AI Investment Banking Data Room Management Agent
Go from messy client folder to clean VDR, instantly
Go from messy client folder to clean VDR, instantly
Delegate the most painful part of deal preparation to an army of AI analysts. This agent reads your client's disorganized diligence files, automatically classifies and renames them according to your VDR index, redacts sensitive info, and organizes everything into a clean, ready-to-launch data room.
Why V7 Go
Why V7 Go
Automated Document Classification
Reads the content of every file in a client's disorganized data dump to automatically understand what it is—a contract, a financial statement, a board deck—and sorts it accordingly.
Automated Document Classification
Reads the content of every file in a client's disorganized data dump to automatically understand what it is—a contract, a financial statement, a board deck—and sorts it accordingly.
Automated Document Classification
Reads the content of every file in a client's disorganized data dump to automatically understand what it is—a contract, a financial statement, a board deck—and sorts it accordingly.
Intelligent File Renaming
Matches each classified document to the correct line item on your master VDR index and automatically renames the file with the appropriate index number and description.
Intelligent File Renaming
Matches each classified document to the correct line item on your master VDR index and automatically renames the file with the appropriate index number and description.
Intelligent File Renaming
Matches each classified document to the correct line item on your master VDR index and automatically renames the file with the appropriate index number and description.
Automated Redaction
Define rules to automatically find and redact sensitive information (like PII or competitively sensitive data) from documents before they are uploaded to the live data room.
Automated Redaction
Define rules to automatically find and redact sensitive information (like PII or competitively sensitive data) from documents before they are uploaded to the live data room.
Automated Redaction
Define rules to automatically find and redact sensitive information (like PII or competitively sensitive data) from documents before they are uploaded to the live data room.
VDR Folder Structure Creation
Automatically creates the entire nested folder structure based on your VDR index and places each renamed and redacted document into its correct final location.
VDR Folder Structure Creation
Automatically creates the entire nested folder structure based on your VDR index and places each renamed and redacted document into its correct final location.
VDR Folder Structure Creation
Automatically creates the entire nested folder structure based on your VDR index and places each renamed and redacted document into its correct final location.
Completeness Check & Gap Analysis
Compares the client's provided documents against your master diligence request list and automatically generates a report of all missing items, streamlining the follow-up process.
Completeness Check & Gap Analysis
Compares the client's provided documents against your master diligence request list and automatically generates a report of all missing items, streamlining the follow-up process.
Completeness Check & Gap Analysis
Compares the client's provided documents against your master diligence request list and automatically generates a report of all missing items, streamlining the follow-up process.
Accelerated Deal Launch
Turns a multi-week, manual administrative process into a highly-automated workflow that takes days, allowing you to launch deals faster and get ahead of the competition.
Accelerated Deal Launch
Turns a multi-week, manual administrative process into a highly-automated workflow that takes days, allowing you to launch deals faster and get ahead of the competition.
Accelerated Deal Launch
Turns a multi-week, manual administrative process into a highly-automated workflow that takes days, allowing you to launch deals faster and get ahead of the competition.
Why V7 Go
Transforms a messy client data dump
Into a perfectly organized, deal-ready VDR.
Workflow
Workflow
Import your files
Intralinks
,
Merrill Datasite
,
SharePoint
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 weeks of manual work
1-2 weeks of manual work
With V7 Go agents
1-2 days
1-2 days
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the most painful part of deal prep.
Focus on the deal, not the documents.
Setting up a virtual data room (VDR) is a thankless, high-pressure administrative task that consumes hundreds of junior banker hours. Before a deal can launch, analysts are stuck with the manual drudgery of collecting thousands of files from a client's chaotic shared drive, renaming them according to a master index, redacting sensitive information, and meticulously organizing them into a VDR structure. This process is slow, agonizingly dull, and a prime source of errors. Remember the last time you hated setting up a VDR? Let's really make that the last time.
Investment Banking Analysts & Associates
Reclaim your nights and weekends. Automate the soul-crushing administrative work of VDR setup so you can focus on building models, creating pitch books, and driving the deal forward.
Investment Banking Analysts & Associates
Reclaim your nights and weekends. Automate the soul-crushing administrative work of VDR setup so you can focus on building models, creating pitch books, and driving the deal forward.
Investment Banking Analysts & Associates
Reclaim your nights and weekends. Automate the soul-crushing administrative work of VDR setup so you can focus on building models, creating pitch books, and driving the deal forward.
Investment Banking Analysts & Associates
Reclaim your nights and weekends. Automate the soul-crushing administrative work of VDR setup so you can focus on building models, creating pitch books, and driving the deal forward.
M&A Deal Teams
Accelerate your time to market and get a jump on the competition. Turn a multi-week VDR setup process into a streamlined, automated workflow that takes only a few days.
M&A Deal Teams
Accelerate your time to market and get a jump on the competition. Turn a multi-week VDR setup process into a streamlined, automated workflow that takes only a few days.
M&A Deal Teams
Accelerate your time to market and get a jump on the competition. Turn a multi-week VDR setup process into a streamlined, automated workflow that takes only a few days.
M&A Deal Teams
Accelerate your time to market and get a jump on the competition. Turn a multi-week VDR setup process into a streamlined, automated workflow that takes only a few days.
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
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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
Go from messy client folder to clean VDR, instantly
Go from messy client folder to clean VDR, instantly
Go from messy client folder to clean VDR, instantly
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 know our bank's specific VDR index and folder structure?
