AI Private Equity Deal Sourcing Agent
The proprietary deal engine for your fund
The proprietary deal engine for your fund
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.
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Why V7 Go
Scans a universe of public and private data
To find the specific, proprietary opportunities that match your thesis.
Workflow
Workflow
Import your files
PitchBook
,
DealCloud
,
Salesforce
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Weeks of manual research
Weeks of manual research
With V7 Go agents
Scheduled, automated runs
Scheduled, automated runs
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Turn your firm's unique thesis
into a proprietary deal-finding machine
Finding proprietary, off-market deals is the holy grail of private equity, but it's a manual process of brute-force research. Sourcing teams spend thousands of hours reading industry publications, tracking conference attendee lists, and running generic database screens to find companies that might fit their thesis. This approach is slow, inefficient, and often leads to the same crowded deals everyone else is looking at. What if you could build an army of AI analysts to tirelessly scan the entire market for the unique, qualitative signals that indicate a perfect, undiscovered investment opportunity?
Private Equity Sourcing Teams
Stop chasing the same over-brokered deals as everyone else. Build a systematic, automated engine that continuously scans the market for the unique, off-market opportunities that fit your exact thesis.
Private Equity Sourcing Teams
Stop chasing the same over-brokered deals as everyone else. Build a systematic, automated engine that continuously scans the market for the unique, off-market opportunities that fit your exact thesis.
Private Equity Sourcing Teams
Stop chasing the same over-brokered deals as everyone else. Build a systematic, automated engine that continuously scans the market for the unique, off-market opportunities that fit your exact thesis.
Private Equity Sourcing Teams
Stop chasing the same over-brokered deals as everyone else. Build a systematic, automated engine that continuously scans the market for the unique, off-market opportunities that fit your exact thesis.
Corporate Development & M&A
Proactively identify and monitor potential acquisition targets that align with your corporate strategy. Build a proprietary pipeline of opportunities so you're always ready to act.
Corporate Development & M&A
Proactively identify and monitor potential acquisition targets that align with your corporate strategy. Build a proprietary pipeline of opportunities so you're always ready to act.
Corporate Development & M&A
Proactively identify and monitor potential acquisition targets that align with your corporate strategy. Build a proprietary pipeline of opportunities so you're always ready to act.
Corporate Development & M&A
Proactively identify and monitor potential acquisition targets that align with your corporate strategy. Build a proprietary pipeline of opportunities so you're always ready to act.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
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
Finance
AI Private Equity Portfolio Reporting Agent
Automate your private equity portfolio monitoring and reporting. This V7 Go agent consolidates data from portfolio companies to track KPIs and generate LP reports.
Portfolio Reporting
PE Portfolio Monitoring
Data Consolidation
Finance
AI Private Equity Portfolio Reporting Agent
Automate your private equity portfolio monitoring and reporting. This V7 Go agent consolidates data from portfolio companies to track KPIs and generate LP reports.
Portfolio Reporting
PE Portfolio Monitoring
Data Consolidation
Finance
AI Private Equity Portfolio Reporting Agent
Automate your private equity portfolio monitoring and reporting. This V7 Go agent consolidates data from portfolio companies to track KPIs and generate LP reports.
Portfolio Reporting
PE Portfolio Monitoring
Data Consolidation
Finance
AI Private Equity Portfolio Reporting Agent
Automate your private equity portfolio monitoring and reporting. This V7 Go agent consolidates data from portfolio companies to track KPIs and generate LP reports.
Portfolio Reporting
PE Portfolio Monitoring
Data Consolidation
Welcome Go
Welcome Go
Welcome Go
Welcome Go
The proprietary deal engine for your fund
The proprietary deal engine for your fund
The proprietary deal engine for your fund
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 find information on private companies?
The agent synthesizes information from a variety of sources: your subscriptions to private company databases like PitchBook, public information from company websites and news articles, and your own proprietary data from your CRM and historical deal files.
+
How does it find information on private companies?
The agent synthesizes information from a variety of sources: your subscriptions to private company databases like PitchBook, public information from company websites and news articles, and your own proprietary data from your CRM and historical deal files.
+
How does it find information on private companies?
The agent synthesizes information from a variety of sources: your subscriptions to private company databases like PitchBook, public information from company websites and news articles, and your own proprietary data from your CRM and historical deal files.
+
How does it find information on private companies?
