AI Investment Banking Client Development Agent
Find your next client before they know they need you
Find your next client before they know they need you
Delegate your deal sourcing to a specialized AI agent. Define your unique business development triggers—from succession issues to non-core asset hints in filings—and let the agent monitor the market to surface a continuous pipeline of actionable client opportunities.
Why V7 Go
Why V7 Go
Custom Trigger Monitoring
Define and automate the search for your unique deal-sourcing triggers, whether they're quantitative (e.g., underperforming stock) or qualitative (e.g., mentions of 'strategic alternatives').
Custom Trigger Monitoring
Define and automate the search for your unique deal-sourcing triggers, whether they're quantitative (e.g., underperforming stock) or qualitative (e.g., mentions of 'strategic alternatives').
Custom Trigger Monitoring
Define and automate the search for your unique deal-sourcing triggers, whether they're quantitative (e.g., underperforming stock) or qualitative (e.g., mentions of 'strategic alternatives').
Divestiture & Carve-Out Identification
Analyzes earnings call transcripts and filings to identify companies discussing non-core assets or a desire to simplify their business, flagging potential carve-out opportunities.
Divestiture & Carve-Out Identification
Analyzes earnings call transcripts and filings to identify companies discussing non-core assets or a desire to simplify their business, flagging potential carve-out opportunities.
Divestiture & Carve-Out Identification
Analyzes earnings call transcripts and filings to identify companies discussing non-core assets or a desire to simplify their business, flagging potential carve-out opportunities.
Succession & Retirement Screening
Scans executive databases and public records to find founder-owned or family-run businesses where the leadership is approaching retirement age, signaling a potential sale.
Succession & Retirement Screening
Scans executive databases and public records to find founder-owned or family-run businesses where the leadership is approaching retirement age, signaling a potential sale.
Succession & Retirement Screening
Scans executive databases and public records to find founder-owned or family-run businesses where the leadership is approaching retirement age, signaling a potential sale.
Activist Target Prediction
Identifies companies that match the historical profile of activist targets (e.g., bloated cost structures, underperforming assets) before a 13D is even filed.
Activist Target Prediction
Identifies companies that match the historical profile of activist targets (e.g., bloated cost structures, underperforming assets) before a 13D is even filed.
Activist Target Prediction
Identifies companies that match the historical profile of activist targets (e.g., bloated cost structures, underperforming assets) before a 13D is even filed.
Leverages Firm Intelligence
Connects to your firm's CRM and historical deal data to cross-reference potential targets with your existing relationships and past interactions, ensuring a warm introduction.
Leverages Firm Intelligence
Connects to your firm's CRM and historical deal data to cross-reference potential targets with your existing relationships and past interactions, ensuring a warm introduction.
Leverages Firm Intelligence
Connects to your firm's CRM and historical deal data to cross-reference potential targets with your existing relationships and past interactions, ensuring a warm introduction.
Actionable Client Briefings
Doesn't just give you a name; it delivers a concise briefing on each potential target, summarizing why they fit your criteria and providing the key data points for your initial outreach.
Actionable Client Briefings
Doesn't just give you a name; it delivers a concise briefing on each potential target, summarizing why they fit your criteria and providing the key data points for your initial outreach.
Actionable Client Briefings
Doesn't just give you a name; it delivers a concise briefing on each potential target, summarizing why they fit your criteria and providing the key data points for your initial outreach.
Why V7 Go
Monitors the entire universe of market signals
To find your next client or investment.
Workflow
Workflow
Import your files
DealCloud
,
PitchBook
,
Salesforce
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Continuous manual work
Continuous manual work
With V7 Go agents
Daily automated reports
Daily automated reports
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Turn your market intuition into
a systematic deal sourcing engine
Effective client development in investment banking is about being in the right place at the right time with the right idea, but identifying those moments is a manual, inefficient process. Bankers rely on manually tracking news, reading filings, and networking to find companies that might be ready for a transaction. This approach is reactive and relies heavily on luck, meaning countless opportunities are missed. What if you could build an army of AI analysts to systematically monitor the entire market for the specific strategic triggers that signal a company is ready to talk?
Investment Bankers & M&A Advisors
Stop waiting for the phone to ring. Systematically monitor the entire market for your ideal client profiles and strategic situations, allowing you to get in the door with the right idea at the right time.
Investment Bankers & M&A Advisors
Stop waiting for the phone to ring. Systematically monitor the entire market for your ideal client profiles and strategic situations, allowing you to get in the door with the right idea at the right time.
Investment Bankers & M&A Advisors
Stop waiting for the phone to ring. Systematically monitor the entire market for your ideal client profiles and strategic situations, allowing you to get in the door with the right idea at the right time.
Investment Bankers & M&A Advisors
Stop waiting for the phone to ring. Systematically monitor the entire market for your ideal client profiles and strategic situations, allowing you to get in the door with the right idea at the right time.
Private Equity & VC Sourcing Teams
Build a proprietary, off-market deal pipeline. Use the agent to find companies that aren't officially for sale but perfectly match your investment thesis and are likely to transact.
Private Equity & VC Sourcing Teams
Build a proprietary, off-market deal pipeline. Use the agent to find companies that aren't officially for sale but perfectly match your investment thesis and are likely to transact.
Private Equity & VC Sourcing Teams
Build a proprietary, off-market deal pipeline. Use the agent to find companies that aren't officially for sale but perfectly match your investment thesis and are likely to transact.
