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AI LBO Model Creation Agent

Delegate the most intensive part of deal analysis to a specialized AI agent. It ingests a CIM, extracts all historical financials, and generates a complete, fully-linked, and returns-ready LBO model in your fund's proprietary Excel template.

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Ideal for

Private Equity

Investment Banking (LevFin)

Credit Funds

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See AI LBO Model Creation Agent in action

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See AI LBO Model Creation Agent in action

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Preliminary LBO Analysis

See AI LBO Model Creation Agent in action

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Time comparison

Traditional way

2-4 days per model

With V7 Go agents

30-60 minutes

Average time saved

95%

Why V7 Go

End-to-End LBO Generation

Automates the entire model build, from extracting historicals to creating the sources & uses, linking the three statements, and generating the returns analysis.

End-to-End LBO Generation

Automates the entire model build, from extracting historicals to creating the sources & uses, linking the three statements, and generating the returns analysis.

Works with Your Firm's Template

Integrates seamlessly with your fund's proprietary, best-practice LBO model in Excel, ensuring the output is perfectly formatted and consistent with your standards.

Works with Your Firm's Template

Integrates seamlessly with your fund's proprietary, best-practice LBO model in Excel, ensuring the output is perfectly formatted and consistent with your standards.

Complex Debt Schedule Handling

Builds out complex debt schedules, including revolvers, term loans, and cash flow sweeps, based on the financing assumptions you provide for the deal.

Complex Debt Schedule Handling

Builds out complex debt schedules, including revolvers, term loans, and cash flow sweeps, based on the financing assumptions you provide for the deal.

Returns & Sensitivity Analysis

Automatically calculates the key outputs—IRR and MOIC—and can pre-populate the sensitivity tables to show how returns change based on different entry multiples and leverage levels.

Returns & Sensitivity Analysis

Automatically calculates the key outputs—IRR and MOIC—and can pre-populate the sensitivity tables to show how returns change based on different entry multiples and leverage levels.

Instant 'Paper LBO' Capability

Allows your team to run a quick, preliminary LBO analysis on dozens of deals at the top of the funnel, ensuring you can quickly identify the most promising opportunities.

Instant 'Paper LBO' Capability

Allows your team to run a quick, preliminary LBO analysis on dozens of deals at the top of the funnel, ensuring you can quickly identify the most promising opportunities.

Flawless & Auditable

Eliminates the risk of manual data entry and formula errors. Every number in the model is cited back to the source CIM, providing a fully transparent and defensible model.

Flawless & Auditable

Eliminates the risk of manual data entry and formula errors. Every number in the model is cited back to the source CIM, providing a fully transparent and defensible model.

Reads deal documents and financials

To generate a complete, deal-ready LBO model.

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Deal Agreement Analysis Agent

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

Finance

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Covenant Extraction

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Threshold Identification

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Amendment Tracking

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Deal Agreement Analysis Agent

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

Finance

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Covenant Extraction

•

Threshold Identification

•

Amendment Tracking

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AI Operational Due Diligence Agent

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

Finance

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Operational Risk Detection

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IT Infrastructure Analysis

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HR & Talent Assessment

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AI Operational Due Diligence Agent

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

Finance

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Operational Risk Detection

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IT Infrastructure Analysis

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HR & Talent Assessment

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AI Tear Sheet Generation Agent

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

Finance

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Automated Data Extraction

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Template Formatting

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Criteria Mapping

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AI Tear Sheet Generation Agent

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

Finance

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Automated Data Extraction

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Template Formatting

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Criteria Mapping

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AI Tax Compliance Agent

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

Finance

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Tax Code Verification

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VAT Compliance Checking

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Regulatory Requirement Mapping

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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 ->

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AI Tax Due Diligence Agent

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

Finance

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PE Risk Detection

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Transfer Pricing Analysis

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Entity Structure Mapping

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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

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AI Portfolio Reporting Agent

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

Finance

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Automated Portfolio Reporting

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Performance Consolidation

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Investor Reporting

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AI Portfolio Reporting Agent

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

Finance

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Automated Portfolio Reporting

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Performance Consolidation

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Investor Reporting

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  • 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.