AI Financial Due Diligence Agent
Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.
Ideal for
Private Equity
Venture Capital
Corporate Development
See AI Financial Due Diligence Agent in action
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See AI Financial Due Diligence Agent in action
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Financial Diligence - Stonewall Corp
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Time comparison
Traditional way
2-3 weeks
With V7 Go agents
2-4 hours
Average time saved
99%
Why V7 Go
Automated Data Room Processing
Connect the agent directly to a Virtual Data Room (VDR) to analyze hundreds of documents—financial statements, contracts, cap tables—simultaneously.
Automated Data Room Processing
Connect the agent directly to a Virtual Data Room (VDR) to analyze hundreds of documents—financial statements, contracts, cap tables—simultaneously.
Financial Statement Spreading
Automatically extracts data from income statements, balance sheets, and cash flow statements, and populates it into your standardized financial model templates.
Financial Statement Spreading
Automatically extracts data from income statements, balance sheets, and cash flow statements, and populates it into your standardized financial model templates.
Red Flag Identification
Proactively searches for common diligence risks, such as customer concentration, margin erosion, unusual accounting practices, and problematic contract clauses.
Red Flag Identification
Proactively searches for common diligence risks, such as customer concentration, margin erosion, unusual accounting practices, and problematic contract clauses.
Cap Table Analysis
Parses complex capitalization tables to validate ownership percentages, identify non-standard equity classes, and check for liquidation preference issues.
Cap Table Analysis
Parses complex capitalization tables to validate ownership percentages, identify non-standard equity classes, and check for liquidation preference issues.
Commercial Contract Review
Analyzes key commercial agreements to extract terms, find revenue risks, and flag non-standard clauses related to termination, liability, and change of control.
Commercial Contract Review
Analyzes key commercial agreements to extract terms, find revenue risks, and flag non-standard clauses related to termination, liability, and change of control.
Structured Data Output
Delivers a clean, structured dataset with all findings, fully cited, ready for ingestion into your financial models and for creating investment committee memos.
Structured Data Output
Delivers a clean, structured dataset with all findings, fully cited, ready for ingestion into your financial models and for creating investment committee memos.
Analyzes entire data rooms at once
To deliver a comprehensive diligence report.
Get started
Import your files
Intralinks
,
PitchBook
,
S&P Capital IQ
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
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Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
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Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
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Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
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AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
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Operational Risk Detection
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IT Infrastructure Analysis
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HR & Talent Assessment
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AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
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Operational Risk Detection
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IT Infrastructure Analysis
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HR & Talent Assessment
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AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
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Automated Data Extraction
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Template Formatting
•
Criteria Mapping
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AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
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Automated Data Extraction
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Template Formatting
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Criteria Mapping
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AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
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Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
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AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
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Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
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AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
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PE Risk Detection
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Transfer Pricing Analysis
•
Entity Structure Mapping
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AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
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Transfer Pricing Analysis
•
Entity Structure Mapping
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AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
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Automated Portfolio Reporting
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Performance Consolidation
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Investor Reporting
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AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
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Automated Portfolio Reporting
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Performance Consolidation
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Investor Reporting
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Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
