Automate workflows with

Automate workflows with

Integrations & MCPs.

Integrations & MCPs.

Input

New Deal Activity Detected

Emit new event for each portfolio company or deal update in PitchBook.

AI Agent

AI Investment Intelligence & Deal Analytics

Generating deal memo

Destination

Waiting for agent to trigger actions

Input

New Deal Activity Detected

Emit new event for each portfolio company or deal update in PitchBook.

Integrations

MCP & App Combo's

All

Finance

Real Estate

Insurance

Integrations

MCP & App Combo's

All

Finance

Real Estate

Insurance

Integrations

MCP & App Combo's

All

Finance

Real Estate

Insurance

  • We cut diligence time by 35% in the first quarter. Our analysts are reviewing 2x more deals.

    Centerline

  • Building this in-house would've cost us $2M and 18 months. V7 had us live in six weeks.

    Head of AI, Tech-Forward Insurance Brokerage

  • Our workflows were live in days, not months. The support is unlike anything we've seen from an enterprise vendor.

    Alaris

  • Every serious fund will be running AI-powered diligence within two years. V7 is the only platform we'd trust with that.

    Investment Firm Partner

  • We're processing hundreds of complex deal documents a week. What used to take a team now takes an afternoon.

    Pinsent Masons

  • We replaced three separate tools — and cut our workflow costs by 40%. One platform does it all.

    Real Estate Innovator

  • 21x faster processing. 54% fewer errors. We now screen 5x more opportunities with the same team.

    Star Mountain

  • We evaluated eight vendors. V7 wasn't close — it was the only one built for how private markets actually work.

    AI-First Insurance Brokerage

Triggers, actions, and LLMs power the workflows

Triggers, actions, and LLMs power the workflows

Plug your existing tools into Go. Just like Zapier, you can trigger actions across apps — but here every workflow is enhanced with AI.

Create a workflow

Concierge

Create a workflow

Concierge

Create a workflow

Concierge

No complex setup.

Just language.

No complex setup.

Just language.

ready to operate

Smart Output

Distribute results

Distribute results into downstream applications through the MCP, delivering context-aware formats and full audit trails.

Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

Go distributes results

back to apps

via MCP,

Context-aware formats

and Full audit trails.

Smart Output

Distribute results

Distribute results into downstream applications through the MCP, delivering context-aware formats and full audit trails.

Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

OpenAi

Go distributes results

back to apps

via MCP,

Context-aware formats

and Full audit trails.

1,400+ integrations

Choose, connect, and compose

Connect data from 1,400+ sources. Normalize and organize it into a workspace designed for clarity, security, and scale.

1,400+ integrations

Choose, connect, and compose

Connect data from 1,400+ sources. Normalize and organize it into a workspace designed for clarity, security, and scale.

Structured Hub

Normalize, classify, and organize

Normalize, classify, and organize incoming data into a governed workspace that supports auditability and role-based access.

OpenAi

Invoices

OpenAi

Records

OpenAi

Reports

OpenAi

Databases

OpenAi

API's

OpenAi

Docs

OpenAi

Mails

Structured Hub

Normalize, classify, and organize

Normalize, classify, and organize incoming data into a governed workspace that supports auditability and role-based access.

OpenAi

Invoices

OpenAi

Records

OpenAi

Reports

OpenAi

Databases

OpenAi

API's

OpenAi

Docs

OpenAi

Mails

Suggestions

Workspace recipes

Reuses proven steps from your org (e.g., Extract text, List items, Generate JSON) so you’re never starting from scratch.

Suggestions

See more

From V7

See more

All Integrations

Suggestions

Workspace recipes

Reuses proven steps from your org (e.g., Extract text, List items, Generate JSON) so you’re never starting from scratch.

Suggestions

See more

From V7

See more

All Integrations

Unified Intake

Securely connect enterprise systems

Securely connect enterprise systems and pull structured or unstructured data through the MCP, with compliance checks at the entry point.

Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo

Single secure gateway

Unified Intake

Securely connect enterprise systems

Securely connect enterprise systems and pull structured or unstructured data through the MCP, with compliance checks at the entry point.

Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo
Logo

Single secure gateway

A library of

A library of

Workflows

Workflows

ready to operate

ready to operate

Workflows

AI-enhanced workflows

Go beyond triggers and actions. Every integration can include multi-step reasoning.

Files

Workflows

AI-enhanced workflows

Go beyond triggers and actions. Every integration can include multi-step reasoning.

Files

Table-native

Table-native execution

Each row in your table is a workflow starting point, with agents acting directly on your data.

Company

Investors

1

2

3

4

5

Dell

Nvidia

GE

Oracle

Sodexo

Table-native

Table-native execution

Each row in your table is a workflow starting point, with agents acting directly on your data.

Company

Investors

1

2

3

4

5

Dell

Nvidia

GE

Oracle

Sodexo

Commands

Natural language commands

Skip complex zap configurations. Simply tell agents what to do.

