AI Venture Capital Relationship Management Agent
Your firm's entire network, instantly searchable
Your firm's entire network, instantly searchable
Delegate your meeting prep to a specialized AI agent. It connects to your CRM, email archives, and meeting notes to synthesize a complete history of your firm's interactions with any founder, LP, or co-investor, delivering an actionable briefing in minutes.
Why V7 Go
Why V7 Go
Holistic Relationship Summaries
Creates a single, unified view of every interaction your firm has had with a person or company, synthesizing data from emails, CRM, and meeting notes.
Holistic Relationship Summaries
Creates a single, unified view of every interaction your firm has had with a person or company, synthesizing data from emails, CRM, and meeting notes.
Holistic Relationship Summaries
Creates a single, unified view of every interaction your firm has had with a person or company, synthesizing data from emails, CRM, and meeting notes.
Automated Meeting Prep
Generates instant pre-meeting briefings that include a timeline of past conversations, summaries of key discussion points, and identified action items.
Automated Meeting Prep
Generates instant pre-meeting briefings that include a timeline of past conversations, summaries of key discussion points, and identified action items.
Automated Meeting Prep
Generates instant pre-meeting briefings that include a timeline of past conversations, summaries of key discussion points, and identified action items.
Network Graph Analysis
Uncovers hidden connections and warm introduction paths by identifying shared contacts and co-investors between your firm and your targets.
Network Graph Analysis
Uncovers hidden connections and warm introduction paths by identifying shared contacts and co-investors between your firm and your targets.
Network Graph Analysis
Uncovers hidden connections and warm introduction paths by identifying shared contacts and co-investors between your firm and your targets.
Centralized Institutional Memory
Captures and structures relationship knowledge, ensuring that valuable context and history are retained even when team members change roles.
Centralized Institutional Memory
Captures and structures relationship knowledge, ensuring that valuable context and history are retained even when team members change roles.
Centralized Institutional Memory
Captures and structures relationship knowledge, ensuring that valuable context and history are retained even when team members change roles.
LP & Investor Relations
Maintain a complete and detailed record of all communications with your Limited Partners, ensuring your investor relations team is always fully informed.
LP & Investor Relations
Maintain a complete and detailed record of all communications with your Limited Partners, ensuring your investor relations team is always fully informed.
LP & Investor Relations
Maintain a complete and detailed record of all communications with your Limited Partners, ensuring your investor relations team is always fully informed.
Proactive Follow-up Reminders
Identifies commitments and follow-ups from past conversations that were never completed, allowing you to re-engage with contacts and never drop the ball.
Proactive Follow-up Reminders
Identifies commitments and follow-ups from past conversations that were never completed, allowing you to re-engage with contacts and never drop the ball.
Proactive Follow-up Reminders
Identifies commitments and follow-ups from past conversations that were never completed, allowing you to re-engage with contacts and never drop the ball.
Why V7 Go
Synthesizes unstructured data from your communication platforms
To create a complete relationship picture.
Workflow
Workflow
Import your files
Affinity
,
DealCloud
,
Gmail
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 hours of prep per meeting
1-2 hours of prep per meeting
With V7 Go agents
2 minutes
2 minutes
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
Stop asking 'Who knows who?'
and start leveraging your firm's collective network
Your firm's most valuable asset is its network, but that intelligence is fragmented across dozens of inboxes, calendars, and CRM fields. Before any meeting, partners and associates spend critical time manually piecing together a relationship's history, trying to recall past conversations and find relevant notes. This decentralized knowledge leads to missed opportunities, dropped follow-ups, and an incomplete understanding of your firm's true network graph. V7 Go's Relationship Management Agent acts as your firm's collective memory, giving you the full context of any relationship on demand.
VC & Private Equity Partners
Walk into every meeting fully prepared. Get instant, comprehensive briefings on your firm's entire history with any founder, LP, or executive, allowing you to focus on building relationships, not searching your inbox.
VC & Private Equity Partners
Walk into every meeting fully prepared. Get instant, comprehensive briefings on your firm's entire history with any founder, LP, or executive, allowing you to focus on building relationships, not searching your inbox.
VC & Private Equity Partners
Walk into every meeting fully prepared. Get instant, comprehensive briefings on your firm's entire history with any founder, LP, or executive, allowing you to focus on building relationships, not searching your inbox.
VC & Private Equity Partners
Walk into every meeting fully prepared. Get instant, comprehensive briefings on your firm's entire history with any founder, LP, or executive, allowing you to focus on building relationships, not searching your inbox.
Investment Associates & Analysts
Automate the manual work of meeting prep and CRM hygiene. Spend your time on analysis and sourcing, not on piecing together communication histories or manually logging interaction data.
Investment Associates & Analysts
Automate the manual work of meeting prep and CRM hygiene. Spend your time on analysis and sourcing, not on piecing together communication histories or manually logging interaction data.
Investment Associates & Analysts
Automate the manual work of meeting prep and CRM hygiene. Spend your time on analysis and sourcing, not on piecing together communication histories or manually logging interaction data.
