AI Investment Banking Pitch Deck Automation Agent
Focus on the pitch, not the PowerPoint
Focus on the pitch, not the PowerPoint
Delegate the administrative burden of pitch deck creation to a specialized AI agent. It automatically pulls company data, runs valuation comps, and populates your bank's proprietary PowerPoint templates to generate a complete, presentation-ready first draft in minutes.
Why V7 Go
Why V7 Go
Automated Template Population
Works with your bank's highly-formatted, proprietary PowerPoint templates, automatically populating text, data, logos, and charts into the correct slides and layouts.
Automated Template Population
Works with your bank's highly-formatted, proprietary PowerPoint templates, automatically populating text, data, logos, and charts into the correct slides and layouts.
Automated Template Population
Works with your bank's highly-formatted, proprietary PowerPoint templates, automatically populating text, data, logos, and charts into the correct slides and layouts.
Integrated Valuation Analysis
Chains multiple agents together: one runs the comps analysis, another builds the valuation football field, and this agent assembles those outputs into the final presentation.
Integrated Valuation Analysis
Chains multiple agents together: one runs the comps analysis, another builds the valuation football field, and this agent assembles those outputs into the final presentation.
Integrated Valuation Analysis
Chains multiple agents together: one runs the comps analysis, another builds the valuation football field, and this agent assembles those outputs into the final presentation.
Company Profile Generation
Connects to your market data providers to automatically pull and summarize company descriptions, financials, and key statistics for profile slides.
Company Profile Generation
Connects to your market data providers to automatically pull and summarize company descriptions, financials, and key statistics for profile slides.
Company Profile Generation
Connects to your market data providers to automatically pull and summarize company descriptions, financials, and key statistics for profile slides.
Consistent Branding & Formatting
Ensures every deck that leaves the firm is perfectly on-brand. The agent uses your master templates to guarantee consistent fonts, colors, and layouts, every time.
Consistent Branding & Formatting
Ensures every deck that leaves the firm is perfectly on-brand. The agent uses your master templates to guarantee consistent fonts, colors, and layouts, every time.
Consistent Branding & Formatting
Ensures every deck that leaves the firm is perfectly on-brand. The agent uses your master templates to guarantee consistent fonts, colors, and layouts, every time.
One-Click Updates
The day before the pitch, refresh the entire deck with a single click. The agent will automatically pull the latest market data to update all valuation and comps slides.
One-Click Updates
The day before the pitch, refresh the entire deck with a single click. The agent will automatically pull the latest market data to update all valuation and comps slides.
One-Click Updates
The day before the pitch, refresh the entire deck with a single click. The agent will automatically pull the latest market data to update all valuation and comps slides.
Frees Up Your Analysts
Automates the most tedious 80% of deck creation, allowing your junior bankers to focus on the strategic 20%: crafting the narrative, uncovering unique insights, and supporting the deal team.
Frees Up Your Analysts
Automates the most tedious 80% of deck creation, allowing your junior bankers to focus on the strategic 20%: crafting the narrative, uncovering unique insights, and supporting the deal team.
Frees Up Your Analysts
Automates the most tedious 80% of deck creation, allowing your junior bankers to focus on the strategic 20%: crafting the narrative, uncovering unique insights, and supporting the deal team.
Why V7 Go
Synthesizes data from your models and reports
To automatically generate a polished, on-brand pitch deck.
Workflow
Workflow
Import your files
Microsoft PowerPoint
,
S&P Capital IQ
,
PitchBook
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
20-40 hours per deck
20-40 hours per deck
With V7 Go agents
30-60 minutes
30-60 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the assembly line.
Let your bankers focus on the art of the deal.
Building a pitch deck is the quintessential investment banking task, but 80% of it is a high-pressure, low-value administrative fire drill. Analysts and associates spend their nights and weekends on tedious 'box-checking'—pulling comps, updating profiles, formatting logos, and checking for typos—instead of focusing on the strategic narrative. This manual assembly is a major cause of burnout and inefficiency. What if you could delegate the administrative parts of pitch deck creation to an AI army, and let your team focus exclusively on the pitch itself?
Investment Banking Teams
Drastically reduce the hours your junior bankers spend on administrative PowerPoint work. Improve morale, reduce burnout, and empower your team to focus on higher-value analysis and client service.
Investment Banking Teams
Drastically reduce the hours your junior bankers spend on administrative PowerPoint work. Improve morale, reduce burnout, and empower your team to focus on higher-value analysis and client service.
Investment Banking Teams
Drastically reduce the hours your junior bankers spend on administrative PowerPoint work. Improve morale, reduce burnout, and empower your team to focus on higher-value analysis and client service.
Investment Banking Teams
Drastically reduce the hours your junior bankers spend on administrative PowerPoint work. Improve morale, reduce burnout, and empower your team to focus on higher-value analysis and client service.
M&A and Corporate Development
Accelerate the creation of board-level presentations and internal M&A proposals. Automate the data gathering and slide creation to spend more time on strategic rationale and execution.
M&A and Corporate Development
Accelerate the creation of board-level presentations and internal M&A proposals. Automate the data gathering and slide creation to spend more time on strategic rationale and execution.
M&A and Corporate Development
Accelerate the creation of board-level presentations and internal M&A proposals. Automate the data gathering and slide creation to spend more time on strategic rationale and execution.
M&A and Corporate Development
Accelerate the creation of board-level presentations and internal M&A proposals. Automate the data gathering and slide creation to spend more time on strategic rationale and execution.
