AI Secondary Fund Analysis Agent
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.
Ideal for
Private Equity Secondaries
Fund-of-Funds
LPs
See AI Secondary Fund Analysis Agent in action
Play video
See AI Secondary Fund Analysis Agent in action
Play video
Secondary Portfolio Diligence
See AI Secondary Fund Analysis Agent in action
Play video
Time comparison
Traditional way
1-3 weeks per deal
With V7 Go agents
1-2 days
Average time saved
90%
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.
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.
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.
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.
Synthesizes the entire universe of underlying fund documents
To build a comprehensive, bottoms-up analysis of any secondary deal.
Get started
Import your files
Intralinks
,
DealCloud
,
Microsoft Excel
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
More agents
Explore more agents to help you manage your entire private equity workflow
More agents
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 ->
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 ->
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 ->
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 ->
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 ->
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 ->
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 ->
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 ->
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 ->
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 ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
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."
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."
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."
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."
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."
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."
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."
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."
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."
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
