AI Investment Analysis Agent
Turn financial documents into investment insights
Turn financial documents into investment insights
V7 Go's investment analysis agent evaluates financial opportunities by analyzing performance metrics, comparing market positions, and calculating potential returns. Process investment memos, fund performance reports, and pitch decks in minutes instead of hours.
Why V7 Go
Why V7 Go
Performance Analysis
Extract and analyze key performance metrics including revenue growth, EBITDA trends, unit economics, and financial ratios from complex documents. Identify patterns and anomalies across historical data.
Performance Analysis
Extract and analyze key performance metrics including revenue growth, EBITDA trends, unit economics, and financial ratios from complex documents. Identify patterns and anomalies across historical data.
Performance Analysis
Extract and analyze key performance metrics including revenue growth, EBITDA trends, unit economics, and financial ratios from complex documents. Identify patterns and anomalies across historical data.
Market Comparison
Compare investment opportunities against market benchmarks, industry peers, and your internal portfolio. Identify competitive advantages and potential market positioning challenges.
Market Comparison
Compare investment opportunities against market benchmarks, industry peers, and your internal portfolio. Identify competitive advantages and potential market positioning challenges.
Market Comparison
Compare investment opportunities against market benchmarks, industry peers, and your internal portfolio. Identify competitive advantages and potential market positioning challenges.
ROI Calculation
Automatically calculate potential returns based on historical performance, growth projections, and your investment parameters. Model multiple scenarios to understand potential outcomes.
ROI Calculation
Automatically calculate potential returns based on historical performance, growth projections, and your investment parameters. Model multiple scenarios to understand potential outcomes.
ROI Calculation
Automatically calculate potential returns based on historical performance, growth projections, and your investment parameters. Model multiple scenarios to understand potential outcomes.
Investment Memo Analysis
Process comprehensive investment memos to extract key insights, verify claims against financial data, and identify potential gaps or inconsistencies in the investment thesis.
Investment Memo Analysis
Process comprehensive investment memos to extract key insights, verify claims against financial data, and identify potential gaps or inconsistencies in the investment thesis.
Investment Memo Analysis
Process comprehensive investment memos to extract key insights, verify claims against financial data, and identify potential gaps or inconsistencies in the investment thesis.
Fund Performance Evaluation
Assess fund performance by analyzing returns across different time periods, benchmarking against relevant indices, and evaluating risk-adjusted performance metrics.
Fund Performance Evaluation
Assess fund performance by analyzing returns across different time periods, benchmarking against relevant indices, and evaluating risk-adjusted performance metrics.
Fund Performance Evaluation
Assess fund performance by analyzing returns across different time periods, benchmarking against relevant indices, and evaluating risk-adjusted performance metrics.
Pitch Deck Review
Analyze pitch decks to extract key business metrics, validate growth projections against historical performance, and identify potential strengths and weaknesses in the business model.
Pitch Deck Review
Analyze pitch decks to extract key business metrics, validate growth projections against historical performance, and identify potential strengths and weaknesses in the business model.
Pitch Deck Review
Analyze pitch decks to extract key business metrics, validate growth projections against historical performance, and identify potential strengths and weaknesses in the business model.
