AI agent platform
for private markets & finance
AI agent platform
for private markets & finance
Process entire data rooms in minutes. Extract precise metrics from CIMs and financial statements.
Experience intelligent document processing powered by GenAI. Hit accuracy rates around 99% across complex documents.
Trusted by fast-growing companies around the world
Trusted by fast-growing
companies around the world
Let AI agents handle the heavy lifting of your deal due diligence
“Every AI demo we see handles basic invoices or short forms. But what about those 50-page CIMs packed with tables, footnotes, and clauses? That's where most solutions fall apart. We need more than text extraction—we need real analysis.”
Case study
Case study
Case study
10x
faster processing
An asset management giant uses AI agents powered by V7 Go to extract data from CIMs, analyze offering memorandums, unify financial statements, and clean up their CRM. They replaced legacy systems in just two weeks and saw significant productivity gains.
Large asset management firm
Financial analysis
10x
faster processing
An asset management giant uses AI agents powered by V7 Go to extract data from CIMs, analyze offering memorandums, unify financial statements, and clean up their CRM. They replaced legacy systems in just two weeks and saw significant productivity gains.
Large asset management firm
Financial analysis
10x
faster processing
An asset management giant uses AI agents powered by V7 Go to extract data from CIMs, analyze offering memorandums, unify financial statements, and clean up their CRM. They replaced legacy systems in just two weeks and saw significant productivity gains.
Large asset management firm
Financial analysis
AI agents
AI agents
AI agents
Proof of concept in hours.
Deployment in days.
→
→
Finance
AI Financial Due Diligence
V7 Go's due diligence agent analyzes complex deal documents to verify financial data, organize information systematically, and flag potential risks. Link every insight to its exact source page for instant verification.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Investment Analysis
V7 Go's investment analysis agent evaluates financial opportunities by analyzing performance metrics, comparing market positions, and calculating potential returns. Process investment memos, fund performance reports, and pitch decks in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Financial Statement Analysis
V7 Go's financial reporting agent extracts key metrics, identifies trends, and calculates ratios from financial statements with unprecedented accuracy. Process 10-Q reports, financial statements, and performance documents in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
Financial Valuation
V7 Go's valuation agent extracts key inputs for company and asset valuations, analyzes comparable businesses, and calculates appropriate valuation multiples. Every data point links directly to its source for immediate verification.
Coverage analysis
Term extraction
Policy comparison
Proof of concept in hours.
Deployment in days.
→
→
Finance
AI Financial Due Diligence
V7 Go's due diligence agent analyzes complex deal documents to verify financial data, organize information systematically, and flag potential risks. Link every insight to its exact source page for instant verification.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Investment Analysis
V7 Go's investment analysis agent evaluates financial opportunities by analyzing performance metrics, comparing market positions, and calculating potential returns. Process investment memos, fund performance reports, and pitch decks in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Financial Statement Analysis
V7 Go's financial reporting agent extracts key metrics, identifies trends, and calculates ratios from financial statements with unprecedented accuracy. Process 10-Q reports, financial statements, and performance documents in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
Financial Valuation
V7 Go's valuation agent extracts key inputs for company and asset valuations, analyzes comparable businesses, and calculates appropriate valuation multiples. Every data point links directly to its source for immediate verification.
Coverage analysis
Term extraction
Policy comparison
Proof of concept in hours.
Deployment in days.
→
→
Finance
AI Financial Due Diligence
V7 Go's due diligence agent analyzes complex deal documents to verify financial data, organize information systematically, and flag potential risks. Link every insight to its exact source page for instant verification.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Investment Analysis
V7 Go's investment analysis agent evaluates financial opportunities by analyzing performance metrics, comparing market positions, and calculating potential returns. Process investment memos, fund performance reports, and pitch decks in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
AI Financial Statement Analysis
V7 Go's financial reporting agent extracts key metrics, identifies trends, and calculates ratios from financial statements with unprecedented accuracy. Process 10-Q reports, financial statements, and performance documents in minutes instead of hours.
