Claude is where you ask.
V7 Go is where your company memory works.
Run V7 workflows and query company knowledge directly from Claude.
Bring V7’s operational memory into Claude
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 & market commentary
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
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 Claude 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 Claude and give it access to the workflow environment.
Connect
Prompt
Build
Deploy
Start in seconds
Start in seconds
No API keys. No configuration files. Just connect and go.
V7
New
Operational AI for the investment lifecycle.
1
Open Connectors
In Claude’s sidebar, search “V7 Go”.
V7
New
Operational AI for the investment lifecycle.
1
Open Connectors
In Claude’s sidebar, search “V7 Go”.
Authorize V7 Go
2
Authorize V7 Go
OAuth into V7 and pick your workspace.
Authorize V7 Go
2
Authorize V7 Go
OAuth into V7 and pick your workspace.
Write message…
Sonnet 4.6
3
Ask Claude to use V7
Mention V7 Go in any chat to query memory or run a workflow.in any chat to call an agent.
Write message…
Sonnet 4.6
3
Ask Claude to use V7
Mention V7 Go in any chat to query memory or run a workflow.in any chat to call an agent.
Things to say to
Things to say to
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
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