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
Focus on the pitch, not the PowerPoint
Focus on the pitch, not the PowerPoint
Focus on the pitch, not the PowerPoint
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 work with our bank's very specific PowerPoint template?
Your template is the foundation. During a one-time setup, we map the agent's data outputs to the named shapes, tables, and charts within your .pptx file. This tells the agent exactly where to put each piece of information.
+
How does it work with our bank's very specific PowerPoint template?
Your template is the foundation. During a one-time setup, we map the agent's data outputs to the named shapes, tables, and charts within your .pptx file. This tells the agent exactly where to put each piece of information.
+
How does it work with our bank's very specific PowerPoint template?
Your template is the foundation. During a one-time setup, we map the agent's data outputs to the named shapes, tables, and charts within your .pptx file. This tells the agent exactly where to put each piece of information.
+
How does it work with our bank's very specific PowerPoint template?
Your template is the foundation. During a one-time setup, we map the agent's data outputs to the named shapes, tables, and charts within your .pptx file. This tells the agent exactly where to put each piece of information.
+
Does it write the strategic parts of the pitch, like the 'Investment Thesis'?
It provides a powerful first draft. It can summarize factual information to populate sections like 'Company Overview' or 'Market Analysis,' which frees up the banker to focus their time on crafting the core strategic narrative and recommendations.
+
Does it write the strategic parts of the pitch, like the 'Investment Thesis'?
It provides a powerful first draft. It can summarize factual information to populate sections like 'Company Overview' or 'Market Analysis,' which frees up the banker to focus their time on crafting the core strategic narrative and recommendations.
+
Does it write the strategic parts of the pitch, like the 'Investment Thesis'?
It provides a powerful first draft. It can summarize factual information to populate sections like 'Company Overview' or 'Market Analysis,' which frees up the banker to focus their time on crafting the core strategic narrative and recommendations.
+
Does it write the strategic parts of the pitch, like the 'Investment Thesis'?
It provides a powerful first draft. It can summarize factual information to populate sections like 'Company Overview' or 'Market Analysis,' which frees up the banker to focus their time on crafting the core strategic narrative and recommendations.
+
How does it create the charts and graphs?
It connects to other V7 Go agents. An analysis agent first generates the data table (e.g., a comps sheet), and then our chart creation agent visualizes that data according to your template's styles before placing it on the correct slide.
+
How does it create the charts and graphs?
It connects to other V7 Go agents. An analysis agent first generates the data table (e.g., a comps sheet), and then our chart creation agent visualizes that data according to your template's styles before placing it on the correct slide.
+
How does it create the charts and graphs?
It connects to other V7 Go agents. An analysis agent first generates the data table (e.g., a comps sheet), and then our chart creation agent visualizes that data according to your template's styles before placing it on the correct slide.
+
How does it create the charts and graphs?
It connects to other V7 Go agents. An analysis agent first generates the data table (e.g., a comps sheet), and then our chart creation agent visualizes that data according to your template's styles before placing it on the correct slide.
+
What data sources does it use?
It connects to all the sources you already trust: your capital markets data provider (e.g., FactSet, CapIQ) for market data, your client's VDR for company-specific information, and your internal CRM for relationship context.
+
What data sources does it use?
It connects to all the sources you already trust: your capital markets data provider (e.g., FactSet, CapIQ) for market data, your client's VDR for company-specific information, and your internal CRM for relationship context.
+
What data sources does it use?
It connects to all the sources you already trust: your capital markets data provider (e.g., FactSet, CapIQ) for market data, your client's VDR for company-specific information, and your internal CRM for relationship context.
+
What data sources does it use?
It connects to all the sources you already trust: your capital markets data provider (e.g., FactSet, CapIQ) for market data, your client's VDR for company-specific information, and your internal CRM for relationship context.
+
What is the final output?
The output is a fully editable, presentation-ready Microsoft PowerPoint (.pptx) file, populated with all the data and analysis, ready for the deal team's final review and polish.
+
What is the final output?
The output is a fully editable, presentation-ready Microsoft PowerPoint (.pptx) file, populated with all the data and analysis, ready for the deal team's final review and polish.
+
What is the final output?
The output is a fully editable, presentation-ready Microsoft PowerPoint (.pptx) file, populated with all the data and analysis, ready for the deal team's final review and polish.
+
What is the final output?
The output is a fully editable, presentation-ready Microsoft PowerPoint (.pptx) file, populated with all the data and analysis, ready for the deal team's final review and polish.
+
Can it handle a CIM as an input?
Yes. A common workflow is to provide the agent with a target company's CIM. The agent reads the CIM, extracts the key financials and business descriptions, and uses that information to populate the slides of a buy-side advisory deck.
+
Can it handle a CIM as an input?
Yes. A common workflow is to provide the agent with a target company's CIM. The agent reads the CIM, extracts the key financials and business descriptions, and uses that information to populate the slides of a buy-side advisory deck.
+
Can it handle a CIM as an input?
Yes. A common workflow is to provide the agent with a target company's CIM. The agent reads the CIM, extracts the key financials and business descriptions, and uses that information to populate the slides of a buy-side advisory deck.
+
Can it handle a CIM as an input?
Yes. A common workflow is to provide the agent with a target company's CIM. The agent reads the CIM, extracts the key financials and business descriptions, and uses that information to populate the slides of a buy-side advisory deck.
+