Coverage analysis
Term extraction
Policy comparison
Finance
Financial Valuation
V7 Go's valuation agent extracts key inputs for company and asset valuations, analyzes comparable businesses, and calculates appropriate valuation multiples. Every data point links directly to its source for immediate verification.
Coverage analysis
Term extraction
Policy comparison
Why V7 Go
Why V7 Go
Why V7 Go
AI that actually understands
unstructured financial data
Handle CIMs, due diligence packs, and multi-document data rooms with ease
Experience intelligent document processing powered by GenAI. Hit accuracy rates around 99% across complex documents.
Outputs you can trust
Link every insight to the exact page in your CIM or statement. You’re just one click away from verifying every figure and note.
Outputs you can trust
Link every insight to the exact page in your CIM or statement. You’re just one click away from verifying every figure and note.
No-code AI agents
Build multi-step automations that adapt to various deal workflows like CIM parsing. Use these automations via chat interface by dropping documents and asking questions.
No-code AI agents
Build multi-step automations that adapt to various deal workflows like CIM parsing. Use these automations via chat interface by dropping documents and asking questions.
Flexible integration options
Plug V7 Go into your deal sourcing tools, data room systems, or financial modeling systems. Our flexible API and native connectors make it simple to embed automated intelligence into your processes.
Flexible integration options
Plug V7 Go into your deal sourcing tools, data room systems, or financial modeling systems. Our flexible API and native connectors make it simple to embed automated intelligence into your processes.
Multi-modal support
Analyze any file format—from scanned PDFs and Excel sheets to PowerPoints and even images of tables. Perfect for multi-format data rooms.
Multi-modal support
Analyze any file format—from scanned PDFs and Excel sheets to PowerPoints and even images of tables. Perfect for multi-format data rooms.
Security
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2 Type 2
ISO 27001
GDPR
Security
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2 Type 2
ISO 27001
GDPR
Security
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2 Type 2
ISO 27001
GDPR
Automate processes
Automate processes
Automate processes
Trustworthy finance AI
from intake to decision
Trustworthy finance AI
from intake to decision
V7 Go acts like a team of analysts. Speed up the whole process from deal screening to final memos.
Import your files
Xchanging
,
Crunchbase
,
Affinity
Pitch decks
Financial models
Market research reports
Competitor analysis
Customer contracts
Cap tables
Revenue growth rate
Customer acquisition cost (CAC)
Lifetime value (LTV)
Burn rate and runway
Market size and growth
Competitive landscape
Team experience and track record
Product-market fit indicators
Key risks and mitigations
Valuation and deal terms
Import your files
Xchanging
,
Crunchbase
,
Affinity
Pitch decks
Financial models
Market research reports
Competitor analysis
Customer contracts
Cap tables
Revenue growth rate
Customer acquisition cost (CAC)
Lifetime value (LTV)
Burn rate and runway
Market size and growth
Competitive landscape
Team experience and track record
Product-market fit indicators
Key risks and mitigations
Valuation and deal terms
Import your files
Xchanging
,
Crunchbase
,
Affinity
Pitch decks
Financial models
Market research reports
Competitor analysis
Customer contracts
Cap tables
Revenue growth rate
Customer acquisition cost (CAC)
Lifetime value (LTV)
Burn rate and runway
Market size and growth
Competitive landscape
Team experience and track record
Product-market fit indicators
Key risks and mitigations
Valuation and deal terms
No more manual, repetitive work.
Save hours on every deal.
Analysts stuck copy-pasting from PDFs to Excel
Hours spent verifying single data points
Valuable deals missed due to processing delays
Limited deal evaluation capacity
No more manual, repetitive work.
Save hours on every deal.
Analysts stuck copy-pasting from PDFs to Excel
Hours spent verifying single data points
Valuable deals missed due to processing delays
Limited deal evaluation capacity
No more manual, repetitive work.
Save hours on every deal.
