PE Screening & Deal Flow Agent
Never miss a good deal again
Never miss a good deal again
Delegate your top-of-funnel deal analysis to a specialized AI agent. It automatically reads every incoming CIM, extracts key financial and operating metrics, and scores the opportunity against your firm's specific investment criteria.
Why V7 Go
Why V7 Go
Automated CIM Processing
Reads Confidential Information Memorandums (CIMs) and teasers in any format, automatically extracting key data like company description, financials, and transaction rationale.
Automated CIM Processing
Reads Confidential Information Memorandums (CIMs) and teasers in any format, automatically extracting key data like company description, financials, and transaction rationale.
Automated CIM Processing
Reads Confidential Information Memorandums (CIMs) and teasers in any format, automatically extracting key data like company description, financials, and transaction rationale.
Investment Thesis Scoring
Compares each opportunity against your firm's specific investment criteria (e.g., industry, revenue size, margin profile, geography) to generate a quantitative score.
Investment Thesis Scoring
Compares each opportunity against your firm's specific investment criteria (e.g., industry, revenue size, margin profile, geography) to generate a quantitative score.
Investment Thesis Scoring
Compares each opportunity against your firm's specific investment criteria (e.g., industry, revenue size, margin profile, geography) to generate a quantitative score.
Automated Triage (Pass / Review)
Creates a systematic first-pass filter, automatically giving a 'Pass' to deals that don't fit your mandate and flagging on-thesis deals for immediate human review.
Automated Triage (Pass / Review)
Creates a systematic first-pass filter, automatically giving a 'Pass' to deals that don't fit your mandate and flagging on-thesis deals for immediate human review.
Automated Triage (Pass / Review)
Creates a systematic first-pass filter, automatically giving a 'Pass' to deals that don't fit your mandate and flagging on-thesis deals for immediate human review.
Financial & Operating Metric Extraction
Goes beyond high-level financials to extract granular KPIs from the CIM, such as customer churn, LTV/CAC ratios, and other key operating metrics.
Financial & Operating Metric Extraction
Goes beyond high-level financials to extract granular KPIs from the CIM, such as customer churn, LTV/CAC ratios, and other key operating metrics.
Financial & Operating Metric Extraction
Goes beyond high-level financials to extract granular KPIs from the CIM, such as customer churn, LTV/CAC ratios, and other key operating metrics.
Red Flag & Deal-Breaker Identification
Scans the entire document for your predefined red flags, such as customer concentration, declining growth, or significant management turnover, surfacing risks upfront.
Red Flag & Deal-Breaker Identification
Scans the entire document for your predefined red flags, such as customer concentration, declining growth, or significant management turnover, surfacing risks upfront.
Red Flag & Deal-Breaker Identification
Scans the entire document for your predefined red flags, such as customer concentration, declining growth, or significant management turnover, surfacing risks upfront.
CRM & Pipeline Integration
Delivers clean, structured data on every screened deal directly into your CRM or pipeline management tool (like DealCloud or Salesforce), eliminating manual data entry.
CRM & Pipeline Integration
Delivers clean, structured data on every screened deal directly into your CRM or pipeline management tool (like DealCloud or Salesforce), eliminating manual data entry.
CRM & Pipeline Integration
Delivers clean, structured data on every screened deal directly into your CRM or pipeline management tool (like DealCloud or Salesforce), eliminating manual data entry.
Why V7 Go
Analyzes key investment documents
To automate your deal screening process.
Workflow
Workflow
Import your files
DealCloud
,
Salesforce
,
Affinity
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
2-4 hours per CIM
2-4 hours per CIM
With V7 Go agents
5 minutes
5 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Systematically analyze every deal
to find the hidden gems
Lean private equity teams are being overwhelmed by a high volume of deal flow, causing them to miss opportunities. Analysts simply lack the capacity to manually review every Confidential Information Memorandum (CIM) that hits their inbox. This creates a massive bottleneck at the top of the funnel, forcing teams to make quick, superficial judgments and inevitably letting good deals slip through the cracks. V7 Go's PE Screening Agent automates the entire top-of-funnel analysis, ensuring every single deal gets a thorough, data-driven first look in minutes.
Private Equity Associates & VPs
Stop wasting your time on low-potential deals. Automate the top-of-funnel screening process so you can focus your analytical firepower on the opportunities that truly fit your thesis.
Private Equity Associates & VPs
Stop wasting your time on low-potential deals. Automate the top-of-funnel screening process so you can focus your analytical firepower on the opportunities that truly fit your thesis.
Private Equity Associates & VPs
Stop wasting your time on low-potential deals. Automate the top-of-funnel screening process so you can focus your analytical firepower on the opportunities that truly fit your thesis.
Private Equity Associates & VPs
Stop wasting your time on low-potential deals. Automate the top-of-funnel screening process so you can focus your analytical firepower on the opportunities that truly fit your thesis.
Sourcing Teams & Investment Bankers
Gain the capacity to evaluate a much wider pipeline of opportunities. Ensure every inbound deal gets a fair, data-driven look, and provide faster, more thoughtful feedback to your sources.
Sourcing Teams & Investment Bankers
Gain the capacity to evaluate a much wider pipeline of opportunities. Ensure every inbound deal gets a fair, data-driven look, and provide faster, more thoughtful feedback to your sources.
Sourcing Teams & Investment Bankers
Gain the capacity to evaluate a much wider pipeline of opportunities. Ensure every inbound deal gets a fair, data-driven look, and provide faster, more thoughtful feedback to your sources.
Sourcing Teams & Investment Bankers
Gain the capacity to evaluate a much wider pipeline of opportunities. Ensure every inbound deal gets a fair, data-driven look, and provide faster, more thoughtful feedback to your sources.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
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 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
Never miss a good deal again
Never miss a good deal again
Never miss a good deal again
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 the agent handle the huge variation in CIM formats from different banks?
It's designed specifically for this challenge. The agent uses AI to understand the context and structure of a CIM, allowing it to find the 'Financials' or 'Customers' section regardless of the banker's template or where it's located in the document.
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How does the agent handle the huge variation in CIM formats from different banks?
It's designed specifically for this challenge. The agent uses AI to understand the context and structure of a CIM, allowing it to find the 'Financials' or 'Customers' section regardless of the banker's template or where it's located in the document.
+
How does the agent handle the huge variation in CIM formats from different banks?
It's designed specifically for this challenge. The agent uses AI to understand the context and structure of a CIM, allowing it to find the 'Financials' or 'Customers' section regardless of the banker's template or where it's located in the document.
+
How does the agent handle the huge variation in CIM formats from different banks?
It's designed specifically for this challenge. The agent uses AI to understand the context and structure of a CIM, allowing it to find the 'Financials' or 'Customers' section regardless of the banker's template or where it's located in the document.
+
How do we define our firm's investment thesis for the agent?
You provide your criteria in a simple format to a V7 Go Knowledge Hub. This can include quantitative rules (e.g., 'EBITDA margin > 15%') and qualitative rules (e.g., 'Industry must be enterprise SaaS'). The agent uses this as its playbook.
+
How do we define our firm's investment thesis for the agent?
You provide your criteria in a simple format to a V7 Go Knowledge Hub. This can include quantitative rules (e.g., 'EBITDA margin > 15%') and qualitative rules (e.g., 'Industry must be enterprise SaaS'). The agent uses this as its playbook.
+
How do we define our firm's investment thesis for the agent?
You provide your criteria in a simple format to a V7 Go Knowledge Hub. This can include quantitative rules (e.g., 'EBITDA margin > 15%') and qualitative rules (e.g., 'Industry must be enterprise SaaS'). The agent uses this as its playbook.
+
How do we define our firm's investment thesis for the agent?
You provide your criteria in a simple format to a V7 Go Knowledge Hub. This can include quantitative rules (e.g., 'EBITDA margin > 15%') and qualitative rules (e.g., 'Industry must be enterprise SaaS'). The agent uses this as its playbook.
+
Does this agent make investment decisions for us?
No. It automates the laborious screening and data extraction process. It provides a data-driven recommendation ('Pass' or 'Review'), but the final strategic decision to spend time on a deal always rests with your human investment professionals.
+
Does this agent make investment decisions for us?
No. It automates the laborious screening and data extraction process. It provides a data-driven recommendation ('Pass' or 'Review'), but the final strategic decision to spend time on a deal always rests with your human investment professionals.
+
Does this agent make investment decisions for us?
No. It automates the laborious screening and data extraction process. It provides a data-driven recommendation ('Pass' or 'Review'), but the final strategic decision to spend time on a deal always rests with your human investment professionals.
+
Does this agent make investment decisions for us?
No. It automates the laborious screening and data extraction process. It provides a data-driven recommendation ('Pass' or 'Review'), but the final strategic decision to spend time on a deal always rests with your human investment professionals.
+
How accurate is the financial data it extracts from CIMs?
It achieves very high accuracy on financial data by using advanced table extraction technology. Every number it extracts is also visually grounded, providing a one-click citation back to the source table in the original CIM for instant verification.
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How accurate is the financial data it extracts from CIMs?
It achieves very high accuracy on financial data by using advanced table extraction technology. Every number it extracts is also visually grounded, providing a one-click citation back to the source table in the original CIM for instant verification.
+
How accurate is the financial data it extracts from CIMs?
It achieves very high accuracy on financial data by using advanced table extraction technology. Every number it extracts is also visually grounded, providing a one-click citation back to the source table in the original CIM for instant verification.
+
How accurate is the financial data it extracts from CIMs?
It achieves very high accuracy on financial data by using advanced table extraction technology. Every number it extracts is also visually grounded, providing a one-click citation back to the source table in the original CIM for instant verification.
+
Can it screen deals coming in via email?
Yes. You can set up a workflow where the agent monitors a specific inbox (e.g., deals@yourfirm.com), automatically processes every new CIM attachment that arrives, and delivers the triage summary to your team.
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Can it screen deals coming in via email?
Yes. You can set up a workflow where the agent monitors a specific inbox (e.g., deals@yourfirm.com), automatically processes every new CIM attachment that arrives, and delivers the triage summary to your team.
+
Can it screen deals coming in via email?
Yes. You can set up a workflow where the agent monitors a specific inbox (e.g., deals@yourfirm.com), automatically processes every new CIM attachment that arrives, and delivers the triage summary to your team.
+
Can it screen deals coming in via email?
Yes. You can set up a workflow where the agent monitors a specific inbox (e.g., deals@yourfirm.com), automatically processes every new CIM attachment that arrives, and delivers the triage summary to your team.
+
What's the output? Do we just get a 'Pass' or 'Review' score?
You get a comprehensive summary for every deal. This includes the Pass/Review recommendation, the extracted financial data, and a summary of how the company scored against each of your investment criteria, allowing for a quick, informed decision.
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What's the output? Do we just get a 'Pass' or 'Review' score?
You get a comprehensive summary for every deal. This includes the Pass/Review recommendation, the extracted financial data, and a summary of how the company scored against each of your investment criteria, allowing for a quick, informed decision.
+
What's the output? Do we just get a 'Pass' or 'Review' score?
You get a comprehensive summary for every deal. This includes the Pass/Review recommendation, the extracted financial data, and a summary of how the company scored against each of your investment criteria, allowing for a quick, informed decision.
+
What's the output? Do we just get a 'Pass' or 'Review' score?
You get a comprehensive summary for every deal. This includes the Pass/Review recommendation, the extracted financial data, and a summary of how the company scored against each of your investment criteria, allowing for a quick, informed decision.
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