AMIVA OS · fictional example

HarborDiligence

CedarFirst introductions

AtlasPreparation

The next decision
has a place.

01 / 03Questions

Find what needs you.

Messages and evidence, ready for review.

Scroll to exploreSee the advisor workspace

Inside AMIVA OS

Find the next action.

Scroll to explore your room.

AMIVA OS / Advisor workspaceSample only

Messages

Read the buyer’s question with the company evidence beside it.

Harbor · buyer questionHow much revenue comes from the largest customer?Unanswered
Company overview412 contracts; no customer breakdownOn file
Customer revenue scheduleNeeded to answer the questionMissing

What happens next

Request the customer breakdown before answering. Contract count does not show reliance on one customer.

What needs my answer?

AMIVA OS / Advisor workspaceSample only

Messages

Read the buyer’s question with the company evidence beside it.

Harbor · buyer questionHow much revenue comes from the largest customer?Unanswered
Company overview412 contracts; no customer breakdownOn file
Customer revenue scheduleNeeded to answer the questionMissing

What happens next

Request the customer breakdown before answering. Contract count does not show reliance on one customer.

Where does each buyer stand?

AMIVA OS / Advisor workspaceSample only

Pipeline

Follow interest, access, and offers across one deal.

Cedar · Buyer AConfidentiality agreement signedIntroduced
Cedar · Buyer BReviewing company materialsReviewing
Cedar · Buyer CInitial offer receivedOffer in

What happens next

Review the buyer’s record before advancing access or arranging the next conversation.

What is ready to share?

AMIVA OS / Advisor workspaceSample only

Documents

See the material and its audience before releasing it.

Atlas · public overviewCompany name withheldPublic
Company presentationFor buyers with approved accessRestricted
Seller working notesAdvisor and seller team onlyPrivate

What happens next

Check the facts and audience before sharing a document.

One question. A clear next step.

Keep a buyer’s question connected to the people and evidence it needs.

Illustrated example · scroll to follow

Find the gap.

A buyer asks how much revenue comes from the largest customer.

AMIVA OSSample 1 / 3

Messages

Customer concentration

Unanswered

Known: 412 service contracts
Missing: Revenue by customer

Who’s involved Buyer

Why isn’t contract count enough?

One customer may hold several contracts. You need revenue by customer to answer accurately.

Request the evidence.

Ask the seller for the customer revenue schedule.

AMIVA OSSample 2 / 3

Document request

Customer revenue schedule

Requested

Requested from: Seller
Purpose: Support the buyer’s answer

Who’s involved You + seller

What should the request say?

Name the period and the customer-level revenue you need. A specific request makes it easier for the seller to send the right file.

Review, then respond.

Check the supporting records before replying to the buyer.

AMIVA OSSample 3 / 3

Question and documents

Customer concentration

Ready for your review

Check: Period and customer totals
Then: Respond in the room

Who’s involved You

Who decides what to share?

You review the response and document audience. Keep private seller material restricted unless it is approved for sharing.

AMIVA OSSample 1 / 3

Messages

Customer concentration

Unanswered

Known: 412 service contracts
Missing: Revenue by customer

Who’s involved Buyer

You decide what moves forward.

Keep a clear boundary between preparing and sharing.

Your dealAMIVA OSPublicApproved accessPrivate work

Anonymous overview

Public

Introduce the opportunity.

Use the public overview to give buyers a first look.

Approved access

Share for the next conversation.

Manage access to the materials each buyer needs.

Private work

Keep preparation private.

Seller submissions and buyer-private files have separate audiences.

Illustrated app workflow. Scroll to follow the connections.

Start with what needs attention.

Keep the next conversation focused on moving the deal forward.

Buyer question

Customer concentration

Worth asking

Do we have the revenue breakdown?

Seller request

Financial statements

Worth asking

What is still missing?

Buyer pipeline

Initial offer received

Worth asking

What needs the seller’s decision?

Fictional example. Your room reflects your deal.

Continue in your deal room.

Invited by your advisor? Sign in to get started.

Opens your email app.