AI Investment Banking Data Room Management Agent
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.
Ideal for
Investment Banking Analysts
M&A Advisory
Corporate Development
See AI Investment Banking Data Room Management Agent in action
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See AI Investment Banking Data Room Management Agent in action
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VDR Preparation
See AI Investment Banking Data Room Management Agent in action
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Time comparison
Traditional way
1-2 weeks of manual work
With V7 Go agents
1-2 days
Average time saved
90%
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.
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.
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.
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.
Transforms a messy client data dump
Into a perfectly organized, deal-ready VDR.
Get started
Import your files
Intralinks
,
Merrill Datasite
,
SharePoint
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."
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."
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."
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."
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."
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."
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."
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."
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."
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
