AI Due Diligence Agent
Process entire data rooms in minutes, not days
Process entire data rooms in minutes, not days
V7 Go's due diligence agent analyzes complex deal documents to verify financial data, organize information systematically, and flag potential risks. Link every insight to its exact source page for instant verification.
Why V7 Go
Why V7 Go
Financial Verification
Automatically extract and verify financial metrics from CIMs, statements, and presentations. The agent identifies inconsistencies across documents and reconciles numbers to ensure accuracy and completeness.
Financial Verification
Automatically extract and verify financial metrics from CIMs, statements, and presentations. The agent identifies inconsistencies across documents and reconciles numbers to ensure accuracy and completeness.
Financial Verification
Automatically extract and verify financial metrics from CIMs, statements, and presentations. The agent identifies inconsistencies across documents and reconciles numbers to ensure accuracy and completeness.
Document Organization
Transform chaotic data rooms into structured repositories. The agent categorizes documents, creates cross-references, and builds a navigable information architecture for efficient analysis.
Document Organization
Transform chaotic data rooms into structured repositories. The agent categorizes documents, creates cross-references, and builds a navigable information architecture for efficient analysis.
Document Organization
Transform chaotic data rooms into structured repositories. The agent categorizes documents, creates cross-references, and builds a navigable information architecture for efficient analysis.
Risk Flagging
Identify potential red flags and areas requiring deeper investigation. The agent detects unusual financial patterns, inconsistent statements, missing information, and other risk indicators.
Risk Flagging
Identify potential red flags and areas requiring deeper investigation. The agent detects unusual financial patterns, inconsistent statements, missing information, and other risk indicators.
Risk Flagging
Identify potential red flags and areas requiring deeper investigation. The agent detects unusual financial patterns, inconsistent statements, missing information, and other risk indicators.
Multi-Format Processing
Analyze any file format—from scanned PDFs and Excel sheets to PowerPoints and images of tables. The agent handles the mixed-format reality of real-world data rooms without manual conversion.
Multi-Format Processing
Analyze any file format—from scanned PDFs and Excel sheets to PowerPoints and images of tables. The agent handles the mixed-format reality of real-world data rooms without manual conversion.
Multi-Format Processing
Analyze any file format—from scanned PDFs and Excel sheets to PowerPoints and images of tables. The agent handles the mixed-format reality of real-world data rooms without manual conversion.
Source Verification
Link every extracted data point and insight to its exact location in source documents. Eliminate manual hunting through PDFs to verify numbers and statements with one-click verification.
Source Verification
Link every extracted data point and insight to its exact location in source documents. Eliminate manual hunting through PDFs to verify numbers and statements with one-click verification.
Source Verification
Link every extracted data point and insight to its exact location in source documents. Eliminate manual hunting through PDFs to verify numbers and statements with one-click verification.
Comprehensive Summaries
Generate structured summaries and transform extracted insights into clear, evidence-based memos for deal evaluation. Present complex findings in digestible formats for faster decision-making.
Comprehensive Summaries
Generate structured summaries and transform extracted insights into clear, evidence-based memos for deal evaluation. Present complex findings in digestible formats for faster decision-making.
Comprehensive Summaries
Generate structured summaries and transform extracted insights into clear, evidence-based memos for deal evaluation. Present complex findings in digestible formats for faster decision-making.
Why V7 Go
Documents processed by the AI Due Diligence Agent
Key data extracted during due diligence
Workflow
Workflow
Import your files
Datasite
,
Intralinks
,
Box
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Financial Statements
Financial Statements
Financial Statements
Financial Statements
Pitch Decks
Pitch Decks
Pitch Decks
Pitch Decks
Customer and Supplier Contracts
Customer and Supplier Contracts
Customer and Supplier Contracts
Customer and Supplier Contracts
Management Presentations
Management Presentations
Management Presentations
Management Presentations
Market and Competitive Analysis
Market and Competitive Analysis
Market and Competitive Analysis
Market and Competitive Analysis
Revenue and EBITDA trends
Revenue and EBITDA trends
Revenue and EBITDA trends
Revenue and EBITDA trends
Customer concentration metrics
Customer concentration metrics
Customer concentration metrics
Customer concentration metrics
Unit economics and pricing models
Unit economics and pricing models
Unit economics and pricing models
Unit economics and pricing models
Working capital requirements
Working capital requirements
Working capital requirements
Working capital requirements
Debt structures and obligations
Debt structures and obligations
Debt structures and obligations
Debt structures and obligations
Growth projections and assumptions
Growth projections and assumptions
Growth projections and assumptions
Growth projections and assumptions
Cost structure breakdown
Cost structure breakdown
Cost structure breakdown
Cost structure breakdown
Regulatory compliance status
Regulatory compliance status
Regulatory compliance status
Regulatory compliance status
Material contracts and commitments
Material contracts and commitments
Material contracts and commitments
Material contracts and commitments
Management team background and tenure
Management team background and tenure
Management team background and tenure
Management team background and tenure
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
3-5 days
3-5 days
With V7 Go agents
4-6 hours
4-6 hours
Average time saved
80%
80%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered solutions
for financial professionals
Investment professionals face overwhelming volumes of unstructured data during due diligence, from 50-page CIMs to massive data rooms filled with financial statements. This process creates bottlenecks where analysts spend days manually extracting data when they should be evaluating deals. V7 Go's due diligence agent automates comprehensive document analysis, performing financial verification, document organization, and risk flagging that enables 3x more deals to be evaluated with the same team.
Private Equity Teams
Process more potential investments and enhance decision quality. Free your deal teams from manual document processing to focus on value creation opportunities and strategic evaluation.
Private Equity Teams
Process more potential investments and enhance decision quality. Free your deal teams from manual document processing to focus on value creation opportunities and strategic evaluation.
Private Equity Teams
Process more potential investments and enhance decision quality. Free your deal teams from manual document processing to focus on value creation opportunities and strategic evaluation.
Private Equity Teams
Process more potential investments and enhance decision quality. Free your deal teams from manual document processing to focus on value creation opportunities and strategic evaluation.
M&A Advisory Firms
Accelerate due diligence processes for clients while improving thoroughness. Create comprehensive analysis reports in hours instead of days, with every insight backed by direct source links.
M&A Advisory Firms
Accelerate due diligence processes for clients while improving thoroughness. Create comprehensive analysis reports in hours instead of days, with every insight backed by direct source links.
M&A Advisory Firms
Accelerate due diligence processes for clients while improving thoroughness. Create comprehensive analysis reports in hours instead of days, with every insight backed by direct source links.
M&A Advisory Firms
Accelerate due diligence processes for clients while improving thoroughness. Create comprehensive analysis reports in hours instead of days, with every insight backed by direct source links.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does the due diligence agent handle complex financial structures and tables?
The agent is specifically designed to understand complex financial tables, charts, and footnotes in documents like CIMs and financial statements. Unlike standard AI solutions that struggle with financial data, our agent recognizes relationships between numbers, understands financial terminologies and metrics like EBITDA across different presentations, and can reconcile data across multiple documents. It extracts not just the numbers, but their context, time periods, and associated notes.
+
How does the due diligence agent handle complex financial structures and tables?
The agent is specifically designed to understand complex financial tables, charts, and footnotes in documents like CIMs and financial statements. Unlike standard AI solutions that struggle with financial data, our agent recognizes relationships between numbers, understands financial terminologies and metrics like EBITDA across different presentations, and can reconcile data across multiple documents. It extracts not just the numbers, but their context, time periods, and associated notes.
+
How does the due diligence agent handle complex financial structures and tables?
The agent is specifically designed to understand complex financial tables, charts, and footnotes in documents like CIMs and financial statements. Unlike standard AI solutions that struggle with financial data, our agent recognizes relationships between numbers, understands financial terminologies and metrics like EBITDA across different presentations, and can reconcile data across multiple documents. It extracts not just the numbers, but their context, time periods, and associated notes.
+
How does the due diligence agent handle complex financial structures and tables?
The agent is specifically designed to understand complex financial tables, charts, and footnotes in documents like CIMs and financial statements. Unlike standard AI solutions that struggle with financial data, our agent recognizes relationships between numbers, understands financial terminologies and metrics like EBITDA across different presentations, and can reconcile data across multiple documents. It extracts not just the numbers, but their context, time periods, and associated notes.
+
Can the due diligence agent process an entire data room for M&A transactions?
Yes, the agent can ingest an entire data room containing hundreds of documents in various formats. It automatically categorizes documents, identifies key financial information across the entire dataset, and creates a structured overview of the target company. The system handles typical data room contents including financial statements, contracts, customer data, employee information, and legal documents, processing what would take a team of analysts days to review in just minutes.
+
Can the due diligence agent process an entire data room for M&A transactions?
Yes, the agent can ingest an entire data room containing hundreds of documents in various formats. It automatically categorizes documents, identifies key financial information across the entire dataset, and creates a structured overview of the target company. The system handles typical data room contents including financial statements, contracts, customer data, employee information, and legal documents, processing what would take a team of analysts days to review in just minutes.
+
Can the due diligence agent process an entire data room for M&A transactions?
Yes, the agent can ingest an entire data room containing hundreds of documents in various formats. It automatically categorizes documents, identifies key financial information across the entire dataset, and creates a structured overview of the target company. The system handles typical data room contents including financial statements, contracts, customer data, employee information, and legal documents, processing what would take a team of analysts days to review in just minutes.
+
Can the due diligence agent process an entire data room for M&A transactions?
Yes, the agent can ingest an entire data room containing hundreds of documents in various formats. It automatically categorizes documents, identifies key financial information across the entire dataset, and creates a structured overview of the target company. The system handles typical data room contents including financial statements, contracts, customer data, employee information, and legal documents, processing what would take a team of analysts days to review in just minutes.
+
How does the agent identify potential risks or red flags during investment verification?
The agent employs multiple risk detection methodologies including: financial consistency checks to identify discrepancies between different statements or time periods; trend analysis to flag unusual patterns or significant deviations; completeness verification to highlight missing data that would typically be expected; and comparative analysis against industry benchmarks when available. Each flagged risk links directly to the source materials that triggered the concern, allowing for immediate verification.
+
How does the agent identify potential risks or red flags during investment verification?
The agent employs multiple risk detection methodologies including: financial consistency checks to identify discrepancies between different statements or time periods; trend analysis to flag unusual patterns or significant deviations; completeness verification to highlight missing data that would typically be expected; and comparative analysis against industry benchmarks when available. Each flagged risk links directly to the source materials that triggered the concern, allowing for immediate verification.
+
How does the agent identify potential risks or red flags during investment verification?
The agent employs multiple risk detection methodologies including: financial consistency checks to identify discrepancies between different statements or time periods; trend analysis to flag unusual patterns or significant deviations; completeness verification to highlight missing data that would typically be expected; and comparative analysis against industry benchmarks when available. Each flagged risk links directly to the source materials that triggered the concern, allowing for immediate verification.
+
How does the agent identify potential risks or red flags during investment verification?
The agent employs multiple risk detection methodologies including: financial consistency checks to identify discrepancies between different statements or time periods; trend analysis to flag unusual patterns or significant deviations; completeness verification to highlight missing data that would typically be expected; and comparative analysis against industry benchmarks when available. Each flagged risk links directly to the source materials that triggered the concern, allowing for immediate verification.
+
Can the due diligence agent integrate with our existing deal management systems?
Yes, the agent integrates with major deal management platforms and virtual data rooms including Datasite, Intralinks, Box, and Dropbox. It can both pull documents from these systems for analysis and push structured findings back into your workflows. Our flexible API also allows for custom integrations with proprietary systems and financial modeling tools.
+
Can the due diligence agent integrate with our existing deal management systems?
Yes, the agent integrates with major deal management platforms and virtual data rooms including Datasite, Intralinks, Box, and Dropbox. It can both pull documents from these systems for analysis and push structured findings back into your workflows. Our flexible API also allows for custom integrations with proprietary systems and financial modeling tools.
+
Can the due diligence agent integrate with our existing deal management systems?
