AI Secondary Fund Analysis Agent
Go from data room to NAV bridge in hours
Go from data room to NAV bridge in hours
Delegate your entire secondary diligence process to a specialized AI agent. It reads the complex and inconsistent documents in a fund data room to automatically extract underlying company performance, model the fund's NAV, and generate a comprehensive first-pass analysis.
Why V7 Go
Why V7 Go
Automated Data Room Processing
Reads and understands the entire data room, intelligently identifying and classifying the inconsistent reports from all underlying fund managers and portfolio companies.
Automated Data Room Processing
Reads and understands the entire data room, intelligently identifying and classifying the inconsistent reports from all underlying fund managers and portfolio companies.
Automated Data Room Processing
Reads and understands the entire data room, intelligently identifying and classifying the inconsistent reports from all underlying fund managers and portfolio companies.
Underlying Asset Data Extraction
Goes deep into the portfolio, extracting key performance indicators (KPIs), valuation marks, and financial data for each of the individual underlying companies.
Underlying Asset Data Extraction
Goes deep into the portfolio, extracting key performance indicators (KPIs), valuation marks, and financial data for each of the individual underlying companies.
Underlying Asset Data Extraction
Goes deep into the portfolio, extracting key performance indicators (KPIs), valuation marks, and financial data for each of the individual underlying companies.
Fund-Level Financial Consolidation
Aggregates and normalizes the extracted data to build a consolidated, bottoms-up view of the entire fund's performance, exposure, and valuation.
Fund-Level Financial Consolidation
Aggregates and normalizes the extracted data to build a consolidated, bottoms-up view of the entire fund's performance, exposure, and valuation.
Fund-Level Financial Consolidation
Aggregates and normalizes the extracted data to build a consolidated, bottoms-up view of the entire fund's performance, exposure, and valuation.
NAV Bridge & Cash Flow Modeling
Uses the consolidated data to build a Net Asset Value (NAV) bridge and model the fund's projected future cash flows, providing the core analysis for your valuation.
NAV Bridge & Cash Flow Modeling
Uses the consolidated data to build a Net Asset Value (NAV) bridge and model the fund's projected future cash flows, providing the core analysis for your valuation.
NAV Bridge & Cash Flow Modeling
Uses the consolidated data to build a Net Asset Value (NAV) bridge and model the fund's projected future cash flows, providing the core analysis for your valuation.
LPA & Key Term Abstraction
Analyzes the fund's Limited Partnership Agreement (LPA) to extract the critical terms—waterfall, key person, fees—that impact the economics of the secondary transaction.
LPA & Key Term Abstraction
Analyzes the fund's Limited Partnership Agreement (LPA) to extract the critical terms—waterfall, key person, fees—that impact the economics of the secondary transaction.
LPA & Key Term Abstraction
Analyzes the fund's Limited Partnership Agreement (LPA) to extract the critical terms—waterfall, key person, fees—that impact the economics of the secondary transaction.
Cited for IC & Partner Review
Every number in your analysis is fully auditable. A single click provides a visual citation linking each data point back to the source page in the original manager report from the data room.
Cited for IC & Partner Review
Every number in your analysis is fully auditable. A single click provides a visual citation linking each data point back to the source page in the original manager report from the data room.
Cited for IC & Partner Review
Every number in your analysis is fully auditable. A single click provides a visual citation linking each data point back to the source page in the original manager report from the data room.
Why V7 Go
Synthesizes the entire universe of underlying fund documents
To build a comprehensive, bottoms-up analysis of any secondary deal.
Workflow
Workflow
Import your files
Intralinks
,
DealCloud
,
Microsoft Excel
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-3 weeks per deal
1-3 weeks per deal
With V7 Go agents
1-2 days
1-2 days
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
The analytical advantage for the secondaries market.
Analyze more deals, more deeply.
Diligencing a secondary fund transaction is an exercise in complex, multi-layered data aggregation. Deal teams are faced with chaotic data rooms containing hundreds of quarterly reports and capital account statements for the underlying portfolio. Manually extracting, normalizing, and consolidating this data to model the fund's NAV and future cash flows is an incredibly slow and error-prone process. This manual friction makes it difficult for lean teams to analyze the high volume of secondary deal flow and find the best opportunities. You chose this career for the deal, not the data entry.
Private Equity Secondaries Teams
Empower your lean team to cover the entire market. Automate the data-intensive work of diligence so you can analyze more opportunities, move faster, and deploy capital more effectively.
Private Equity Secondaries Teams
Empower your lean team to cover the entire market. Automate the data-intensive work of diligence so you can analyze more opportunities, move faster, and deploy capital more effectively.
Private Equity Secondaries Teams
Empower your lean team to cover the entire market. Automate the data-intensive work of diligence so you can analyze more opportunities, move faster, and deploy capital more effectively.
Private Equity Secondaries Teams
Empower your lean team to cover the entire market. Automate the data-intensive work of diligence so you can analyze more opportunities, move faster, and deploy capital more effectively.
LPs & Institutional Investors
Gain a deeper understanding of your secondary market opportunities and existing fund holdings. Use the agent to perform bottoms-up analysis on fund portfolios to make more informed investment and portfolio management decisions.
LPs & Institutional Investors
Gain a deeper understanding of your secondary market opportunities and existing fund holdings. Use the agent to perform bottoms-up analysis on fund portfolios to make more informed investment and portfolio management decisions.
LPs & Institutional Investors
Gain a deeper understanding of your secondary market opportunities and existing fund holdings. Use the agent to perform bottoms-up analysis on fund portfolios to make more informed investment and portfolio management decisions.
LPs & Institutional Investors
Gain a deeper understanding of your secondary market opportunities and existing fund holdings. Use the agent to perform bottoms-up analysis on fund portfolios to make more informed investment and portfolio management decisions.
