AI Deal Flow Synthesis Agent
A synthesized pipeline report in your inbox, every morning
A synthesized pipeline report in your inbox, every morning
Delegate your daily deal flow review to a specialized AI agent. It monitors your inbox for new opportunities, extracts key data from every CIM and teaser, scores them against your thesis, and delivers a single, synthesized report to the team.
Why V7 Go
Why V7 Go
Automated Pipeline Monitoring
Connects to your deal flow sources—whether it's a shared inbox, a SharePoint folder, or a CRM—to automatically process new opportunities as they arrive.
Automated Pipeline Monitoring
Connects to your deal flow sources—whether it's a shared inbox, a SharePoint folder, or a CRM—to automatically process new opportunities as they arrive.
Automated Pipeline Monitoring
Connects to your deal flow sources—whether it's a shared inbox, a SharePoint folder, or a CRM—to automatically process new opportunities as they arrive.
Key Data Extraction
Reads every CIM and teaser to extract and standardize key data points like industry, revenue, EBITDA, location, and transaction type, creating a structured pipeline database.
Key Data Extraction
Reads every CIM and teaser to extract and standardize key data points like industry, revenue, EBITDA, location, and transaction type, creating a structured pipeline database.
Key Data Extraction
Reads every CIM and teaser to extract and standardize key data points like industry, revenue, EBITDA, location, and transaction type, creating a structured pipeline database.
Daily & Weekly Synthesis Reports
Consolidates all new deals from a given period into a single, easy-to-read summary report or dashboard, giving your team a consistent, up-to-date view of the pipeline.
Daily & Weekly Synthesis Reports
Consolidates all new deals from a given period into a single, easy-to-read summary report or dashboard, giving your team a consistent, up-to-date view of the pipeline.
Daily & Weekly Synthesis Reports
Consolidates all new deals from a given period into a single, easy-to-read summary report or dashboard, giving your team a consistent, up-to-date view of the pipeline.
Investment Thesis Scoring & Ranking
Compares each deal against your firm's specific investment criteria (from a Knowledge Hub) to score and rank opportunities, helping the team focus on the most promising leads.
Investment Thesis Scoring & Ranking
Compares each deal against your firm's specific investment criteria (from a Knowledge Hub) to score and rank opportunities, helping the team focus on the most promising leads.
Investment Thesis Scoring & Ranking
Compares each deal against your firm's specific investment criteria (from a Knowledge Hub) to score and rank opportunities, helping the team focus on the most promising leads.
Duplicate Deal Detection
Cross-references new deals against your CRM and historical pipeline to automatically flag duplicates or opportunities you've seen before from a different source.
Duplicate Deal Detection
Cross-references new deals against your CRM and historical pipeline to automatically flag duplicates or opportunities you've seen before from a different source.
Duplicate Deal Detection
Cross-references new deals against your CRM and historical pipeline to automatically flag duplicates or opportunities you've seen before from a different source.
CRM & Team Comms Integration
Delivers the synthesized deal flow report directly into your team's workflow, whether it's an email digest, a Slack message, or an automatically updated dashboard in your CRM.
CRM & Team Comms Integration
Delivers the synthesized deal flow report directly into your team's workflow, whether it's an email digest, a Slack message, or an automatically updated dashboard in your CRM.
CRM & Team Comms Integration
Delivers the synthesized deal flow report directly into your team's workflow, whether it's an email digest, a Slack message, or an automatically updated dashboard in your CRM.
Why V7 Go
Analyzes all your inbound deal materials
To create a single, actionable pipeline report.
Workflow
Workflow
Import your files
DealCloud
,
Salesforce
,
Slack
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
5-10 hours per week
5-10 hours per week
With V7 Go agents
5 minutes (scheduled daily)
5 minutes (scheduled daily)
Average time saved
99%
99%
V7 Go
V7 Go
V7 Go
V7 Go
Bring order and intelligence
to your entire deal pipeline
For a lean deal team, the Monday morning inbox is an overwhelming flood of CIMs and teasers. Manually synthesizing this high volume of deal flow into a coherent pipeline report is a slow, painful process. Analysts spend hours opening PDFs, extracting basic data, and pasting it into a spreadsheet, just to give the team a view of the landscape. This manual friction means your weekly deal flow meeting is often based on stale data, and great opportunities get lost in the noise. Procrastinating on this review is easy, but what if you had an army of analysts to do it for you?
