PE Screening & Deal Flow Agent
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.
Ideal for
Private Equity
Investment Banking
Venture Capital
See PE Screening & Deal Flow Agent in action
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See PE Screening & Deal Flow Agent in action
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Monday Morning Deal Flow
See PE Screening & Deal Flow Agent in action
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Time comparison
Traditional way
2-4 hours per CIM
With V7 Go agents
5 minutes
Average time saved
95%
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.
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.
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.
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.
Analyzes key investment documents
To automate your deal screening process.
Get started
Import your files
DealCloud
,
Salesforce
,
Affinity
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
More agents
Explore more agents to help you accelerate your investment workflow
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Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
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.
Finance
•
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.
Finance
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Operational Risk Detection
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IT Infrastructure Analysis
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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
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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
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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
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Automated Data Extraction
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Template Formatting
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Criteria Mapping
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AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
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Tax Code Verification
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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
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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
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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
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Automated Portfolio Reporting
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Performance Consolidation
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Investor Reporting
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AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
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Automated Portfolio Reporting
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Performance Consolidation
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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
