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THE HAVA PLATFORM

From a client inquiry
to detailed analysis.

HAVA supports teams across industries, from small businesses to major conglomerates and financial institutions.

Supporting models, reports and decision materials, aligned with your organization’s methodology, committee requirements and approval processes.

AI-supported work requires professional review. Your team exercises independent judgment and makes the decisions.

MEET YOUR AI TEAM

A breadth of expertise.
Working as one.

Choose the expertise your assignment needs.

Explore the areas of expertise
  • M&A Advisory
  • Capital Markets
  • Markets (Sales & Trading)
  • Structuring & New Ventures
  • Public Equities
  • Private Wealth & Family Office
  • Real Estate
  • Private Credit
  • Alternative Investments
  • Investment Research
  • Market Feasibility & Industry Research
  • Country & Local Risk (HAVA Atlas)
  • Fund Administration & Finance Operations
  • Board & Governance
  • Risk & Regulatory Services
  • Audit & Examination

FRAME THE ASSIGNMENT

Agree on the exercise scope.

Agree on the project or exercise scope, objectives, audience, deliverables and boundaries together before analysis begins.

Your objectives
The decision or issue you need to resolve.
Your evidence
The source documents and market information available for the assignment.
Your constraints
Timing, capital, liquidity and the institutional requirements that shape the work.

THREE LINES OF DEFENSE

Three lines.
One holistic view.

First line: business analysis

Connect research, valuation and financial models to the commercial question and local market context.

Second line: risk & challenge

Test assumptions, examine exposures and downside, and make unresolved conditions clear.

Third line: audit perspective

Scrutinize the evidence, controls and review record, with a separate role from the team building the work.

Specialists contribute according to the scope. AI review supports your professionals; it does not constitute independent human assurance.

INTERACTIVE STRESS TESTING

Move the assumptions.
See the impact.

See where cash flow, valuation or covenant headroom comes under pressure.

Instant estimates are distinguished from full model recalculations. Controls depend on the agreed model and evidence.

Explore stress testing in a demo ↗
Drag an assumption
Move growth, rates or financing inputs to explore the impact in real time.
Click through a scenario
Compare the base case with downside scenarios or alternative structures.
Follow the result
Open the underlying assumptions, calculations and source evidence where available.

DEAL DYNAMICS

Where the money comes from.
Where it goes.

The deal walkthrough connects the funding, the transaction steps and the economics for each party.

Proposed terms, agreed commitments and outstanding conditions stay distinct. The walkthrough follows the agreed exercise scope.

Sources and uses, side by side
Show equity, debt and other proposed funding beside the purchase price, debt repayment, fees, working capital and capital expenditure they fund. Reconcile total sources and uses, show any funding gap and link each amount to the model and supporting evidence.
Follow the cash and control
Walk through closing, operations and exit: who contributes or receives cash, what changes in ownership or control, and how repayments or sale proceeds flow.
Understand what changes the deal
Trace how price, financing, collateral, timing and counterparty responses affect each party’s economics, liquidity and risk. Compare feasible alternatives and show the conditions and consents needed to proceed.

PREPARE FOR REVIEW

The reasoning.
The calculations.
The open questions.

See three illustrative assignments ↗
Reports & memoranda
Word reports, memoranda, board papers and deal walkthroughs, with evidence and limitations.
Financial models
Excel valuation, cash-flow and scenario models, with reviewable assumptions and calculations.
Presentations
PowerPoint decks for committees, boards and client discussions.

Audit & documentation

Find the gaps. Prepare the fix. Test the evidence.

Review policies, procedures and supporting documents against applicable requirements. Track gaps, corrections and the evidence needed for closure.

Document review shows what the records support. Potential findings remain conditional; operating effectiveness and closure require testing evidence. This review does not certify operating effectiveness or guarantee an auditor’s conclusion.

Explore the audit and documentation workflow
  1. Set the review scope, applicable requirements and document versions; distinguish missing evidence from a confirmed gap.
  2. Test coverage, approval, consistency and traceability. Identify potential audit findings with their evidence, uncertainty and the additional testing needed to confirm them.
  3. Prepare corrections and an action plan with owners, dependencies, deadlines and acceptance tests; retest the affected evidence before recording closure.