Investment Associates & Analysts
Automate the manual work of meeting prep and CRM hygiene. Spend your time on analysis and sourcing, not on piecing together communication histories or manually logging interaction data.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
Finance
AI Private Equity Deal Sourcing Agent
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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
Your firm's entire network, instantly searchable
Your firm's entire network, instantly searchable
Your firm's entire network, instantly searchable
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 connect to our email and CRM systems?
The agent connects via secure, permissioned APIs to platforms like DealCloud, Affinity, Salesforce, Gmail, and Outlook. It ingests this communication data into a secure V7 Go Knowledge Hub for analysis.
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How does it connect to our email and CRM systems?
The agent connects via secure, permissioned APIs to platforms like DealCloud, Affinity, Salesforce, Gmail, and Outlook. It ingests this communication data into a secure V7 Go Knowledge Hub for analysis.
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How does it connect to our email and CRM systems?
The agent connects via secure, permissioned APIs to platforms like DealCloud, Affinity, Salesforce, Gmail, and Outlook. It ingests this communication data into a secure V7 Go Knowledge Hub for analysis.
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How does it connect to our email and CRM systems?
The agent connects via secure, permissioned APIs to platforms like DealCloud, Affinity, Salesforce, Gmail, and Outlook. It ingests this communication data into a secure V7 Go Knowledge Hub for analysis.
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Is our communication data kept private?
Absolutely. Your firm's relationship data is highly sensitive. All processing and analysis occurs within your secure, private V7 Go environment. This information is never shared or used to train external models.
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Is our communication data kept private?
Absolutely. Your firm's relationship data is highly sensitive. All processing and analysis occurs within your secure, private V7 Go environment. This information is never shared or used to train external models.
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Is our communication data kept private?
Absolutely. Your firm's relationship data is highly sensitive. All processing and analysis occurs within your secure, private V7 Go environment. This information is never shared or used to train external models.
+
Is our communication data kept private?
Absolutely. Your firm's relationship data is highly sensitive. All processing and analysis occurs within your secure, private V7 Go environment. This information is never shared or used to train external models.
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Can it distinguish between different people with the same name?
Yes. The agent uses contextual information, such as the company they work for, their email address, and the content of the conversation, to accurately differentiate between individuals with similar names.
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Can it distinguish between different people with the same name?
Yes. The agent uses contextual information, such as the company they work for, their email address, and the content of the conversation, to accurately differentiate between individuals with similar names.
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Can it distinguish between different people with the same name?
Yes. The agent uses contextual information, such as the company they work for, their email address, and the content of the conversation, to accurately differentiate between individuals with similar names.
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Can it distinguish between different people with the same name?
Yes. The agent uses contextual information, such as the company they work for, their email address, and the content of the conversation, to accurately differentiate between individuals with similar names.
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How does it create a summary of a past conversation?
It uses advanced language models to read the content of an email thread or meeting transcript and generate a concise, structured summary of the key topics, decisions, and action items that were discussed.
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How does it create a summary of a past conversation?
It uses advanced language models to read the content of an email thread or meeting transcript and generate a concise, structured summary of the key topics, decisions, and action items that were discussed.
+
How does it create a summary of a past conversation?
It uses advanced language models to read the content of an email thread or meeting transcript and generate a concise, structured summary of the key topics, decisions, and action items that were discussed.
+
How does it create a summary of a past conversation?
It uses advanced language models to read the content of an email thread or meeting transcript and generate a concise, structured summary of the key topics, decisions, and action items that were discussed.
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What's the difference between this and our CRM?
A CRM is a database that relies on manual data entry. This agent is the intelligence layer that automatically populates that database. It reads your unstructured communications and turns them into the structured data your CRM needs to be effective.
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What's the difference between this and our CRM?
A CRM is a database that relies on manual data entry. This agent is the intelligence layer that automatically populates that database. It reads your unstructured communications and turns them into the structured data your CRM needs to be effective.
+
What's the difference between this and our CRM?
A CRM is a database that relies on manual data entry. This agent is the intelligence layer that automatically populates that database. It reads your unstructured communications and turns them into the structured data your CRM needs to be effective.
+
What's the difference between this and our CRM?
A CRM is a database that relies on manual data entry. This agent is the intelligence layer that automatically populates that database. It reads your unstructured communications and turns them into the structured data your CRM needs to be effective.
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How far back can it search in our email archives?
The agent can be configured to ingest and analyze your entire historical archive of communications, allowing it to build a complete relationship history from the very first interaction.
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How far back can it search in our email archives?
The agent can be configured to ingest and analyze your entire historical archive of communications, allowing it to build a complete relationship history from the very first interaction.
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How far back can it search in our email archives?
The agent can be configured to ingest and analyze your entire historical archive of communications, allowing it to build a complete relationship history from the very first interaction.
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How far back can it search in our email archives?
The agent can be configured to ingest and analyze your entire historical archive of communications, allowing it to build a complete relationship history from the very first interaction.
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