Analysts stuck copy-pasting from PDFs to Excel
Hours spent verifying single data points
Valuable deals missed due to processing delays
Limited deal evaluation capacity
No more manual, repetitive work.
Save hours on every deal.
Automated data extraction and verification
Investment memos drafted in minutes
More time for strategic analysis
3x more deals evaluated with the same team
No more manual, repetitive work.
Save hours on every deal.
Automated data extraction and verification
Investment memos drafted in minutes
More time for strategic analysis
3x more deals evaluated with the same team
Learn more
Learn more
LLMs
Feb 5, 2025
10 Key Use Cases of Generative AI in Finance
LLMs
Feb 5, 2025
10 Key Use Cases of Generative AI in Finance
Knowledge work automation
Jan 20, 2025
5 Applications of AI in Venture Capital and Private Equity
Knowledge work automation
Jan 20, 2025
5 Applications of AI in Venture Capital and Private Equity
Knowledge work automation
Jan 16, 2025
The Rise of Work AI: Will Knowledge Work Be Fully Automated by the 2030s?
Knowledge work automation
Jan 16, 2025
The Rise of Work AI: Will Knowledge Work Be Fully Automated by the 2030s?
FAQs
FAQs
FAQs
Have questions?
Find answers.
Have questions?
Find answers.
How does V7 Go bring AI in deal sourcing to private market investment processes?
V7 Go uses large language models to parse the unstructured data that fuels most private market evaluations—think pitch decks, financials, and external market reports. By combining proprietary databases with predictive lead scoring, our platform delivers customized insights that speed up deal flow management and help identify promising targets early on. The system can generate numerical representations of deal structures, making it easier to spot red flags and plan portfolio construction strategies. For deeper, more specialized work, your in-house data science team can tune the platform to automate tailored emails during the due diligence process, making sure vital milestones aren’t missed.
+
How does V7 Go bring AI to portfolio management for private equity firms?
V7 Go delivers an AI-driven portfolio management experience by merging your internal metrics with external data integration, so you can maintain real-time oversight of each holding. The platform’s portfolio optimization tools include features for portfolio risk management, performance monitoring, and portfolio valuation, giving you deep visibility into both new and existing assets. And because V7 Go supports investment discovery and deal sourcing, you can seamlessly transition from investment screening and analysis to ongoing portfolio company reporting, all in one place. From asset allocation to tracking potential exit strategies, V7 Go centralizes the data you need for timely, well-informed decisions.
+
How does V7 Go bring AI to risk management in private markets?
V7 Go specializes in data extraction and summarizing information from documents—think due diligence materials, financial statements, and board reports—so you can quickly surface potential risk factors. While it doesn’t perform in-platform risk assessments, scenario analysis, or market forecasts, you can integrate those workflows via code snippets or webhooks. For instance, once V7 Go identifies key performance indicators (KPIs) or flags for fraud detection, you can seamlessly send that structured data into your existing risk governance or operational risk management solutions. By handling the tedious parts of investment analysis and collecting signals around portfolio risk trends, V7 Go supports deeper modeling efforts elsewhere—allowing you to respond more effectively to regulatory uncertainty, investigate synthetic data generation, and ultimately make more informed decisions on risk.
+
What are some future trends in AI for private markets to watch out for?
Fueled by machine learning algorithms and natural language processing (NLP), the future of AI implementation in private markets increasingly involves near-autonomous decision-making while still adhering to self-regulation practices. Investment decision-making benefits from more robust market analysis and portfolio valuation, with customer sentiment analyses providing additional context. Meanwhile, blockchain integration and enhanced cybersecurity play key roles in safeguarding data, and regulatory developments continue to shape how firms adopt AI solutions.
+
How does V7 Go handle regulatory compliance and data privacy for private markets?