Yes, the agent integrates with major deal management platforms and virtual data rooms including Datasite, Intralinks, Box, and Dropbox. It can both pull documents from these systems for analysis and push structured findings back into your workflows. Our flexible API also allows for custom integrations with proprietary systems and financial modeling tools.
+
Can the due diligence agent integrate with our existing deal management systems?
Yes, the agent integrates with major deal management platforms and virtual data rooms including Datasite, Intralinks, Box, and Dropbox. It can both pull documents from these systems for analysis and push structured findings back into your workflows. Our flexible API also allows for custom integrations with proprietary systems and financial modeling tools.
+
How does the agent handle company research beyond the provided documents?
While the agent primarily focuses on analyzing provided documents, it can be configured to incorporate external research sources. This includes accessing relevant public financial filings, news sources, market reports, and competitive landscape information to provide context for the internal documents. This comprehensive approach ensures your due diligence considers both internal data and external factors that might impact investment decisions.
+
How does the agent handle company research beyond the provided documents?
While the agent primarily focuses on analyzing provided documents, it can be configured to incorporate external research sources. This includes accessing relevant public financial filings, news sources, market reports, and competitive landscape information to provide context for the internal documents. This comprehensive approach ensures your due diligence considers both internal data and external factors that might impact investment decisions.
+
How does the agent handle company research beyond the provided documents?
While the agent primarily focuses on analyzing provided documents, it can be configured to incorporate external research sources. This includes accessing relevant public financial filings, news sources, market reports, and competitive landscape information to provide context for the internal documents. This comprehensive approach ensures your due diligence considers both internal data and external factors that might impact investment decisions.
+
How does the agent handle company research beyond the provided documents?
While the agent primarily focuses on analyzing provided documents, it can be configured to incorporate external research sources. This includes accessing relevant public financial filings, news sources, market reports, and competitive landscape information to provide context for the internal documents. This comprehensive approach ensures your due diligence considers both internal data and external factors that might impact investment decisions.
+
How much time does the due diligence agent typically save compared to manual processes?
On average, the agent reduces document processing and analysis time by 75-85%. What typically takes a team of analysts 3-5 days can be completed in hours. This allows your team to evaluate approximately three times more deals with the same resources, or to focus their expertise on deeper strategic analysis rather than data extraction and verification. The exact time savings vary based on data room complexity, but customers consistently report being able to make faster, more informed investment decisions.
+
How much time does the due diligence agent typically save compared to manual processes?
On average, the agent reduces document processing and analysis time by 75-85%. What typically takes a team of analysts 3-5 days can be completed in hours. This allows your team to evaluate approximately three times more deals with the same resources, or to focus their expertise on deeper strategic analysis rather than data extraction and verification. The exact time savings vary based on data room complexity, but customers consistently report being able to make faster, more informed investment decisions.
+
How much time does the due diligence agent typically save compared to manual processes?
On average, the agent reduces document processing and analysis time by 75-85%. What typically takes a team of analysts 3-5 days can be completed in hours. This allows your team to evaluate approximately three times more deals with the same resources, or to focus their expertise on deeper strategic analysis rather than data extraction and verification. The exact time savings vary based on data room complexity, but customers consistently report being able to make faster, more informed investment decisions.
+
How much time does the due diligence agent typically save compared to manual processes?
On average, the agent reduces document processing and analysis time by 75-85%. What typically takes a team of analysts 3-5 days can be completed in hours. This allows your team to evaluate approximately three times more deals with the same resources, or to focus their expertise on deeper strategic analysis rather than data extraction and verification. The exact time savings vary based on data room complexity, but customers consistently report being able to make faster, more informed investment decisions.
+
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Next steps
Transform your due diligence process with AI
Join leading investment firms evaluating 3x more deals with the same team
You’ll hear back in less than 24 hours
Next steps
Transform your due diligence process with AI
Join leading investment firms evaluating 3x more deals with the same team
You’ll hear back in less than 24 hours
Next steps
Transform your due diligence process with AI
Join leading investment firms evaluating 3x more deals with the same team
You’ll hear back in less than 24 hours
Next steps
Transform your due diligence process with AI
Join leading investment firms evaluating 3x more deals with the same team