AI Financial Model Builder Agent
Delegate the entire financial model creation process to a specialized AI agent. It reads your source documents, extracts all historical data, and generates a complete, fully-linked, and presentation-ready financial model (LBO, DCF, M&A) in your firm's proprietary Excel template.
Ideal for
Private Equity
Investment Banking
Corporate Development
See AI Financial Model Builder Agent in action
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See AI Financial Model Builder Agent in action
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LBO Model Request
See AI Financial Model Builder Agent in action
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Time comparison
Traditional way
2-3 days per model
With V7 Go agents
30 minutes
Average time saved
95%
Why V7 Go
End-to-End Model Generation
Automates the entire model creation lifecycle: extracting historicals, populating schedules, linking statements, and calculating baseline outputs based on initial assumptions.
End-to-End Model Generation
Automates the entire model creation lifecycle: extracting historicals, populating schedules, linking statements, and calculating baseline outputs based on initial assumptions.
Supports LBO, DCF, & M&A Models
Highly flexible, the agent can be configured to build any type of complex financial model, including leveraged buyouts (LBOs), discounted cash flows (DCFs), and merger models.
Supports LBO, DCF, & M&A Models
Highly flexible, the agent can be configured to build any type of complex financial model, including leveraged buyouts (LBOs), discounted cash flows (DCFs), and merger models.
Works with Your Custom Templates
Integrates seamlessly with your firm's proprietary, best-in-class Excel templates, ensuring the final output adheres to your specific formatting, formulas, and analytical standards.
Works with Your Custom Templates
Integrates seamlessly with your firm's proprietary, best-in-class Excel templates, ensuring the final output adheres to your specific formatting, formulas, and analytical standards.
Assumption & Driver Extraction
Reads the narrative sections of a CIM or management presentation to find and extract key data points that inform model assumptions, such as guidance or market growth rates.
Assumption & Driver Extraction
Reads the narrative sections of a CIM or management presentation to find and extract key data points that inform model assumptions, such as guidance or market growth rates.
Instant 'First Pass' Analysis
Allows your team to run a preliminary analysis on far more deals at the top of the funnel, ensuring you can quickly identify the most promising opportunities and pass on the rest.
Instant 'First Pass' Analysis
Allows your team to run a preliminary analysis on far more deals at the top of the funnel, ensuring you can quickly identify the most promising opportunities and pass on the rest.
Error-Free and Auditable
Eliminates the risk of human data entry errors. Every number populated into the model is visually linked to its source document, creating a fully transparent and defensible analysis.
Error-Free and Auditable
Eliminates the risk of human data entry errors. Every number populated into the model is visually linked to its source document, creating a fully transparent and defensible analysis.
Synthesizes deal documents and financials
To generate a complete, presentation-ready model.
Get started
Import your files
Microsoft Excel
,
S&P Capital IQ
,
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
