Adviisa is your company's trusted business memory — owned and controlled by you. It brings your documents, advice, decisions and evidence together, shows what's missing, and guides the work to close the gaps.
Everything confirmed stays with the company — ready for what comes next.
Adviisa Event Ready
One platform. Ready for every event.
Exit, funding, compliance, onboarding and more — each a readiness application running on the same trusted business memory, so you're always prepared and never starting from scratch.
Preparing to sell
Exit Ready
Protect value before due diligence begins.
Adviisa shows what a likely exit will need, what the company already holds and which gaps need attention before buyer scrutiny — so you protect and maximise value. It guides the work to close those gaps and prepares a structured record for due diligence and VDR handover. Confirmed evidence and context stay with the company.
It does not run the transaction or replace professional advisers.
Value on both sides
Ready for the company. Better for its advisers.
One trusted record that everyone works from — so the business is always prepared, and every adviser starts from a stronger position.
For business leaders
Protect and grow your value.
CEOs, CFOs and owners: see what's missing before scrutiny does, reduce risk, and walk into any exit, raise or event already prepared — with a record that makes every future one easier.
Start every engagement with structured, source-backed context instead of a document hunt. Spend less time chasing and more applying judgement — and give clients a reason to stay close between engagements.
Important information exists across your business — but it isn't connected, structured or ready to use.
Documents, advice received, decisions and the evidence behind them — clearances obtained, step plans implemented, notifications made — sit across systems, inboxes, advisers and people's heads. When scrutiny comes — a sale, a raise, a regulator, a new adviser — the work of rediscovering, reconstructing and re-explaining it starts over, under time pressure, with value at risk.
How it works
From scattered information to a confirmed record.
Adviisa turns fragmented information into something structured, connected and confirmed — building your business memory as you go.
01
Diagnose
Understand the company, the event ahead and what evidence should exist.
02
Assess
Match what's actually held, then surface and prioritise the gaps that matter.
03
Resolve
Guide the work to close gaps, with clear actions, owners and deadlines.
04
Confirm & retain
People confirm the evidence and context — and the company keeps the memory.
Start with an event. Keep the trusted business memory for what comes next.
Centralise & structuredocuments, data and context in one place
Co-ordinateteams and advisers from the same record
Track actions & deadlinesso nothing is missed
Ask Adviisa— AI answers grounded in your data (powered by OpenAI)
The product
This is what the company sees.
A first look at Adviisa Exit Ready — the company's history, reconstructed and source-backed, with the work to close gaps guided in one place.
A preview of Adviisa Exit Ready — shown with sample company data
Company historyThe landing view: the equity story as an interactive, source-backed timeline — each event opening the evidence Adviisa has linked.WorkstreamsSimple Yes/No history questions discover what a buyer will examine; each opens an evidence-organising workstream, prioritising what's hardest to recreate later.Document registerThe detail layer: every artefact with an AI-drafted context note, a confidence rating, a source link and owner + adviser sign-off.
Why Adviisa
Not another data room.
A data room organises and shares documents. Adviisa helps the company prepare before scrutiny — showing what should exist, what's held and what needs attention, then guiding the work to close gaps. Evidence can be handed over to a virtual data room, while the confirmed understanding stays with the company after the event.
Storage holds files.
Adviisa preserves meaning.
Checklists track generic tasks.
Adviisa creates a tailored readiness workflow.
Adviser portals serve one firm.
Adviisa preserves company-side continuity.
Finding documents is the start.
Adviisa connects evidence and context — source, status, permission and human confirmation visible.
In practice
How businesses and their advisers use it.
Today
Each adviser works in their own system with limited visibility. Information is duplicated and context is lost between interactions.
With Adviisa
All advisers work from a shared, structured view of the business, with access to the same information and context.
Pricing
Simple, per-company pricing.
One subscription per business — covering the platform and the readiness applications you use. Advisers are included at no per-seat cost, and everything you confirm stays with you, so each event costs less than the last.
Launch pricingThese are our founder / early-access rates, held for our first cohort.Join the waiting list
Most companies
Standard
£1,800/ company / year
Pay annually — one month free (£1,650)
Everything a company needs to get event-ready and keep a trusted business memory year-round.
All prices shown per company, per year, excluding VAT. Annual payment includes one month free (effective £1,650 on the standard price). Prices shown are founder / early-access launch rates and may change for later cohorts — join the waiting list to lock them in.
Trust & security
Trust is built into how it works.
Your information is sensitive, valuable and central to how your business operates. Adviisa keeps it secure, controlled and accessible only to the right people — and gives authorised AI a source-backed, permissioned view, never an unchecked one.
Source-linked
Meaning traces to identified evidence.
Status-aware
Current, proposed, disputed and superseded stay distinct.
Permissioned
Access reflects role, purpose and authority.
Non-destructive
Confirmed history is never silently overwritten.
Human-governed
People confirm consequential meaning.
Company-controlled by designThe company owns and controls its account and business memory — permissions, sharing, approved uses and export.
Adviser-aligned by designAdvisers contribute or confirm within permission, but remain responsible for advice, working papers and professional judgement.
Azure infrastructure
Built on Microsoft Azure.
Microsoft Partner
Approved Microsoft Partner.
Secure by design
Secure access, storage and sharing.
Defence in depth
Layered security architecture.
Cyber Essentials
Independently certified.
See how this could work for your business.
Understand how Adviisa fits your business and ways of working. Join the waiting list for early access — whether you're a company getting event-ready or an adviser who wants to offer it to clients.