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
Go from data room to NAV bridge in hours
Go from data room to NAV bridge in hours
Go from data room to NAV bridge in hours
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 handle the dozens of different reporting formats from the underlying GPs?
V7 Go's AI is specifically designed for this inconsistency. It doesn't use rigid templates; it reads each document contextually to find and normalize the key data, creating a standardized dataset from a chaotic mix of inputs.
+
How does it handle the dozens of different reporting formats from the underlying GPs?
V7 Go's AI is specifically designed for this inconsistency. It doesn't use rigid templates; it reads each document contextually to find and normalize the key data, creating a standardized dataset from a chaotic mix of inputs.
+
How does it handle the dozens of different reporting formats from the underlying GPs?
V7 Go's AI is specifically designed for this inconsistency. It doesn't use rigid templates; it reads each document contextually to find and normalize the key data, creating a standardized dataset from a chaotic mix of inputs.
+
How does it handle the dozens of different reporting formats from the underlying GPs?
V7 Go's AI is specifically designed for this inconsistency. It doesn't use rigid templates; it reads each document contextually to find and normalize the key data, creating a standardized dataset from a chaotic mix of inputs.
+
Can it populate our firm's proprietary secondary valuation model in Excel?
Yes, this is a primary use case. We configure the agent to deliver the extracted and consolidated data directly into your custom Excel templates, preserving all your unique formulas and analyses.
+
Can it populate our firm's proprietary secondary valuation model in Excel?
Yes, this is a primary use case. We configure the agent to deliver the extracted and consolidated data directly into your custom Excel templates, preserving all your unique formulas and analyses.
+
Can it populate our firm's proprietary secondary valuation model in Excel?
Yes, this is a primary use case. We configure the agent to deliver the extracted and consolidated data directly into your custom Excel templates, preserving all your unique formulas and analyses.
+
Can it populate our firm's proprietary secondary valuation model in Excel?
Yes, this is a primary use case. We configure the agent to deliver the extracted and consolidated data directly into your custom Excel templates, preserving all your unique formulas and analyses.
+
What's the difference between this and the general 'PE Due Diligence Agent'?
This agent is hyper-specialized for the unique, multi-layered complexity of secondary transactions. It's built to consolidate information from many underlying assets, while the standard diligence agent is typically focused on analyzing a single company.
+
What's the difference between this and the general 'PE Due Diligence Agent'?
This agent is hyper-specialized for the unique, multi-layered complexity of secondary transactions. It's built to consolidate information from many underlying assets, while the standard diligence agent is typically focused on analyzing a single company.
+
What's the difference between this and the general 'PE Due Diligence Agent'?
This agent is hyper-specialized for the unique, multi-layered complexity of secondary transactions. It's built to consolidate information from many underlying assets, while the standard diligence agent is typically focused on analyzing a single company.
+
What's the difference between this and the general 'PE Due Diligence Agent'?
This agent is hyper-specialized for the unique, multi-layered complexity of secondary transactions. It's built to consolidate information from many underlying assets, while the standard diligence agent is typically focused on analyzing a single company.
+
Does the agent provide its own valuation for the fund?
No. It automates the data gathering and modeling required to perform a valuation. The final, strategic judgment on pricing, discounts, and future assumptions is always made by your expert deal team.
+
Does the agent provide its own valuation for the fund?
No. It automates the data gathering and modeling required to perform a valuation. The final, strategic judgment on pricing, discounts, and future assumptions is always made by your expert deal team.
+
Does the agent provide its own valuation for the fund?
No. It automates the data gathering and modeling required to perform a valuation. The final, strategic judgment on pricing, discounts, and future assumptions is always made by your expert deal team.
+
Does the agent provide its own valuation for the fund?
No. It automates the data gathering and modeling required to perform a valuation. The final, strategic judgment on pricing, discounts, and future assumptions is always made by your expert deal team.
+
How do we know the consolidated data is accurate?
Through 100% verifiability. Every number in your consolidated model is linked back with a visual citation to the source document. You can instantly trace a portfolio-level KPI back to the specific line item on the specific manager report it came from.
+
How do we know the consolidated data is accurate?
Through 100% verifiability. Every number in your consolidated model is linked back with a visual citation to the source document. You can instantly trace a portfolio-level KPI back to the specific line item on the specific manager report it came from.
+
How do we know the consolidated data is accurate?
Through 100% verifiability. Every number in your consolidated model is linked back with a visual citation to the source document. You can instantly trace a portfolio-level KPI back to the specific line item on the specific manager report it came from.
+
How do we know the consolidated data is accurate?
Through 100% verifiability. Every number in your consolidated model is linked back with a visual citation to the source document. You can instantly trace a portfolio-level KPI back to the specific line item on the specific manager report it came from.
+
Can it handle a GP-led secondary process as well as an LP-led one?
Yes. The agent is equally effective for analyzing the detailed, asset-level information typical of a GP-led process or for consolidating the LP-level statements common in a portfolio sale.
+
Can it handle a GP-led secondary process as well as an LP-led one?
Yes. The agent is equally effective for analyzing the detailed, asset-level information typical of a GP-led process or for consolidating the LP-level statements common in a portfolio sale.
+
Can it handle a GP-led secondary process as well as an LP-led one?
Yes. The agent is equally effective for analyzing the detailed, asset-level information typical of a GP-led process or for consolidating the LP-level statements common in a portfolio sale.
+
Can it handle a GP-led secondary process as well as an LP-led one?
Yes. The agent is equally effective for analyzing the detailed, asset-level information typical of a GP-led process or for consolidating the LP-level statements common in a portfolio sale.
+