Financial Valuation Agent

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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Valuation - Project Atlas

See Financial Valuation Agent in action

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Time comparison

Traditional way

20-30 hours

With V7 Go agents

1-2 hours

Average time saved

95%

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.

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.

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.

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.

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Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

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Covenant Extraction

Threshold Identification

Amendment Tracking

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Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

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Covenant Extraction

Threshold Identification

Amendment Tracking

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AI Operational Due Diligence Agent

Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.

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Operational Risk Detection

IT Infrastructure Analysis

HR & Talent Assessment

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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

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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

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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

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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

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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

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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

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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

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AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

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AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

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Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

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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."

  • 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

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.