110
Overview AI Valuation Assistant is a sophisticated, AI-native platform designed to automate complex financial valuations and deep equity research. Built for buy-side/sell-side advisors, CFOs, and investment professionals, it bridges the gap between raw SEC data and actionable investment projections by decoupling the reasoning engine from the underlying data architecture.
AI-Powered DCF Modeling: Run automated, unlevered free cash flow (DCF) models with built-in sensitivity analysis and adjustable valuation drivers.
Automated SEC Analysis: Instantly parse and normalize data from 10-Ks and 10-Qs, extracting critical numbers and footnotes often missed by manual reviews.
Intelligent Share Dilution Modeling: Real-time modeling across options, RSUs, and convertibles for a high-fidelity fully-diluted share count.
Real-Time Comp Analysis: Live market data integration to feed real-time peer valuation and comparative analysis.
Excel Interoperability: Seamlessly export AI-generated findings into clean, formatted Excel models for traditional institutional workflows.
Bot Mitigation & Anti-Scraping: Integrated Google reCAPTCHA at the entry point to defend against automated threats, credential stuffing, and unauthorized scraping of proprietary valuation models.
Zero-Trust Data Isolation: Leveraging Supabase Row-Level Security (RLS) to enforce strict multi-tenant boundaries. Data access is governed at the database level, ensuring no cross-user data leakage even if the application layer is compromised.
Encrypted Secret Hygiene: All sensitive handshakes (OpenAI, Market Data APIs) are managed via Supabase Vault. Secrets are never exposed to the client-side, mitigating the risk of key theft.
Auditability & Immutability: A decoupled architecture allows for a standalone data warehouse where every AI-driven insight is logged with a persistent audit trail, essential for regulatory compliance and internal diligence.
Frontend: Lovable for a high-performance, agentic user interface and rapid deployment.
Backend: Supabase (PostgreSQL) for robust relational data management and authentication.
AI Orchestration: Agentic workflows that handle the transition from SQL-extracted data to structured JSON outputs for the UI.
Infrastructure: A decoupled standalone data warehouse strategy that ensures data sovereignty and high-speed processing without latency.
Built with