Platform

Industries

Resources

Updates & Security

Company

AI Private Equity Deal Sourcing Agent

Delegate your deal sourcing to a specialized AI agent. Define your unique investment thesis in plain English—from financial metrics to qualitative attributes—and let the agent continuously scan the market to surface a pipeline of qualified, proprietary investment opportunities.

Woman in blue shirt reading papers

Ideal for

Private Equity

Venture Capital

Corporate Development

Gradient of orange and light cream with noise.
See AI Private Equity Deal Sourcing Agent in action

Play video

Gradient of orange and light cream with noise.
See AI Private Equity Deal Sourcing Agent in action

Play video

Gradient of orange and light cream with noise.

Proprietary Deal Screen

See AI Private Equity Deal Sourcing Agent in action

Play video

Time comparison

Traditional way

Weeks of manual research

With V7 Go agents

Scheduled, automated runs

Average time saved

95%

Why V7 Go

Codify Your Investment Thesis

Translate your firm's unique investment strategy—the combination of financial metrics and qualitative attributes you look for—into a repeatable, automated screen.

Codify Your Investment Thesis

Translate your firm's unique investment strategy—the combination of financial metrics and qualitative attributes you look for—into a repeatable, automated screen.

Qualitative & Thematic Sourcing

Go beyond generic industry codes. Find companies based on what they actually do by screening websites, reports, and news for mentions of specific technologies, business models, or market themes.

Qualitative & Thematic Sourcing

Go beyond generic industry codes. Find companies based on what they actually do by screening websites, reports, and news for mentions of specific technologies, business models, or market themes.

Identifies Actionable Triggers

Monitors the market for specific, pre-defined events that signal a company might be ready to sell, such as a founder nearing retirement or an activist investor taking a stake.

Identifies Actionable Triggers

Monitors the market for specific, pre-defined events that signal a company might be ready to sell, such as a founder nearing retirement or an activist investor taking a stake.

Leverages Your Firm's Network

Integrates with your CRM (e.g., DealCloud) to cross-reference potential targets with your firm's existing relationships, identifying opportunities for a warm introduction.

Leverages Your Firm's Network

Integrates with your CRM (e.g., DealCloud) to cross-reference potential targets with your firm's existing relationships, identifying opportunities for a warm introduction.

Continuous Market Monitoring

Put your sourcing on autopilot. The agent can be scheduled to run your custom screens on a continuous basis, delivering a constant stream of new, qualified opportunities to your team.

Continuous Market Monitoring

Put your sourcing on autopilot. The agent can be scheduled to run your custom screens on a continuous basis, delivering a constant stream of new, qualified opportunities to your team.

Creates Prioritized & Actionable Output

Delivers a ranked list of potential targets, each with a concise briefing that explains why it matches your thesis and provides the key data points to inform your initial outreach.

Creates Prioritized & Actionable Output

Delivers a ranked list of potential targets, each with a concise briefing that explains why it matches your thesis and provides the key data points to inform your initial outreach.

Scans a universe of public and private data

To find the specific, proprietary opportunities that match your thesis.

More agents

Explore more agents to help you analyze the deals you find

More agents

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

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

Finance

•

Covenant Extraction

•

Threshold Identification

•

Amendment Tracking

Get ->

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

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

Finance

•

Covenant Extraction

•

Threshold Identification

•

Amendment Tracking

Get ->

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

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

Finance

•

Operational Risk Detection

•

IT Infrastructure Analysis

•

HR & Talent Assessment

Get ->

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

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

Finance

•

Operational Risk Detection

•

IT Infrastructure Analysis

•

HR & Talent Assessment

Get ->

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

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

Finance

•

Automated Data Extraction

•

Template Formatting

•

Criteria Mapping

Get ->

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

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

Finance

•

Automated Data Extraction

•

Template Formatting

•

Criteria Mapping

Get ->

Solid green background with subtle texture and a slight gradient effect

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 ->

Solid green background with subtle texture and a slight gradient effect

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 ->

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

Get ->

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

Get ->

Abstract gradient featuring yellow, blue, and white hues in soft, blurred shapes

AI Portfolio Reporting Agent

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

Finance

•

Automated Portfolio Reporting

•

Performance Consolidation

•

Investor Reporting

Get ->

Abstract gradient featuring yellow, blue, and white hues in soft, blurred shapes

AI Portfolio Reporting Agent

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

Finance

•

Automated Portfolio Reporting

•

Performance Consolidation

•

Investor Reporting

Get ->

  • 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.