90% faster screening

AI agent for M&A Analysts

Screen more deals with less effort

Delegate CIM analysis to a specialized AI agent that extracts financial profiles, calculates key metrics, and identifies investment highlights. It reads Confidential Information Memorandums to pull EBITDA, revenue growth, margin trends, and operational data into your screening model, freeing your team to focus on strategic evaluation and deal execution.

Ideal for

Investment Banking

M&A Advisory

Corporate Development

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    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

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Deal Screening - TechVentures CIM

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    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for M&A Analysts in action

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Time comparison

Time comparison

Traditional way

3-4 hours per CIM

With V7 Go agents

5-10 minutes

Average time saved

90%

Why V7 Go

Why V7 Go

Automated Financial Extraction

Pulls historical financials from any CIM format, extracting revenue, EBITDA, EBITDA margin, CapEx, and working capital metrics across multiple years without manual data entry.

Automated Financial Extraction

Pulls historical financials from any CIM format, extracting revenue, EBITDA, EBITDA margin, CapEx, and working capital metrics across multiple years without manual data entry.

Automated Financial Extraction

Pulls historical financials from any CIM format, extracting revenue, EBITDA, EBITDA margin, CapEx, and working capital metrics across multiple years without manual data entry.

Automated Financial Extraction

Pulls historical financials from any CIM format, extracting revenue, EBITDA, EBITDA margin, CapEx, and working capital metrics across multiple years without manual data entry.

Growth Rate Calculation

Automatically calculates revenue CAGR, EBITDA growth rates, and margin expansion trends, providing instant visibility into the company's historical performance trajectory.

Growth Rate Calculation

Automatically calculates revenue CAGR, EBITDA growth rates, and margin expansion trends, providing instant visibility into the company's historical performance trajectory.

Growth Rate Calculation

Automatically calculates revenue CAGR, EBITDA growth rates, and margin expansion trends, providing instant visibility into the company's historical performance trajectory.

Growth Rate Calculation

Automatically calculates revenue CAGR, EBITDA growth rates, and margin expansion trends, providing instant visibility into the company's historical performance trajectory.

Business Model Analysis

Identifies revenue streams, customer segments, geographic mix, and business model characteristics to quickly assess strategic fit and market positioning.

Business Model Analysis

Identifies revenue streams, customer segments, geographic mix, and business model characteristics to quickly assess strategic fit and market positioning.

Business Model Analysis

Identifies revenue streams, customer segments, geographic mix, and business model characteristics to quickly assess strategic fit and market positioning.

Business Model Analysis

Identifies revenue streams, customer segments, geographic mix, and business model characteristics to quickly assess strategic fit and market positioning.

Risk Factor Identification

Flags customer concentration issues, regulatory dependencies, competitive threats, and operational risks mentioned in the CIM to surface potential deal-breakers early.

Risk Factor Identification

Flags customer concentration issues, regulatory dependencies, competitive threats, and operational risks mentioned in the CIM to surface potential deal-breakers early.

Risk Factor Identification

Flags customer concentration issues, regulatory dependencies, competitive threats, and operational risks mentioned in the CIM to surface potential deal-breakers early.

Risk Factor Identification

Flags customer concentration issues, regulatory dependencies, competitive threats, and operational risks mentioned in the CIM to surface potential deal-breakers early.

Management Team Profiling

Extracts management team backgrounds, ownership structure, and key personnel information to assess leadership quality and succession planning considerations.

Management Team Profiling

Extracts management team backgrounds, ownership structure, and key personnel information to assess leadership quality and succession planning considerations.

Management Team Profiling

Extracts management team backgrounds, ownership structure, and key personnel information to assess leadership quality and succession planning considerations.

Management Team Profiling

Extracts management team backgrounds, ownership structure, and key personnel information to assess leadership quality and succession planning considerations.

Standardized Output Format

Delivers data in your firm's standard screening template format, ensuring consistency across all deal evaluations and enabling direct comparison of opportunities.

Standardized Output Format

Delivers data in your firm's standard screening template format, ensuring consistency across all deal evaluations and enabling direct comparison of opportunities.

Standardized Output Format

Delivers data in your firm's standard screening template format, ensuring consistency across all deal evaluations and enabling direct comparison of opportunities.

Standardized Output Format

Delivers data in your firm's standard screening template format, ensuring consistency across all deal evaluations and enabling direct comparison of opportunities.

Extracts complete financial profiles

From any Confidential Information Memorandum format.

Get started

Get started

Logo
Logo

Import your files

Salesforce

,

Microsoft Excel

,

Microsoft Sharepoint Online

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your deal screening process.

Connect AI to your deal screening process.

Evaluate more opportunities without expanding headcount.

Evaluate more opportunities without expanding headcount.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

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.

Read the full story

Industrial equipment sales

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.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

CIMs vary widely in format and structure. This agent handles everything from traditional investment banking teasers to detailed management presentations, extracting financial data from tables, charts, and narrative sections regardless of layout complexity.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

PowerPoint

Financial Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

CIMs vary widely in format and structure. This agent handles everything from traditional investment banking teasers to detailed management presentations, extracting financial data from tables, charts, and narrative sections regardless of layout complexity.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

PowerPoint

Financial Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

CIMs vary widely in format and structure. This agent handles everything from traditional investment banking teasers to detailed management presentations, extracting financial data from tables, charts, and narrative sections regardless of layout complexity.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

