AI Deal Screening and Triage Agent
The systematic first look at every deal
The systematic first look at every deal
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.
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Why V7 Go
Analyzes investment teasers and pitch decks
To create a systematic, data-driven triage.
Workflow
Workflow
Import your files
DealCloud
,
Affinity
,
PitchBook
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
30-60 mins per deal
30-60 mins per deal
With V7 Go agents
2-3 minutes
2-3 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Spend time on the right deals
by automating your initial screen
Your deal team is drowning in a high-volume pipeline, but manually reviewing every single pitch deck or CIM is impossible. Promising opportunities are inevitably missed because lean teams lack the sheer capacity to give every deal a proper first look. You're forced to rely on pattern matching and quick judgments, letting great investments slip through the cracks. It's time to stop making your analysts read paperwork and start empowering them with an army of AI assistants to do it for them.
Venture Capital & Private Equity
Gain the analytical leverage to review every single deal that comes your way. Let the agent filter the noise so your lean team can focus its time on deep diligence of the most promising opportunities.
Venture Capital & Private Equity
Gain the analytical leverage to review every single deal that comes your way. Let the agent filter the noise so your lean team can focus its time on deep diligence of the most promising opportunities.
Venture Capital & Private Equity
Gain the analytical leverage to review every single deal that comes your way. Let the agent filter the noise so your lean team can focus its time on deep diligence of the most promising opportunities.
Venture Capital & Private Equity
Gain the analytical leverage to review every single deal that comes your way. Let the agent filter the noise so your lean team can focus its time on deep diligence of the most promising opportunities.
Corporate Development & M&A
Build and manage a more strategic M&A pipeline. Use the agent to systematically screen and triage potential acquisition targets based on your corporate strategy, ensuring a consistent evaluation process.
Corporate Development & M&A
Build and manage a more strategic M&A pipeline. Use the agent to systematically screen and triage potential acquisition targets based on your corporate strategy, ensuring a consistent evaluation process.
Corporate Development & M&A
Build and manage a more strategic M&A pipeline. Use the agent to systematically screen and triage potential acquisition targets based on your corporate strategy, ensuring a consistent evaluation process.
Corporate Development & M&A
Build and manage a more strategic M&A pipeline. Use the agent to systematically screen and triage potential acquisition targets based on your corporate strategy, ensuring a consistent evaluation process.
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
The systematic first look at every deal
The systematic first look at every deal
The systematic first look at every deal
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 do we define our firm's investment thesis for the agent?
You provide your investment playbook to a V7 Go Knowledge Hub. This includes your specific criteria for industry, financial metrics, stage, and even qualitative factors like team background, which the agent uses to score and triage every deal.
+
How do we define our firm's investment thesis for the agent?
You provide your investment playbook to a V7 Go Knowledge Hub. This includes your specific criteria for industry, financial metrics, stage, and even qualitative factors like team background, which the agent uses to score and triage every deal.
+
How do we define our firm's investment thesis for the agent?
You provide your investment playbook to a V7 Go Knowledge Hub. This includes your specific criteria for industry, financial metrics, stage, and even qualitative factors like team background, which the agent uses to score and triage every deal.
+
How do we define our firm's investment thesis for the agent?
You provide your investment playbook to a V7 Go Knowledge Hub. This includes your specific criteria for industry, financial metrics, stage, and even qualitative factors like team background, which the agent uses to score and triage every deal.
+
Can it really understand the nuance of a business from a pitch deck?
The agent uses AI to understand the business model, target market, and competitive positioning described in a pitch deck or CIM. This allows it to make a much more intelligent triage decision than a simple keyword-based filter.
+
Can it really understand the nuance of a business from a pitch deck?
The agent uses AI to understand the business model, target market, and competitive positioning described in a pitch deck or CIM. This allows it to make a much more intelligent triage decision than a simple keyword-based filter.
+
Can it really understand the nuance of a business from a pitch deck?