Private Equity & Venture Capital
Stop letting great deals get lost in your inbox. Implement an automated system to ensure every opportunity is seen, analyzed, and ranked, empowering your lean team to cover the market like a larger fund.
Private Equity & Venture Capital
Stop letting great deals get lost in your inbox. Implement an automated system to ensure every opportunity is seen, analyzed, and ranked, empowering your lean team to cover the market like a larger fund.
Private Equity & Venture Capital
Stop letting great deals get lost in your inbox. Implement an automated system to ensure every opportunity is seen, analyzed, and ranked, empowering your lean team to cover the market like a larger fund.
Private Equity & Venture Capital
Stop letting great deals get lost in your inbox. Implement an automated system to ensure every opportunity is seen, analyzed, and ranked, empowering your lean team to cover the market like a larger fund.
Investment Banking & Corporate M&A
Get a real-time, synthesized view of your deal pipeline. Automate the administrative work of logging and summarizing new opportunities so your team can focus on building relationships and executing transactions.
Investment Banking & Corporate M&A
Get a real-time, synthesized view of your deal pipeline. Automate the administrative work of logging and summarizing new opportunities so your team can focus on building relationships and executing transactions.
Investment Banking & Corporate M&A
Get a real-time, synthesized view of your deal pipeline. Automate the administrative work of logging and summarizing new opportunities so your team can focus on building relationships and executing transactions.
Investment Banking & Corporate M&A
Get a real-time, synthesized view of your deal pipeline. Automate the administrative work of logging and summarizing new opportunities so your team can focus on building relationships and executing transactions.
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
A synthesized pipeline report in your inbox, every morning
A synthesized pipeline report in your inbox, every morning
A synthesized pipeline report in your inbox, every morning
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.
How does it handle the massive variation in CIM formats from different banks?
The agent uses AI to understand the context and structure of a CIM, not a fixed template. It can find the 'Financial Summary' or 'Company Overview' sections and extract the right data, regardless of the banker's specific PDF layout.
+
How does it handle the massive variation in CIM formats from different banks?
The agent uses AI to understand the context and structure of a CIM, not a fixed template. It can find the 'Financial Summary' or 'Company Overview' sections and extract the right data, regardless of the banker's specific PDF layout.
+
How does it handle the massive variation in CIM formats from different banks?
The agent uses AI to understand the context and structure of a CIM, not a fixed template. It can find the 'Financial Summary' or 'Company Overview' sections and extract the right data, regardless of the banker's specific PDF layout.
+
How does it handle the massive variation in CIM formats from different banks?
The agent uses AI to understand the context and structure of a CIM, not a fixed template. It can find the 'Financial Summary' or 'Company Overview' sections and extract the right data, regardless of the banker's specific PDF layout.
+
How do we define our investment thesis for the agent to use for scoring?
You provide your investment criteria to a V7 Go Knowledge Hub. This includes quantitative rules (e.g., 'Revenue between $10M and $100M') and qualitative rules (e.g., 'Industry must not be cyclical manufacturing'), which the agent uses as its playbook.
+
How do we define our investment thesis for the agent to use for scoring?
You provide your investment criteria to a V7 Go Knowledge Hub. This includes quantitative rules (e.g., 'Revenue between $10M and $100M') and qualitative rules (e.g., 'Industry must not be cyclical manufacturing'), which the agent uses as its playbook.
+
How do we define our investment thesis for the agent to use for scoring?
You provide your investment criteria to a V7 Go Knowledge Hub. This includes quantitative rules (e.g., 'Revenue between $10M and $100M') and qualitative rules (e.g., 'Industry must not be cyclical manufacturing'), which the agent uses as its playbook.
+
How do we define our investment thesis for the agent to use for scoring?
