AI Financial Model Builder Agent
Go from CIM to LBO model in minutes
Go from CIM to LBO model in minutes
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.
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Why V7 Go
Synthesizes deal documents and financials
To generate a complete, presentation-ready model.
Workflow
Workflow
Import your files
Microsoft Excel
,
S&P Capital IQ
,
PitchBook
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
2-3 days per model
2-3 days per model
With V7 Go agents
30 minutes
30 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the entire modeling process.
Focus your team on making the deal.
You chose your career to have impact, not to spend nights building spreadsheet models from scratch. Financial modeling is a core competency, but the process is 90% mechanical—extracting historicals, structuring schedules, and linking statements—and only 10% strategic. This manual drudgery is a major source of burnout for junior talent and a bottleneck for the entire deal team. What if you had an army of analysts you could delegate the model building to, freeing you to focus entirely on the assumptions that drive value?
Private Equity & LBO Shops
Automate the creation of your LBO models. Let the agent handle the historical spreading and schedule building so your deal team can focus on diligence, thesis development, and negotiating terms.
Private Equity & LBO Shops
Automate the creation of your LBO models. Let the agent handle the historical spreading and schedule building so your deal team can focus on diligence, thesis development, and negotiating terms.
Private Equity & LBO Shops
Automate the creation of your LBO models. Let the agent handle the historical spreading and schedule building so your deal team can focus on diligence, thesis development, and negotiating terms.
Private Equity & LBO Shops
Automate the creation of your LBO models. Let the agent handle the historical spreading and schedule building so your deal team can focus on diligence, thesis development, and negotiating terms.
Investment Banking & M&A Advisory
Drastically accelerate the creation of valuation and M&A models for your clients. Free up your junior bankers from the drudgery of model building to focus on pitch book creation and client support.
Investment Banking & M&A Advisory
Drastically accelerate the creation of valuation and M&A models for your clients. Free up your junior bankers from the drudgery of model building to focus on pitch book creation and client support.
Investment Banking & M&A Advisory
Drastically accelerate the creation of valuation and M&A models for your clients. Free up your junior bankers from the drudgery of model building to focus on pitch book creation and client support.
Investment Banking & M&A Advisory
Drastically accelerate the creation of valuation and M&A models for your clients. Free up your junior bankers from the drudgery of model building to focus on pitch book creation and client support.
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Transform your business
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Private Equity Due Diligence
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Go from CIM to LBO model in minutes
Go from CIM to LBO model in minutes
Go from CIM to LBO model in minutes
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 my firm's extremely complex LBO model template?
Your template is the core of the workflow. During a one-time configuration process, we work with you to map the agent's logic to your specific Excel model. It learns to populate the correct input cells, preserving all your macros, formulas, and formatting.
+
How does it handle my firm's extremely complex LBO model template?
Your template is the core of the workflow. During a one-time configuration process, we work with you to map the agent's logic to your specific Excel model. It learns to populate the correct input cells, preserving all your macros, formulas, and formatting.
+
How does it handle my firm's extremely complex LBO model template?
Your template is the core of the workflow. During a one-time configuration process, we work with you to map the agent's logic to your specific Excel model. It learns to populate the correct input cells, preserving all your macros, formulas, and formatting.
+
How does it handle my firm's extremely complex LBO model template?
Your template is the core of the workflow. During a one-time configuration process, we work with you to map the agent's logic to your specific Excel model. It learns to populate the correct input cells, preserving all your macros, formulas, and formatting.
+
Does it make its own assumptions for the forecast?
It provides a baseline. The agent can populate the forecast drivers based on historical trends or explicit management guidance. The final, strategic forecasting assumptions are always set and refined by the human analyst.
+
Does it make its own assumptions for the forecast?
It provides a baseline. The agent can populate the forecast drivers based on historical trends or explicit management guidance. The final, strategic forecasting assumptions are always set and refined by the human analyst.
+
Does it make its own assumptions for the forecast?
It provides a baseline. The agent can populate the forecast drivers based on historical trends or explicit management guidance. The final, strategic forecasting assumptions are always set and refined by the human analyst.
+
Does it make its own assumptions for the forecast?
It provides a baseline. The agent can populate the forecast drivers based on historical trends or explicit management guidance. The final, strategic forecasting assumptions are always set and refined by the human analyst.
+
What source documents does it need to build a model?
It needs access to the target company's historical financial statements. This data is typically found in a Confidential Information Memorandum (CIM), a data room, or public filings like a 10-K.
+
What source documents does it need to build a model?
It needs access to the target company's historical financial statements. This data is typically found in a Confidential Information Memorandum (CIM), a data room, or public filings like a 10-K.
+
What source documents does it need to build a model?
It needs access to the target company's historical financial statements. This data is typically found in a Confidential Information Memorandum (CIM), a data room, or public filings like a 10-K.
+
What source documents does it need to build a model?
It needs access to the target company's historical financial statements. This data is typically found in a Confidential Information Memorandum (CIM), a data room, or public filings like a 10-K.
+
How does this differ from the other modeling agents?
This is our most comprehensive modeling agent. While others might focus on a specific component (like populating a DCF or building a 3-statement model), this agent is designed to handle the entire end-to-end creation of the most complex model types, like LBOs.
+
How does this differ from the other modeling agents?
This is our most comprehensive modeling agent. While others might focus on a specific component (like populating a DCF or building a 3-statement model), this agent is designed to handle the entire end-to-end creation of the most complex model types, like LBOs.
+
How does this differ from the other modeling agents?
This is our most comprehensive modeling agent. While others might focus on a specific component (like populating a DCF or building a 3-statement model), this agent is designed to handle the entire end-to-end creation of the most complex model types, like LBOs.
+
How does this differ from the other modeling agents?
This is our most comprehensive modeling agent. While others might focus on a specific component (like populating a DCF or building a 3-statement model), this agent is designed to handle the entire end-to-end creation of the most complex model types, like LBOs.
+
Can it handle messy financials from a private company CIM?
Yes. The agent is specifically designed for the inconsistent, non-standard financial presentations found in CIMs. It uses AI to intelligently find, extract, and normalize the data before populating your model.
+
Can it handle messy financials from a private company CIM?
Yes. The agent is specifically designed for the inconsistent, non-standard financial presentations found in CIMs. It uses AI to intelligently find, extract, and normalize the data before populating your model.
+
Can it handle messy financials from a private company CIM?
Yes. The agent is specifically designed for the inconsistent, non-standard financial presentations found in CIMs. It uses AI to intelligently find, extract, and normalize the data before populating your model.
+
Can it handle messy financials from a private company CIM?
Yes. The agent is specifically designed for the inconsistent, non-standard financial presentations found in CIMs. It uses AI to intelligently find, extract, and normalize the data before populating your model.
+
What's the output? Do I get a locked PDF?
No, the output is a fully functional, editable Microsoft Excel file. You receive your own template back, now fully populated and ready for you to begin your strategic analysis and sensitivity testing.
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What's the output? Do I get a locked PDF?
No, the output is a fully functional, editable Microsoft Excel file. You receive your own template back, now fully populated and ready for you to begin your strategic analysis and sensitivity testing.
+
What's the output? Do I get a locked PDF?
No, the output is a fully functional, editable Microsoft Excel file. You receive your own template back, now fully populated and ready for you to begin your strategic analysis and sensitivity testing.
+
What's the output? Do I get a locked PDF?
No, the output is a fully functional, editable Microsoft Excel file. You receive your own template back, now fully populated and ready for you to begin your strategic analysis and sensitivity testing.
+