AI DCF Modeling Agent
Delegate the most tedious part of financial modeling to a specialized AI agent. It reads a company's financial filings, extracts up to five years of historical data, and populates it directly into your firm's proprietary DCF Excel template.
Ideal for
Investment Banking
Private Equity
Equity Research
See AI Discounted Cash Flow (DCF) Modeling Agent in action
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See AI Discounted Cash Flow (DCF) Modeling Agent in action
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DCF Model Setup
See AI Discounted Cash Flow (DCF) Modeling Agent in action
Play video
Time comparison
Traditional way
4-6 hours per model
With V7 Go agents
10 minutes
Average time saved
95%
Why V7 Go
Automated Financial Spreading
Reads income statements, balance sheets, and cash flow statements from any source and automatically populates the data into your firm's specific Excel model.
Automated Financial Spreading
Reads income statements, balance sheets, and cash flow statements from any source and automatically populates the data into your firm's specific Excel model.
Historical Data Normalization
Intelligently maps non-standard line items from a company's statements to your chart of accounts and flags non-recurring items for more accurate forecasting.
Historical Data Normalization
Intelligently maps non-standard line items from a company's statements to your chart of accounts and flags non-recurring items for more accurate forecasting.
Working Capital Schedule Population
Extracts all necessary historical data from the balance sheet and income statement to fully populate the working capital schedule in your DCF model.
Working Capital Schedule Population
Extracts all necessary historical data from the balance sheet and income statement to fully populate the working capital schedule in your DCF model.
Guidance & Assumption Extraction
Scans the MD&A and footnotes to find management's commentary and explicit guidance on future growth, margins, and capex to help inform your projections.
Guidance & Assumption Extraction
Scans the MD&A and footnotes to find management's commentary and explicit guidance on future growth, margins, and capex to help inform your projections.
WACC & Comps Data Integration
Connects to financial data terminals to pull in the inputs needed for your WACC calculation (beta, risk-free rate) and trading multiples from comparable companies.
WACC & Comps Data Integration
Connects to financial data terminals to pull in the inputs needed for your WACC calculation (beta, risk-free rate) and trading multiples from comparable companies.
Fully-Cited Excel Model
Every historical number populated in your Excel file is hyperlinked or commented with a direct citation to the exact page and line item in the source 10-K, ensuring perfect auditability.
Fully-Cited Excel Model
Every historical number populated in your Excel file is hyperlinked or commented with a direct citation to the exact page and line item in the source 10-K, ensuring perfect auditability.
Reads SEC filings and financial reports
To automatically build the foundation of your DCF model.
Get started
Import your files
Microsoft Excel
,
S&P Capital IQ
,
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
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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
