AI Private Equity Due Diligence Agent

Go from data room to investment memo, faster

Go from data room to investment memo, faster

Delegate your entire first-pass diligence to a specialized AI agent. It reads the whole data room, extracts and normalizes financials, identifies commercial and legal risks, and generates a structured first draft of your investment committee memo, letting your team focus on the final 10% of strategic analysis.

Why V7 Go

Why V7 Go

Automated Data Room Analysis

Intelligently reads, classifies, and indexes every document in a virtual data room, turning thousands of disorganized files into a structured, searchable knowledge base.

Automated Data Room Analysis

Intelligently reads, classifies, and indexes every document in a virtual data room, turning thousands of disorganized files into a structured, searchable knowledge base.

Automated Data Room Analysis

Intelligently reads, classifies, and indexes every document in a virtual data room, turning thousands of disorganized files into a structured, searchable knowledge base.

Financial & Commercial Diligence

Automatically extracts and normalizes historical financials, calculates key metrics like customer concentration and churn from source data, and flags commercial red flags.

Financial & Commercial Diligence

Automatically extracts and normalizes historical financials, calculates key metrics like customer concentration and churn from source data, and flags commercial red flags.

Financial & Commercial Diligence

Automatically extracts and normalizes historical financials, calculates key metrics like customer concentration and churn from source data, and flags commercial red flags.

Legal & Contractual Risk Review

Scans all contracts to identify non-standard or problematic clauses based on your firm's legal playbook, such as change of control, assignment, and liability terms.

Legal & Contractual Risk Review

Scans all contracts to identify non-standard or problematic clauses based on your firm's legal playbook, such as change of control, assignment, and liability terms.

Legal & Contractual Risk Review

Scans all contracts to identify non-standard or problematic clauses based on your firm's legal playbook, such as change of control, assignment, and liability terms.

Investment Memo Drafting

Synthesizes all its findings—financial, commercial, and legal—to automatically generate a comprehensive first draft of your investment committee memo in your firm's template.

Investment Memo Drafting

Synthesizes all its findings—financial, commercial, and legal—to automatically generate a comprehensive first draft of your investment committee memo in your firm's template.

Investment Memo Drafting

Synthesizes all its findings—financial, commercial, and legal—to automatically generate a comprehensive first draft of your investment committee memo in your firm's template.

Custom Diligence Playbooks

Codify your firm's unique diligence process. The agent uses a Knowledge Hub of your specific checklists and risk parameters to ensure every deal is evaluated with the same rigor.

Custom Diligence Playbooks

Codify your firm's unique diligence process. The agent uses a Knowledge Hub of your specific checklists and risk parameters to ensure every deal is evaluated with the same rigor.

Custom Diligence Playbooks

Codify your firm's unique diligence process. The agent uses a Knowledge Hub of your specific checklists and risk parameters to ensure every deal is evaluated with the same rigor.

Cited & Defensible Output

Every finding in the final diligence report is supported by a visual citation that links directly to the source document in the VDR, creating a fully auditable diligence file.

Cited & Defensible Output

Every finding in the final diligence report is supported by a visual citation that links directly to the source document in the VDR, creating a fully auditable diligence file.

Cited & Defensible Output

Every finding in the final diligence report is supported by a visual citation that links directly to the source document in the VDR, creating a fully auditable diligence file.

Why V7 Go

Synthesizes the entire data room—financial, legal, and commercial

Into a single, comprehensive, and cited diligence memo.

Workflow

Workflow

Import your files

Intralinks

,

DealCloud

,

Microsoft Word

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

1-2 weeks

1-2 weeks

With V7 Go agents

Hours

Hours

Average time saved

95%

95%

V7 Go

V7 Go

V7 Go

V7 Go

The diligence engine for modern investors.

Move faster, miss nothing.