You provide your investment criteria to a V7 Go Knowledge Hub. This includes quantitative rules (e.g., 'Revenue between $10M and $100M') and qualitative rules (e.g., 'Industry must not be cyclical manufacturing'), which the agent uses as its playbook.
+
Can it tell me if a deal is 'good' or 'bad'?
It provides a data-driven first pass. Based on your rules, it can tell you if a deal is a 'fit' or 'not a fit' for your thesis. The final, nuanced decision of whether a deal is 'good' always rests with your experienced investment professionals.
+
Can it tell me if a deal is 'good' or 'bad'?
It provides a data-driven first pass. Based on your rules, it can tell you if a deal is a 'fit' or 'not a fit' for your thesis. The final, nuanced decision of whether a deal is 'good' always rests with your experienced investment professionals.
+
Can it tell me if a deal is 'good' or 'bad'?
It provides a data-driven first pass. Based on your rules, it can tell you if a deal is a 'fit' or 'not a fit' for your thesis. The final, nuanced decision of whether a deal is 'good' always rests with your experienced investment professionals.
+
Can it tell me if a deal is 'good' or 'bad'?
It provides a data-driven first pass. Based on your rules, it can tell you if a deal is a 'fit' or 'not a fit' for your thesis. The final, nuanced decision of whether a deal is 'good' always rests with your experienced investment professionals.
+
How does this agent differ from the 'PE Screening & Deal Flow Agent'?
They are closely related. The Screening Agent focuses on the deep-dive analysis of a single deal. This Synthesis Agent operates one level up: it runs the screening process across many deals and then consolidates the results into a single pipeline summary.
+
How does this agent differ from the 'PE Screening & Deal Flow Agent'?
They are closely related. The Screening Agent focuses on the deep-dive analysis of a single deal. This Synthesis Agent operates one level up: it runs the screening process across many deals and then consolidates the results into a single pipeline summary.
+
How does this agent differ from the 'PE Screening & Deal Flow Agent'?
They are closely related. The Screening Agent focuses on the deep-dive analysis of a single deal. This Synthesis Agent operates one level up: it runs the screening process across many deals and then consolidates the results into a single pipeline summary.
+
How does this agent differ from the 'PE Screening & Deal Flow Agent'?
They are closely related. The Screening Agent focuses on the deep-dive analysis of a single deal. This Synthesis Agent operates one level up: it runs the screening process across many deals and then consolidates the results into a single pipeline summary.
+
What's the output? A spreadsheet?
The output is flexible. It can be a daily email with a summary table, a new record automatically created in your DealCloud or Salesforce CRM, a message posted to a Slack channel, or a structured data file for a BI tool.
+
What's the output? A spreadsheet?
The output is flexible. It can be a daily email with a summary table, a new record automatically created in your DealCloud or Salesforce CRM, a message posted to a Slack channel, or a structured data file for a BI tool.
+
What's the output? A spreadsheet?
The output is flexible. It can be a daily email with a summary table, a new record automatically created in your DealCloud or Salesforce CRM, a message posted to a Slack channel, or a structured data file for a BI tool.
+
What's the output? A spreadsheet?
The output is flexible. It can be a daily email with a summary table, a new record automatically created in your DealCloud or Salesforce CRM, a message posted to a Slack channel, or a structured data file for a BI tool.
+
How quickly can it process a new CIM that hits our inbox?
Near-instantly. The agent can be configured to monitor your inbox in real-time. A new CIM can be processed, analyzed, and added to your synthesized pipeline report in a matter of minutes after it is received.
+
How quickly can it process a new CIM that hits our inbox?
Near-instantly. The agent can be configured to monitor your inbox in real-time. A new CIM can be processed, analyzed, and added to your synthesized pipeline report in a matter of minutes after it is received.
+
How quickly can it process a new CIM that hits our inbox?
Near-instantly. The agent can be configured to monitor your inbox in real-time. A new CIM can be processed, analyzed, and added to your synthesized pipeline report in a matter of minutes after it is received.
+
How quickly can it process a new CIM that hits our inbox?
Near-instantly. The agent can be configured to monitor your inbox in real-time. A new CIM can be processed, analyzed, and added to your synthesized pipeline report in a matter of minutes after it is received.
+