Platform

Industries

Resources

Updates & Security

Company

AI Investment Banking Pitch Deck Automation Agent

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.

Woman in blue shirt reading papers

Ideal for

Investment Banking Analysts

M&A Advisory

Associates & VPs

Gradient of orange and light cream with noise.
See AI Investment Banking Pitch Deck Automation Agent in action

Play video

Gradient of orange and light cream with noise.
See AI Investment Banking Pitch Deck Automation Agent in action

Play video

Gradient of orange and light cream with noise.

Sell-Side Pitch Draft

See AI Investment Banking Pitch Deck Automation Agent in action

Play video

Time comparison

Traditional way

20-40 hours per deck

With V7 Go agents

30-60 minutes

Average time saved

95%

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.

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.

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.

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.

Synthesizes data from your models and reports

To automatically generate a polished, on-brand pitch deck.

More agents

Explore more agents to help you to build a fully automated workflow

More agents

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

Finance

•

Covenant Extraction

•

Threshold Identification

•

Amendment Tracking

Get ->

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

Finance

•

Covenant Extraction

•

Threshold Identification

•

Amendment Tracking

Get ->

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.

Finance

•

Operational Risk Detection

•

IT Infrastructure Analysis

•

HR & Talent Assessment

Get ->

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.

Finance

•

Operational Risk Detection

•

IT Infrastructure Analysis

•

HR & Talent Assessment

Get ->

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Automatically generates formatted investment tear sheets from deal documents and financial data.

Finance

•

Automated Data Extraction

•

Template Formatting

•

Criteria Mapping

Get ->

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Automatically generates formatted investment tear sheets from deal documents and financial data.

Finance

•

Automated Data Extraction

•

Template Formatting

•

Criteria Mapping

Get ->

Solid green background with subtle texture and a slight gradient effect

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

•

Tax Code Verification

•

VAT Compliance Checking

•

Regulatory Requirement Mapping

Get ->

Solid green background with subtle texture and a slight gradient effect

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

•

Tax Code Verification

•

VAT Compliance Checking

•

Regulatory Requirement Mapping

Get ->

Gradient background transitioning from orange to light blue, textured surface

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

•

PE Risk Detection

•

Transfer Pricing Analysis

•

Entity Structure Mapping

Get ->

Gradient background transitioning from orange to light blue, textured surface

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

•

PE Risk Detection

•

Transfer Pricing Analysis

•

Entity Structure Mapping

Get ->

Abstract gradient featuring yellow, blue, and white hues in soft, blurred shapes

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

•

Automated Portfolio Reporting

•

Performance Consolidation

•

Investor Reporting

Get ->

Abstract gradient featuring yellow, blue, and white hues in soft, blurred shapes

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

•

Automated Portfolio Reporting

•

Performance Consolidation

•

Investor Reporting

Get ->

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

     Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

     Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

     Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

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

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.