AI Investment Banking Marketing Materials Agent
Draft the CIM in hours, not weeks
Draft the CIM in hours, not weeks
Delegate the administrative work of drafting M&A marketing materials to a specialized AI agent. It reads your client's data room, synthesizes key information, and automatically generates a first draft of the Confidential Information Memorandum (CIM) or teaser in your bank's proprietary template.
Why V7 Go
Why V7 Go
Automated Data Room Synthesis
Reads and understands the entire universe of documents in your client's virtual data room to find the key information needed for the CIM.
Automated Data Room Synthesis
Reads and understands the entire universe of documents in your client's virtual data room to find the key information needed for the CIM.
Automated Data Room Synthesis
Reads and understands the entire universe of documents in your client's virtual data room to find the key information needed for the CIM.
Template-Driven Drafting
Uses your firm's proprietary, best-in-class CIM and teaser templates in Word or PowerPoint, ensuring every document is perfectly on-brand and follows your structure.
Template-Driven Drafting
Uses your firm's proprietary, best-in-class CIM and teaser templates in Word or PowerPoint, ensuring every document is perfectly on-brand and follows your structure.
Template-Driven Drafting
Uses your firm's proprietary, best-in-class CIM and teaser templates in Word or PowerPoint, ensuring every document is perfectly on-brand and follows your structure.
Content Extraction & Summarization
Populates key sections by extracting and summarizing content from source documents, such as drafting the business description from a management presentation or the market overview from an industry report.
Content Extraction & Summarization
Populates key sections by extracting and summarizing content from source documents, such as drafting the business description from a management presentation or the market overview from an industry report.
Content Extraction & Summarization
Populates key sections by extracting and summarizing content from source documents, such as drafting the business description from a management presentation or the market overview from an industry report.
Financial Data Population
Automatically pulls historical financial data from audited statements or financial models and populates the summary tables in your marketing materials, eliminating manual data entry.
Financial Data Population
Automatically pulls historical financial data from audited statements or financial models and populates the summary tables in your marketing materials, eliminating manual data entry.
Financial Data Population
Automatically pulls historical financial data from audited statements or financial models and populates the summary tables in your marketing materials, eliminating manual data entry.
Consistent and Error-Free
Reduces the risk of costly mistakes by automating data transfer and ensuring a consistent narrative across all marketing documents for a deal.
Consistent and Error-Free
Reduces the risk of costly mistakes by automating data transfer and ensuring a consistent narrative across all marketing documents for a deal.
Consistent and Error-Free
Reduces the risk of costly mistakes by automating data transfer and ensuring a consistent narrative across all marketing documents for a deal.
Cited for Easy Fact-Checking
Every piece of information in the draft CIM is cited back to its source document in the VDR, allowing your analysts and compliance team to fact-check the entire document in minutes.
Cited for Easy Fact-Checking
Every piece of information in the draft CIM is cited back to its source document in the VDR, allowing your analysts and compliance team to fact-check the entire document in minutes.
Cited for Easy Fact-Checking
Every piece of information in the draft CIM is cited back to its source document in the VDR, allowing your analysts and compliance team to fact-check the entire document in minutes.
Why V7 Go
Synthesizes your entire data room
Into a polished first draft of your CIM or teaser.
Workflow
Workflow
Import your files
Microsoft Word
,
Microsoft PowerPoint
,
Intralinks
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 weeks of drafting
1-2 weeks of drafting
With V7 Go agents
2-4 hours
2-4 hours
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Draft your deal marketing materials.
Focus your team on telling the story.
Crafting compelling M&A marketing materials like CIMs and teasers is a high-stakes process bogged down by administrative work. Before the creative work of storytelling can begin, junior bankers are stuck in the weeds, spending days manually extracting data from a data room, summarizing business descriptions, and populating dozens of slides and pages with historical financials. You hired your team for their analytical and strategic minds, not for their ability to copy and paste. V7 Go's Marketing Materials Agent automates the administrative drafting, freeing your team to craft the perfect narrative.
Investment Banking Teams
Free your analysts from the administrative burden of CIM drafting. Automate the first draft so your team can spend its time crafting the perfect investment narrative and running the deal process.
Investment Banking Teams
Free your analysts from the administrative burden of CIM drafting. Automate the first draft so your team can spend its time crafting the perfect investment narrative and running the deal process.
Investment Banking Teams
Free your analysts from the administrative burden of CIM drafting. Automate the first draft so your team can spend its time crafting the perfect investment narrative and running the deal process.
Investment Banking Teams
Free your analysts from the administrative burden of CIM drafting. Automate the first draft so your team can spend its time crafting the perfect investment narrative and running the deal process.
Corporate Development & M&A
Accelerate the preparation for a divestiture or capital raise. Use the agent to quickly turn your internal data into polished, professional marketing documents that are ready for the market.
Corporate Development & M&A
Accelerate the preparation for a divestiture or capital raise. Use the agent to quickly turn your internal data into polished, professional marketing documents that are ready for the market.
Corporate Development & M&A
Accelerate the preparation for a divestiture or capital raise. Use the agent to quickly turn your internal data into polished, professional marketing documents that are ready for the market.
