AI Valuation Agent

Precise valuation analysis with verifiable data

Precise valuation analysis with verifiable data

V7 Go's valuation agent extracts key inputs for company and asset valuations, analyzes comparable businesses, and calculates appropriate valuation multiples. Every data point links directly to its source for immediate verification.

Why V7 Go

Why V7 Go

Valuation Modeling

Extract the necessary inputs for DCF, LBO, and other valuation models from financial documents. The agent identifies revenue projections, margin assumptions, capital expenditure forecasts, and other critical model inputs.

Valuation Modeling

Extract the necessary inputs for DCF, LBO, and other valuation models from financial documents. The agent identifies revenue projections, margin assumptions, capital expenditure forecasts, and other critical model inputs.

Valuation Modeling

Extract the necessary inputs for DCF, LBO, and other valuation models from financial documents. The agent identifies revenue projections, margin assumptions, capital expenditure forecasts, and other critical model inputs.

Comparable Analysis

Identify and analyze comparable companies based on sector, size, growth rate, and financial characteristics. Extract key metrics from each comparable to create a comprehensive analysis set.

Comparable Analysis

Identify and analyze comparable companies based on sector, size, growth rate, and financial characteristics. Extract key metrics from each comparable to create a comprehensive analysis set.

Comparable Analysis

Identify and analyze comparable companies based on sector, size, growth rate, and financial characteristics. Extract key metrics from each comparable to create a comprehensive analysis set.

Multiple Calculation

Calculate valuation multiples including EV/EBITDA, P/E, EV/Revenue, and industry-specific ratios. Analyze multiple distribution across comparable sets and determine appropriate valuation ranges.

Multiple Calculation

Calculate valuation multiples including EV/EBITDA, P/E, EV/Revenue, and industry-specific ratios. Analyze multiple distribution across comparable sets and determine appropriate valuation ranges.

Multiple Calculation

Calculate valuation multiples including EV/EBITDA, P/E, EV/Revenue, and industry-specific ratios. Analyze multiple distribution across comparable sets and determine appropriate valuation ranges.

Company Valuation

Process CIMs, pitch decks, and financial statements to extract the data needed for comprehensive company valuations. The agent pulls historical performance, growth projections, capital structure, and market positioning details.

Company Valuation

Process CIMs, pitch decks, and financial statements to extract the data needed for comprehensive company valuations. The agent pulls historical performance, growth projections, capital structure, and market positioning details.

Company Valuation

Process CIMs, pitch decks, and financial statements to extract the data needed for comprehensive company valuations. The agent pulls historical performance, growth projections, capital structure, and market positioning details.

Asset Pricing

Analyze individual asset financials to determine appropriate pricing. Extract asset-specific metrics such as yields, occupancy rates, production volumes, or customer metrics depending on asset type.

Asset Pricing

Analyze individual asset financials to determine appropriate pricing. Extract asset-specific metrics such as yields, occupancy rates, production volumes, or customer metrics depending on asset type.

Asset Pricing

Analyze individual asset financials to determine appropriate pricing. Extract asset-specific metrics such as yields, occupancy rates, production volumes, or customer metrics depending on asset type.

Portfolio Analysis

Evaluate multiple investments consistently using standardized metrics and valuation methods. Compare performance across portfolio companies and identify valuation outliers.

Portfolio Analysis

Evaluate multiple investments consistently using standardized metrics and valuation methods. Compare performance across portfolio companies and identify valuation outliers.

Portfolio Analysis

Evaluate multiple investments consistently using standardized metrics and valuation methods. Compare performance across portfolio companies and identify valuation outliers.

Why V7 Go

Documents processed by the AI Valuation Agent

Key data extracted for valuation analysis

Workflow

Workflow

Import your files

Excel

,

PowerBI

,

Bloomberg

Confidential Information Memoranda

Confidential Information Memoranda

Confidential Information Memoranda

Confidential Information Memoranda

Financial Statements

Financial Statements

Financial Statements

Financial Statements

Industry Research Reports

Industry Research Reports

Industry Research Reports

Industry Research Reports

Analyst Coverage

Analyst Coverage

Analyst Coverage

Analyst Coverage

Management Presentations

Management Presentations

Management Presentations

Management Presentations

Transaction Comparables

Transaction Comparables

Transaction Comparables

Transaction Comparables

Historical and projected financial metrics

Historical and projected financial metrics

Historical and projected financial metrics

Historical and projected financial metrics

Comparable company data sets

Comparable company data sets

Comparable company data sets

Comparable company data sets

Trading and transaction multiples

Trading and transaction multiples

Trading and transaction multiples

Trading and transaction multiples

Growth rates and margin profiles

Growth rates and margin profiles

Growth rates and margin profiles

Growth rates and margin profiles

Capital structure details

Capital structure details

Capital structure details

Capital structure details

Segment-level financial breakdown

Segment-level financial breakdown

Segment-level financial breakdown

Segment-level financial breakdown

Working capital requirements

Working capital requirements

Working capital requirements

Working capital requirements

Capital expenditure projections

Capital expenditure projections

Capital expenditure projections

Capital expenditure projections

Industry-specific operational metrics

Industry-specific operational metrics

Industry-specific operational metrics

Industry-specific operational metrics

Risk factors and adjustments

Risk factors and adjustments

Risk factors and adjustments

Risk factors and adjustments

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

2-3 days per valuation

2-3 days per valuation

With V7 Go agents

4-6 hours per valuation

4-6 hours per valuation

Average time saved

75%

75%

V7 Go

V7 Go

V7 Go

V7 Go

AI-powered solutions

for valuation professionals

Valuation professionals spend days manually gathering data from CIMs, financial statements, and market reports to build valuation models and comparable analyses. This labor-intensive process limits the number of opportunities that can be evaluated and introduces inconsistencies in methodology. V7 Go's valuation agent extracts the necessary inputs for valuation models, conducts comparable company analysis, and calculates appropriate multiples with direct links to source data.

Investment Banking Teams

Eliminate hours spent gathering data and building comp sets. Focus on relationship building and strategic advisory while producing more consistent valuation analyses.

Investment Banking Teams

Eliminate hours spent gathering data and building comp sets. Focus on relationship building and strategic advisory while producing more consistent valuation analyses.

Investment Banking Teams

Eliminate hours spent gathering data and building comp sets. Focus on relationship building and strategic advisory while producing more consistent valuation analyses.

Investment Banking Teams

Eliminate hours spent gathering data and building comp sets. Focus on relationship building and strategic advisory while producing more consistent valuation analyses.

Private Equity Professionals

Evaluate more potential investments with standardized valuation approaches. Quickly identify attractive opportunities and areas requiring deeper diligence.

Private Equity Professionals

Evaluate more potential investments with standardized valuation approaches. Quickly identify attractive opportunities and areas requiring deeper diligence.

Private Equity Professionals

Evaluate more potential investments with standardized valuation approaches. Quickly identify attractive opportunities and areas requiring deeper diligence.

Private Equity Professionals

Evaluate more potential investments with standardized valuation approaches. Quickly identify attractive opportunities and areas requiring deeper diligence.

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does the valuation agent handle different valuation methodologies?

The agent supports multiple valuation methodologies including discounted cash flow (DCF), comparable company analysis, precedent transactions, LBO analysis, and asset-based valuation. For each methodology, it extracts the specific inputs required, such as projected cash flows for DCF models or transaction multiples for precedent analysis. The agent applies the appropriate calculations for each method and presents results in a consistent format, allowing for comparison across different valuation approaches.

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How does the valuation agent handle different valuation methodologies?

The agent supports multiple valuation methodologies including discounted cash flow (DCF), comparable company analysis, precedent transactions, LBO analysis, and asset-based valuation. For each methodology, it extracts the specific inputs required, such as projected cash flows for DCF models or transaction multiples for precedent analysis. The agent applies the appropriate calculations for each method and presents results in a consistent format, allowing for comparison across different valuation approaches.

+

How does the valuation agent handle different valuation methodologies?

The agent supports multiple valuation methodologies including discounted cash flow (DCF), comparable company analysis, precedent transactions, LBO analysis, and asset-based valuation. For each methodology, it extracts the specific inputs required, such as projected cash flows for DCF models or transaction multiples for precedent analysis. The agent applies the appropriate calculations for each method and presents results in a consistent format, allowing for comparison across different valuation approaches.

+

How does the valuation agent handle different valuation methodologies?

The agent supports multiple valuation methodologies including discounted cash flow (DCF), comparable company analysis, precedent transactions, LBO analysis, and asset-based valuation. For each methodology, it extracts the specific inputs required, such as projected cash flows for DCF models or transaction multiples for precedent analysis. The agent applies the appropriate calculations for each method and presents results in a consistent format, allowing for comparison across different valuation approaches.

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Can the agent identify appropriate comparable companies for valuation?

Yes, the agent identifies comparable companies based on multiple criteria including industry classification, size, growth profile, margin structure, and business model. It can extract comparables mentioned in analyst reports and CIMs, while also identifying additional relevant companies not explicitly mentioned. For each comparable, the agent pulls key financial metrics and calculates standardized ratios to ensure consistency across the comparable set.

+

Can the agent identify appropriate comparable companies for valuation?

Yes, the agent identifies comparable companies based on multiple criteria including industry classification, size, growth profile, margin structure, and business model. It can extract comparables mentioned in analyst reports and CIMs, while also identifying additional relevant companies not explicitly mentioned. For each comparable, the agent pulls key financial metrics and calculates standardized ratios to ensure consistency across the comparable set.

+

Can the agent identify appropriate comparable companies for valuation?

Yes, the agent identifies comparable companies based on multiple criteria including industry classification, size, growth profile, margin structure, and business model. It can extract comparables mentioned in analyst reports and CIMs, while also identifying additional relevant companies not explicitly mentioned. For each comparable, the agent pulls key financial metrics and calculates standardized ratios to ensure consistency across the comparable set.

+

Can the agent identify appropriate comparable companies for valuation?