Why V7 Go
Documents processed by the AI Investment Analysis Agent
Key data extracted during investment analysis
Workflow
Workflow
Import your files
Excel
,
PowerBI
,
Tableau
Investment Memos
Investment Memos
Investment Memos
Investment Memos
Financial Statements
Financial Statements
Financial Statements
Financial Statements
Pitch Decks
Pitch Decks
Pitch Decks
Pitch Decks
Fund Performance Reports
Fund Performance Reports
Fund Performance Reports
Fund Performance Reports
Market Research Reports
Market Research Reports
Market Research Reports
Market Research Reports
Competitor Analysis
Competitor Analysis
Competitor Analysis
Competitor Analysis
Revenue growth rates and projections
Revenue growth rates and projections
Revenue growth rates and projections
Revenue growth rates and projections
EBITDA margins and trends
EBITDA margins and trends
EBITDA margins and trends
EBITDA margins and trends
Customer acquisition costs and LTV
Customer acquisition costs and LTV
Customer acquisition costs and LTV
Customer acquisition costs and LTV
Market size and growth estimates
Market size and growth estimates
Market size and growth estimates
Market size and growth estimates
Competitive positioning metrics
Competitive positioning metrics
Competitive positioning metrics
Competitive positioning metrics
Valuation multiples and comparables
Valuation multiples and comparables
Valuation multiples and comparables
Valuation multiples and comparables
Unit economics breakdown
Unit economics breakdown
Unit economics breakdown
Unit economics breakdown
Historical investment returns
Historical investment returns
Historical investment returns
Historical investment returns
Risk factors and mitigation strategies
Risk factors and mitigation strategies
Risk factors and mitigation strategies
Risk factors and mitigation strategies
Capital structure and funding history
Capital structure and funding history
Capital structure and funding history
Capital structure and funding history
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
5-8 hours per opportunity
5-8 hours per opportunity
With V7 Go agents
30-45 minutes per opportunity
30-45 minutes per opportunity
Average time saved
85%
85%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered solutions
for investment professionals
Investment professionals waste valuable time manually extracting and analyzing data from complex financial documents when they should be evaluating deals and building relationships. The process is slow, error-prone, and limits the number of opportunities that can be properly assessed. V7 Go's investment analysis agent automates performance analysis, market comparison, and ROI calculations, enabling teams to evaluate three times more opportunities with greater accuracy and confidence.
Investment Analysts
Eliminate hours spent on manual data extraction and basic number crunching. Focus your expertise on higher-value analysis and identifying unique investment insights.
Investment Analysts
Eliminate hours spent on manual data extraction and basic number crunching. Focus your expertise on higher-value analysis and identifying unique investment insights.
Investment Analysts
Eliminate hours spent on manual data extraction and basic number crunching. Focus your expertise on higher-value analysis and identifying unique investment insights.
Investment Analysts
Eliminate hours spent on manual data extraction and basic number crunching. Focus your expertise on higher-value analysis and identifying unique investment insights.
Portfolio Managers
Evaluate more opportunities and make better-informed decisions. Quickly compare potential investments against your existing portfolio to optimize allocation.
Portfolio Managers
Evaluate more opportunities and make better-informed decisions. Quickly compare potential investments against your existing portfolio to optimize allocation.
Portfolio Managers
Evaluate more opportunities and make better-informed decisions. Quickly compare potential investments against your existing portfolio to optimize allocation.
Portfolio Managers
Evaluate more opportunities and make better-informed decisions. Quickly compare potential investments against your existing portfolio to optimize allocation.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does the investment analysis agent handle complex financial metrics?
The agent is trained to recognize and extract financial metrics regardless of how they're presented—whether in tables, charts, or narrative text. It understands financial terminology variations (like 'EBITDA,' 'Adjusted EBITDA,' or 'Operating Income') and can normalize these metrics across different reporting styles. For complex calculations, the agent shows its work and links each component to source documents, ensuring transparency and accuracy in how metrics are derived.
+
How does the investment analysis agent handle complex financial metrics?
The agent is trained to recognize and extract financial metrics regardless of how they're presented—whether in tables, charts, or narrative text. It understands financial terminology variations (like 'EBITDA,' 'Adjusted EBITDA,' or 'Operating Income') and can normalize these metrics across different reporting styles. For complex calculations, the agent shows its work and links each component to source documents, ensuring transparency and accuracy in how metrics are derived.
+
How does the investment analysis agent handle complex financial metrics?
The agent is trained to recognize and extract financial metrics regardless of how they're presented—whether in tables, charts, or narrative text. It understands financial terminology variations (like 'EBITDA,' 'Adjusted EBITDA,' or 'Operating Income') and can normalize these metrics across different reporting styles. For complex calculations, the agent shows its work and links each component to source documents, ensuring transparency and accuracy in how metrics are derived.
+
How does the investment analysis agent handle complex financial metrics?
The agent is trained to recognize and extract financial metrics regardless of how they're presented—whether in tables, charts, or narrative text. It understands financial terminology variations (like 'EBITDA,' 'Adjusted EBITDA,' or 'Operating Income') and can normalize these metrics across different reporting styles. For complex calculations, the agent shows its work and links each component to source documents, ensuring transparency and accuracy in how metrics are derived.
+
Can the agent analyze both public and private market opportunities?
