FOR ADVISORS
Your professional infrastructure
for service business acquisitions.
Most advisors are doing this with spreadsheets, email threads, and disconnected tools. Your clients deserve more systematic analysis — and so does your reputation. Verity is built for buy-side advisors who want to deliver more consistent outcomes, look like a larger operation, and spend less time reinventing the wheel on every engagement.
Verity supports 19 service business types — from pool routes and HVAC companies to IT managed services, auto repair shops, cleaning businesses, and property management firms. If you're advising buyers of service businesses, Verity is built for your practice.
WHY VERITY
Three things Verity gives advisors
that they don't have today.
Systematic process, not improvisation
Every client gets the same rigorous evaluation framework — not whatever you remembered to check that week. Consistent. Documented. Defensible.
Up to 10 isolated client workspaces
Each client's deals, documents, and analysis live in a fully isolated workspace. No cross-contamination. White-labeled with your brand. You look bigger than a spreadsheet.
Verification on demand, not guesswork
Verity Brain retrieves actual published regulations and cites the source. When your client asks 'is this required in Nevada?' you have an answer — with a link they can click.
HOW IT WORKS
The Advisor workflow — 8 phases.
Every action is attributed to who actually does it.
Advisor — youClient — your buyer-clientVerity — the platformSeller/Broker — third party
01
Platform setup — one time
Advisor
Complete onboarding, configure your AI Knowledge Base with your market expertise and deal criteria, set your white-label brand (logo, colors, name).
Advisor
Accept the Advisor Agreement — activating your channel partner license and white-label rights.
Ready for clients:Your Verity environment is calibrated to your expertise before a single client workspace exists.
02
Client intake & workspace setup
Advisor
Create a dedicated Client Workspace. Configure acquisition criteria based on client goals, budget, and risk tolerance.
Advisor
Present Verity's End-User Terms to your client and record their acceptance before any Platform output reaches them.
Client
Accepts terms. If given direct access, logs into the white-labeled platform and sees your brand.
Verity
Timestamps acceptance and enforces complete data isolation between all client workspaces at the database level.
Built-in protection:Every client's data is completely isolated from every other. Your clients never see each other's work.
03
Deal sourcing & pipeline management
Advisor
Add acquisition targets to the client's Deal Pipeline. Log broker communications. Upload initial seller documents.
Seller/Broker
Provides seller package and financial materials.
Verity
Extracts structured data from uploaded documents automatically — revenue, SDE, margins, account counts, ownership details.
Advisor
Reviews and corrects extracted data. You are responsible for input quality — outputs reflect inputs.
Output:Structured deal records with AI-extracted financials, ready for evaluation.
04
Opportunity evaluation
Advisor
Configure the Opportunity Evaluator with the client's declared criteria. Review before running.
Verity
Runs the rules engine. Generates Pass/Fail result and AI narrative analysis (labeled MEMORY ANALYSIS).
Advisor
Reviews the analysis. Adds professional commentary. Delivers results — with your judgment layered on top.
Client
Receives structured assessment. Pass means this deal meets your configured criteria.
Your role here:The professional recommendation — if any — is yours. Verity produces the analysis. You interpret it for your client.
05
Due diligence
Verity
Generates a due diligence checklist calibrated to the business type.
Advisor
Requests documents from the seller. Uploads them. Reviews AI analysis for red flags.
Verity
Analyzes each document. For Brain verification: retrieves the actual published regulation and cites it (RETRIEVED SOURCE). If not found, says so honestly (COULDN'T CONFIRM).
Advisor
Interprets Brain results for the client. Engages licensed professionals where Brain reaches its limits.
Key capability:When your client asks 'is this required?' Verity Brain finds the actual published source — not a memory-based guess.
06
Deal decision & LOI
Advisor
Consolidates findings. Presents to client. Forms professional recommendation based on expertise and judgment.
Client
Makes the acquisition decision — informed by your analysis and Verity's structured framework.
Advisor
Prepares LOI using the DocuSign add-on.
Verity
Facilitates the LOI execution process via DocuSign.
Client
Reviews and signs. Seller signs.
The line:The recommendation is yours. The decision is your client's. Verity is the infrastructure.
07
Post-acquisition
Verity
Activates Integration Playbook with a structured task-based plan for business integration.
Advisor
Guides client through integration planning using the Playbook as a framework.
Client
Executes integration tasks. May pursue additional acquisitions — which means coming back to you.
Ongoing value:The relationship doesn't end at close. Verity keeps you useful through integration — and positions you for the next deal.
08
Multi-client management — ongoing
Verity
Enforces complete data isolation between all client workspaces. No client can ever see another's data.
Advisor
Manages up to 10 active client engagements simultaneously. Monitors AI analysis usage. Engages the Advisor peer community.
Advisor
Uses Verity Brain across all active clients — deal questions, regulatory verification, process guidance.
Scale:Up to 10 client workspaces. 150 AI analyses/month. One platform. Your brand.
THE LINES THAT MATTER
What's always yours.
What's always Verity's.
Always yours — never Verity's
- The professional recommendation (if any)
- Interpreting results for your client
- The duty of care in your client relationship
- Your professional licensing obligations
- Applying judgment to Brain verification outputs
Always Verity's — never yours to build
- Consistent rules-engine evaluation
- AI analysis labeled by mode
- Verified regulatory source retrieval
- Document extraction and structuring
- Workspace isolation and data security
ADVISOR TIER
What you get.
ADVISOR
$597/month
or $5,970/year — one month free
- Up to 10 isolated client workspaces
- 150 AI analyses/month
- White-label branding
- All platform features
- Verity Brain + Brain Chat
- Unlimited deals
- Team access
- DocuSign, QuickBooks, Google add-ons
- Advisor Community
- Integration Playbook, Market Map
Buy-side only. Verity is licensed exclusively for advising prospective buyers — not sellers.