Private Equity & VC Sourcing Teams
Build a proprietary, off-market deal pipeline. Use the agent to find companies that aren't officially for sale but perfectly match your investment thesis and are likely to transact.
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
Find your next client before they know they need you
Find your next client before they know they need you
Find your next client before they know they need you
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 unique 'deal triggers'?
You codify your team's market expertise into a set of rules in a V7 Go Knowledge Hub. This can be a complex combination of financial metrics, keyword monitoring in documents, and strategic themes. The agent uses this playbook as its guide.
+
How do we define our firm's unique 'deal triggers'?
You codify your team's market expertise into a set of rules in a V7 Go Knowledge Hub. This can be a complex combination of financial metrics, keyword monitoring in documents, and strategic themes. The agent uses this playbook as its guide.
+
How do we define our firm's unique 'deal triggers'?
You codify your team's market expertise into a set of rules in a V7 Go Knowledge Hub. This can be a complex combination of financial metrics, keyword monitoring in documents, and strategic themes. The agent uses this playbook as its guide.
+
How do we define our firm's unique 'deal triggers'?
You codify your team's market expertise into a set of rules in a V7 Go Knowledge Hub. This can be a complex combination of financial metrics, keyword monitoring in documents, and strategic themes. The agent uses this playbook as its guide.
+
Where does the agent get the universe of company data?
It connects to your existing capital markets data subscriptions (e.g., PitchBook, Capital IQ, FactSet), public data sources like SEC EDGAR, and, most powerfully, your own proprietary CRM and historical deal data.
+
Where does the agent get the universe of company data?
It connects to your existing capital markets data subscriptions (e.g., PitchBook, Capital IQ, FactSet), public data sources like SEC EDGAR, and, most powerfully, your own proprietary CRM and historical deal data.
+
Where does the agent get the universe of company data?
It connects to your existing capital markets data subscriptions (e.g., PitchBook, Capital IQ, FactSet), public data sources like SEC EDGAR, and, most powerfully, your own proprietary CRM and historical deal data.
+
Where does the agent get the universe of company data?
It connects to your existing capital markets data subscriptions (e.g., PitchBook, Capital IQ, FactSet), public data sources like SEC EDGAR, and, most powerfully, your own proprietary CRM and historical deal data.
+
How frequently can it scan the market for new opportunities?
The monitoring schedule is fully customizable. You can have the agent run your custom screens on a continuous, daily, or weekly basis to ensure you have a constant flow of fresh, qualified client leads.
+
How frequently can it scan the market for new opportunities?
The monitoring schedule is fully customizable. You can have the agent run your custom screens on a continuous, daily, or weekly basis to ensure you have a constant flow of fresh, qualified client leads.
+
How frequently can it scan the market for new opportunities?
The monitoring schedule is fully customizable. You can have the agent run your custom screens on a continuous, daily, or weekly basis to ensure you have a constant flow of fresh, qualified client leads.
+
How frequently can it scan the market for new opportunities?
The monitoring schedule is fully customizable. You can have the agent run your custom screens on a continuous, daily, or weekly basis to ensure you have a constant flow of fresh, qualified client leads.
+
What's the output of a screen?
The output is an actionable, prioritized list of target companies. Each target is accompanied by a briefing that explains exactly why it was flagged, with verifiable citations from the source data or documents.
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What's the output of a screen?
The output is an actionable, prioritized list of target companies. Each target is accompanied by a briefing that explains exactly why it was flagged, with verifiable citations from the source data or documents.
+
What's the output of a screen?
The output is an actionable, prioritized list of target companies. Each target is accompanied by a briefing that explains exactly why it was flagged, with verifiable citations from the source data or documents.
+
What's the output of a screen?
The output is an actionable, prioritized list of target companies. Each target is accompanied by a briefing that explains exactly why it was flagged, with verifiable citations from the source data or documents.
+
Can this agent help with our initial outreach?
Yes. The workflow can be extended to take the list of targets and automatically draft personalized outreach emails for each one, referencing the specific data points that made them a good fit.
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Can this agent help with our initial outreach?
Yes. The workflow can be extended to take the list of targets and automatically draft personalized outreach emails for each one, referencing the specific data points that made them a good fit.
+
Can this agent help with our initial outreach?
Yes. The workflow can be extended to take the list of targets and automatically draft personalized outreach emails for each one, referencing the specific data points that made them a good fit.
+
Can this agent help with our initial outreach?
Yes. The workflow can be extended to take the list of targets and automatically draft personalized outreach emails for each one, referencing the specific data points that made them a good fit.
+
Is our firm's sourcing strategy and CRM data kept confidential?
Absolutely. Your client development strategy is a critical competitive advantage. All of your custom triggers, watchlists, and proprietary data are processed within your private, secure V7 Go environment.
+
Is our firm's sourcing strategy and CRM data kept confidential?
Absolutely. Your client development strategy is a critical competitive advantage. All of your custom triggers, watchlists, and proprietary data are processed within your private, secure V7 Go environment.
+
Is our firm's sourcing strategy and CRM data kept confidential?
Absolutely. Your client development strategy is a critical competitive advantage. All of your custom triggers, watchlists, and proprietary data are processed within your private, secure V7 Go environment.
+
Is our firm's sourcing strategy and CRM data kept confidential?
Absolutely. Your client development strategy is a critical competitive advantage. All of your custom triggers, watchlists, and proprietary data are processed within your private, secure V7 Go environment.
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