AI Tear Sheet Generation Agent
Delegate tear sheet creation to a specialized AI agent. It extracts key metrics from deal documents, formats data according to your firm's template, cross-checks against investment criteria, and generates presentation-ready summaries that maintain consistency across your entire portfolio.
Ideal for
Private Equity
Venture Capital
Investment Banking
See AI Tear Sheet Generation Agent in action
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See AI Tear Sheet Generation Agent in action
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Deal Summary - Meridian Logistics
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Time comparison
Traditional way
3-5 hours per deal
With V7 Go agents
15-20 minutes
Average time saved
90%
Why V7 Go
Automated Data Extraction
Pulls key metrics from CIMs, financial models, and management presentations automatically, including revenue, EBITDA, growth rates, and valuation multiples, eliminating manual data entry.
Automated Data Extraction
Pulls key metrics from CIMs, financial models, and management presentations automatically, including revenue, EBITDA, growth rates, and valuation multiples, eliminating manual data entry.
Template Consistency
Generates tear sheets using your firm's custom template, ensuring every deal summary maintains consistent formatting, branding, and structure across your entire portfolio.
Template Consistency
Generates tear sheets using your firm's custom template, ensuring every deal summary maintains consistent formatting, branding, and structure across your entire portfolio.
Investment Criteria Mapping
Cross-references deal characteristics against your investment thesis and screening criteria, automatically highlighting strategic fit, sector alignment, and deal size parameters.
Investment Criteria Mapping
Cross-references deal characteristics against your investment thesis and screening criteria, automatically highlighting strategic fit, sector alignment, and deal size parameters.
Multi-Source Synthesis
Combines information from multiple documents in the data room, including financial statements, market research, and management presentations, into a single coherent summary.
Multi-Source Synthesis
Combines information from multiple documents in the data room, including financial statements, market research, and management presentations, into a single coherent summary.
Competitive Positioning
Extracts and summarizes competitive landscape information, market share data, and differentiation factors to provide clear context for investment committee discussions.
Competitive Positioning
Extracts and summarizes competitive landscape information, market share data, and differentiation factors to provide clear context for investment committee discussions.
Version Control and Updates
Maintains a complete audit trail of data sources and extraction logic, making it easy to update tear sheets when new information becomes available during diligence.
Version Control and Updates
Maintains a complete audit trail of data sources and extraction logic, making it easy to update tear sheets when new information becomes available during diligence.
Creates professional tear sheets
From any deal documentation format.
Get started
Import your files
DealCloud
,
Google Drive
,
Microsoft Sharepoint
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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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."
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
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."
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."
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
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."
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."
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
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."
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
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.