V7 Go maintains strict data governance policies and supports regulatory compliance automation to help private market investors meet SEC regulations, GDPR compliance, and other global regulatory requirements. We enforce real-time compliance monitoring, conduct regular security audits, and ensure data quality and consistency throughout the entire performance reporting cycle. By prioritizing proprietary information protection and offering role-based access, V7 Go safeguards sensitive documents while accommodating diverse technology partners and talent needs—all with a clear audit trail to streamline audit reporting.
+
What does implementation and integration look like for a typical private equity firm?
We understand that technology partners and talent needs vary significantly across firms. Our SaaS-based solutions are designed for rapid POCs and MVPs, with flexible LLM APIs and hosting options that can support both in-house data science team requirements and standalone deployments. Most clients set up a quick proof-of-concept, ingesting a handful of CIMs or data-room docs in just hours or days.
+
How does V7 Go bring AI in deal sourcing to private market investment processes?
V7 Go uses large language models to parse the unstructured data that fuels most private market evaluations—think pitch decks, financials, and external market reports. By combining proprietary databases with predictive lead scoring, our platform delivers customized insights that speed up deal flow management and help identify promising targets early on. The system can generate numerical representations of deal structures, making it easier to spot red flags and plan portfolio construction strategies. For deeper, more specialized work, your in-house data science team can tune the platform to automate tailored emails during the due diligence process, making sure vital milestones aren’t missed.
+
How does V7 Go bring AI to portfolio management for private equity firms?
V7 Go delivers an AI-driven portfolio management experience by merging your internal metrics with external data integration, so you can maintain real-time oversight of each holding. The platform’s portfolio optimization tools include features for portfolio risk management, performance monitoring, and portfolio valuation, giving you deep visibility into both new and existing assets. And because V7 Go supports investment discovery and deal sourcing, you can seamlessly transition from investment screening and analysis to ongoing portfolio company reporting, all in one place. From asset allocation to tracking potential exit strategies, V7 Go centralizes the data you need for timely, well-informed decisions.
+
How does V7 Go bring AI to risk management in private markets?
V7 Go specializes in data extraction and summarizing information from documents—think due diligence materials, financial statements, and board reports—so you can quickly surface potential risk factors. While it doesn’t perform in-platform risk assessments, scenario analysis, or market forecasts, you can integrate those workflows via code snippets or webhooks. For instance, once V7 Go identifies key performance indicators (KPIs) or flags for fraud detection, you can seamlessly send that structured data into your existing risk governance or operational risk management solutions. By handling the tedious parts of investment analysis and collecting signals around portfolio risk trends, V7 Go supports deeper modeling efforts elsewhere—allowing you to respond more effectively to regulatory uncertainty, investigate synthetic data generation, and ultimately make more informed decisions on risk.
+
What are some future trends in AI for private markets to watch out for?
Fueled by machine learning algorithms and natural language processing (NLP), the future of AI implementation in private markets increasingly involves near-autonomous decision-making while still adhering to self-regulation practices. Investment decision-making benefits from more robust market analysis and portfolio valuation, with customer sentiment analyses providing additional context. Meanwhile, blockchain integration and enhanced cybersecurity play key roles in safeguarding data, and regulatory developments continue to shape how firms adopt AI solutions.
+
How does V7 Go handle regulatory compliance and data privacy for private markets?
V7 Go maintains strict data governance policies and supports regulatory compliance automation to help private market investors meet SEC regulations, GDPR compliance, and other global regulatory requirements. We enforce real-time compliance monitoring, conduct regular security audits, and ensure data quality and consistency throughout the entire performance reporting cycle. By prioritizing proprietary information protection and offering role-based access, V7 Go safeguards sensitive documents while accommodating diverse technology partners and talent needs—all with a clear audit trail to streamline audit reporting.
+
What does implementation and integration look like for a typical private equity firm?
We understand that technology partners and talent needs vary significantly across firms. Our SaaS-based solutions are designed for rapid POCs and MVPs, with flexible LLM APIs and hosting options that can support both in-house data science team requirements and standalone deployments. Most clients set up a quick proof-of-concept, ingesting a handful of CIMs or data-room docs in just hours or days.
