Optionality
To transform the M&A industry, while redefining what it means to be a Trusted Advisor.
About Optionality
Optionality is a co-pilot for advisors. The company uses generative AI to accelerate value creation and the M&A process, empowering advisors to become trusted advisors at scale by maximizing their clients’ business value and planning their exit.
Advisors and business owners can collaborate on various crucial aspects of their business, including:
- Determining current and future company valuation
- Benchmarking against similar companies and recent transactions
- Assessing optimal value creation scenarios
- Generating personalized action plans to maximize company value and exit strategy
Advisors win by fostering trust while expanding their deal pipeline, identifying advisory and M&A opportunities before everyone else. Business owners win by optimizing their business value and achieving their desired outcomes.
Company Information
Headquarters: Montreal
Founded in: 2023
Investment Information
Investment year: 2024
Inovia Team Members: Magaly Charbonneau Pascale Archambault Alexis Garneau
Team Member(s)
Optionality's Journey with Inovia
