Elevating fiduciary excellence through AI-powered valuation intelligence
In the complex world of ESOP trusteeship, your fiduciary duty demands uncompromising accuracy and rigorous oversight.
Ava is a purpose-built, web-based platform that streamlines the entire valuation analysis and reporting lifecycle,
turning hours of manual labor into minutes of high-level oversight.
Conversational intelligence: talk to your data
Beyond static reports, a fully integrated AI assistant lets you engage with valuation data in natural language—a specialized analyst inside your reporting environment.
Its answers are anchored in facts Ava derives from your valuation report (extracted metrics, narrative, and structure)—not the open web—so reasoning stays tied to your document and hallucinated claims are sharply reduced compared with unconstrained chatbots.
Grounded Q&A: ask for trends, methodology shifts, and year-over-year comparisons in plain English; responses lean on validated extraction from the report rather than invented figures.
No exports required: deep analysis stays inside the application.
Secure, in-situ intelligence: the assistant runs in your dedicated environment—your data is not used to train external models.
Reporting and Ask Monica — natural-language Q&A alongside live valuation insights.
Turn your firm’s review playbook into an AI-powered sequenced chain of checks that runs on each valuation. Every step evaluates validated metrics and your company notes against instructions you define, so reviewers get consistent narratives—and clear flags when a step’s criteria are fully met.
Configurable steps: add your own analysis steps using natural language to mirror internal methodology without touching code.
Context that compounds: later steps see prior step outcomes for coherent analysis.
AI grounded in data: Mitigate hallucinations with AI grounded in deterministic data
Key Topics Review — run your methodology as an ordered sequence on every document.
Unrivaled transparency & audit readiness
For a fiduciary, the “how” is as important as the “what.” Ava provides granularity that makes audits and internal reviews straightforward.
Precise source tie-backs: every data point is linked to the exact page and passage in the original report.
Full audit trails: time-stamped history of who changed a metric, when, and why.
Disparity highlighting: surface discrepancies between current and historical documentation so review focuses on the highest-risk areas.
Imported pages — choose exactly which pages feed extraction and audit tie-backs.
Threat Map: one matrix for the whole portfolio
See every client against your key topics review steps and exception reports in a single heat map.
Cells light up green or red so you know where to look first; details open on demand.
Threat Map — portfolio-wide status for key topics reviews and exception reporting in one screen.
Strategic insights across your portfolio
Ava supports oversight across your entire practice—not only individual clients.
Portfolio-wide risk analysis: run reports across your client list for systemic risks and methodology outliers.
Custom reporting engine: create your own reports for internal standards or client deliverables.
Secure collaboration: share live reports with your team or export to Excel, HTML, or Google Sheets.
Exception reporting — surface portfolio-wide risks, trends, and outliers in one view.
SWOT analysis: automatic generation with citations
Ava can produce a structured SWOT (strengths, weaknesses, opportunities, threats) for each valuation document, automatically.
Automatic quadrants: each axis is filled from AI analysis of the report you have open—no separate upload or copy-paste workflow.
Citations, not guesswork: supporting points carry reference controls that jump to the cited passage in the PDF, so every claim can be verified against the source.
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SWOT analysis — AI-generated quadrants with citations tied back to the valuation document.
Intelligent extraction. Absolute accuracy.
Stop the manual copy-paste cycle. Ava uses sophisticated vision-trained AI to interpret complex valuation documents the way an analyst would.
Multimodal data capture: extract metrics from PDFs, spreadsheets, and presentation decks.
Human-in-the-loop validation: an AI + human cleansing protocol so every data point is verified.
Heuristic comparisons: automatic checks against historical benchmarks and industry heuristics to flag anomalies early.
Data cleansing — review and validate extracted metrics before they flow into reporting.
Automated data enrichment
Once metrics are extracted and validated, Ava can define and compute additional metrics from that structured data—ratios, roll-ups, year-over-year deltas, and practice-specific measures you configure yourself.
Author your own custom calculations and Ava runs them automatically during each enrichment pass, so derived values stay aligned with source metrics without spreadsheet rework.
Enrichment turns fragmented line items into a coherent analytical layer so reviewers spend less time reconstructing spreadsheets from PDFs and more time on substance.
Your formulas on autopilot: define calculations that execute automatically as part of enrichment whenever underlying extracted fields change—consistent methodology without one-off recalculation.
Derived metrics on demand: express new measures as definitions tied to extracted fields; the system keeps them in sync as underlying values change.
Faster, fuller reviews: carry the data you need for a comprehensive review inside Ava instead of repeatedly opening full valuation reports to hunt for every supporting figure.
Consistent methodology: apply the same enrichment rules across clients and reporting periods so comparisons stay apples-to-apples.
Fiduciary-grade security
Data privacy is paramount. Ava is built on privacy-by-design principles.
Isolated environments: each customer runs in a siloed server environment.
No model training on your data: proprietary client data is never used to train our AI models.
Zero persistence outside your boundary: sensitive processing stays within your secure deployment.
The shift from processing to policing
Your value as a trustee lies in judgment, not spreadsheet mechanics. Ava restores your time so you can move from tedious data entry to critical fiduciary analysis.
Experience the future of ESOP valuation management. Reduce risk. Increase accuracy. Reclaim your time.
“Ava has turned our valuation review process from a weeks-long marathon into a streamlined, high-confidence operation. The ability to ‘talk’ to our data and have it instantly tie back to the source page is a game-changer for our compliance team.”