PowerPoint

Financial Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Deal screening decisions depend on accurate financial data. The agent uses sophisticated table extraction and validation workflows to ensure revenue, EBITDA, and growth metrics are captured with precision, eliminating the risk of manual transcription errors.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Deal screening decisions depend on accurate financial data. The agent uses sophisticated table extraction and validation workflows to ensure revenue, EBITDA, and growth metrics are captured with precision, eliminating the risk of manual transcription errors.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Deal screening decisions depend on accurate financial data. The agent uses sophisticated table extraction and validation workflows to ensure revenue, EBITDA, and growth metrics are captured with precision, eliminating the risk of manual transcription errors.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Verify every number instantly. Each extracted financial metric is visually linked to its exact location in the source CIM, providing a complete audit trail and enabling rapid verification of critical screening data.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Verify every number instantly. Each extracted financial metric is visually linked to its exact location in the source CIM, providing a complete audit trail and enabling rapid verification of critical screening data.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Verify every number instantly. Each extracted financial metric is visually linked to its exact location in the source CIM, providing a complete audit trail and enabling rapid verification of critical screening data.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

CIMs contain highly confidential deal information and MNPI. V7 Go processes these documents within your secure environment, ensuring deal confidentiality and compliance with information barrier requirements.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

CIMs contain highly confidential deal information and MNPI. V7 Go processes these documents within your secure environment, ensuring deal confidentiality and compliance with information barrier requirements.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

CIMs contain highly confidential deal information and MNPI. V7 Go processes these documents within your secure environment, ensuring deal confidentiality and compliance with information barrier requirements.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI agent for M&A Analysts

How does it handle different CIM formats and structures?

The agent is designed to process CIMs regardless of format variation. It understands the typical structure of investment banking marketing materials and can extract financial data from tables, charts, and narrative sections, even when presentations follow non-standard layouts.

+

How does it handle different CIM formats and structures?

The agent is designed to process CIMs regardless of format variation. It understands the typical structure of investment banking marketing materials and can extract financial data from tables, charts, and narrative sections, even when presentations follow non-standard layouts.

+

How does it handle different CIM formats and structures?

The agent is designed to process CIMs regardless of format variation. It understands the typical structure of investment banking marketing materials and can extract financial data from tables, charts, and narrative sections, even when presentations follow non-standard layouts.

+

Can it calculate adjusted EBITDA and normalize financials?

Yes. The agent identifies add-backs, one-time expenses, and normalization adjustments mentioned in the CIM. It can calculate both reported and adjusted EBITDA figures, though you should verify the appropriateness of adjustments as part of your diligence process.

+

Can it calculate adjusted EBITDA and normalize financials?

Yes. The agent identifies add-backs, one-time expenses, and normalization adjustments mentioned in the CIM. It can calculate both reported and adjusted EBITDA figures, though you should verify the appropriateness of adjustments as part of your diligence process.

+

Can it calculate adjusted EBITDA and normalize financials?

Yes. The agent identifies add-backs, one-time expenses, and normalization adjustments mentioned in the CIM. It can calculate both reported and adjusted EBITDA figures, though you should verify the appropriateness of adjustments as part of your diligence process.

+

What if the CIM contains projections or management forecasts?

The agent distinguishes between historical results and forward-looking projections. It extracts both sets of data separately, clearly labeling projected financials and identifying the assumptions underlying management's forecast case.

+

What if the CIM contains projections or management forecasts?

The agent distinguishes between historical results and forward-looking projections. It extracts both sets of data separately, clearly labeling projected financials and identifying the assumptions underlying management's forecast case.

+

What if the CIM contains projections or management forecasts?

The agent distinguishes between historical results and forward-looking projections. It extracts both sets of data separately, clearly labeling projected financials and identifying the assumptions underlying management's forecast case.

+

How accurate is the financial data extraction?

The agent achieves high accuracy through multi-step validation workflows. Every extracted figure is linked back to its source location in the CIM with AI Citations, allowing your team to quickly verify critical numbers before making screening decisions.

+

How accurate is the financial data extraction?

The agent achieves high accuracy through multi-step validation workflows. Every extracted figure is linked back to its source location in the CIM with AI Citations, allowing your team to quickly verify critical numbers before making screening decisions.

+

How accurate is the financial data extraction?

The agent achieves high accuracy through multi-step validation workflows. Every extracted figure is linked back to its source location in the CIM with AI Citations, allowing your team to quickly verify critical numbers before making screening decisions.

+

Can it integrate with our existing deal screening tools?

Yes. The agent outputs data in structured formats like Excel or JSON that can populate your proprietary screening models, CRM systems, or deal tracking databases. We configure the output schema to match your specific workflow requirements.

+

Can it integrate with our existing deal screening tools?

Yes. The agent outputs data in structured formats like Excel or JSON that can populate your proprietary screening models, CRM systems, or deal tracking databases. We configure the output schema to match your specific workflow requirements.

+

Can it integrate with our existing deal screening tools?

Yes. The agent outputs data in structured formats like Excel or JSON that can populate your proprietary screening models, CRM systems, or deal tracking databases. We configure the output schema to match your specific workflow requirements.

+

How quickly can it process a typical CIM?

Most CIMs are processed in 5-10 minutes, regardless of length or complexity. This includes extraction of all financial metrics, business model analysis, and risk factor identification, delivering a complete screening package ready for analyst review.

+

How quickly can it process a typical CIM?

Most CIMs are processed in 5-10 minutes, regardless of length or complexity. This includes extraction of all financial metrics, business model analysis, and risk factor identification, delivering a complete screening package ready for analyst review.

+

How quickly can it process a typical CIM?

Most CIMs are processed in 5-10 minutes, regardless of length or complexity. This includes extraction of all financial metrics, business model analysis, and risk factor identification, delivering a complete screening package ready for analyst review.

+

Next steps

Next steps

Still manually extracting financials from every CIM?

Send us a recent Confidential Information Memorandum. We'll show you how our agent delivers a complete financial profile in under 10 minutes.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: