Claude is where you ask.
V7 Go is where your company memory works.
Run V7 workflows and query company knowledge directly from Claude.
Shaping the
future
of investment intelligence
Shaping the
future
of investment intelligence
Shaping the
future
of investment intelligence
Bring V7’s operational memory into Claude
Structured. Searchable. Auditable.
V7 Go connects your documents, data rooms, workflows, and integrations into one operational system of record. Claude can read from it, reason over it, and trigger structured workflows — without switching tools.
Write message…
Sonnet 4.6
Ask in Claude
Prompt V7 Go from any Claude conversation.
V7 memory activates
Portfolio databases
Filings & earnings transcripts
Data rooms & IC memos
Financial models
Market & pricing data
Decks & investment memos
News
Your firm’s knowledge graph comes online.
Structured output appears
The answer becomes usable work.
V7 Go is your system of record for AI work
Claude is great for conversation. V7 Go makes that conversation operational.
It gives Claude access to the structured memory behind your work: the documents, data, workflows, citations, and decisions your team depends on.
Ask Claude. Query V7. Get cited answers.
Use Claude to search across the full memory of your investment lifecycle:
Any document
Data rooms
CRM records
IC memos
Financials
Diligence notes
Source citations
Investment memos
Claude becomes the interface. V7 Go remains the source of truth.
Ask Claude. Query V7. Get cited answers.
Any document
Data rooms
CRM records
IC memos
Financials
Diligence notes
Source citations
Investment memos
Claude becomes the interface. V7 Go remains the source of truth.
Run workflows from Claude
Claude can do more than answer questions. It can trigger V7 Go workflows that follow your firm’s actual process.
Screen CIMs
Draft IC memos
Build tear sheets
Extract financials
Review data rooms
Create risk dashboard
Structured workflows. Run from natural language.
Run workflows from Claude
Screen CIMs
Draft IC memos
Build tear sheets
Extract financials
Review data rooms
Create risk dashboard
Structured workflows. Run from natural language.
Your company memory, available in every Claude chat
Instead of uploading files again, searching folders, or rebuilding context from scratch, Claude can query V7 Go directly.
Ask questions like:
“Summarize what we know about this company.”
“Pull the latest financials from the data room.”
“Compare this CIM against our past IC memos.”
“Find the source behind this revenue figure.”
Every answer stays connected to the underlying source.
Your company memory, available in every Claude chat
Ask questions like:
“Summarize what we know about this company.”
“Pull the latest financials from the data room.”
“Compare this CIM against our past IC memos.”
“Find the source behind this revenue figure.”
Every answer stays connected to the underlying source.
Build Workflows in Claude
Claude can do more than answer questions. It can trigger V7 Go workflows that follow your firm’s actual process.
How can I help you today?
Sonnet 4.6
1
Connect V7 Go
Pick the V7 Go connector inside your AI assistant and give it access to the workflow environment.
Connect
Prompt
Build
Deploy
How can I help you today?
Sonnet 4.6
1
Connect V7 Go
Pick the V7 Go connector inside your AI assistant and give it access to the workflow environment.
Connect
Prompt
Build
Deploy
Connect through V7’s regional MCP endpoint
Follow the official setup guide, authorize your workspace through OAuth, and start with a governed V7 workflow.
V7
New
Auditable enterprise workflows.
1
Add the V7 connector
Paste the EU or US endpoint from the setup guide.
V7
New
Auditable enterprise workflows.
1
Add the V7 connector
Paste the EU or US endpoint from the setup guide.
Authorize V7 Go
2
Authorize V7
Sign in with OAuth and select a V7 workspace.
Authorize V7 Go
2
Authorize V7
Sign in with OAuth and select a V7 workspace.
Write message…
Sonnet 4.6
3
Run a workflow
Ask your assistant to build, configure, or run an authorized workflow.
Write message…
Sonnet 4.6
3
Run a workflow
Ask your assistant to build, configure, or run an authorized workflow.
Things to say to Claude
Copy any prompt and run it in your Claude workspace.
"Screen this CIM"
What
does
"Draft the IC memo"
What
does
“What do we know about this company?”
What
does
“Find the source for this number”
What
does
V7 Complements Claude, OpenAI & Gemini
V7 works alongside Claude, OpenAI, and Gemini—helping agents perform better with less overhead. In comparative testing with Claude, V7 Go delivered higher accuracy while using 5× fewer tokens.
Claude
OpenAI
Gemini
Claude alone
Claude with V7 Go
Deal lifecycle coverage
One-off analysis, no pipeline
Screening → Diligence → Monitoring
CIM and data room analysis
One document per conversation
Every document, treated the same
Engineering dependency
You build and maintain the pipeline
Configure fields, no code
Integration ecosystem
FactSet, Capital IQ, PitchBook, Office
Same sources, plus MCP write-back
Time to value
Instant solo, slow to productionize
Working pipeline the same day
Summary
Great assistant, nondeterministic
Infrastructure for repeatable output
Bring your own Anthropic key
Pick Claude per field
Drive it back from Claude over MCP
Built for finance teams. Automates the full deal lifecycle end-to-end, out of the box.
Claude
OpenAI
Gemini
Claude alone
Claude with V7 Go
Deal lifecycle coverage
One-off analysis, no pipeline
Screening → Diligence → Monitoring
CIM and data room analysis
One document per conversation
Every document, treated the same
Engineering dependency
You build and maintain the pipeline
Configure fields, no code
Integration ecosystem
FactSet, Capital IQ, PitchBook, Office
Same sources, plus MCP write-back
Time to value
Instant solo, slow to productionize
Working pipeline the same day
Summary
Great assistant, nondeterministic
Infrastructure for repeatable output
Bring your own Anthropic key
Pick Claude per field
Drive it back from Claude over MCP
Built for finance teams. Automates the full deal lifecycle end-to-end, out of the box.
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
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
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