Build models 10x faster
AI Financial Model Builder Agent
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.
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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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
Time comparison
Traditional way
2-3 days per model
With V7 Go agents
30 minutes
Average time saved
95%
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.
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.
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.
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.
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.
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.
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
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
Built for the teams that handle high-stakes work
Built to scale workflows for teams that need speed and accuracy.
For Teams
For Teams
Private Equity & LBO Shops
Private Equity & LBO Shops
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.
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.
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
Investment Banking & M&A Advisory
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.
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.
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.
Customer voices
Customer voices
Connect AI to your deal documents.
Connect AI to your deal documents.
Give your analysts the leverage to focus on analysis, not administration.
Give your analysts the leverage to focus on analysis, not administration.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
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.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Works with your templates.
Works with your documents.
This agent is built for the real world of dealmaking. It ingests data from messy, unstructured CIMs and populates it perfectly into your firm's highly complex, multi-tab LBO model templates in Excel.
Input types
Multi-Tab Excel
Complex Tables
Unstructured PDFs
Multi-modal
Document types
Excel (.xlsx)
PDFs
CIMs
10-Ks
Data Rooms
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your templates.
Works with your documents.
This agent is built for the real world of dealmaking. It ingests data from messy, unstructured CIMs and populates it perfectly into your firm's highly complex, multi-tab LBO model templates in Excel.
Input types
Multi-Tab Excel
Complex Tables
Unstructured PDFs
Multi-modal
Document types
Excel (.xlsx)
PDFs
CIMs
10-Ks
Data Rooms
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your templates.
Works with your documents.
This agent is built for the real world of dealmaking. It ingests data from messy, unstructured CIMs and populates it perfectly into your firm's highly complex, multi-tab LBO model templates in Excel.
Input types
Multi-Tab Excel
Complex Tables
Unstructured PDFs
Multi-modal
Document types
Excel (.xlsx)
PDFs
CIMs
10-Ks
Data Rooms
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Achieve near-perfect accuracy
with AI reasoning.
A model is only as good as its inputs. Our agent is optimized for numerical precision, using AI to correctly interpret financial statements and populate your model with error-free historical data, every single time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
A model is only as good as its inputs. Our agent is optimized for numerical precision, using AI to correctly interpret financial statements and populate your model with error-free historical data, every single time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
A model is only as good as its inputs. Our agent is optimized for numerical precision, using AI to correctly interpret financial statements and populate your model with error-free historical data, every single time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in your documents.
Build models you can confidently present to your investment committee. Every number is visually grounded, with a direct citation back to the source document, providing a fully auditable trail for every input.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in your documents.
Build models you can confidently present to your investment committee. Every number is visually grounded, with a direct citation back to the source document, providing a fully auditable trail for every input.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in your documents.
Build models you can confidently present to your investment committee. Every number is visually grounded, with a direct citation back to the source document, providing a fully auditable trail for every input.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise-grade security
for sensitive financial data.
Your financial models and deal data are your most confidential intellectual property. V7 Go processes all your information within your secure, private environment, ensuring total protection.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your financial models and deal data are your most confidential intellectual property. V7 Go processes all your information within your secure, private environment, ensuring total protection.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your financial models and deal data are your most confidential intellectual property. V7 Go processes all your information within your secure, private environment, ensuring total protection.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
More agents
More agents
Explore more agents to help you
Explore more agents to help you
accelerate your entire deal lifecycle
More agents
AI Financial Due Diligence Agent
Automates data room analysis to extract financials, normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
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AI Financial Due Diligence Agent
Automates data room analysis to extract financials, normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
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AI Financial Due Diligence Agent
Automates data room analysis to extract financials, normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
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AI Financial Due Diligence Agent
Automates data room analysis to extract financials, normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
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AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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Answers
Answers
What you need to know about our
AI Financial Model Builder Agent
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.
+
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.
+
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.
+
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.
+
Next steps
Next steps
Ready to build your next LBO model in under an hour?
Send us a recent CIM and your proprietary LBO model template. We'll show you the fully-built, presentation-ready Excel file our AI agent can generate automatically.
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: