90% ROI increase
AI Investment Analysis Agent
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.
Shareholder agreement review
See AI Investment Analysis Agent in action
Play video
Shareholder agreement review
See AI Investment Analysis Agent in action
Play video
Shareholder agreement review
See AI Investment Analysis Agent in action
Play video
Shareholder agreement review
See AI Investment Analysis Agent in action
Play video
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%
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.
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.
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.
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.
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.
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.
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.
Analyze investment memos, pitch decks, and performance reports.
Extract performance metrics, valuation data, and ROI calculations.
Get started
Get started
Import your files
Excel
,
PowerBI
,
Tableau
Import your files from whereever they are currently stored
Investment Memos
Investment Memos
Fund Performance Reports
Fund Performance Reports
Financial Statements
Financial Statements
Market Research Reports
Market Research Reports
Pitch Decks
Pitch Decks
Competitor Analysis
Competitor Analysis
All types of Finance documents supported
Revenue growth rates and projections
Revenue growth rates and projections
EBITDA margins and trends
EBITDA margins and trends
Customer acquisition costs and LTV
Customer acquisition costs and LTV
Market size and growth estimates
Market size and growth estimates
Competitive positioning metrics
Competitive positioning metrics
Valuation multiples and comparables
Valuation multiples and comparables
Unit economics breakdown
Unit economics breakdown
Historical investment returns
Historical investment returns
Risk factors and mitigation strategies
Risk factors and mitigation strategies
Capital structure and funding history
Capital structure and funding history
Item 01
Item 01
Once imported our system extracts and organises the essentials
Customer Voices
Customer Voices
Building trustworthy AI, trained on your data.
Join the world's best teams and Fortune 500s.
Building trustworthy AI. Join the world's best teams and Fortune 500s.
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Customer Voices
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Healthcare
“I have worked with 600+ vendors in my life. I always look at good technology, stable company, good people, and how much a vendor is invested in your success. I found all of those things with V7.”
Read the full story
Healthcare
“I have worked with 600+ vendors in my life. I always look at good technology, stable company, good people, and how much a vendor is invested in your success. I found all of those things with V7.”
Read the full story
Software
“V7 made it possible to build a dataset we couldn't build before—fast. It’s been a real level change.”
Read the full story
Software
“V7 made it possible to build a dataset we couldn't build before—fast. It’s been a real level change.”
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Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Pilot
Pilot
Curious how we can realise 90% ROI increase for you?
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
You’ll hear back in less than 24 hours
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
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.
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.
Testimonials
Testimonials
Secure and trustworthy AI.
Hear what customers say.
Secure and trustworthy AI.
Hear what customers say.
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Answers
Answers
What you need to know about our
AI Investment Analysis Agent
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.
+
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.
+
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.
+
More Agents
More Agents
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Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
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Assumption Verification
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Finance
AI Discounted Cash Flow (DCF) Modeling Agent
Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
Financial Projection Extraction
Assumption Verification
WACC Input Sourcing
Finance
AI Discounted Cash Flow (DCF) Modeling Agent
Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
Financial Projection Extraction
Assumption Verification
WACC Input Sourcing
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Financial Statement Analysis Agent
Transform financial statement analysis with our AI reporting agent. Extract metrics, analyze trends, and calculate ratios with source-verified accuracy.
Key Metric Extraction
Financial Trend Analysis
Ratio Calculation
Finance
AI Financial Statement Analysis Agent
Transform financial statement analysis with our AI reporting agent. Extract metrics, analyze trends, and calculate ratios with source-verified accuracy.
Key Metric Extraction
Financial Trend Analysis
Ratio Calculation
Finance
AI Financial Statement Analysis Agent
Transform financial statement analysis with our AI reporting agent. Extract metrics, analyze trends, and calculate ratios with source-verified accuracy.
Key Metric Extraction
Financial Trend Analysis
Ratio Calculation
Next Step
Next Step
Transform your investment analysis process
Transform your investment analysis process
Transform your investment analysis process
Join leading investment firms evaluating more opportunities with greater precision
Join leading investment firms evaluating more opportunities with greater precision
Join leading investment firms evaluating more opportunities with greater precision
You’ll hear back in less than 24 hours
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: