AI Investment Memo Generation Agent
The last first draft you'll ever write from scratch
The last first draft you'll ever write from scratch
Delegate the administrative work of memo writing to a specialized AI agent. It synthesizes information from the CIM and data room to automatically generate a comprehensive first draft of your investment committee memo, perfectly formatted in your firm's proprietary template.
Why V7 Go
Why V7 Go
Automated Data Room Synthesis
Reads and understands the key documents in your virtual data room—including the CIM, management presentation, and financials—to gather all the necessary facts for the memo.
Automated Data Room Synthesis
Reads and understands the key documents in your virtual data room—including the CIM, management presentation, and financials—to gather all the necessary facts for the memo.
Automated Data Room Synthesis
Reads and understands the key documents in your virtual data room—including the CIM, management presentation, and financials—to gather all the necessary facts for the memo.
Custom Template Population
Works with your firm’s proprietary investment memo templates in Microsoft Word or PowerPoint, ensuring the output is perfectly formatted and on-brand every time.
Custom Template Population
Works with your firm’s proprietary investment memo templates in Microsoft Word or PowerPoint, ensuring the output is perfectly formatted and on-brand every time.
Custom Template Population
Works with your firm’s proprietary investment memo templates in Microsoft Word or PowerPoint, ensuring the output is perfectly formatted and on-brand every time.
Section-by-Section Drafting
Automatically drafts the factual sections of your memo, such as the company overview, market summary, product descriptions, and historical financial performance.
Section-by-Section Drafting
Automatically drafts the factual sections of your memo, such as the company overview, market summary, product descriptions, and historical financial performance.
Section-by-Section Drafting
Automatically drafts the factual sections of your memo, such as the company overview, market summary, product descriptions, and historical financial performance.
Integrated Financial Analysis
Pulls in the outputs from other V7 Go agents, seamlessly embedding valuation summaries, comparable company tables, and other financial analyses directly into the memo.
Integrated Financial Analysis
Pulls in the outputs from other V7 Go agents, seamlessly embedding valuation summaries, comparable company tables, and other financial analyses directly into the memo.
Integrated Financial Analysis
Pulls in the outputs from other V7 Go agents, seamlessly embedding valuation summaries, comparable company tables, and other financial analyses directly into the memo.
Consistent and Compliant
Ensures every memo follows your firm's best practices and includes all required disclosures and data points, creating a consistent and compliant process for your IC.
Consistent and Compliant
Ensures every memo follows your firm's best practices and includes all required disclosures and data points, creating a consistent and compliant process for your IC.
Consistent and Compliant
Ensures every memo follows your firm's best practices and includes all required disclosures and data points, creating a consistent and compliant process for your IC.
Fully Cited for Fact-Checking
Every statement, summary, and number in the generated draft is linked with a visual citation back to the source document in the data room, making the partner review process faster.
Fully Cited for Fact-Checking
Every statement, summary, and number in the generated draft is linked with a visual citation back to the source document in the data room, making the partner review process faster.
Fully Cited for Fact-Checking
Every statement, summary, and number in the generated draft is linked with a visual citation back to the source document in the data room, making the partner review process faster.
Why V7 Go
Synthesizes key information from your data room
To generate a complete, cited first draft of your memo.
Workflow
Workflow
Import your files
Microsoft Word
,
Intralinks
,
SharePoint
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
2-4 days of drafting
2-4 days of drafting
With V7 Go agents
1-2 hours
1-2 hours
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
Let AI write the first draft.
Let your team craft the perfect thesis.
Writing an investment memo is a critical step in any deal process, but it begins with hours of administrative drudgery. Before an analyst can even start crafting the investment thesis, they have to complete the mundane work of summarizing the business, transcribing financials, and describing the market, all by manually pulling data from the CIM and data room. You hired your team for their sharp investment judgment, not their ability to copy and paste. V7 Go's Memo Generation Agent automates the entire first draft, letting your team focus on the thesis, not the typing.
Private Equity & Venture Capital
Accelerate your deal process and empower your team. Automate the administrative drafting of investment memos so your associates can focus on high-value diligence and thesis development.
Private Equity & Venture Capital
Accelerate your deal process and empower your team. Automate the administrative drafting of investment memos so your associates can focus on high-value diligence and thesis development.
Private Equity & Venture Capital
Accelerate your deal process and empower your team. Automate the administrative drafting of investment memos so your associates can focus on high-value diligence and thesis development.
Private Equity & Venture Capital
Accelerate your deal process and empower your team. Automate the administrative drafting of investment memos so your associates can focus on high-value diligence and thesis development.
Investment Committees & Partners
Get to a decision faster with consistent, data-driven memos. Ensure every investment proposal presented to you is built on a foundation of verifiable facts extracted directly from the source.
Investment Committees & Partners
Get to a decision faster with consistent, data-driven memos. Ensure every investment proposal presented to you is built on a foundation of verifiable facts extracted directly from the source.
Investment Committees & Partners
Get to a decision faster with consistent, data-driven memos. Ensure every investment proposal presented to you is built on a foundation of verifiable facts extracted directly from the source.
Investment Committees & Partners
Get to a decision faster with consistent, data-driven memos. Ensure every investment proposal presented to you is built on a foundation of verifiable facts extracted directly from the source.