Corporate Development & M&A
Accelerate the preparation for a divestiture or capital raise. Use the agent to quickly turn your internal data into polished, professional marketing documents that are ready for the market.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
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Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Draft the CIM in hours, not weeks
Draft the CIM in hours, not weeks
Draft the CIM in hours, not weeks
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 our bank's specific, highly formatted CIM template?
Your template is the core of the workflow. During a one-time configuration, we map the agent's outputs to the specific sections, text boxes, and tables of your Word or PowerPoint template. The agent adapts to your format.
+
How does it handle our bank's specific, highly formatted CIM template?
Your template is the core of the workflow. During a one-time configuration, we map the agent's outputs to the specific sections, text boxes, and tables of your Word or PowerPoint template. The agent adapts to your format.
+
How does it handle our bank's specific, highly formatted CIM template?
Your template is the core of the workflow. During a one-time configuration, we map the agent's outputs to the specific sections, text boxes, and tables of your Word or PowerPoint template. The agent adapts to your format.
+
How does it handle our bank's specific, highly formatted CIM template?
Your template is the core of the workflow. During a one-time configuration, we map the agent's outputs to the specific sections, text boxes, and tables of your Word or PowerPoint template. The agent adapts to your format.
+
Does it write the entire CIM for us, including the strategic narrative?
It creates a comprehensive first draft. The agent excels at the administrative work of pulling data and summarizing facts. This frees up your bankers to focus on the high-value strategic work: crafting the compelling investment thesis and growth story.
+
Does it write the entire CIM for us, including the strategic narrative?
It creates a comprehensive first draft. The agent excels at the administrative work of pulling data and summarizing facts. This frees up your bankers to focus on the high-value strategic work: crafting the compelling investment thesis and growth story.
+
Does it write the entire CIM for us, including the strategic narrative?
It creates a comprehensive first draft. The agent excels at the administrative work of pulling data and summarizing facts. This frees up your bankers to focus on the high-value strategic work: crafting the compelling investment thesis and growth story.
+
Does it write the entire CIM for us, including the strategic narrative?
It creates a comprehensive first draft. The agent excels at the administrative work of pulling data and summarizing facts. This frees up your bankers to focus on the high-value strategic work: crafting the compelling investment thesis and growth story.
+
Where does it get the information to write the summary sections?
It synthesizes information from the documents you provide in the VDR. For example, it might use the management presentation to draft the 'Company Overview' and a third-party market study to draft the 'Industry Overview'.
+
Where does it get the information to write the summary sections?
It synthesizes information from the documents you provide in the VDR. For example, it might use the management presentation to draft the 'Company Overview' and a third-party market study to draft the 'Industry Overview'.
+
Where does it get the information to write the summary sections?
It synthesizes information from the documents you provide in the VDR. For example, it might use the management presentation to draft the 'Company Overview' and a third-party market study to draft the 'Industry Overview'.
+
Where does it get the information to write the summary sections?
It synthesizes information from the documents you provide in the VDR. For example, it might use the management presentation to draft the 'Company Overview' and a third-party market study to draft the 'Industry Overview'.
+
What if the data room is a disorganized mess?
That's where V7 Go excels. The agent first uses AI to understand and classify all the documents in the messy data room. Once it knows what each file is, it can then intelligently pull the correct information for the CIM.
+
What if the data room is a disorganized mess?
That's where V7 Go excels. The agent first uses AI to understand and classify all the documents in the messy data room. Once it knows what each file is, it can then intelligently pull the correct information for the CIM.
+
What if the data room is a disorganized mess?
That's where V7 Go excels. The agent first uses AI to understand and classify all the documents in the messy data room. Once it knows what each file is, it can then intelligently pull the correct information for the CIM.
+
What if the data room is a disorganized mess?
That's where V7 Go excels. The agent first uses AI to understand and classify all the documents in the messy data room. Once it knows what each file is, it can then intelligently pull the correct information for the CIM.
+
What is the final output?
The output is a fully formatted first draft of your CIM or teaser in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your team to begin editing and refining.
+
What is the final output?
The output is a fully formatted first draft of your CIM or teaser in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your team to begin editing and refining.
+
What is the final output?
The output is a fully formatted first draft of your CIM or teaser in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your team to begin editing and refining.
+
What is the final output?
The output is a fully formatted first draft of your CIM or teaser in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your team to begin editing and refining.
+
Can it create the charts and graphs for the CIM?
Yes. The workflow can be chained with our AI Excel Chart Creation agent. It first extracts the raw financial data, then uses that data to generate perfectly formatted charts that are embedded directly into the CIM template.
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Can it create the charts and graphs for the CIM?
Yes. The workflow can be chained with our AI Excel Chart Creation agent. It first extracts the raw financial data, then uses that data to generate perfectly formatted charts that are embedded directly into the CIM template.
+
Can it create the charts and graphs for the CIM?
Yes. The workflow can be chained with our AI Excel Chart Creation agent. It first extracts the raw financial data, then uses that data to generate perfectly formatted charts that are embedded directly into the CIM template.
+
Can it create the charts and graphs for the CIM?
Yes. The workflow can be chained with our AI Excel Chart Creation agent. It first extracts the raw financial data, then uses that data to generate perfectly formatted charts that are embedded directly into the CIM template.
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