FMV Insights
Private market insights.
Connect your financials to a secure AI that understands your business. Query industry research, get intelligent insights, and prepare for important decisions.
Get Started for FreeGive yourself an unfair advantage.
AI is becoming a superpower for business owners. But general-purpose AI tools were not built for sensitive financial data. Fair Market Value gives you that superpower with the security and privacy your business demands.
Designed by finance and accounting professionals who understand what business owners actually need.
Connected to your actual financial data and our proprietary Research & Data library, not just generic web knowledge.
Your financials never train public AI models. SOC 2 certified, ISO 27001 compliant, AES-256 encrypted.
What you can do with FMV Insights
Powerful capabilities, completely free. Upgrade anytime to unlock valuation and benchmarking.
FMV Insights
Your private AI analyst answers questions about your financials and helps you make better decisions.
- Ask questions in plain English
- Get explanations of financial metrics
- Prepare for meetings with advisors
- Scenario planning and what-if analysis
Research & Data
Query our entire Research & Data library with AI. Industry trends, SBA lending data, valuation multiples, and more.
- Industry analysis and outlook reports
- Valuation multiples by sector
- SBA lender directory and activity
- Market transaction intelligence
Business Valuation
Unlock real-time valuation assessments. Your financials are already connected, so you are one click away.
- Real-time valuation assessments
- Multiple valuation methodologies
- Value driver identification
- Exportable PDF reports
Benchmarking
Compare your business against thousands of companies in your industry. Understand exactly where you stand.
- Profitability vs industry peers
- Growth rate comparisons
- Leverage and capital efficiency
- Performance percentile rankings
How It Works
Get started in minutes. No credit card required.
Create Your Free Account
Sign up in seconds. No credit card required. You will immediately have access to query our Research & Data library and start conversations with your AI analyst.
Connect Your Financials
Link QuickBooks or Xero, or upload tax returns and financial statements. Your data is encrypted and never used to train public AI models.
Drive Results
Ask your AI analyst anything about your business, your industry, or market trends. Get intelligent answers grounded in your actual data and our Research & Data library.
What business owners ask FMV Insights
From quick questions to deep research, your AI analyst is ready to help.
Industry Research
“What are the key trends affecting my industry? What valuation multiples are companies like mine selling for? Who are the most active SBA lenders in my sector?”
Financial Health Checks
“How does my current ratio compare to industry averages? What does my debt-to-equity ratio tell lenders about my business? Where are my biggest opportunities?”
Advisor Meeting Prep
“Help me prepare for my quarterly meeting with my CPA. What questions should I ask my financial advisor about growth funding options?”
Scenario Planning
“What would happen to my cash flow if revenue dropped 15%? If I hire two more employees, what does my break-even look like?”
SBA Loan Research
“What are the requirements for an SBA 7(a) loan? Which lenders are most active in my industry? What documentation will I need?”
Competitive Intelligence
“How do businesses in my industry typically perform? What profit margins should I be targeting? What are the key drivers of value?”
“Fair Market Value has become an indispensable tool for understanding our business. I use FMV Insights to dig into our financials, research industry trends, and prepare for meetings with our CPA and financial advisors. It’s like having a CFO on call.”
Trent Shore
Partner, Sea Point Design & Remodel
Trust and reliability
Fair Market Value is designed with the highest commitment to trust, security, and compliance.
Free to start. Upgrade when you are ready.
FMV Insights
A private AI analyst for your business
- Integrated AI Analyst
- Full Research & Data library access
- Connect your financials securely
- Enterprise-grade security
FMV Plus
Add valuation and benchmarking
- Everything in FMV Insights, plus:
- Real-time business valuations
- Private company benchmarking
- Exportable PDF reports
Frequently asked questions
FMV Insights is a free, private AI assistant built for business owners. You can ask questions about your financials, query our Research & Data library for industry insights, and get help preparing for meetings with advisors. Unlike general-purpose AI tools, your data is protected with enterprise-grade security and never used to train public models.
Yes. FMV Insights is completely free to use, with no credit card required. You get unlimited conversations with your AI analyst, full access to our Research & Data library, and the ability to connect your financials securely. Valuation and benchmarking features are available through FMV Plus ($500/year) when you are ready to upgrade.
General-purpose AI tools are not designed for sensitive financial data. When you share your financials with these tools, your data may be used to train public models and could be exposed in breaches. Fair Market Value is SOC 2 certified, ISO 27001 compliant, and your data never trains any public AI model. Plus, our AI has access to proprietary industry research and SBA lending data that general AI tools do not.
Fair Market Value connects directly to QuickBooks and Xero through secure API integrations. You can also upload IRS tax returns or PDF financial statements, and our system will automatically extract and standardize the data.
You can ask about industry trends, valuation multiples, SBA lending activity, financial ratios, and more. When you connect your financials, the AI can answer specific questions about your business performance, explain what your metrics mean, help you prepare for meetings with CPAs or financial advisors, and run scenario analysis.
FMV Insights can support a wide range of roles across your organization. Owners and executives use it for strategic planning and performance monitoring. Finance teams leverage it for budget analysis, forecasting, and financial reporting. Operations managers use it to identify efficiency opportunities and benchmark performance. Sales leaders can analyze revenue trends and customer profitability. Anyone on your team who needs quick answers about business performance or industry insights can benefit.
If your financials are already connected, you are one click away from unlocking real-time valuation assessments and private company benchmarking with FMV Plus ($500/year). Your data carries over, so there is nothing to re-enter or reconnect.
Your private market insights are ready.
Get started for free. No credit card required. Enterprise-grade security included.
Get Started for Free