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
Time comparison
Traditional way
3-4 hours per CIM
With V7 Go agents
5-10 minutes
Average time saved
90%
Why V7 Go
Extracts complete financial profiles
From any Confidential Information Memorandum format.


Import your files
Salesforce
,
Microsoft Excel
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your deal screening process.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













