AI-powered cap table analysis

AI-powered cap table analysis

Equity management and ownership tracking

Equity management and ownership tracking

Automate cap table management with V7 Go. Extract equity data from various documents and generate accurate reports in minutes.

Why V7 Go

Why V7 Go

Rapid Data Extraction

Process hundreds of equity-related documents at once, from stock certificates to option grants, regardless of format or complexity

Rapid Data Extraction

Process hundreds of equity-related documents at once, from stock certificates to option grants, regardless of format or complexity

Rapid Data Extraction

Process hundreds of equity-related documents at once, from stock certificates to option grants, regardless of format or complexity

AI Citations

Verify every extracted data point instantly with highlighted source text, ensuring accuracy and traceability in equity tracking

AI Citations

Verify every extracted data point instantly with highlighted source text, ensuring accuracy and traceability in equity tracking

AI Citations

Verify every extracted data point instantly with highlighted source text, ensuring accuracy and traceability in equity tracking

Table & Chart Analysis

Extract structured data from complex cap tables, vesting schedules, and equity distribution charts, even from multi-page PDFs

Table & Chart Analysis

Extract structured data from complex cap tables, vesting schedules, and equity distribution charts, even from multi-page PDFs

Table & Chart Analysis

Extract structured data from complex cap tables, vesting schedules, and equity distribution charts, even from multi-page PDFs

Custom Reporting

Protect sensitive equity information with enterprise-grade security. Maintain confidentiality with SOC2 Type 2 and ISO 27001 certified infrastructure

Custom Reporting

Protect sensitive equity information with enterprise-grade security. Maintain confidentiality with SOC2 Type 2 and ISO 27001 certified infrastructure

Custom Reporting

Protect sensitive equity information with enterprise-grade security. Maintain confidentiality with SOC2 Type 2 and ISO 27001 certified infrastructure

Custom Reporting

Generate tailored cap table reports and equity summaries. Set granular permissions for different stakeholders and sensitivity levels

Custom Reporting

Generate tailored cap table reports and equity summaries. Set granular permissions for different stakeholders and sensitivity levels

Custom Reporting

Generate tailored cap table reports and equity summaries. Set granular permissions for different stakeholders and sensitivity levels

Easy Integration

Connect seamlessly with existing equity management platforms and financial tools. Streamline workflows with robust API access

Easy Integration

Connect seamlessly with existing equity management platforms and financial tools. Streamline workflows with robust API access

Easy Integration

Connect seamlessly with existing equity management platforms and financial tools. Streamline workflows with robust API access

Why V7 Go

Turn any of these agreements
into structured data

Workflow

Workflow

Carta
Carta
Carta
Carta
DocuSign
DocuSign
DocuSign
DocuSign
QuickBooks
QuickBooks
QuickBooks
QuickBooks

Import your files

Carta

,

DocuSign

,

QuickBooks

Stock certificates

Stock certificates

Stock certificates

Stock certificates

Option grants

Option grants

Option grants

Option grants

Convertible notes

Convertible notes

Convertible notes

Convertible notes

SAFE agreements

SAFE agreements

SAFE agreements

SAFE agreements

Shareholder agreements

Shareholder agreements

Shareholder agreements

Shareholder agreements

Vesting schedules

Vesting schedules

Vesting schedules

Vesting schedules

Shareholder names and ownership percentages

Shareholder names and ownership percentages

Shareholder names and ownership percentages

Shareholder names and ownership percentages

Share classes and voting rights

Share classes and voting rights

Share classes and voting rights

Share classes and voting rights

Vesting schedules and cliff periods

Vesting schedules and cliff periods

Vesting schedules and cliff periods

Vesting schedules and cliff periods

Option pool allocations

Option pool allocations

Option pool allocations

Option pool allocations

Convertible securities terms

Convertible securities terms

Convertible securities terms

Convertible securities terms

Pre and post-money valuations

Pre and post-money valuations

Pre and post-money valuations

Pre and post-money valuations

Dilution impact of new rounds

Dilution impact of new rounds

Dilution impact of new rounds

Dilution impact of new rounds

Liquidation preferences

Liquidation preferences

Liquidation preferences

Liquidation preferences

Pro-rata rights

Pro-rata rights

Pro-rata rights

Pro-rata rights

Anti-dilution provisions

Anti-dilution provisions

Anti-dilution provisions

Anti-dilution provisions

Time comparison

Time comparison

Time comparison

Time comparison

Traditional review per contract

1-2 days

1-2 days

V7 Go analysis per contract

30 mins

30 mins

Average time saved

75%

75%

V7 Go

V7 Go

V7 Go

V7 Go

Trusted AI solution

Trusted AI solution

for equity management

Managing cap tables manually is time-consuming and error-prone. Finance teams and founders struggle to keep track of complex equity structures, especially as companies grow and go through multiple funding rounds. V7 Go simplifies cap table management with AI. It extracts equity data from various documents, tracks ownership changes, and generates accurate reports automatically. This allows finance teams to focus on strategic decision-making rather than manual data entry.

Professional in a white dress shirt and polka dot tie working at a desk with a coffee mug and apple nearby
Professional in a white dress shirt and polka dot tie working at a desk with a coffee mug and apple nearby
Professional in a white dress shirt and polka dot tie working at a desk with a coffee mug and apple nearby

Startup Founders

Maintain accurate cap tables throughout funding rounds. Automatically track equity changes and generate reports for investors. One Series B startup reduced cap table management time by 70% using V7 Go

Startup Founders

Maintain accurate cap tables throughout funding rounds. Automatically track equity changes and generate reports for investors. One Series B startup reduced cap table management time by 70% using V7 Go

Startup Founders

Maintain accurate cap tables throughout funding rounds. Automatically track equity changes and generate reports for investors. One Series B startup reduced cap table management time by 70% using V7 Go

Startup Founders

Maintain accurate cap tables throughout funding rounds. Automatically track equity changes and generate reports for investors. One Series B startup reduced cap table management time by 70% using V7 Go

Venture Capital Firms

Analyze portfolio company cap tables efficiently. Extract key ownership data and track dilution across funding rounds. A leading VC firm processes cap tables 4x faster with V7 Go

Venture Capital Firms

Analyze portfolio company cap tables efficiently. Extract key ownership data and track dilution across funding rounds. A leading VC firm processes cap tables 4x faster with V7 Go

Venture Capital Firms

Analyze portfolio company cap tables efficiently. Extract key ownership data and track dilution across funding rounds. A leading VC firm processes cap tables 4x faster with V7 Go

Venture Capital Firms

Analyze portfolio company cap tables efficiently. Extract key ownership data and track dilution across funding rounds. A leading VC firm processes cap tables 4x faster with V7 Go

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does V7 Go handle complex equity structures?

V7 Go's AI models are trained on diverse equity documents and can handle complex structures including multiple share classes, convertible securities, and vesting schedules. The system adapts to various cap table formats and extracts relevant data accurately.

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How does V7 Go handle complex equity structures?

V7 Go's AI models are trained on diverse equity documents and can handle complex structures including multiple share classes, convertible securities, and vesting schedules. The system adapts to various cap table formats and extracts relevant data accurately.

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How does V7 Go handle complex equity structures?

V7 Go's AI models are trained on diverse equity documents and can handle complex structures including multiple share classes, convertible securities, and vesting schedules. The system adapts to various cap table formats and extracts relevant data accurately.

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How does V7 Go handle complex equity structures?

V7 Go's AI models are trained on diverse equity documents and can handle complex structures including multiple share classes, convertible securities, and vesting schedules. The system adapts to various cap table formats and extracts relevant data accurately.

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Can V7 Go integrate with existing equity management platforms?

Yes, V7 Go offers seamless integration with popular equity management platforms like Carta and Captable.io. Our API allows for easy data exchange, ensuring your cap table stays up-to-date across all systems.

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Can V7 Go integrate with existing equity management platforms?

Yes, V7 Go offers seamless integration with popular equity management platforms like Carta and Captable.io. Our API allows for easy data exchange, ensuring your cap table stays up-to-date across all systems.

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Can V7 Go integrate with existing equity management platforms?

Yes, V7 Go offers seamless integration with popular equity management platforms like Carta and Captable.io. Our API allows for easy data exchange, ensuring your cap table stays up-to-date across all systems.

