AI DCF Model Generation Agent
You chose your career to value companies, not to do data entry
You chose your career to value companies, not to do data entry
Delegate the entire setup of your DCF models to an army of AI analysts. This agent reads financial filings to extract historical data, calculates key metrics, and generates a fully-populated valuation model in your firm’s exact Excel format, allowing you to focus immediately on strategic analysis.
Why V7 Go
Why V7 Go
End-to-End Model Generation
Handles the entire model creation process, from extracting historical data from source documents to populating all schedules (IS, BS, CFS, Debt) in your Excel template.
End-to-End Model Generation
Handles the entire model creation process, from extracting historical data from source documents to populating all schedules (IS, BS, CFS, Debt) in your Excel template.
End-to-End Model Generation
Handles the entire model creation process, from extracting historical data from source documents to populating all schedules (IS, BS, CFS, Debt) in your Excel template.
Custom Template Mastery
Works with your firm's proprietary, multi-tab Excel templates. The agent is configured to populate the specific input cells you designate, preserving your formatting and formulas.
Custom Template Mastery
Works with your firm's proprietary, multi-tab Excel templates. The agent is configured to populate the specific input cells you designate, preserving your formatting and formulas.
Custom Template Mastery
Works with your firm's proprietary, multi-tab Excel templates. The agent is configured to populate the specific input cells you designate, preserving your formatting and formulas.
Financial Statement Spreading
Uses advanced table recognition to accurately 'spread' historical financials from any source document, including multi-page tables and non-standard line items.
Financial Statement Spreading
Uses advanced table recognition to accurately 'spread' historical financials from any source document, including multi-page tables and non-standard line items.
Financial Statement Spreading
Uses advanced table recognition to accurately 'spread' historical financials from any source document, including multi-page tables and non-standard line items.
Assumption & Guidance Extraction
Reads the MD&A section of filings to find and extract management's qualitative guidance on growth, capex, and margins to inform your forecast drivers.
Assumption & Guidance Extraction
Reads the MD&A section of filings to find and extract management's qualitative guidance on growth, capex, and margins to inform your forecast drivers.
Assumption & Guidance Extraction
Reads the MD&A section of filings to find and extract management's qualitative guidance on growth, capex, and margins to inform your forecast drivers.
Instant Audit Trail
Every number entered into the model includes a comment or link that provides a direct, visual citation to its source in the original document, making your work instantly verifiable.
Instant Audit Trail
Every number entered into the model includes a comment or link that provides a direct, visual citation to its source in the original document, making your work instantly verifiable.
Instant Audit Trail
Every number entered into the model includes a comment or link that provides a direct, visual citation to its source in the original document, making your work instantly verifiable.
Consistent & Error-Free
Eliminates the risk of manual data entry errors and ensures every model built by your team follows the same standardized, best-practice structure from day one.
Consistent & Error-Free
Eliminates the risk of manual data entry errors and ensures every model built by your team follows the same standardized, best-practice structure from day one.
Consistent & Error-Free
Eliminates the risk of manual data entry errors and ensures every model built by your team follows the same standardized, best-practice structure from day one.
Why V7 Go
Reads filings and reports to build your models
Using your firm's exact templates and standards.
Workflow
Workflow
Import your files
Microsoft Excel
,
S&P Capital IQ
,
FactSet
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
8-12 hours per model
8-12 hours per model
With V7 Go agents
15 minutes
15 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Go from blank spreadsheet
to a fully-built model in minutes
Remember the last time you hated building a DCF model from scratch? That tedious process of data entry is a massive drain on an analyst's most valuable resources: time and energy. Analysts are hired for their critical thinking, but they spend 80% of their modeling time on the mechanical work of keying historical financials from 10-Ks into complex Excel templates. This manual work is the primary cause of late nights, burnout, and costly errors. It’s time to make AI workflows easy to build, so you can solve this once and for all.
Investment Banking Analysts
Automate the most time-consuming part of your job. Let the agent build the initial DCF models for your pitches and live deals, freeing you to focus on client materials, strategic positioning, and building your career.
Investment Banking Analysts
Automate the most time-consuming part of your job. Let the agent build the initial DCF models for your pitches and live deals, freeing you to focus on client materials, strategic positioning, and building your career.
Investment Banking Analysts
Automate the most time-consuming part of your job. Let the agent build the initial DCF models for your pitches and live deals, freeing you to focus on client materials, strategic positioning, and building your career.
Investment Banking Analysts
Automate the most time-consuming part of your job. Let the agent build the initial DCF models for your pitches and live deals, freeing you to focus on client materials, strategic positioning, and building your career.
Private Equity & Corporate Development
Accelerate your investment evaluation process. Generate preliminary valuation models for acquisition targets instantly, allowing your team to analyze more opportunities and make faster, data-driven decisions.
Private Equity & Corporate Development
Accelerate your investment evaluation process. Generate preliminary valuation models for acquisition targets instantly, allowing your team to analyze more opportunities and make faster, data-driven decisions.
Private Equity & Corporate Development
Accelerate your investment evaluation process. Generate preliminary valuation models for acquisition targets instantly, allowing your team to analyze more opportunities and make faster, data-driven decisions.