Create a workflow…

Commands

Natural language commands

Skip complex zap configurations. Simply tell agents what to do.

Create a workflow…

Integrations

Enterprise-grade stack coverage

Connect with the tools your teams already rely on — CRM, email, docs, analytics, storage.

Integrations

Enterprise-grade stack coverage

Connect with the tools your teams already rely on — CRM, email, docs, analytics, storage.

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Before

With V7

Result

M&A deal matching platform

Platform cost

Expensive

Platform cost

1/10th

Deploy time

20x faster

Financial diligence processing

Data entry

Manual

Data entry

Automated

Productivity gain

35% increase in 1st month

Purchase contract review

Per contract

45–60 min

Per contract

<15 min

Cost per contract

$1,000 → $100

Prospect research & qualification

Per prospect

~40 min

Per prospect

Automated

Manual work cut

90% less

Lease agreement rating

Per agreement

~60 min

Per agreement

~6 min

Time reduction

90% less

Claims assessment

Daily throughput

~45 claims

Daily throughput

+60 claims

Throughput gain

33% capacity increase

Credit fund cuts earnings monitoring from hours to minutes

200+

Earnings calls processed per year

Long/short equity fund accelerates investment decisions with richer data

More data sources in each investment decision

Global PE firm expands deal coverage without adding headcount

137%

Increase in deals screened annually

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

Before

With V7

Result

M&A deal matching platform

Platform cost

Expensive

Platform cost

1/10th

Deploy time

20x faster

Financial diligence processing

Data entry

Manual

Data entry

Automated

Productivity gain

35% increase in 1st month

Purchase contract review

Per contract

45–60 min

Per contract

<15 min

Cost per contract

$1,000 → $100

Prospect research & qualification

Per prospect

~40 min

Per prospect

Automated

Manual work cut

90% less

Lease agreement rating

Per agreement

~60 min

Per agreement

~6 min

Time reduction

90% less

Claims assessment

Daily throughput

~45 claims

Daily throughput

+60 claims

Throughput gain

33% capacity increase

Credit fund cuts earnings monitoring from hours to minutes

200+

Earnings calls processed per year

Long/short equity fund accelerates investment decisions with richer data

More data sources in each investment decision

Global PE firm expands deal coverage without adding headcount

137%

Increase in deals screened annually

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

Before

With V7

Result

M&A deal matching platform

Platform cost

Expensive

Platform cost

1/10th

Deploy time

20x faster

Financial diligence processing

Data entry

Manual

Data entry

Automated

Productivity gain

35% increase in 1st month

Purchase contract review

Per contract

45–60 min

Per contract

<15 min

Cost per contract

$1,000 → $100

Prospect research & qualification

Per prospect

~40 min

Per prospect

Automated

Manual work cut

90% less

Lease agreement rating

Per agreement

~60 min

Per agreement

~6 min

Time reduction

90% less

Claims assessment

Daily throughput

~45 claims

Daily throughput

+60 claims

Throughput gain

33% capacity increase

Credit fund cuts earnings monitoring from hours to minutes

200+

Earnings calls processed per year

Long/short equity fund accelerates investment decisions with richer data

More data sources in each investment decision

Global PE firm expands deal coverage without adding headcount

137%

Increase in deals screened annually

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

Have questions?

Find answers.

Any more questions?

How does V7 Go differ from tools like Zapier or Make?

Zapier and Make are useful when you want apps to react to events in each other. They’re built around triggers and simple data handoffs. V7 Go sits at a different layer. It focuses on document-heavy workflows where the outcome depends on what’s inside the file. Its agents can read a document, extract what matters, use information stored in your workspace, and then act inside your connected apps. In practice, it means Zapier or Make can still be part of your stack, but the purpose of each tool is different. For example, if Zapier handles the wiring, V7 Go can handles the logic that depends on the contents of the document.

How do I connect integrations to V7 Go?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

How does pricing work for integrations?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

What can V7 Go’s agents do once integrations are connected?

Once integrations are active, the agents can work end-to-end across documents and external systems. They can read files, extract structured information, and use additional context from the documents stored in your workspace. They can also perform actions inside the apps you’ve connected, whether that’s updating a record, retrieving additional data, sending a message, or running a task that depends on the contents of the document. You can design workflows where an incoming file automatically triggers an agent, the agent completes the work, and the results show up exactly where your team needs them.

What are Knowledge Hubs, and how do they relate to integrations?

Knowledge Hubs are where your documents live inside V7 Go. When you sync files from places like Google Drive or SharePoint, or upload them directly, they’re not just stored—they’re indexed. That indexing is important, because it means the AI can work with a large library of documents and decide, on its own, which ones are relevant to the task at hand. If an agent needs background information, a definition, a policy, a previous contract, or anything else buried in your files, it can pull the right pieces as it works. This gives your workflows the ability to reference your institutional knowledge without having to hard-code every rule or document location.

Have questions?

Find answers.

Any more questions?

How does V7 Go differ from tools like Zapier or Make?

