.

Can you build an AI platform like this for my firm?

Yes. We turn your method into software, add an AI assistant that works from your clients' own data, and keep calculations in tested code, not in the AI.

All case studies Portfolio

Tell us what you want to build

Share a few lines about your idea or project. A senior person from our team replies within 1–2 business days, with honest advice on scope, time and cost.

Prefer email? info@arthonsys.com · +91-9887578854