+
How does V7 Go bring AI in deal sourcing to private market investment processes?
V7 Go uses large language models to parse the unstructured data that fuels most private market evaluations—think pitch decks, financials, and external market reports. By combining proprietary databases with predictive lead scoring, our platform delivers customized insights that speed up deal flow management and help identify promising targets early on. The system can generate numerical representations of deal structures, making it easier to spot red flags and plan portfolio construction strategies. For deeper, more specialized work, your in-house data science team can tune the platform to automate tailored emails during the due diligence process, making sure vital milestones aren’t missed.
+
How does V7 Go bring AI to portfolio management for private equity firms?
V7 Go delivers an AI-driven portfolio management experience by merging your internal metrics with external data integration, so you can maintain real-time oversight of each holding. The platform’s portfolio optimization tools include features for portfolio risk management, performance monitoring, and portfolio valuation, giving you deep visibility into both new and existing assets. And because V7 Go supports investment discovery and deal sourcing, you can seamlessly transition from investment screening and analysis to ongoing portfolio company reporting, all in one place. From asset allocation to tracking potential exit strategies, V7 Go centralizes the data you need for timely, well-informed decisions.
+
How does V7 Go bring AI to risk management in private markets?
V7 Go specializes in data extraction and summarizing information from documents—think due diligence materials, financial statements, and board reports—so you can quickly surface potential risk factors. While it doesn’t perform in-platform risk assessments, scenario analysis, or market forecasts, you can integrate those workflows via code snippets or webhooks. For instance, once V7 Go identifies key performance indicators (KPIs) or flags for fraud detection, you can seamlessly send that structured data into your existing risk governance or operational risk management solutions. By handling the tedious parts of investment analysis and collecting signals around portfolio risk trends, V7 Go supports deeper modeling efforts elsewhere—allowing you to respond more effectively to regulatory uncertainty, investigate synthetic data generation, and ultimately make more informed decisions on risk.
+
What are some future trends in AI for private markets to watch out for?
Fueled by machine learning algorithms and natural language processing (NLP), the future of AI implementation in private markets increasingly involves near-autonomous decision-making while still adhering to self-regulation practices. Investment decision-making benefits from more robust market analysis and portfolio valuation, with customer sentiment analyses providing additional context. Meanwhile, blockchain integration and enhanced cybersecurity play key roles in safeguarding data, and regulatory developments continue to shape how firms adopt AI solutions.
+
How does V7 Go handle regulatory compliance and data privacy for private markets?
V7 Go maintains strict data governance policies and supports regulatory compliance automation to help private market investors meet SEC regulations, GDPR compliance, and other global regulatory requirements. We enforce real-time compliance monitoring, conduct regular security audits, and ensure data quality and consistency throughout the entire performance reporting cycle. By prioritizing proprietary information protection and offering role-based access, V7 Go safeguards sensitive documents while accommodating diverse technology partners and talent needs—all with a clear audit trail to streamline audit reporting.
+
What does implementation and integration look like for a typical private equity firm?
We understand that technology partners and talent needs vary significantly across firms. Our SaaS-based solutions are designed for rapid POCs and MVPs, with flexible LLM APIs and hosting options that can support both in-house data science team requirements and standalone deployments. Most clients set up a quick proof-of-concept, ingesting a handful of CIMs or data-room docs in just hours or days.
+
Get started
AI assistant for deal evaluation
and financial analysis
Use V7 Go as an intelligent co-pilot for your team or deploy it silently via API to power end-to-end deal workflows. Book a demo to see how AI agents built for private equity, venture capital firms, and investment banks can handle your unstructured financial documents and complex analysis needs.
You’ll hear back in less than 24 hours
Next steps
AI assistant for deal evaluation
and financial analysis
Use V7 Go as an intelligent co-pilot for your team or deploy it silently via API to power end-to-end deal workflows. Book a demo to see how AI agents built for private equity, venture capital firms, and investment banks can handle your unstructured financial documents and complex analysis needs.