Zapier and Make are useful when you want apps to react to events in each other. They’re built around triggers and simple data handoffs. V7 Go sits at a different layer. It focuses on document-heavy workflows where the outcome depends on what’s inside the file. Its agents can read a document, extract what matters, use information stored in your workspace, and then act inside your connected apps. In practice, it means Zapier or Make can still be part of your stack, but the purpose of each tool is different. For example, if Zapier handles the wiring, V7 Go can handles the logic that depends on the contents of the document.

How do I connect integrations to V7 Go?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

How does pricing work for integrations?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

What can V7 Go’s agents do once integrations are connected?

Once integrations are active, the agents can work end-to-end across documents and external systems. They can read files, extract structured information, and use additional context from the documents stored in your workspace. They can also perform actions inside the apps you’ve connected, whether that’s updating a record, retrieving additional data, sending a message, or running a task that depends on the contents of the document. You can design workflows where an incoming file automatically triggers an agent, the agent completes the work, and the results show up exactly where your team needs them.

What are Knowledge Hubs, and how do they relate to integrations?

Knowledge Hubs are where your documents live inside V7 Go. When you sync files from places like Google Drive or SharePoint, or upload them directly, they’re not just stored—they’re indexed. That indexing is important, because it means the AI can work with a large library of documents and decide, on its own, which ones are relevant to the task at hand. If an agent needs background information, a definition, a policy, a previous contract, or anything else buried in your files, it can pull the right pieces as it works. This gives your workflows the ability to reference your institutional knowledge without having to hard-code every rule or document location.

Have questions?

Find answers.

Any more questions?

How does V7 Go differ from tools like Zapier or Make?

Zapier and Make are useful when you want apps to react to events in each other. They’re built around triggers and simple data handoffs. V7 Go sits at a different layer. It focuses on document-heavy workflows where the outcome depends on what’s inside the file. Its agents can read a document, extract what matters, use information stored in your workspace, and then act inside your connected apps. In practice, it means Zapier or Make can still be part of your stack, but the purpose of each tool is different. For example, if Zapier handles the wiring, V7 Go can handles the logic that depends on the contents of the document.

How do I connect integrations to V7 Go?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

How does pricing work for integrations?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

What can V7 Go’s agents do once integrations are connected?

Once integrations are active, the agents can work end-to-end across documents and external systems. They can read files, extract structured information, and use additional context from the documents stored in your workspace. They can also perform actions inside the apps you’ve connected, whether that’s updating a record, retrieving additional data, sending a message, or running a task that depends on the contents of the document. You can design workflows where an incoming file automatically triggers an agent, the agent completes the work, and the results show up exactly where your team needs them.

What are Knowledge Hubs, and how do they relate to integrations?

Knowledge Hubs are where your documents live inside V7 Go. When you sync files from places like Google Drive or SharePoint, or upload them directly, they’re not just stored—they’re indexed. That indexing is important, because it means the AI can work with a large library of documents and decide, on its own, which ones are relevant to the task at hand. If an agent needs background information, a definition, a policy, a previous contract, or anything else buried in your files, it can pull the right pieces as it works. This gives your workflows the ability to reference your institutional knowledge without having to hard-code every rule or document location.

Have questions?

Find answers.

How does V7 Go differ from tools like Zapier or Make?

Zapier and Make are useful when you want apps to react to events in each other. They’re built around triggers and simple data handoffs. V7 Go sits at a different layer. It focuses on document-heavy workflows where the outcome depends on what’s inside the file. Its agents can read a document, extract what matters, use information stored in your workspace, and then act inside your connected apps. In practice, it means Zapier or Make can still be part of your stack, but the purpose of each tool is different. For example, if Zapier handles the wiring, V7 Go can handles the logic that depends on the contents of the document.

How do I connect integrations to V7 Go?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

How does pricing work for integrations?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

What can V7 Go’s agents do once integrations are connected?

Once integrations are active, the agents can work end-to-end across documents and external systems. They can read files, extract structured information, and use additional context from the documents stored in your workspace. They can also perform actions inside the apps you’ve connected, whether that’s updating a record, retrieving additional data, sending a message, or running a task that depends on the contents of the document. You can design workflows where an incoming file automatically triggers an agent, the agent completes the work, and the results show up exactly where your team needs them.

What are Knowledge Hubs, and how do they relate to integrations?

Knowledge Hubs are where your documents live inside V7 Go. When you sync files from places like Google Drive or SharePoint, or upload them directly, they’re not just stored—they’re indexed. That indexing is important, because it means the AI can work with a large library of documents and decide, on its own, which ones are relevant to the task at hand. If an agent needs background information, a definition, a policy, a previous contract, or anything else buried in your files, it can pull the right pieces as it works. This gives your workflows the ability to reference your institutional knowledge without having to hard-code every rule or document location.

Ready to build

Your First AI-Powered

Workflow?

Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.

Ready to build

Your First AI-Powered

Workflow?

Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.

Ready to build

Your First AI-Powered

Workflow?

Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.