The agent synthesizes information from a variety of sources: your subscriptions to private company databases like PitchBook, public information from company websites and news articles, and your own proprietary data from your CRM and historical deal files.
+
Can we define a highly specific, multi-layered investment thesis?
Yes. The agent is designed for this complexity. A screen can include dozens of quantitative and qualitative criteria combined with logical operators to precisely match your fund's unique strategy.
+
Can we define a highly specific, multi-layered investment thesis?
Yes. The agent is designed for this complexity. A screen can include dozens of quantitative and qualitative criteria combined with logical operators to precisely match your fund's unique strategy.
+
Can we define a highly specific, multi-layered investment thesis?
Yes. The agent is designed for this complexity. A screen can include dozens of quantitative and qualitative criteria combined with logical operators to precisely match your fund's unique strategy.
+
Can we define a highly specific, multi-layered investment thesis?
Yes. The agent is designed for this complexity. A screen can include dozens of quantitative and qualitative criteria combined with logical operators to precisely match your fund's unique strategy.
+
How is this different from using PitchBook or Capital IQ screens?
Those are powerful tools for quantitative screening. This agent adds the critical qualitative layer. It can read the text on a million company websites to find the ones that talk about a specific technology, something a database filter can't do. It then combines those findings with your quant screens.
+
How is this different from using PitchBook or Capital IQ screens?
Those are powerful tools for quantitative screening. This agent adds the critical qualitative layer. It can read the text on a million company websites to find the ones that talk about a specific technology, something a database filter can't do. It then combines those findings with your quant screens.
+
How is this different from using PitchBook or Capital IQ screens?
Those are powerful tools for quantitative screening. This agent adds the critical qualitative layer. It can read the text on a million company websites to find the ones that talk about a specific technology, something a database filter can't do. It then combines those findings with your quant screens.
+
How is this different from using PitchBook or Capital IQ screens?
Those are powerful tools for quantitative screening. This agent adds the critical qualitative layer. It can read the text on a million company websites to find the ones that talk about a specific technology, something a database filter can't do. It then combines those findings with your quant screens.
+
What is the output of a sourcing screen?
The output is a clean, prioritized list of target companies, typically in an Excel or CSV file. The file includes the key data points for each company and the specific reasons why each was identified, ready for import into your CRM.
+
What is the output of a sourcing screen?
The output is a clean, prioritized list of target companies, typically in an Excel or CSV file. The file includes the key data points for each company and the specific reasons why each was identified, ready for import into your CRM.
+
What is the output of a sourcing screen?
The output is a clean, prioritized list of target companies, typically in an Excel or CSV file. The file includes the key data points for each company and the specific reasons why each was identified, ready for import into your CRM.
+
What is the output of a sourcing screen?
The output is a clean, prioritized list of target companies, typically in an Excel or CSV file. The file includes the key data points for each company and the specific reasons why each was identified, ready for import into your CRM.
+
Is our proprietary investment thesis kept confidential?
Absolutely. Your investment strategy is your most valuable intellectual property. All of your custom screens and sourcing logic are built and executed within your private, secure V7 Go environment.
+
Is our proprietary investment thesis kept confidential?
Absolutely. Your investment strategy is your most valuable intellectual property. All of your custom screens and sourcing logic are built and executed within your private, secure V7 Go environment.
+
Is our proprietary investment thesis kept confidential?
Absolutely. Your investment strategy is your most valuable intellectual property. All of your custom screens and sourcing logic are built and executed within your private, secure V7 Go environment.
+
Is our proprietary investment thesis kept confidential?
Absolutely. Your investment strategy is your most valuable intellectual property. All of your custom screens and sourcing logic are built and executed within your private, secure V7 Go environment.
+
Can it help us track a company once it's on our radar?
Yes. Once a target is identified, this agent can pass it to our Event Monitoring Agent, which can then track that specific company for any new developments, like product launches or executive changes.
+
Can it help us track a company once it's on our radar?
Yes. Once a target is identified, this agent can pass it to our Event Monitoring Agent, which can then track that specific company for any new developments, like product launches or executive changes.
+
Can it help us track a company once it's on our radar?
Yes. Once a target is identified, this agent can pass it to our Event Monitoring Agent, which can then track that specific company for any new developments, like product launches or executive changes.
+
Can it help us track a company once it's on our radar?
Yes. Once a target is identified, this agent can pass it to our Event Monitoring Agent, which can then track that specific company for any new developments, like product launches or executive changes.
+