AI LBO Model Creation Agent

The last LBO model you'll build from scratch

The last LBO model you'll build from scratch

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.

Why V7 Go

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.

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.

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.

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.

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.

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.

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.

Why V7 Go

Reads deal documents and financials

To generate a complete, deal-ready LBO model.

Workflow

Workflow

Import your files

Microsoft Excel

,

PitchBook

,

DealCloud

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

2-4 days per model

2-4 days per model

With V7 Go agents

30-60 minutes

30-60 minutes

Average time saved

95%

95%

V7 Go

V7 Go

V7 Go

V7 Go

Automate the model.

Focus on the investment.

Building a leveraged buyout (LBO) model is a famously complex and manual task that is a rite of passage for every private equity professional. Analysts spend days on the painstaking, error-prone work of extracting financials from a CIM and meticulously linking the three statements, debt schedules, and returns calculations in a massive Excel file. You chose a career in PE to find great businesses and make smart deals, not to be a spreadsheet mechanic. It's time to delegate the grunt work of model building to an AI analyst army.

Private Equity Firms

Give your deal team an unfair advantage. Automate the creation of LBO models to analyze more deals, move faster in competitive processes, and empower your associates to focus on strategic diligence.

Private Equity Firms

Give your deal team an unfair advantage. Automate the creation of LBO models to analyze more deals, move faster in competitive processes, and empower your associates to focus on strategic diligence.

Private Equity Firms

Give your deal team an unfair advantage. Automate the creation of LBO models to analyze more deals, move faster in competitive processes, and empower your associates to focus on strategic diligence.

Private Equity Firms

Give your deal team an unfair advantage. Automate the creation of LBO models to analyze more deals, move faster in competitive processes, and empower your associates to focus on strategic diligence.

Investment Banking (Leveraged Finance)

Drastically accelerate your financing and advisory workflows. Let the agent build the initial LBO models so your team can focus on structuring the debt and advising the client, not on spreadsheet mechanics.

Investment Banking (Leveraged Finance)

Drastically accelerate your financing and advisory workflows. Let the agent build the initial LBO models so your team can focus on structuring the debt and advising the client, not on spreadsheet mechanics.

Investment Banking (Leveraged Finance)

Drastically accelerate your financing and advisory workflows. Let the agent build the initial LBO models so your team can focus on structuring the debt and advising the client, not on spreadsheet mechanics.

Investment Banking (Leveraged Finance)

Drastically accelerate your financing and advisory workflows. Let the agent build the initial LBO models so your team can focus on structuring the debt and advising the client, not on spreadsheet mechanics.

More automations

Other automations

Transform your business
with other AI Agents

More agents

More agents

Finance

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

Finance

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

Finance

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

Finance

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

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

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

The last LBO model you'll build from scratch

The last LBO model you'll build from scratch

The last LBO model you'll build from scratch

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does it handle my fund's incredibly complex and specific LBO model in Excel?

Your model is the engine of the workflow. We work with you in a one-time setup to map the agent's outputs to the specific input cells of your proprietary template. The AI adapts to your model; you don't change your model for the AI.

+

How does it handle my fund's incredibly complex and specific LBO model in Excel?

Your model is the engine of the workflow. We work with you in a one-time setup to map the agent's outputs to the specific input cells of your proprietary template. The AI adapts to your model; you don't change your model for the AI.

+

How does it handle my fund's incredibly complex and specific LBO model in Excel?

Your model is the engine of the workflow. We work with you in a one-time setup to map the agent's outputs to the specific input cells of your proprietary template. The AI adapts to your model; you don't change your model for the AI.

+

How does it handle my fund's incredibly complex and specific LBO model in Excel?

Your model is the engine of the workflow. We work with you in a one-time setup to map the agent's outputs to the specific input cells of your proprietary template. The AI adapts to your model; you don't change your model for the AI.

+

Does it make its own assumptions about financing or the forecast?

You provide the key assumptions. The agent takes your inputs for the transaction (e.g., entry multiple, debt structure) and can use historicals to inform a baseline forecast, but the final, strategic assumptions are always driven by the deal team.

