Advisor Professional

by M&A Deal PlatformMicrosoft 365Paid

Create business plans, information memorandums, and valuation reports in Copilot.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Advisor Professional — screenshot from the Microsoft Marketplace listing

What it does

Creates business plans and other advisory reports using Azure OpenAI and ChatGPT. Provides virtual data rooms for storing company data and allowing clients to upload or download files. Creates first-draft business plans and Confidential Information Memorandums. Produces company valuation reports using market multiples and discounted cash flow methodologies.

Key capabilities

from the Microsoft Marketplace listing

Business plan creation

Creates first-draft business plans using Azure OpenAI and ChatGPT.

Advisory reports

Information memorandums

Creates first-draft Confidential Information Memorandums using Azure OpenAI and ChatGPT.

Company valuations

Creates company valuation reports using market multiples and discounted cash flow methodologies.

Virtual data rooms

Stores company data and allows clients to upload or download files.

Secure client-data chat

Allows practice employees to query client business models and client data rooms.

Who it's for

Practice employees and clients.

How it compares

Advisor Professional and AI Adoption Platform are both paid cloud listings. Advisor Professional was updated on Dec 2025, while AI Adoption Platform was updated in Aug 2026.

NamePricingDeploymentUpdated
Advisor Professionalthis pluginPaidCloud
AI Adoption PlatformNot in catalog

In the catalog

88 plugins in Microsoft Copilot · Analytics

Price distribution: 4 free, 5 freemium, 31 paid, 48 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft Copilot
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Create Business Plans & Company Valuation Reports for you and your clients. • Our software enables you to create Business Plans and other Advisory using Azure OpenAI/Chat GPT. • Our Advisor Copilot & Secure Chat GPT enables practice employees to Securely query Client Business Model and Client Data Room. • Our Business …»

Official marketplace listing

Publisher
M&A Deal Platform
Updated on marketplace
Facts verified

Tags

businessadvisorycorporatefinancepracticeautomationopenaichatgptgenerative