Yes, the agent is designed to analyze both public and private market opportunities. For public companies, it can work with standardized financial statements, investor presentations, and market analysis reports. For private opportunities, it handles the less structured nature of pitch decks, CIMs, and private financial disclosures. The agent adapts its analysis methodology based on the available data, applying appropriate frameworks for different investment contexts.
+
Can the agent analyze both public and private market opportunities?
Yes, the agent is designed to analyze both public and private market opportunities. For public companies, it can work with standardized financial statements, investor presentations, and market analysis reports. For private opportunities, it handles the less structured nature of pitch decks, CIMs, and private financial disclosures. The agent adapts its analysis methodology based on the available data, applying appropriate frameworks for different investment contexts.
+
Can the agent analyze both public and private market opportunities?
Yes, the agent is designed to analyze both public and private market opportunities. For public companies, it can work with standardized financial statements, investor presentations, and market analysis reports. For private opportunities, it handles the less structured nature of pitch decks, CIMs, and private financial disclosures. The agent adapts its analysis methodology based on the available data, applying appropriate frameworks for different investment contexts.
+
Can the agent analyze both public and private market opportunities?
Yes, the agent is designed to analyze both public and private market opportunities. For public companies, it can work with standardized financial statements, investor presentations, and market analysis reports. For private opportunities, it handles the less structured nature of pitch decks, CIMs, and private financial disclosures. The agent adapts its analysis methodology based on the available data, applying appropriate frameworks for different investment contexts.
+
How does the agent perform market comparisons when analyzing investment opportunities?
The agent conducts market comparisons by extracting relevant metrics from the target company and comparable businesses in the same sector. It normalizes metrics to enable apples-to-apples comparisons across different-sized companies and reporting standards. The analysis includes key valuation multiples, growth rates, profitability margins, and operational KPIs relevant to the specific industry. Each comparison point links back to its source data, allowing you to verify the underlying information.
+
How does the agent perform market comparisons when analyzing investment opportunities?
The agent conducts market comparisons by extracting relevant metrics from the target company and comparable businesses in the same sector. It normalizes metrics to enable apples-to-apples comparisons across different-sized companies and reporting standards. The analysis includes key valuation multiples, growth rates, profitability margins, and operational KPIs relevant to the specific industry. Each comparison point links back to its source data, allowing you to verify the underlying information.
+
How does the agent perform market comparisons when analyzing investment opportunities?
The agent conducts market comparisons by extracting relevant metrics from the target company and comparable businesses in the same sector. It normalizes metrics to enable apples-to-apples comparisons across different-sized companies and reporting standards. The analysis includes key valuation multiples, growth rates, profitability margins, and operational KPIs relevant to the specific industry. Each comparison point links back to its source data, allowing you to verify the underlying information.
+
How does the agent perform market comparisons when analyzing investment opportunities?
The agent conducts market comparisons by extracting relevant metrics from the target company and comparable businesses in the same sector. It normalizes metrics to enable apples-to-apples comparisons across different-sized companies and reporting standards. The analysis includes key valuation multiples, growth rates, profitability margins, and operational KPIs relevant to the specific industry. Each comparison point links back to its source data, allowing you to verify the underlying information.
+
How accurate are the ROI calculations provided by the agent?
The agent's ROI calculations are based entirely on the data provided in your documents, making them as accurate as the underlying projections and assumptions. The agent clearly identifies which figures are historical versus projected, and surfaces key assumptions driving the calculations. Rather than providing a single ROI figure, it typically presents a range of scenarios based on different risk factors and growth trajectories. You can always click through to see exactly how each calculation was derived and which source documents informed the analysis.
+
How accurate are the ROI calculations provided by the agent?
The agent's ROI calculations are based entirely on the data provided in your documents, making them as accurate as the underlying projections and assumptions. The agent clearly identifies which figures are historical versus projected, and surfaces key assumptions driving the calculations. Rather than providing a single ROI figure, it typically presents a range of scenarios based on different risk factors and growth trajectories. You can always click through to see exactly how each calculation was derived and which source documents informed the analysis.
+
How accurate are the ROI calculations provided by the agent?
The agent's ROI calculations are based entirely on the data provided in your documents, making them as accurate as the underlying projections and assumptions. The agent clearly identifies which figures are historical versus projected, and surfaces key assumptions driving the calculations. Rather than providing a single ROI figure, it typically presents a range of scenarios based on different risk factors and growth trajectories. You can always click through to see exactly how each calculation was derived and which source documents informed the analysis.
