PitchBook MCP — AI-Powered AI Investment Deal Intelligence

Launching Skills empowering our agents

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A new framework for building AI agents.

MCP

Your MCP for

PitchBook

V7 Go acts as an AI-powered MCP within PitchBook, enabling ai investment deal intelligence automation. New Signal in PitchBook → AI analysis and intelligent action, all within your existing workflow.

Your app/MCP

PitchBook

Connect PitchBook to V7 Go and automate investment analysis, deal evaluation, and financial research workflows to accelerate investment decisions.

Operations

Deal Screening

Investment Thesis Generation

Market Research Automation

Agentic AI

V7 Go

Deploy AI agents inside PitchBook to analyze deal signals, benchmark companies, and generate investment thesis summaries in real time.

Operations

Agentic AI

Document Automation

Workflow Orchestration

Example Workflow

PitchBook

AI Investment Deal Intelligence Example

Popular workflows

Example

Input

New Signal

AI Agent

Output

Input

New Signal

New Event

Emit new event when an event with subscribed event source triggered on a target.

New Signal

AI Agent

AI Investment Analysis Agent

Analyze & Synthesize

Detect new deal signal and extract company and market data

Benchmark company against peer set on key financial metrics

Assess market positioning and competitive differentiation

Evaluate strategic fit against investment mandate criteria

Generate investment thesis summary with risks and opportunity score

Analysis complete

Output

PitchBook

Benchmark company, assess fit, and generate investment thesis in PitchBook

All actions triggered by agent

See how V7 Go works inside PitchBook to automate ai investment deal intelligence.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

Meet the agents powering AI Investment Deal Intelligence

Popular workflows

Blue and purple gradient with grain texture.

AI Financial Due Diligence Agent

AI Financial Due Diligence Agent | Automate VDR Analysis | V7 Go

Finance

Automated Data Room Processing

Financial Statement Spreading

Red Flag Identification

Add to workflow

Abstract blue and purple gradient background

Legal Risk Identification Agent

AI Legal Risk Identification Agent | Automate Risk Assessment | V7 Go

Legal

Contextual Risk Analysis

Liability & Indemnity Flagging

Customizable Risk Playbooks

Add to workflow

Gradient of yellow to gray and blue hues with subtle noise texture.

AI Investment Analysis Agent

AI Investment Analysis Agent | Synthesize Financial Research | V7 Go

Finance

Bull vs. Bear Case Synthesis

Earnings Call Analysis

Contrarian View Identification

Add to workflow

AI Financial Due Diligence Agent

AI Financial Due Diligence Agent | Automate VDR Analysis | V7 Go

Finance

Automated Data Room Processing

Financial Statement Spreading

Red Flag Identification

Add to workflow

AI Investment Analysis Agent

AI Investment Analysis Agent | Synthesize Financial Research | V7 Go

Finance

Bull vs. Bear Case Synthesis

Earnings Call Analysis

Contrarian View Identification

Add to workflow

Legal Risk Identification Agent

AI Legal Risk Identification Agent | Automate Risk Assessment | V7 Go

Legal

Contextual Risk Analysis

Liability & Indemnity Flagging

Customizable Risk Playbooks

Add to workflow

Actions & Triggers

Build powerful automations with

PitchBook

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

Agents trigger automated actions in your apps

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Get started

Ready to supercharge

your

PitchBook

Transform your Investment workflow

V7 Go + PitchBook MCP delivers intelligent investment / finance automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

PitchBook

Transform your Investment workflow

V7 Go + PitchBook MCP delivers intelligent investment / finance automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

PitchBook

Transform your Investment workflow

V7 Go + PitchBook MCP delivers intelligent investment / finance automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

PitchBook

Transform your Investment workflow

V7 Go + PitchBook MCP delivers intelligent investment / finance automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go handle New Signal inside PitchBook?

V7 Go acts as an AI intelligence layer directly within PitchBook, analyzing each New Signal in real time. The ai-investment-analysis-agent extracts key signals, identifies patterns, and determines the optimal automated action—all without leaving your PitchBook environment.

Can I customize the AI Investment Deal Intelligence logic?

Absolutely. V7 Go's MCP configuration lets you define custom prompts, business rules, escalation thresholds, and decision criteria that match your exact Investment / Finance workflows. No coding required.

What happens when the AI needs human input?

V7 Go surfaces uncertain cases for human review with full AI reasoning shown. Your team reviews, approves, or overrides—and each decision trains the system to handle similar cases automatically going forward.

How does the output get written back to PitchBook?

V7 Go executes actions directly within PitchBook using its native API—updating records, creating tasks, posting notes, or triggering downstream workflows—within seconds of the triggering event.

Is my data secure with V7 Go MCP?

Yes. V7 Go processes all PitchBook data within your secure infrastructure. Sensitive fields can be masked or excluded, and all data is encrypted in transit and at rest to enterprise security standards.

How quickly will I see ROI from AI Investment Deal Intelligence?

Most teams see measurable time savings within the first week—fewer manual tasks, faster response times, and higher data quality. Strategic impact from better Investment / Finance decisions typically compounds over the first quarter.

Partner program

Become a V7 Go Revenue Growth MCP Partner

Join our revenue partner ecosystem and help your clients build intelligent pipeline management, deal coaching, and sales automation workflows.