Bloomberg integration
Connect Bloomberg's comprehensive financial data platform to V7 Go's AI agents to automate valuation modeling, comparable-company analysis, and investment research workflows.
From
Slack
to
Bloomberg
Slack + Bloomberg
Share valuation summaries and market insights with investment teams instantly.
From
Microsoft Excel
to
Bloomberg
Excel + Bloomberg
Export DCF models and comparable-company analysis to spreadsheets.
From
addevent
to
Bloomberg
Salesforce + Bloomberg
Update CRM records with valuation data and investment recommendations.
From
Notion
to
Bloomberg
Notion + Bloomberg
Create investment research pages with market data and analysis.
From
Microsoft PowerPoint
to
Bloomberg
PowerPoint + Bloomberg
Generate presentation decks with valuation models and market analysis.
From
Tableau
to
Bloomberg
Tableau + Bloomberg
Build interactive dashboards with market data and valuation metrics.
Example workflow
Example
Actions & Triggers
AI agents can perform automated actions in the app
Do I need a Bloomberg terminal subscription to use this integration?
Yes, you'll need a valid Bloomberg license and appropriate data subscriptions to access Bloomberg's market data and financial information. V7 Go enhances your existing Bloomberg investment by automating the analysis and modeling of that data, turning raw information into actionable valuations and insights.
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Can I customize the valuation models for my firm's methodology?
Absolutely! V7 Go's AI Valuation Agent can be customized to match your firm's specific valuation approach, discount rates, growth assumptions, and comparable-company selection criteria. You can configure workflows to align with your investment thesis and analytical standards.
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How does this integration handle data compliance and licensing requirements?
V7 Go respects Bloomberg's licensing terms and data entitlements. Your firm remains responsible for ensuring that all data usage complies with your Bloomberg license agreement. The integration operates within your existing data access permissions and does not redistribute or store Bloomberg data beyond what your license permits.
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What types of valuation analyses can be automated?
The integration supports DCF modeling, comparable-company analysis, precedent transaction analysis, and trading multiples analysis. AI agents can process Bloomberg financials, market data, and reference information to generate complete valuation models, sensitivity analyses, and investment recommendations.
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Can I integrate Bloomberg data with my existing investment management systems?
Yes! V7 Go can send analyzed Bloomberg data and valuation outputs to various platforms including Excel, Salesforce, Tableau, and custom data warehouses. This ensures seamless integration with your existing investment workflow and reporting infrastructure.
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How does this integration accelerate the investment research process?
V7 Go's AI agents automate the time-consuming work of data extraction, financial normalization, and model building. What typically takes hours of manual spreadsheet work can now be completed in minutes, allowing your team to focus on strategic analysis and investment decision-making rather than data processing.
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