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Can V7 Go integrate with existing equity management platforms?

Yes, V7 Go offers seamless integration with popular equity management platforms like Carta and Captable.io. Our API allows for easy data exchange, ensuring your cap table stays up-to-date across all systems.

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How does V7 Go ensure data accuracy in cap table analysis?

V7 Go uses advanced AI and machine learning to extract data from equity documents. Every extracted data point is linked to its source with AI citations, allowing for easy verification. The system also performs automatic cross-checks to flag potential inconsistencies.

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How does V7 Go ensure data accuracy in cap table analysis?

V7 Go uses advanced AI and machine learning to extract data from equity documents. Every extracted data point is linked to its source with AI citations, allowing for easy verification. The system also performs automatic cross-checks to flag potential inconsistencies.

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How does V7 Go ensure data accuracy in cap table analysis?

V7 Go uses advanced AI and machine learning to extract data from equity documents. Every extracted data point is linked to its source with AI citations, allowing for easy verification. The system also performs automatic cross-checks to flag potential inconsistencies.

+

How does V7 Go ensure data accuracy in cap table analysis?

V7 Go uses advanced AI and machine learning to extract data from equity documents. Every extracted data point is linked to its source with AI citations, allowing for easy verification. The system also performs automatic cross-checks to flag potential inconsistencies.

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Can V7 Go generate cap table reports for different stakeholders?

Absolutely. V7 Go allows you to create custom report templates tailored to different stakeholders' needs. You can generate investor updates, employee equity summaries, or detailed cap tables for board meetings with just a few clicks.

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Can V7 Go generate cap table reports for different stakeholders?

Absolutely. V7 Go allows you to create custom report templates tailored to different stakeholders' needs. You can generate investor updates, employee equity summaries, or detailed cap tables for board meetings with just a few clicks.

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Can V7 Go generate cap table reports for different stakeholders?

Absolutely. V7 Go allows you to create custom report templates tailored to different stakeholders' needs. You can generate investor updates, employee equity summaries, or detailed cap tables for board meetings with just a few clicks.

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Can V7 Go generate cap table reports for different stakeholders?

Absolutely. V7 Go allows you to create custom report templates tailored to different stakeholders' needs. You can generate investor updates, employee equity summaries, or detailed cap tables for board meetings with just a few clicks.

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How does V7 Go handle historical cap table data?

V7 Go can process historical equity documents to reconstruct past cap tables. This feature is particularly useful for companies looking to clean up their equity data or prepare for due diligence. The system maintains a full audit trail of all changes.

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How does V7 Go handle historical cap table data?

V7 Go can process historical equity documents to reconstruct past cap tables. This feature is particularly useful for companies looking to clean up their equity data or prepare for due diligence. The system maintains a full audit trail of all changes.

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How does V7 Go handle historical cap table data?

V7 Go can process historical equity documents to reconstruct past cap tables. This feature is particularly useful for companies looking to clean up their equity data or prepare for due diligence. The system maintains a full audit trail of all changes.

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How does V7 Go handle historical cap table data?

V7 Go can process historical equity documents to reconstruct past cap tables. This feature is particularly useful for companies looking to clean up their equity data or prepare for due diligence. The system maintains a full audit trail of all changes.

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What security measures are in place to protect sensitive equity data?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All equity data is encrypted both in transit and at rest, with granular access controls to protect sensitive information.

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What security measures are in place to protect sensitive equity data?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All equity data is encrypted both in transit and at rest, with granular access controls to protect sensitive information.

+

What security measures are in place to protect sensitive equity data?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All equity data is encrypted both in transit and at rest, with granular access controls to protect sensitive information.

+

What security measures are in place to protect sensitive equity data?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All equity data is encrypted both in transit and at rest, with granular access controls to protect sensitive information.

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Next steps

Simplify your cap table management with AI.

Let's talk

You’ll hear back in less than 24 hours

Next steps

Simplify your cap table management with AI.

Let's talk

Next steps

Simplify your cap table management with AI.

Let's talk

You’ll hear back in less than 24 hours

Next steps

Simplify your cap table management with AI.

Let's talk

You’ll hear back in less than 24 hours