Combine Apps

Combine Apps

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PitchBook

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PitchBook

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PitchBook

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PitchBook

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Notion Integration

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Notion Integration

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Notion Integration

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Notion Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Connect Salesforce to Bloomerang with

Connect Salesforce to Bloomerang with

Transform PitchBook deal signals into structured investment research entries in Notion with AI-generated thesis summaries.

Example Workflow

Example Workflow

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PitchBook

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PitchBook

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PitchBook

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Notion

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Notion

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Notion

Investment Research Database Example

Investment Research Database Example

Investment Research Database Example

Popular workflows

Example

Input

New Deal Signal

AI Agent

Output

Input

New Deal Signal

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New Event

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

Deal Research

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AI Agent

AI Investment Analysis Agent

Analyze & Document

Extract company profile, funding details, and market positioning

Analyze financial metrics, growth trajectory, and competitive landscape

Assess strategic fit against investment thesis criteria

Generate concise investment thesis with strengths and risks

Log structured research entry to Notion deal database

Analysis complete

Output

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Notion

create-page-from-database-notion, update-page-notion

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Create Page from Database

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Update Page

All actions triggered by agent

See how PitchBook and Notion work together to build a structured deal research pipeline.

See how PitchBook and Notion work together to build a structured deal research pipeline.

See how PitchBook and Notion work together to build a structured deal research pipeline.

Agent Library

Agent Library

A library of

A library of

A library of

Agents

Agents

Agents

for every workflow

for every workflow

for every workflow

Meet the agents powering Investment Research Automation

Meet the agents powering Investment Research Automation

Meet the agents powering Investment Research Automation

Get started

Ready to connect

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PitchBook

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Notion

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Transform your Investment workflow

V7 Go + PitchBook + Notion delivers intelligent research automation that turns deal signals into structured investment intelligence instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Logo

PitchBook

and

Logo

Notion

?

Transform your Investment workflow

V7 Go + PitchBook + Notion delivers intelligent research automation that turns deal signals into structured investment intelligence instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Logo

PitchBook

and

Logo

Notion

?

Transform your Investment workflow

V7 Go + PitchBook + Notion delivers intelligent research automation that turns deal signals into structured investment intelligence instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Logo

PitchBook

and

Logo

Notion

?

Transform your Investment workflow

V7 Go + PitchBook + Notion delivers intelligent research automation that turns deal signals into structured investment intelligence instantly.

30-minute session

Personalized setup

Live demonstration

  • 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

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

Help

Have questions?

Have questions?

Find answers.

Find answers.

Any more questions?

How does V7 Go handle New Deal Signal from PitchBook?

V7 Go uses AI to analyze each New Deal Signal in real time, extracting key business signals and context. The ai-investment-analysis-agent processes the data, identifies patterns, and determines the optimal action—all without manual intervention.

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Can I customize the Investment Research Automation logic?

Absolutely. You can customize prompts, business rules, and decision thresholds through V7 Go's intuitive configuration interface. Tailor the workflow to match your exact Investment / Finance processes and team preferences.

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What happens if the AI can't decide on a next action?

V7 Go flags uncertain cases for human review with full reasoning shown. Your team reviews and approves, which trains the system to handle similar situations automatically in the future.

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How does Notion get updated with the results?

Once the AI completes its analysis, V7 Go automatically executes the configured Notion actions—whether that's creating records, sending notifications, or updating existing data—in seconds.

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What if my data is sensitive or confidential?

V7 Go processes data within your secure infrastructure. Sensitive fields can be masked or excluded from AI analysis. All data is encrypted in transit and at rest, meeting enterprise security standards.

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How quickly does Investment Research Automation ROI show up?

Most teams see productivity gains within days—fewer manual tasks, faster decisions, better accuracy. Revenue impact (through faster collections, fewer errors, better compliance) typically follows within the first billing cycle.

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