Build decks 80% faster
AI Investment Banking Pitch Deck Automation Agent
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.
Ideal for
Investment Banking Analysts
M&A Advisory
Associates & VPs
See AI Investment Banking Pitch Deck Automation Agent in action
Play video
See AI Investment Banking Pitch Deck Automation Agent in action
Play video
See AI Investment Banking Pitch Deck Automation Agent in action
Play video
Sell-Side Pitch Draft
See AI Investment Banking Pitch Deck Automation Agent in action
Play video
Time comparison
Time comparison
Traditional way
20-40 hours per deck
With V7 Go agents
30-60 minutes
Average time saved
95%
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.
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.
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.
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.
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.
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.
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.
Get started
Get started
Import your files
Microsoft PowerPoint
,
S&P Capital IQ
,
PitchBook
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Built for the teams that handle high-stakes work
Built to scale workflows for teams that need speed and accuracy.
For Teams
For Teams
Investment Banking Teams
Investment Banking Teams
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.
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.
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
M&A and Corporate Development
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.
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.
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.
Customer voices
Customer voices
Connect AI to your deal process.
Connect AI to your deal process.
Free your analysts from PowerPoint and let them be bankers.
Free your analysts from PowerPoint and let them be bankers.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
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.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Works with your templates.
And your data sources.
This agent is designed for your workflow. It pulls data from sources like Capital IQ and data rooms, and populates that information into your bank's highly-customized, multi-slide PowerPoint templates.
Input types
PowerPoint Templates
Excel Models
Data Feeds
Multi-modal
Document types
PPTX
Excel (.xlsx)
APIs
PDFs
VDRs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your templates.
And your data sources.
This agent is designed for your workflow. It pulls data from sources like Capital IQ and data rooms, and populates that information into your bank's highly-customized, multi-slide PowerPoint templates.
Input types
PowerPoint Templates
Excel Models
Data Feeds
Multi-modal
Document types
PPTX
Excel (.xlsx)
APIs
PDFs
VDRs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your templates.
And your data sources.
This agent is designed for your workflow. It pulls data from sources like Capital IQ and data rooms, and populates that information into your bank's highly-customized, multi-slide PowerPoint templates.
Input types
PowerPoint Templates
Excel Models
Data Feeds
Multi-modal
Document types
PPTX
Excel (.xlsx)
APIs
PDFs
VDRs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Achieve near-perfect accuracy
with AI reasoning.
A pitch deck with a typo undermines credibility. The agent populates slides with machine precision, eliminating the risk of manual copy-paste errors and ensuring all data is consistent across the entire presentation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
A pitch deck with a typo undermines credibility. The agent populates slides with machine precision, eliminating the risk of manual copy-paste errors and ensuring all data is consistent across the entire presentation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
A pitch deck with a typo undermines credibility. The agent populates slides with machine precision, eliminating the risk of manual copy-paste errors and ensuring all data is consistent across the entire presentation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in your documents.
Create a fully auditable work product for compliance and review. The agent provides a detailed backup file that shows the source for every number, chart, and statement in the pitch deck, making fact-checking instant.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in your documents.
Create a fully auditable work product for compliance and review. The agent provides a detailed backup file that shows the source for every number, chart, and statement in the pitch deck, making fact-checking instant.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in your documents.
Create a fully auditable work product for compliance and review. The agent provides a detailed backup file that shows the source for every number, chart, and statement in the pitch deck, making fact-checking instant.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise-grade security
for sensitive financial data.
Your pitch decks contain highly sensitive client information and MNPI. V7 Go is architected to protect this, processing all your proprietary templates and client data within your secure, private environment.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your pitch decks contain highly sensitive client information and MNPI. V7 Go is architected to protect this, processing all your proprietary templates and client data within your secure, private environment.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your pitch decks contain highly sensitive client information and MNPI. V7 Go is architected to protect this, processing all your proprietary templates and client data within your secure, private environment.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Data Room Automation
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Answers
Answers
What you need to know about our
AI Investment Banking Pitch Deck Automation Agent
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.
+
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 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.
+
Next steps
Next steps
Ready to automate the most painful part of banking?
Send us your standard pitch book template and the data for a recent deal. We'll show you the fully-drafted, presentation-ready PowerPoint our AI agent can generate for you.
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: