Build models 10x faster
Financial Valuation Agent
Build valuation models in minutes
Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.
Ideal for
Investment Banking
Private Equity
Equity Research
See Financial Valuation Agent in action
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See Financial Valuation Agent in action
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See Financial Valuation Agent in action
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Valuation - Project Atlas
See Financial Valuation Agent in action
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Time comparison
Time comparison
Traditional way
20-30 hours
20-30 hours
With V7 Go agents
1-2 hours
1-2 hours
Average time saved
95%
95%
Why V7 Go
Why V7 Go
Automated DCF Population
Extracts historical financial data from any document and populates it directly into the input tabs of your firm's proprietary DCF Excel template.
Automated DCF Population
Extracts historical financial data from any document and populates it directly into the input tabs of your firm's proprietary DCF Excel template.
Automated DCF Population
Extracts historical financial data from any document and populates it directly into the input tabs of your firm's proprietary DCF Excel template.
Automated DCF Population
Extracts historical financial data from any document and populates it directly into the input tabs of your firm's proprietary DCF Excel template.
Intelligent Comparable Analysis
Scans databases like Capital IQ or Pitchbook to find the most relevant public comparables based on industry, size, and growth profile, then pulls their trading multiples.
Intelligent Comparable Analysis
Scans databases like Capital IQ or Pitchbook to find the most relevant public comparables based on industry, size, and growth profile, then pulls their trading multiples.
Intelligent Comparable Analysis
Scans databases like Capital IQ or Pitchbook to find the most relevant public comparables based on industry, size, and growth profile, then pulls their trading multiples.
Intelligent Comparable Analysis
Scans databases like Capital IQ or Pitchbook to find the most relevant public comparables based on industry, size, and growth profile, then pulls their trading multiples.
Precedent Transaction Search
Identifies and pulls data from similar M&A deals, extracting key information like transaction multiples, deal size, and dates to build a robust precedent transaction analysis.
Precedent Transaction Search
Identifies and pulls data from similar M&A deals, extracting key information like transaction multiples, deal size, and dates to build a robust precedent transaction analysis.
Precedent Transaction Search
Identifies and pulls data from similar M&A deals, extracting key information like transaction multiples, deal size, and dates to build a robust precedent transaction analysis.
Precedent Transaction Search
Identifies and pulls data from similar M&A deals, extracting key information like transaction multiples, deal size, and dates to build a robust precedent transaction analysis.
Multi-Source Data Triangulation
Validates financial data by cross-referencing figures from a company's CIM with their audited financial statements or 10-K filings, flagging discrepancies.
Multi-Source Data Triangulation
Validates financial data by cross-referencing figures from a company's CIM with their audited financial statements or 10-K filings, flagging discrepancies.
Multi-Source Data Triangulation
Validates financial data by cross-referencing figures from a company's CIM with their audited financial statements or 10-K filings, flagging discrepancies.
Multi-Source Data Triangulation
Validates financial data by cross-referencing figures from a company's CIM with their audited financial statements or 10-K filings, flagging discrepancies.
Assumption & Driver Identification
Reads management presentations and MD&A sections to identify key commentary on business drivers, which can be used to inform your forecast assumptions.
Assumption & Driver Identification
Reads management presentations and MD&A sections to identify key commentary on business drivers, which can be used to inform your forecast assumptions.
Assumption & Driver Identification
Reads management presentations and MD&A sections to identify key commentary on business drivers, which can be used to inform your forecast assumptions.
Assumption & Driver Identification
Reads management presentations and MD&A sections to identify key commentary on business drivers, which can be used to inform your forecast assumptions.
Fully-Cited Model Inputs
Every number that populates your model is linked directly back to the source document, providing an instant audit trail and making it easy to check and defend your work.
Fully-Cited Model Inputs
Every number that populates your model is linked directly back to the source document, providing an instant audit trail and making it easy to check and defend your work.
Fully-Cited Model Inputs
Every number that populates your model is linked directly back to the source document, providing an instant audit trail and making it easy to check and defend your work.
Fully-Cited Model Inputs
Every number that populates your model is linked directly back to the source document, providing an instant audit trail and making it easy to check and defend your work.
Pulls data from key deal and financial documents
To build a comprehensive, defensible valuation.
Get started
Get started
Import your files
S&P Capital IQ
,
PitchBook
,
FactSet
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your valuation templates.
Connect AI to your valuation templates.
Empower your analysts to focus on insight, not data entry.
Empower your analysts to focus on insight, not data entry.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
This agent pulls valuation inputs from any source, including unstructured CIMs, management presentations with embedded charts and graphs, and dense 10-K filings. It synthesizes this varied data to populate your models.
Input types
50+ languages
Financial Models
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
This agent pulls valuation inputs from any source, including unstructured CIMs, management presentations with embedded charts and graphs, and dense 10-K filings. It synthesizes this varied data to populate your models.
Input types
50+ languages
Financial Models
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
This agent pulls valuation inputs from any source, including unstructured CIMs, management presentations with embedded charts and graphs, and dense 10-K filings. It synthesizes this varied data to populate your models.
Input types
50+ languages
Financial Models
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
A valuation is built on precision. V7 Go's agent is optimized for extracting financial figures, ensuring that data is transferred to your model with near-perfect accuracy and correctly mapped to your firm's chart of accounts.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
A valuation is built on precision. V7 Go's agent is optimized for extracting financial figures, ensuring that data is transferred to your model with near-perfect accuracy and correctly mapped to your firm's chart of accounts.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
A valuation is built on precision. V7 Go's agent is optimized for extracting financial figures, ensuring that data is transferred to your model with near-perfect accuracy and correctly mapped to your firm's chart of accounts.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every input in your model becomes instantly auditable. The agent provides visual grounding that links each number—from historical revenue to a peer's trading multiple—back to the exact cell or sentence in the source document.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every input in your model becomes instantly auditable. The agent provides visual grounding that links each number—from historical revenue to a peer's trading multiple—back to the exact cell or sentence in the source document.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every input in your model becomes instantly auditable. The agent provides visual grounding that links each number—from historical revenue to a peer's trading multiple—back to the exact cell or sentence in the source document.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Valuation models for live deals are among your most confidential data. V7 Go operates within your secure infrastructure, ensuring that proprietary models, client names, and non-public information are protected at all times.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Valuation models for live deals are among your most confidential data. V7 Go operates within your secure infrastructure, ensuring that proprietary models, client names, and non-public information are protected at all times.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Valuation models for live deals are among your most confidential data. V7 Go operates within your secure infrastructure, ensuring that proprietary models, client names, and non-public information are protected at all times.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Next steps
Next steps
Ready to build models 10x faster?
Send us a recent CIM or 10-K, and we will show you how the agent can generate the core components of a valuation in minutes.
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:
Answers
Answers
What you need to know about our
Financial Valuation Agent
How does it select the right comparable companies?
You provide the initial criteria (e.g., industry, revenue size, geography). The agent then scans your connected databases to find matching companies and can even use its reasoning to suggest a refined peer group based on business descriptions.
+
How does it select the right comparable companies?
You provide the initial criteria (e.g., industry, revenue size, geography). The agent then scans your connected databases to find matching companies and can even use its reasoning to suggest a refined peer group based on business descriptions.
+
How does it select the right comparable companies?
You provide the initial criteria (e.g., industry, revenue size, geography). The agent then scans your connected databases to find matching companies and can even use its reasoning to suggest a refined peer group based on business descriptions.
+
Does this agent build the entire DCF model for me?
It automates the most time-consuming part: populating all historical data and inputs. The strategic work—setting the forecast assumptions, growth rates, and terminal value—is still handled by the analyst to ensure the valuation reflects their thesis.
+
Does this agent build the entire DCF model for me?
It automates the most time-consuming part: populating all historical data and inputs. The strategic work—setting the forecast assumptions, growth rates, and terminal value—is still handled by the analyst to ensure the valuation reflects their thesis.
+
Does this agent build the entire DCF model for me?
It automates the most time-consuming part: populating all historical data and inputs. The strategic work—setting the forecast assumptions, growth rates, and terminal value—is still handled by the analyst to ensure the valuation reflects their thesis.
+
Can it handle complex, non-standard financial data?
Yes. It is designed to extract financials from varied formats, including messy private company statements or complex divisional carve-outs, and can normalize the data before populating it into your standard valuation templates.
+
Can it handle complex, non-standard financial data?
Yes. It is designed to extract financials from varied formats, including messy private company statements or complex divisional carve-outs, and can normalize the data before populating it into your standard valuation templates.
+
Can it handle complex, non-standard financial data?
Yes. It is designed to extract financials from varied formats, including messy private company statements or complex divisional carve-outs, and can normalize the data before populating it into your standard valuation templates.
+
Where does it get the public market data for comps?
The agent integrates directly with your existing financial data subscriptions, such as S&P Capital IQ, Pitchbook, or FactSet, to ensure all market data is pulled from your firm's approved, trusted sources.
+
Where does it get the public market data for comps?
The agent integrates directly with your existing financial data subscriptions, such as S&P Capital IQ, Pitchbook, or FactSet, to ensure all market data is pulled from your firm's approved, trusted sources.
+
Where does it get the public market data for comps?
The agent integrates directly with your existing financial data subscriptions, such as S&P Capital IQ, Pitchbook, or FactSet, to ensure all market data is pulled from your firm's approved, trusted sources.
+
What's the output? Is it just a data file?
The primary output is your own Excel or Google Sheets valuation model, now fully populated with data. It can also provide supplementary outputs, like a table of comparable companies or a summary of precedent transactions.
+
What's the output? Is it just a data file?
The primary output is your own Excel or Google Sheets valuation model, now fully populated with data. It can also provide supplementary outputs, like a table of comparable companies or a summary of precedent transactions.
+
What's the output? Is it just a data file?
The primary output is your own Excel or Google Sheets valuation model, now fully populated with data. It can also provide supplementary outputs, like a table of comparable companies or a summary of precedent transactions.
+
Does this work for industries other than technology?
Absolutely. The agent's logic is adaptable to any industry. The process of pulling historical data and finding comparables is universal, whether you're valuing an industrial manufacturer, a consumer brand, or a software company.
+
Does this work for industries other than technology?
Absolutely. The agent's logic is adaptable to any industry. The process of pulling historical data and finding comparables is universal, whether you're valuing an industrial manufacturer, a consumer brand, or a software company.
+
Does this work for industries other than technology?
Absolutely. The agent's logic is adaptable to any industry. The process of pulling historical data and finding comparables is universal, whether you're valuing an industrial manufacturer, a consumer brand, or a software company.
+