Private Equity & Corporate Development
Accelerate your investment evaluation process. Generate preliminary valuation models for acquisition targets instantly, allowing your team to analyze more opportunities and make faster, data-driven decisions.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Welcome Go
Welcome Go
Welcome Go
Welcome Go
You chose your career to value companies, not to do data entry
You chose your career to value companies, not to do data entry
You chose your career to value companies, not to do data entry
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:
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:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
Does this actually build the forecast and project future numbers?
It builds the entire foundation. The agent populates all historical data and can even pre-populate forecast drivers based on historical trends or management guidance. However, the final strategic assumptions for the forecast are set by the human analyst to reflect their unique thesis.
+
Does this actually build the forecast and project future numbers?
It builds the entire foundation. The agent populates all historical data and can even pre-populate forecast drivers based on historical trends or management guidance. However, the final strategic assumptions for the forecast are set by the human analyst to reflect their unique thesis.
+
Does this actually build the forecast and project future numbers?
It builds the entire foundation. The agent populates all historical data and can even pre-populate forecast drivers based on historical trends or management guidance. However, the final strategic assumptions for the forecast are set by the human analyst to reflect their unique thesis.
+
Does this actually build the forecast and project future numbers?
It builds the entire foundation. The agent populates all historical data and can even pre-populate forecast drivers based on historical trends or management guidance. However, the final strategic assumptions for the forecast are set by the human analyst to reflect their unique thesis.
+
How does it handle our firm's extremely complex and specific Excel template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific input cells of your model. The agent delivers data that conforms to your template, not the other way around. You don't need to change your models at all.
+
How does it handle our firm's extremely complex and specific Excel template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific input cells of your model. The agent delivers data that conforms to your template, not the other way around. You don't need to change your models at all.
+
How does it handle our firm's extremely complex and specific Excel template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific input cells of your model. The agent delivers data that conforms to your template, not the other way around. You don't need to change your models at all.
+
How does it handle our firm's extremely complex and specific Excel template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific input cells of your model. The agent delivers data that conforms to your template, not the other way around. You don't need to change your models at all.
+
How is this different from a standard financial data plugin for Excel?
Data plugins are great for pulling standardized data on public companies. This agent is designed for the messy reality of M&A, where data comes from unstructured PDFs like CIMs or private company financials that aren't in any database.
+
How is this different from a standard financial data plugin for Excel?
Data plugins are great for pulling standardized data on public companies. This agent is designed for the messy reality of M&A, where data comes from unstructured PDFs like CIMs or private company financials that aren't in any database.
+
How is this different from a standard financial data plugin for Excel?
Data plugins are great for pulling standardized data on public companies. This agent is designed for the messy reality of M&A, where data comes from unstructured PDFs like CIMs or private company financials that aren't in any database.
+
How is this different from a standard financial data plugin for Excel?
Data plugins are great for pulling standardized data on public companies. This agent is designed for the messy reality of M&A, where data comes from unstructured PDFs like CIMs or private company financials that aren't in any database.
+
Can it handle adjustments for non-recurring items?
Yes. It can scan the footnotes and MD&A to identify non-recurring items (like restructuring costs or gains on asset sales) and can be configured to automatically adjust the historical financials for a cleaner forecast.
+
Can it handle adjustments for non-recurring items?
Yes. It can scan the footnotes and MD&A to identify non-recurring items (like restructuring costs or gains on asset sales) and can be configured to automatically adjust the historical financials for a cleaner forecast.
+
Can it handle adjustments for non-recurring items?
Yes. It can scan the footnotes and MD&A to identify non-recurring items (like restructuring costs or gains on asset sales) and can be configured to automatically adjust the historical financials for a cleaner forecast.
+
Can it handle adjustments for non-recurring items?
Yes. It can scan the footnotes and MD&A to identify non-recurring items (like restructuring costs or gains on asset sales) and can be configured to automatically adjust the historical financials for a cleaner forecast.
+
How long does the initial configuration for our template take?
The initial mapping of the agent's output to your custom Excel template is a collaborative process with our solutions engineering team and typically takes a few days to perfect. Once configured, it can be reused instantly for any company.
+
How long does the initial configuration for our template take?
The initial mapping of the agent's output to your custom Excel template is a collaborative process with our solutions engineering team and typically takes a few days to perfect. Once configured, it can be reused instantly for any company.
+
How long does the initial configuration for our template take?
The initial mapping of the agent's output to your custom Excel template is a collaborative process with our solutions engineering team and typically takes a few days to perfect. Once configured, it can be reused instantly for any company.
+
How long does the initial configuration for our template take?
The initial mapping of the agent's output to your custom Excel template is a collaborative process with our solutions engineering team and typically takes a few days to perfect. Once configured, it can be reused instantly for any company.
+
Can I trust the data it puts in my model?
Yes, because it's 100% verifiable. The agent embeds a source citation for every single number it populates. You can instantly click from any cell in your Excel model to see the exact line item in the source 10-K or CIM.
+
Can I trust the data it puts in my model?
Yes, because it's 100% verifiable. The agent embeds a source citation for every single number it populates. You can instantly click from any cell in your Excel model to see the exact line item in the source 10-K or CIM.
+
Can I trust the data it puts in my model?
Yes, because it's 100% verifiable. The agent embeds a source citation for every single number it populates. You can instantly click from any cell in your Excel model to see the exact line item in the source 10-K or CIM.
+
Can I trust the data it puts in my model?
Yes, because it's 100% verifiable. The agent embeds a source citation for every single number it populates. You can instantly click from any cell in your Excel model to see the exact line item in the source 10-K or CIM.
+