AI Investment Banking Valuation Analysis Agent
Go from CIM to football field in one step
Go from CIM to football field in one step
Delegate your entire valuation analysis to a specialized AI agent. It reads the source documents, performs the DCF analysis, finds and runs comparable companies and precedent transactions, and consolidates all the results into a final, presentation-ready valuation summary.
Why V7 Go
Why V7 Go
Integrated Multi-Method Analysis
Automates the three core valuation methodologies in a single, seamless workflow: Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transaction Analysis.
Integrated Multi-Method Analysis
Automates the three core valuation methodologies in a single, seamless workflow: Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transaction Analysis.
Integrated Multi-Method Analysis
Automates the three core valuation methodologies in a single, seamless workflow: Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transaction Analysis.
Automated 'Football Field' Generation
Consolidates the valuation ranges from each methodology and automatically generates a presentation-ready 'football field' summary chart in your firm's custom PowerPoint or Excel template.
Automated 'Football Field' Generation
Consolidates the valuation ranges from each methodology and automatically generates a presentation-ready 'football field' summary chart in your firm's custom PowerPoint or Excel template.
Automated 'Football Field' Generation
Consolidates the valuation ranges from each methodology and automatically generates a presentation-ready 'football field' summary chart in your firm's custom PowerPoint or Excel template.
DCF Model Creation
Reads historical financials from a CIM or 10-K to populate the historicals and build the foundation of a fully-linked DCF model, ready for your forecast assumptions.
DCF Model Creation
Reads historical financials from a CIM or 10-K to populate the historicals and build the foundation of a fully-linked DCF model, ready for your forecast assumptions.
DCF Model Creation
Reads historical financials from a CIM or 10-K to populate the historicals and build the foundation of a fully-linked DCF model, ready for your forecast assumptions.
Comparable & Precedent Sourcing
Connects to your capital markets data providers to intelligently identify the most relevant public comps and M&A precedents, and extracts all the necessary trading and transaction multiples.
Comparable & Precedent Sourcing
Connects to your capital markets data providers to intelligently identify the most relevant public comps and M&A precedents, and extracts all the necessary trading and transaction multiples.
Comparable & Precedent Sourcing
Connects to your capital markets data providers to intelligently identify the most relevant public comps and M&A precedents, and extracts all the necessary trading and transaction multiples.
Data Triangulation & Verification
Improves accuracy by cross-referencing financial data between multiple documents in a data room (e.g., CIM vs. audited financials) and flagging any inconsistencies for review.
Data Triangulation & Verification
Improves accuracy by cross-referencing financial data between multiple documents in a data room (e.g., CIM vs. audited financials) and flagging any inconsistencies for review.
Data Triangulation & Verification
Improves accuracy by cross-referencing financial data between multiple documents in a data room (e.g., CIM vs. audited financials) and flagging any inconsistencies for review.
Cited and Defensible
Every number in the entire analysis, from a historical financial figure to a comparable multiple, is supported by a visual citation linking back to the source document or data provider.
Cited and Defensible
Every number in the entire analysis, from a historical financial figure to a comparable multiple, is supported by a visual citation linking back to the source document or data provider.
Cited and Defensible
Every number in the entire analysis, from a historical financial figure to a comparable multiple, is supported by a visual citation linking back to the source document or data provider.
Why V7 Go
Synthesizes data from deal documents and market data
To generate a complete, multi-faceted valuation analysis.
Workflow
Workflow
Import your files
Microsoft PowerPoint
,
S&P Capital IQ
,
FactSet
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
2-4 days of modeling
2-4 days of modeling
With V7 Go agents
1 hour
1 hour
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
The complete valuation toolkit,
fully automated
Valuation is central to investment banking, but the process is a series of manual, disconnected, and error-prone analyses. Analysts spend countless hours on the repetitive mechanics: building a DCF model, pulling public comps, finding precedent transactions, and then painstakingly consolidating it all into a 'football field' chart. This administrative work is a huge drain on time and morale. You chose this career to be a dealmaker, not a spreadsheet mechanic. It's time to delegate the grunt work to an AI army.
Investment Banking Teams
Automate the entire valuation workflow for your pitches and live deals. Free your junior bankers from the mechanics of modeling so they can focus on the strategic insights that win mandates and close deals.
Investment Banking Teams
Automate the entire valuation workflow for your pitches and live deals. Free your junior bankers from the mechanics of modeling so they can focus on the strategic insights that win mandates and close deals.
Investment Banking Teams
Automate the entire valuation workflow for your pitches and live deals. Free your junior bankers from the mechanics of modeling so they can focus on the strategic insights that win mandates and close deals.
Investment Banking Teams
Automate the entire valuation workflow for your pitches and live deals. Free your junior bankers from the mechanics of modeling so they can focus on the strategic insights that win mandates and close deals.
Private Equity & Corp Dev Teams
Accelerate your investment process with rapid, systematic valuations. Use the agent to quickly generate a comprehensive valuation analysis for any target, providing a robust, data-driven foundation for your investment decisions.
Private Equity & Corp Dev Teams
Accelerate your investment process with rapid, systematic valuations. Use the agent to quickly generate a comprehensive valuation analysis for any target, providing a robust, data-driven foundation for your investment decisions.
Private Equity & Corp Dev Teams
Accelerate your investment process with rapid, systematic valuations. Use the agent to quickly generate a comprehensive valuation analysis for any target, providing a robust, data-driven foundation for your investment decisions.
Private Equity & Corp Dev Teams
Accelerate your investment process with rapid, systematic valuations. Use the agent to quickly generate a comprehensive valuation analysis for any target, providing a robust, data-driven foundation for your investment decisions.
More automations
Other automations
Transform your business
with other AI Agents
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Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
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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
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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
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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
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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
Go from CIM to football field in one step
Go from CIM to football field in one step
Go from CIM to football field in one step
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 is this agent different from the other individual valuation agents?
This is a 'super agent' or a master workflow. It intelligently chains the other specialized agents (like the DCF and Comps agents) together in the correct sequence to perform the entire end-to-end valuation process with a single command.
+
How is this agent different from the other individual valuation agents?
This is a 'super agent' or a master workflow. It intelligently chains the other specialized agents (like the DCF and Comps agents) together in the correct sequence to perform the entire end-to-end valuation process with a single command.
+
How is this agent different from the other individual valuation agents?
This is a 'super agent' or a master workflow. It intelligently chains the other specialized agents (like the DCF and Comps agents) together in the correct sequence to perform the entire end-to-end valuation process with a single command.
+
How is this agent different from the other individual valuation agents?
This is a 'super agent' or a master workflow. It intelligently chains the other specialized agents (like the DCF and Comps agents) together in the correct sequence to perform the entire end-to-end valuation process with a single command.
+
Does this work with our bank's proprietary valuation templates in Excel and PowerPoint?
Yes, absolutely. The entire workflow is configured to use your firm's custom templates as the final output, ensuring every analysis is perfectly formatted and consistent with your brand and standards.
+
Does this work with our bank's proprietary valuation templates in Excel and PowerPoint?
Yes, absolutely. The entire workflow is configured to use your firm's custom templates as the final output, ensuring every analysis is perfectly formatted and consistent with your brand and standards.
+
Does this work with our bank's proprietary valuation templates in Excel and PowerPoint?
Yes, absolutely. The entire workflow is configured to use your firm's custom templates as the final output, ensuring every analysis is perfectly formatted and consistent with your brand and standards.
+
Does this work with our bank's proprietary valuation templates in Excel and PowerPoint?
Yes, absolutely. The entire workflow is configured to use your firm's custom templates as the final output, ensuring every analysis is perfectly formatted and consistent with your brand and standards.
+
Where does it get the market and financial data?
It connects to all your trusted data sources. It can pull historical financials from unstructured client documents (like a CIM) and connect to your subscriptions (like Capital IQ, PitchBook, FactSet) for public market and M&A data.
+
Where does it get the market and financial data?
It connects to all your trusted data sources. It can pull historical financials from unstructured client documents (like a CIM) and connect to your subscriptions (like Capital IQ, PitchBook, FactSet) for public market and M&A data.
+
Where does it get the market and financial data?
It connects to all your trusted data sources. It can pull historical financials from unstructured client documents (like a CIM) and connect to your subscriptions (like Capital IQ, PitchBook, FactSet) for public market and M&A data.
+
Where does it get the market and financial data?
It connects to all your trusted data sources. It can pull historical financials from unstructured client documents (like a CIM) and connect to your subscriptions (like Capital IQ, PitchBook, FactSet) for public market and M&A data.
+
Does it make its own assumptions for the DCF forecast?
The agent populates all the historical data and can provide a baseline forecast based on historical trends, but the final, strategic assumptions that drive the valuation are always set and refined by the human analyst.
+
Does it make its own assumptions for the DCF forecast?
The agent populates all the historical data and can provide a baseline forecast based on historical trends, but the final, strategic assumptions that drive the valuation are always set and refined by the human analyst.
+
Does it make its own assumptions for the DCF forecast?
The agent populates all the historical data and can provide a baseline forecast based on historical trends, but the final, strategic assumptions that drive the valuation are always set and refined by the human analyst.
+
Does it make its own assumptions for the DCF forecast?
The agent populates all the historical data and can provide a baseline forecast based on historical trends, but the final, strategic assumptions that drive the valuation are always set and refined by the human analyst.
+
Can it handle a valuation for a private company with no public comps?
Yes. The workflow is flexible. In that scenario, the agent would build the DCF based on the company's financials and search for precedent M&A transactions involving similar private companies as the primary valuation benchmark.
+
Can it handle a valuation for a private company with no public comps?
Yes. The workflow is flexible. In that scenario, the agent would build the DCF based on the company's financials and search for precedent M&A transactions involving similar private companies as the primary valuation benchmark.
+
Can it handle a valuation for a private company with no public comps?
Yes. The workflow is flexible. In that scenario, the agent would build the DCF based on the company's financials and search for precedent M&A transactions involving similar private companies as the primary valuation benchmark.
+
Can it handle a valuation for a private company with no public comps?
Yes. The workflow is flexible. In that scenario, the agent would build the DCF based on the company's financials and search for precedent M&A transactions involving similar private companies as the primary valuation benchmark.
+
How can we trust the final output?
Because every step is auditable. You receive the final PowerPoint slide, but you also receive the underlying populated Excel models and a detailed backup file showing the source citation for every single number used in the analysis.
+
How can we trust the final output?
Because every step is auditable. You receive the final PowerPoint slide, but you also receive the underlying populated Excel models and a detailed backup file showing the source citation for every single number used in the analysis.
+
How can we trust the final output?
Because every step is auditable. You receive the final PowerPoint slide, but you also receive the underlying populated Excel models and a detailed backup file showing the source citation for every single number used in the analysis.
+
How can we trust the final output?
Because every step is auditable. You receive the final PowerPoint slide, but you also receive the underlying populated Excel models and a detailed backup file showing the source citation for every single number used in the analysis.
+