More automations
Other automations
Transform your business
with other AI Agents
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More agents
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
The last first draft you'll ever write from scratch
The last first draft you'll ever write from scratch
The last first draft you'll ever write from scratch
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 firm's very specific investment memo template?
Your template is the core of the workflow. We configure the agent to recognize the specific sections and tables of your Word or PowerPoint template and map the outputs from the data room directly into the correct places.
+
How does it handle our firm's very specific investment memo template?
Your template is the core of the workflow. We configure the agent to recognize the specific sections and tables of your Word or PowerPoint template and map the outputs from the data room directly into the correct places.
+
How does it handle our firm's very specific investment memo template?
Your template is the core of the workflow. We configure the agent to recognize the specific sections and tables of your Word or PowerPoint template and map the outputs from the data room directly into the correct places.
+
How does it handle our firm's very specific investment memo template?
Your template is the core of the workflow. We configure the agent to recognize the specific sections and tables of your Word or PowerPoint template and map the outputs from the data room directly into the correct places.
+
Does it write the entire memo for us, including the investment thesis?
It generates a complete first draft of all the factual, data-driven sections. This automates the 80% of the work that is administrative, which frees up your deal team to focus on the 20% that really matters: crafting the investment thesis, outlining the risks, and telling a compelling story.
+
Does it write the entire memo for us, including the investment thesis?
It generates a complete first draft of all the factual, data-driven sections. This automates the 80% of the work that is administrative, which frees up your deal team to focus on the 20% that really matters: crafting the investment thesis, outlining the risks, and telling a compelling story.
+
Does it write the entire memo for us, including the investment thesis?
It generates a complete first draft of all the factual, data-driven sections. This automates the 80% of the work that is administrative, which frees up your deal team to focus on the 20% that really matters: crafting the investment thesis, outlining the risks, and telling a compelling story.
+
Does it write the entire memo for us, including the investment thesis?
It generates a complete first draft of all the factual, data-driven sections. This automates the 80% of the work that is administrative, which frees up your deal team to focus on the 20% that really matters: crafting the investment thesis, outlining the risks, and telling a compelling story.
+
What if the data room is a disorganized collection of files?
V7 Go is designed for this. Our platform first intelligently indexes and classifies all documents in the data room. Once it understands what each file is, it can then proceed to extract the right information for your memo.
+
What if the data room is a disorganized collection of files?
V7 Go is designed for this. Our platform first intelligently indexes and classifies all documents in the data room. Once it understands what each file is, it can then proceed to extract the right information for your memo.
+
What if the data room is a disorganized collection of files?
V7 Go is designed for this. Our platform first intelligently indexes and classifies all documents in the data room. Once it understands what each file is, it can then proceed to extract the right information for your memo.
+
What if the data room is a disorganized collection of files?
V7 Go is designed for this. Our platform first intelligently indexes and classifies all documents in the data room. Once it understands what each file is, it can then proceed to extract the right information for your memo.
+
How can we trust the information in the drafted memo?
Through 100% verifiability. Every single sentence and number drafted by the agent is supported by a visual citation. You can instantly click from a statement in the Word doc to see the highlighted source text in the original data room file.
+
How can we trust the information in the drafted memo?
Through 100% verifiability. Every single sentence and number drafted by the agent is supported by a visual citation. You can instantly click from a statement in the Word doc to see the highlighted source text in the original data room file.
+
How can we trust the information in the drafted memo?
Through 100% verifiability. Every single sentence and number drafted by the agent is supported by a visual citation. You can instantly click from a statement in the Word doc to see the highlighted source text in the original data room file.
+
How can we trust the information in the drafted memo?
Through 100% verifiability. Every single sentence and number drafted by the agent is supported by a visual citation. You can instantly click from a statement in the Word doc to see the highlighted source text in the original data room file.
+
Can it handle a data room with thousands of documents?
Yes. The agent is built on a scalable architecture designed to process enterprise-scale data rooms with thousands of files, performing the synthesis in hours, not the weeks it would take a human team.
+
Can it handle a data room with thousands of documents?
Yes. The agent is built on a scalable architecture designed to process enterprise-scale data rooms with thousands of files, performing the synthesis in hours, not the weeks it would take a human team.
+
Can it handle a data room with thousands of documents?
Yes. The agent is built on a scalable architecture designed to process enterprise-scale data rooms with thousands of files, performing the synthesis in hours, not the weeks it would take a human team.
+
Can it handle a data room with thousands of documents?
Yes. The agent is built on a scalable architecture designed to process enterprise-scale data rooms with thousands of files, performing the synthesis in hours, not the weeks it would take a human team.
+
What is the final output?
The agent delivers a fully formatted first draft in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your deal team to open, review, and begin the strategic writing process.
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What is the final output?
The agent delivers a fully formatted first draft in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your deal team to open, review, and begin the strategic writing process.
+
What is the final output?
The agent delivers a fully formatted first draft in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your deal team to open, review, and begin the strategic writing process.
+
What is the final output?
The agent delivers a fully formatted first draft in a native Microsoft Word (.docx) or PowerPoint (.pptx) file, ready for your deal team to open, review, and begin the strategic writing process.
+