You provide your master VDR index template, typically an Excel file, to the agent's Knowledge Hub. It uses this as the blueprint for classifying, renaming, and organizing all the client's documents.
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How does it know our bank's specific VDR index and folder structure?
You provide your master VDR index template, typically an Excel file, to the agent's Knowledge Hub. It uses this as the blueprint for classifying, renaming, and organizing all the client's documents.
+
How does it know our bank's specific VDR index and folder structure?
You provide your master VDR index template, typically an Excel file, to the agent's Knowledge Hub. It uses this as the blueprint for classifying, renaming, and organizing all the client's documents.
+
How does it know our bank's specific VDR index and folder structure?
You provide your master VDR index template, typically an Excel file, to the agent's Knowledge Hub. It uses this as the blueprint for classifying, renaming, and organizing all the client's documents.
+
Can it handle a data dump that's a completely disorganized mess of files?
Yes, it's designed for that. The agent reads the content inside every file to understand what it is, so it doesn't matter if the original filenames or folder structure are chaotic. It brings order to the chaos.
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Can it handle a data dump that's a completely disorganized mess of files?
Yes, it's designed for that. The agent reads the content inside every file to understand what it is, so it doesn't matter if the original filenames or folder structure are chaotic. It brings order to the chaos.
+
Can it handle a data dump that's a completely disorganized mess of files?
Yes, it's designed for that. The agent reads the content inside every file to understand what it is, so it doesn't matter if the original filenames or folder structure are chaotic. It brings order to the chaos.
+
Can it handle a data dump that's a completely disorganized mess of files?
Yes, it's designed for that. The agent reads the content inside every file to understand what it is, so it doesn't matter if the original filenames or folder structure are chaotic. It brings order to the chaos.
+
What kind of information can it automatically redact?
It can redact any pattern you define. Common use cases include redacting Personally Identifiable Information (PII) like social security numbers, or sensitive commercial terms before sharing documents with a broad buyer group.
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What kind of information can it automatically redact?
It can redact any pattern you define. Common use cases include redacting Personally Identifiable Information (PII) like social security numbers, or sensitive commercial terms before sharing documents with a broad buyer group.
+
What kind of information can it automatically redact?
It can redact any pattern you define. Common use cases include redacting Personally Identifiable Information (PII) like social security numbers, or sensitive commercial terms before sharing documents with a broad buyer group.
+
What kind of information can it automatically redact?
It can redact any pattern you define. Common use cases include redacting Personally Identifiable Information (PII) like social security numbers, or sensitive commercial terms before sharing documents with a broad buyer group.
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Does this agent upload the files to Intralinks or Datasite for us?
The primary output is a perfectly organized set of folders on a staging server, with every file correctly named, redacted, and placed. From there, a simple bulk upload to your VDR provider is all that's needed. Direct upload can also be configured.
+
Does this agent upload the files to Intralinks or Datasite for us?
The primary output is a perfectly organized set of folders on a staging server, with every file correctly named, redacted, and placed. From there, a simple bulk upload to your VDR provider is all that's needed. Direct upload can also be configured.
+
Does this agent upload the files to Intralinks or Datasite for us?
The primary output is a perfectly organized set of folders on a staging server, with every file correctly named, redacted, and placed. From there, a simple bulk upload to your VDR provider is all that's needed. Direct upload can also be configured.
+
Does this agent upload the files to Intralinks or Datasite for us?
The primary output is a perfectly organized set of folders on a staging server, with every file correctly named, redacted, and placed. From there, a simple bulk upload to your VDR provider is all that's needed. Direct upload can also be configured.
+
Can we review the agent's work before the VDR goes live?
Absolutely. The standard workflow includes a human-in-the-loop review. The agent stages the organized and redacted files, and your deal team can perform a final QC check to approve the classification and redactions before launch.
+
Can we review the agent's work before the VDR goes live?
Absolutely. The standard workflow includes a human-in-the-loop review. The agent stages the organized and redacted files, and your deal team can perform a final QC check to approve the classification and redactions before launch.
+
Can we review the agent's work before the VDR goes live?
Absolutely. The standard workflow includes a human-in-the-loop review. The agent stages the organized and redacted files, and your deal team can perform a final QC check to approve the classification and redactions before launch.
+
Can we review the agent's work before the VDR goes live?
Absolutely. The standard workflow includes a human-in-the-loop review. The agent stages the organized and redacted files, and your deal team can perform a final QC check to approve the classification and redactions before launch.
+
How does this help our junior bankers?
It frees them from one of the most tedious, non-analytical tasks in M&A. This allows them to spend more time on value-added work like building financial models, preparing marketing materials, and learning the strategic side of dealmaking.
+
How does this help our junior bankers?
It frees them from one of the most tedious, non-analytical tasks in M&A. This allows them to spend more time on value-added work like building financial models, preparing marketing materials, and learning the strategic side of dealmaking.
+
How does this help our junior bankers?
It frees them from one of the most tedious, non-analytical tasks in M&A. This allows them to spend more time on value-added work like building financial models, preparing marketing materials, and learning the strategic side of dealmaking.
+
How does this help our junior bankers?
It frees them from one of the most tedious, non-analytical tasks in M&A. This allows them to spend more time on value-added work like building financial models, preparing marketing materials, and learning the strategic side of dealmaking.
+