AI Valuation Assistant | Enterprise AI-Driven Financial Analysis

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.

Core Capabilities

• 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.

Security & Compliance Overview To meet the rigorous standards of the financial services industry, the platform is engineered with a Defense-in-Depth security strategy:

• 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.

The Tech Stack (Architectural Edge)

• 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.