+

Does it make its own assumptions about financing or the forecast?

You provide the key assumptions. The agent takes your inputs for the transaction (e.g., entry multiple, debt structure) and can use historicals to inform a baseline forecast, but the final, strategic assumptions are always driven by the deal team.

+

Does it make its own assumptions about financing or the forecast?

You provide the key assumptions. The agent takes your inputs for the transaction (e.g., entry multiple, debt structure) and can use historicals to inform a baseline forecast, but the final, strategic assumptions are always driven by the deal team.

+

Does it make its own assumptions about financing or the forecast?

You provide the key assumptions. The agent takes your inputs for the transaction (e.g., entry multiple, debt structure) and can use historicals to inform a baseline forecast, but the final, strategic assumptions are always driven by the deal team.

+

What kind of source documents can it read?

It's designed to read the typical documents you receive at the start of a deal process, primarily the Confidential Information Memorandum (CIM), which contains the historical financial statements needed to build the model.

+

What kind of source documents can it read?

It's designed to read the typical documents you receive at the start of a deal process, primarily the Confidential Information Memorandum (CIM), which contains the historical financial statements needed to build the model.

+

What kind of source documents can it read?

It's designed to read the typical documents you receive at the start of a deal process, primarily the Confidential Information Memorandum (CIM), which contains the historical financial statements needed to build the model.

+

What kind of source documents can it read?

It's designed to read the typical documents you receive at the start of a deal process, primarily the Confidential Information Memorandum (CIM), which contains the historical financial statements needed to build the model.

+

How does this help our junior PE professionals develop?

It allows them to skip the most tedious, least educational part of modeling. Instead of spending days on data entry, they can start immediately with a fully-built model and focus on the high-value skills: testing assumptions, understanding business drivers, and developing an investment thesis.

+

How does this help our junior PE professionals develop?

It allows them to skip the most tedious, least educational part of modeling. Instead of spending days on data entry, they can start immediately with a fully-built model and focus on the high-value skills: testing assumptions, understanding business drivers, and developing an investment thesis.

+

How does this help our junior PE professionals develop?

It allows them to skip the most tedious, least educational part of modeling. Instead of spending days on data entry, they can start immediately with a fully-built model and focus on the high-value skills: testing assumptions, understanding business drivers, and developing an investment thesis.

+

How does this help our junior PE professionals develop?

It allows them to skip the most tedious, least educational part of modeling. Instead of spending days on data entry, they can start immediately with a fully-built model and focus on the high-value skills: testing assumptions, understanding business drivers, and developing an investment thesis.

+

What's the final output of the agent?

The output is a complete, fully-functional, and editable Microsoft Excel file. You get your own LBO template back, fully populated and ready for you to start your analysis.

+

What's the final output of the agent?

The output is a complete, fully-functional, and editable Microsoft Excel file. You get your own LBO template back, fully populated and ready for you to start your analysis.

+

What's the final output of the agent?

The output is a complete, fully-functional, and editable Microsoft Excel file. You get your own LBO template back, fully populated and ready for you to start your analysis.

+

What's the final output of the agent?

The output is a complete, fully-functional, and editable Microsoft Excel file. You get your own LBO template back, fully populated and ready for you to start your analysis.

+

How can we trust a model built by AI?

Through 100% traceability. Every single number populated in the historicals is linked via a visual citation to the source CIM. You can instantly verify any input, giving you complete confidence in the model's foundation.

+

How can we trust a model built by AI?

Through 100% traceability. Every single number populated in the historicals is linked via a visual citation to the source CIM. You can instantly verify any input, giving you complete confidence in the model's foundation.

+

How can we trust a model built by AI?

Through 100% traceability. Every single number populated in the historicals is linked via a visual citation to the source CIM. You can instantly verify any input, giving you complete confidence in the model's foundation.

+

How can we trust a model built by AI?

Through 100% traceability. Every single number populated in the historicals is linked via a visual citation to the source CIM. You can instantly verify any input, giving you complete confidence in the model's foundation.

+