Private equity due diligence is an intense, high-stakes sprint where speed and accuracy are paramount, but manual analysis is a huge bottleneck. Associates are drowning in chaotic data rooms, spending weeks on the administrative work of finding documents, extracting financials, and summarizing contracts. You chose this career to be a dealmaker, not a document organizer. This manual drudgery slows down your deal process, burns out your team, and creates the risk that a critical red flag is missed. It's time to delegate this to an AI army.

Private Equity & Growth Equity

Give your deal team a powerful analytical advantage. Automate the administrative burden of due diligence to analyze deals more deeply, move faster in competitive processes, and make better investment decisions.

Private Equity & Growth Equity

Give your deal team a powerful analytical advantage. Automate the administrative burden of due diligence to analyze deals more deeply, move faster in competitive processes, and make better investment decisions.

Private Equity & Growth Equity

Give your deal team a powerful analytical advantage. Automate the administrative burden of due diligence to analyze deals more deeply, move faster in competitive processes, and make better investment decisions.

Private Equity & Growth Equity

Give your deal team a powerful analytical advantage. Automate the administrative burden of due diligence to analyze deals more deeply, move faster in competitive processes, and make better investment decisions.

Venture Capital & Corporate M&A

Empower your lean team to perform institutional-grade diligence. Use the agent to systematically analyze every data room, ensuring a rigorous and consistent process that uncovers all the key risks and opportunities.

Venture Capital & Corporate M&A

Empower your lean team to perform institutional-grade diligence. Use the agent to systematically analyze every data room, ensuring a rigorous and consistent process that uncovers all the key risks and opportunities.

Venture Capital & Corporate M&A

Empower your lean team to perform institutional-grade diligence. Use the agent to systematically analyze every data room, ensuring a rigorous and consistent process that uncovers all the key risks and opportunities.

Venture Capital & Corporate M&A

Empower your lean team to perform institutional-grade diligence. Use the agent to systematically analyze every data room, ensuring a rigorous and consistent process that uncovers all the key risks and opportunities.

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 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

Go from data room to investment memo, faster

Go from data room to investment memo, faster

Go from data room to investment memo, faster

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 this agent handle the messy, disorganized nature of a typical data room?

V7 Go is designed for this chaos. The agent first reads the content of every file to classify it (e.g., 'customer contract,' 'audited financial'). Once it understands what each document is, it can apply the correct analytical workflow to extract the relevant data.

+

How does this agent handle the messy, disorganized nature of a typical data room?

V7 Go is designed for this chaos. The agent first reads the content of every file to classify it (e.g., 'customer contract,' 'audited financial'). Once it understands what each document is, it can apply the correct analytical workflow to extract the relevant data.

+

How does this agent handle the messy, disorganized nature of a typical data room?

V7 Go is designed for this chaos. The agent first reads the content of every file to classify it (e.g., 'customer contract,' 'audited financial'). Once it understands what each document is, it can apply the correct analytical workflow to extract the relevant data.

+

How does this agent handle the messy, disorganized nature of a typical data room?

V7 Go is designed for this chaos. The agent first reads the content of every file to classify it (e.g., 'customer contract,' 'audited financial'). Once it understands what each document is, it can apply the correct analytical workflow to extract the relevant data.

+

Does this replace the need for junior associates on a deal?

It makes them vastly more efficient and strategic. The agent automates the low-level, administrative 80% of diligence. This frees up associates to focus on the high-value 20%: validating the AI's findings, developing the investment thesis, and managing the deal process.

+

Does this replace the need for junior associates on a deal?

It makes them vastly more efficient and strategic. The agent automates the low-level, administrative 80% of diligence. This frees up associates to focus on the high-value 20%: validating the AI's findings, developing the investment thesis, and managing the deal process.

+

Does this replace the need for junior associates on a deal?

It makes them vastly more efficient and strategic. The agent automates the low-level, administrative 80% of diligence. This frees up associates to focus on the high-value 20%: validating the AI's findings, developing the investment thesis, and managing the deal process.

+

Does this replace the need for junior associates on a deal?

