AI Deal Screening and Triage Agent
Delegate your top-of-funnel analysis to a specialized AI agent. It reads every incoming CIM or pitch deck, extracts key metrics, scores the opportunity against your investment playbook, and triages your entire pipeline so you can focus on the deals that matter.
Ideal for
Venture Capital
Private Equity
Corporate M&A
See AI Deal Screening and Triage Agent in action
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See AI Deal Screening and Triage Agent in action
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Weekly Pipeline Triage
See AI Deal Screening and Triage Agent in action
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Time comparison
Traditional way
30-60 mins per deal
With V7 Go agents
2-3 minutes
Average time saved
95%
Why V7 Go
Automated Thesis Filtering
Applies your firm's specific investment criteria—industry, stage, revenue, geography—to every incoming deal, automatically filtering out the opportunities that are not a fit.
Automated Thesis Filtering
Applies your firm's specific investment criteria—industry, stage, revenue, geography—to every incoming deal, automatically filtering out the opportunities that are not a fit.
Key Metric Extraction
Reads CIMs and pitch decks to extract and standardize key financial and operating metrics (Revenue, EBITDA, ARR, Churn) needed for a quick initial assessment.
Key Metric Extraction
Reads CIMs and pitch decks to extract and standardize key financial and operating metrics (Revenue, EBITDA, ARR, Churn) needed for a quick initial assessment.
Intelligent Triage Workflow
Goes beyond a simple pass/fail. The agent uses a 'Pass / Fail / Needs Human Review' workflow, flagging deals that are borderline or have unique characteristics for expert evaluation.
Intelligent Triage Workflow
Goes beyond a simple pass/fail. The agent uses a 'Pass / Fail / Needs Human Review' workflow, flagging deals that are borderline or have unique characteristics for expert evaluation.
Red Flag Detection
Scans every deal document for your predefined deal-breakers and red flags, such as high customer concentration, declining growth, or a lack of clear competitive differentiation.
Red Flag Detection
Scans every deal document for your predefined deal-breakers and red flags, such as high customer concentration, declining growth, or a lack of clear competitive differentiation.
Comparison to Past Deals
Leverages your firm's historical data by automatically comparing a new opportunity against similar deals you've seen in the past, providing valuable context.
Comparison to Past Deals
Leverages your firm's historical data by automatically comparing a new opportunity against similar deals you've seen in the past, providing valuable context.
Structured Pipeline Data
Creates a clean, structured database of your entire deal pipeline, complete with extracted data and triage scores, for easy import into your CRM or analytics tools.
Structured Pipeline Data
Creates a clean, structured database of your entire deal pipeline, complete with extracted data and triage scores, for easy import into your CRM or analytics tools.
Analyzes investment teasers and pitch decks
To create a systematic, data-driven triage.
Get started
Import your files
DealCloud
,
Affinity
,
PitchBook
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
