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DealCloud integration

Connect

DealCloud

to AI agents.

Connect DealCloud's deal and relationship data to V7 Go's AI agents to automate CIM analysis, deal screening, pipeline triage, and investment memo generation.

Integration

DealCloud

Connect DealCloud to V7 Go and automate deal screening, pipeline triage, CIM analysis, and investment memo generation for PE, VC, and M&A teams.

Finance & Investing

Deal Screening

CIM Analysis

Pipeline Triage

AI Engine

V7 Go

V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.

AI Automation

Task Orchestration

Data Extraction

Agentic Workflows

Featured workflows

A library of

DealCloud Workflows

ready to operate

Select from a library of pre-built AI agents to power your DealCloud workflows.

Popular workflows

From

Slack

DealCloud

Slack + DealCloud

Get instant deal screening summaries and pipeline alerts in Slack.

From

Gmail

DealCloud

Gmail + DealCloud

Email investment memos and deal summaries to stakeholders automatically.

From

Microsoft Excel

DealCloud

Excel + DealCloud

Export deal metrics and scoring data to spreadsheets for analysis.

From

Notion

DealCloud

Notion + DealCloud

Create deal research pages with AI-generated insights and analysis.

From

Google Sheets

DealCloud

Google Sheets + DealCloud

Sync deal pipeline data and AI scores to collaborative spreadsheets.

From

Asana

DealCloud

Asana + DealCloud

Create diligence tasks and follow-ups from deal screening results.

Example workflow

DealCloud example workflow

Let AI handle tasks across multiple tools

Popular workflows

Example

AI Agent

Output

Input

Hide

AI Agent

AI Private Equity Deal Sourcing Agent

Screening and sourcing deals

Output

Waiting for analysis

Let the agent run first

Actions & Triggers

Use

DealCloud

to build powerful automations across multiple tools

Popular workflows

Workflow triggers from DealCloud

AI agents can perform automated actions in the app

Get started

Ready to build

the best

DealCloud

automations

Book a personalized demo and we'll help you build your first DealCloud workflow. See how V7 Go AI agents can automate your deal screening, CIM analysis, and investment memo generation in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

DealCloud

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

DealCloud

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

DealCloud

automations

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

Do I need a DealCloud subscription to use this integration?

Yes, you'll need an active DealCloud subscription to access your deal and relationship data. V7 Go enhances your existing DealCloud investment by automating analysis workflows, generating insights, and accelerating deal screening processes.

Can I customize the AI agents for my firm's investment criteria?

Absolutely! V7 Go's AI agents can be customized to match your firm's investment thesis, deal criteria, and risk parameters. You can configure workflows to focus on specific sectors, deal sizes, or strategic priorities that align with your investment mandate.

How secure is the data integration with DealCloud?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your DealCloud data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and PE firms.

What types of documents can be analyzed from DealCloud?

V7 Go can analyze CIMs, pitch decks, investment memos, financial statements, and other deal documents attached to DealCloud records. AI agents extract key metrics, identify risks, generate summaries, and produce investment recommendations from these documents automatically.

Can I integrate DealCloud data with my existing tools and workflows?

Yes! V7 Go can send analyzed DealCloud data to various output integrations including Slack, Gmail, Excel, Notion, and project management tools. This ensures seamless integration with your existing technology stack and team workflows.

How does this integration accelerate the deal screening process?

V7 Go's AI agents automatically extract key financials, identify red flags, assess strategic fit, and generate investment theses from CIMs and deal documents. This reduces manual review time from hours to minutes, allowing your team to screen more deals and focus on high-potential opportunities.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.