It makes them vastly more efficient and strategic. The agent automates the low-level, administrative 80% of diligence. This frees up associates to focus on the high-value 20%: validating the AI's findings, developing the investment thesis, and managing the deal process.

+

Can it populate our firm's proprietary IC memo template?

Yes. The final step of the workflow involves populating your firm's unique Word or PowerPoint memo template with all the structured data and narrative summaries generated during the analysis, preserving your branding.

+

Can it populate our firm's proprietary IC memo template?

Yes. The final step of the workflow involves populating your firm's unique Word or PowerPoint memo template with all the structured data and narrative summaries generated during the analysis, preserving your branding.

+

Can it populate our firm's proprietary IC memo template?

Yes. The final step of the workflow involves populating your firm's unique Word or PowerPoint memo template with all the structured data and narrative summaries generated during the analysis, preserving your branding.

+

Can it populate our firm's proprietary IC memo template?

Yes. The final step of the workflow involves populating your firm's unique Word or PowerPoint memo template with all the structured data and narrative summaries generated during the analysis, preserving your branding.

+

What's the difference between this and the general 'Financial Due Diligence Agent'?

This is a more comprehensive 'super agent' tailored for the entire private equity diligence process. It combines the capabilities of the financial, legal, and reporting agents into a single, end-to-end workflow designed to go from a raw data room to a draft IC memo.

+

What's the difference between this and the general 'Financial Due Diligence Agent'?

This is a more comprehensive 'super agent' tailored for the entire private equity diligence process. It combines the capabilities of the financial, legal, and reporting agents into a single, end-to-end workflow designed to go from a raw data room to a draft IC memo.

+

What's the difference between this and the general 'Financial Due Diligence Agent'?

This is a more comprehensive 'super agent' tailored for the entire private equity diligence process. It combines the capabilities of the financial, legal, and reporting agents into a single, end-to-end workflow designed to go from a raw data room to a draft IC memo.

+

What's the difference between this and the general 'Financial Due Diligence Agent'?

This is a more comprehensive 'super agent' tailored for the entire private equity diligence process. It combines the capabilities of the financial, legal, and reporting agents into a single, end-to-end workflow designed to go from a raw data room to a draft IC memo.

+

How can we trust the risks it flags?

Through 100% verifiability. The agent doesn't just give you a list of risks; it shows its work. Every flagged issue comes with a visual citation that highlights the exact clause in the contract or number in the financials that triggered your rule.

+

How can we trust the risks it flags?

Through 100% verifiability. The agent doesn't just give you a list of risks; it shows its work. Every flagged issue comes with a visual citation that highlights the exact clause in the contract or number in the financials that triggered your rule.

+

How can we trust the risks it flags?

Through 100% verifiability. The agent doesn't just give you a list of risks; it shows its work. Every flagged issue comes with a visual citation that highlights the exact clause in the contract or number in the financials that triggered your rule.

+

How can we trust the risks it flags?

Through 100% verifiability. The agent doesn't just give you a list of risks; it shows its work. Every flagged issue comes with a visual citation that highlights the exact clause in the contract or number in the financials that triggered your rule.

+

How quickly can we deploy this on a new, live deal?

Once your firm's diligence playbook and templates are configured (a one-time process), the agent can be pointed at a new VDR and can start delivering initial findings and a draft memo in a matter of hours, giving your team a massive head start.

+

How quickly can we deploy this on a new, live deal?

Once your firm's diligence playbook and templates are configured (a one-time process), the agent can be pointed at a new VDR and can start delivering initial findings and a draft memo in a matter of hours, giving your team a massive head start.

+

How quickly can we deploy this on a new, live deal?

Once your firm's diligence playbook and templates are configured (a one-time process), the agent can be pointed at a new VDR and can start delivering initial findings and a draft memo in a matter of hours, giving your team a massive head start.

+

How quickly can we deploy this on a new, live deal?

Once your firm's diligence playbook and templates are configured (a one-time process), the agent can be pointed at a new VDR and can start delivering initial findings and a draft memo in a matter of hours, giving your team a massive head start.

+