Document and policy review · Findings register · Evidence-gap assessment · Potential-findings assessment · Remediation plan · Closure and retest record

FILINGS & REPORTING

HAVA prepares.
Your team reviews and submits.

Identify filing requirements and prepare draft documents and supporting schedules. Your authorized professionals verify, approve and submit the materials.

HAVA does not submit filings or execute transactions.

YOUR PRIVATE CLIENT LAYER

Your team. Your rules.
Now powered by HAVA.

Build on HAVA with your firm’s own methodology, investment criteria, risk limits and approval process. Your people define how your team works.

Your institutional knowledge

Your approved client layer carries your firm’s approach into each assignment. It stays private to your institution.

Your control

Your authorized team reviews, approves and can revoke the layer. Your standards shape the work; your professionals retain the decisions.

Your knowledge stays yours

Your client layer and the work it informs do not flow back into HAVA’s shared memory, lessons or training queues, or into another client’s profile.

This boundary concerns HAVA’s shared knowledge. Authorized processing still follows the agreed deployment, access, retention and model-provider terms.

Discuss your institutional requirements ↗

PLUGIN APIS & DATA CONNECTORS

Bring your data.
Connect your team.

Connect financial research with your licensed data, documents and institutional context. Explore the connector catalogue by category.

Enterprise connections belong to your firm. Authorized colleagues share the connection under your client and team permissions.

Once activated, approved CRM, finance, project, warehouse and contract records can feed the relevant HAVA workflow as private source evidence.

Public sources depend on publisher availability. Client connections use your firm’s authorized accounts, licences and permissions.

Brazilian financial content includes BCB rates, credit and Focus forecasts, IBGE inflation and quarterly GDP, CVM issuer records and Tesouro Direto offers. B3 and ANBIMA data require a licensed client connection.

Licensed financial data
  • BloombergAPI connection
  • FactSetAPI connection
  • S&P Capital IQAPI connection
  • PitchBookAPI connection
  • PreqinAPI connection
  • LSEGAPI connection
  • Moody’sAPI connection
  • DaloopaAPI connection
Public markets, economic data & filings
  • FRED · NY Fed · US Treasury · ECB · Yahoo Finance · Stooq · Chile and Colombia dataAPI connection
  • SEC EDGARAPI connection
  • US Bureau of Labor StatisticsAPI connection
  • World Bank IndicatorsAPI connection
Brazilian financial content
  • Banco Central do Brasil · SGS · Focus · CréditoAPI connection
  • IBGE / SIDRA · IPCAAPI connection
  • IBGE / SIDRA · PIB trimestralAPI connection
  • CVM Dados Abertos · Cadastro de companhias abertasAPI connection
  • Tesouro Transparente · Tesouro DiretoAPI connection
  • B3 · Market Data · UP2DATA · DataWise+API connection
  • ANBIMA Feed · Fundos · Preços · ÍndicesAPI connection
Meeting notes & collaboration
  • Microsoft 365 · Outlook · Teams transcripts · SharePoint · OneDriveAPI connection
  • Zoom meeting notes, recordings and transcriptsAPI connection
  • SlackAPI connection
Documents & file stores
  • File uploads · CSV · Excel · JSON · Word · PowerPoint · PDF · ZIPFile upload
  • Google Drive · Box · DropboxAPI connection
Additional market-data APIs
  • FinnhubAPI connection
  • Financial Modeling PrepAPI connection
  • Alpha VantageAPI connection
Client relationships & CRM
  • SalesforceAPI connection
  • Microsoft Dynamics / DataverseApproved CRM tables and company records.API connection
Finance, operations & people
  • SAP S/4HANAApproved OData records, including journal entry items.API connection
  • Oracle NetSuiteApproved financial records through read-only SuiteQL queries.API connection
  • WorkdayCustomer-published financial reports.API connection
Projects & knowledge management
  • Jira CloudIssues and project records from approved searches.API connection
  • Confluence CloudPages and reference content from approved spaces.API connection
  • ServiceNowApproved service and operations records.API connection
Data warehouses
  • SnowflakeSelected records from approved data views.API connection
  • DatabricksSelected records from approved SQL views.API connection
  • Google BigQuerySelected records from approved BigQuery views.API connection

Zoom notes and transcripts, collaboration tools and file stores require an authorized client connection. Meeting notes can also be supplied through file uploads.

Discuss your data connections ↗

Bring your brief.

Book a demo ↗