The agent uses AI to understand the business model, target market, and competitive positioning described in a pitch deck or CIM. This allows it to make a much more intelligent triage decision than a simple keyword-based filter.
+
Can it really understand the nuance of a business from a pitch deck?
The agent uses AI to understand the business model, target market, and competitive positioning described in a pitch deck or CIM. This allows it to make a much more intelligent triage decision than a simple keyword-based filter.
+
What's the difference between this and the 'Deal Flow Synthesis Agent'?
This agent performs the core analysis on each individual deal. The Synthesis Agent is a workflow that runs this agent across many deals and then consolidates the results into a single pipeline summary report. They are designed to work together.
+
What's the difference between this and the 'Deal Flow Synthesis Agent'?
This agent performs the core analysis on each individual deal. The Synthesis Agent is a workflow that runs this agent across many deals and then consolidates the results into a single pipeline summary report. They are designed to work together.
+
What's the difference between this and the 'Deal Flow Synthesis Agent'?
This agent performs the core analysis on each individual deal. The Synthesis Agent is a workflow that runs this agent across many deals and then consolidates the results into a single pipeline summary report. They are designed to work together.
+
What's the difference between this and the 'Deal Flow Synthesis Agent'?
This agent performs the core analysis on each individual deal. The Synthesis Agent is a workflow that runs this agent across many deals and then consolidates the results into a single pipeline summary report. They are designed to work together.
+
How does the 'Needs Human Review' category work?
You can set criteria for deals that are 'close but not perfect.' For example, a company might be in a non-core industry but have exceptional margin profiles. The agent flags these for your team to make the final strategic call.
+
How does the 'Needs Human Review' category work?
You can set criteria for deals that are 'close but not perfect.' For example, a company might be in a non-core industry but have exceptional margin profiles. The agent flags these for your team to make the final strategic call.
+
How does the 'Needs Human Review' category work?
You can set criteria for deals that are 'close but not perfect.' For example, a company might be in a non-core industry but have exceptional margin profiles. The agent flags these for your team to make the final strategic call.
+
How does the 'Needs Human Review' category work?
You can set criteria for deals that are 'close but not perfect.' For example, a company might be in a non-core industry but have exceptional margin profiles. The agent flags these for your team to make the final strategic call.
+
Can this connect to our deal flow inbox?
Yes. The agent can be configured to monitor an email inbox or a specific folder, automatically processing and triaging new deals as they arrive, ensuring 100% of your inbound pipeline is analyzed.
+
Can this connect to our deal flow inbox?
Yes. The agent can be configured to monitor an email inbox or a specific folder, automatically processing and triaging new deals as they arrive, ensuring 100% of your inbound pipeline is analyzed.
+
Can this connect to our deal flow inbox?
Yes. The agent can be configured to monitor an email inbox or a specific folder, automatically processing and triaging new deals as they arrive, ensuring 100% of your inbound pipeline is analyzed.
+
Can this connect to our deal flow inbox?
Yes. The agent can be configured to monitor an email inbox or a specific folder, automatically processing and triaging new deals as they arrive, ensuring 100% of your inbound pipeline is analyzed.
+
How can we trust its recommendations?
Through total transparency. The triage report provides the 'why' behind every decision. It shows you the specific data points it extracted and how they scored against your thesis, with citations linking back to the source document.
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How can we trust its recommendations?
Through total transparency. The triage report provides the 'why' behind every decision. It shows you the specific data points it extracted and how they scored against your thesis, with citations linking back to the source document.
+
How can we trust its recommendations?
Through total transparency. The triage report provides the 'why' behind every decision. It shows you the specific data points it extracted and how they scored against your thesis, with citations linking back to the source document.
+
How can we trust its recommendations?
Through total transparency. The triage report provides the 'why' behind every decision. It shows you the specific data points it extracted and how they scored against your thesis, with citations linking back to the source document.
+