AI Deal Flow Synthesis Agent
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.
Ideal for
Private Equity
Venture Capital
Corporate M&A
See AI Deal Flow Synthesis Agent in action
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See AI Deal Flow Synthesis Agent in action
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Daily Deal Flow Summary
See AI Deal Flow Synthesis Agent in action
Play video
Time comparison
Traditional way
5-10 hours per week
With V7 Go agents
5 minutes (scheduled daily)
Average time saved
99%
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.
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.
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.
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.
Analyzes all your inbound deal materials
To create a single, actionable pipeline report.
Get started
Import your files
DealCloud
,
Salesforce
,
Slack
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
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
Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
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
Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
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