+
How accurate are the ROI calculations provided by the agent?
The agent's ROI calculations are based entirely on the data provided in your documents, making them as accurate as the underlying projections and assumptions. The agent clearly identifies which figures are historical versus projected, and surfaces key assumptions driving the calculations. Rather than providing a single ROI figure, it typically presents a range of scenarios based on different risk factors and growth trajectories. You can always click through to see exactly how each calculation was derived and which source documents informed the analysis.
+
Can the investment analysis agent integrate with our financial modeling systems?
Yes, the agent integrates with major financial modeling platforms through our API. It can extract structured data from your documents and feed it directly into your financial models, eliminating manual data entry. The agent can also ingest outputs from your financial models to incorporate them into its analysis. This two-way integration enables seamless workflows where document analysis and financial modeling work together, dramatically reducing the time required to evaluate opportunities.
+
Can the investment analysis agent integrate with our financial modeling systems?
Yes, the agent integrates with major financial modeling platforms through our API. It can extract structured data from your documents and feed it directly into your financial models, eliminating manual data entry. The agent can also ingest outputs from your financial models to incorporate them into its analysis. This two-way integration enables seamless workflows where document analysis and financial modeling work together, dramatically reducing the time required to evaluate opportunities.
+
Can the investment analysis agent integrate with our financial modeling systems?
Yes, the agent integrates with major financial modeling platforms through our API. It can extract structured data from your documents and feed it directly into your financial models, eliminating manual data entry. The agent can also ingest outputs from your financial models to incorporate them into its analysis. This two-way integration enables seamless workflows where document analysis and financial modeling work together, dramatically reducing the time required to evaluate opportunities.
+
Can the investment analysis agent integrate with our financial modeling systems?
Yes, the agent integrates with major financial modeling platforms through our API. It can extract structured data from your documents and feed it directly into your financial models, eliminating manual data entry. The agent can also ingest outputs from your financial models to incorporate them into its analysis. This two-way integration enables seamless workflows where document analysis and financial modeling work together, dramatically reducing the time required to evaluate opportunities.
+
How does the agent help generate investment memos?
The agent transforms extracted insights into clear, evidence-based investment memos structured according to your firm's preferences. It combines quantitative analysis of financial metrics with qualitative assessment of business models, market positioning, and risk factors. The generated memos include direct links to source documents for every claim and calculation, making verification simple. While the agent creates comprehensive first drafts, most firms use these as a foundation that investment professionals then refine with their strategic insights and judgment.
+
How does the agent help generate investment memos?
The agent transforms extracted insights into clear, evidence-based investment memos structured according to your firm's preferences. It combines quantitative analysis of financial metrics with qualitative assessment of business models, market positioning, and risk factors. The generated memos include direct links to source documents for every claim and calculation, making verification simple. While the agent creates comprehensive first drafts, most firms use these as a foundation that investment professionals then refine with their strategic insights and judgment.
+
How does the agent help generate investment memos?
The agent transforms extracted insights into clear, evidence-based investment memos structured according to your firm's preferences. It combines quantitative analysis of financial metrics with qualitative assessment of business models, market positioning, and risk factors. The generated memos include direct links to source documents for every claim and calculation, making verification simple. While the agent creates comprehensive first drafts, most firms use these as a foundation that investment professionals then refine with their strategic insights and judgment.
+
How does the agent help generate investment memos?
The agent transforms extracted insights into clear, evidence-based investment memos structured according to your firm's preferences. It combines quantitative analysis of financial metrics with qualitative assessment of business models, market positioning, and risk factors. The generated memos include direct links to source documents for every claim and calculation, making verification simple. While the agent creates comprehensive first drafts, most firms use these as a foundation that investment professionals then refine with their strategic insights and judgment.
+
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Next steps
Transform your investment analysis process
Join leading investment firms evaluating more opportunities with greater precision
You’ll hear back in less than 24 hours
Next steps
Transform your investment analysis process
Join leading investment firms evaluating more opportunities with greater precision
You’ll hear back in less than 24 hours
Next steps
Transform your investment analysis process
Join leading investment firms evaluating more opportunities with greater precision
You’ll hear back in less than 24 hours
Next steps
Transform your investment analysis process
Join leading investment firms evaluating more opportunities with greater precision