Yes, the agent identifies comparable companies based on multiple criteria including industry classification, size, growth profile, margin structure, and business model. It can extract comparables mentioned in analyst reports and CIMs, while also identifying additional relevant companies not explicitly mentioned. For each comparable, the agent pulls key financial metrics and calculates standardized ratios to ensure consistency across the comparable set.

+

How does the agent calculate and apply valuation multiples?

The agent calculates a comprehensive range of valuation multiples including EV/EBITDA, EV/Revenue, P/E, and industry-specific metrics. It normalizes financial data across companies to ensure apples-to-apples comparisons, adjusts for non-recurring items, and handles different reporting periods. The agent analyzes the distribution of multiples across comparable sets and can apply appropriate discounts or premiums based on relative growth rates, margins, or risk profiles.

+

How does the agent calculate and apply valuation multiples?

The agent calculates a comprehensive range of valuation multiples including EV/EBITDA, EV/Revenue, P/E, and industry-specific metrics. It normalizes financial data across companies to ensure apples-to-apples comparisons, adjusts for non-recurring items, and handles different reporting periods. The agent analyzes the distribution of multiples across comparable sets and can apply appropriate discounts or premiums based on relative growth rates, margins, or risk profiles.

+

How does the agent calculate and apply valuation multiples?

The agent calculates a comprehensive range of valuation multiples including EV/EBITDA, EV/Revenue, P/E, and industry-specific metrics. It normalizes financial data across companies to ensure apples-to-apples comparisons, adjusts for non-recurring items, and handles different reporting periods. The agent analyzes the distribution of multiples across comparable sets and can apply appropriate discounts or premiums based on relative growth rates, margins, or risk profiles.

+

How does the agent calculate and apply valuation multiples?

The agent calculates a comprehensive range of valuation multiples including EV/EBITDA, EV/Revenue, P/E, and industry-specific metrics. It normalizes financial data across companies to ensure apples-to-apples comparisons, adjusts for non-recurring items, and handles different reporting periods. The agent analyzes the distribution of multiples across comparable sets and can apply appropriate discounts or premiums based on relative growth rates, margins, or risk profiles.

+

Can the valuation agent integrate with our existing financial models?

Yes, the agent integrates with Excel, PowerBI, and other financial modeling platforms. It can extract the necessary inputs from source documents and populate your existing valuation models automatically. This eliminates manual data entry while maintaining your proprietary valuation methodology. The agent can also extract assumptions from your models and locate supporting evidence in source documents to validate these assumptions.

+

Can the valuation agent integrate with our existing financial models?

Yes, the agent integrates with Excel, PowerBI, and other financial modeling platforms. It can extract the necessary inputs from source documents and populate your existing valuation models automatically. This eliminates manual data entry while maintaining your proprietary valuation methodology. The agent can also extract assumptions from your models and locate supporting evidence in source documents to validate these assumptions.

+

Can the valuation agent integrate with our existing financial models?

Yes, the agent integrates with Excel, PowerBI, and other financial modeling platforms. It can extract the necessary inputs from source documents and populate your existing valuation models automatically. This eliminates manual data entry while maintaining your proprietary valuation methodology. The agent can also extract assumptions from your models and locate supporting evidence in source documents to validate these assumptions.

+

Can the valuation agent integrate with our existing financial models?

Yes, the agent integrates with Excel, PowerBI, and other financial modeling platforms. It can extract the necessary inputs from source documents and populate your existing valuation models automatically. This eliminates manual data entry while maintaining your proprietary valuation methodology. The agent can also extract assumptions from your models and locate supporting evidence in source documents to validate these assumptions.

+

How does the agent handle financial projections for valuation purposes?

The agent extracts financial projections from CIMs, management presentations, and other forward-looking documents while clearly distinguishing between historical results and future projections. It identifies key growth assumptions, margin expansion expectations, and capital requirements. The agent can also compare projections against historical performance to highlight potential inconsistencies or aggressive forecasts that might warrant further scrutiny.

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How does the agent handle financial projections for valuation purposes?

The agent extracts financial projections from CIMs, management presentations, and other forward-looking documents while clearly distinguishing between historical results and future projections. It identifies key growth assumptions, margin expansion expectations, and capital requirements. The agent can also compare projections against historical performance to highlight potential inconsistencies or aggressive forecasts that might warrant further scrutiny.

+

How does the agent handle financial projections for valuation purposes?

The agent extracts financial projections from CIMs, management presentations, and other forward-looking documents while clearly distinguishing between historical results and future projections. It identifies key growth assumptions, margin expansion expectations, and capital requirements. The agent can also compare projections against historical performance to highlight potential inconsistencies or aggressive forecasts that might warrant further scrutiny.

+

How does the agent handle financial projections for valuation purposes?

The agent extracts financial projections from CIMs, management presentations, and other forward-looking documents while clearly distinguishing between historical results and future projections. It identifies key growth assumptions, margin expansion expectations, and capital requirements. The agent can also compare projections against historical performance to highlight potential inconsistencies or aggressive forecasts that might warrant further scrutiny.

+

How accurate are the valuations produced by the agent?

The agent doesn't make final valuation judgments – it extracts data, performs calculations, and presents results based on established methodologies. The accuracy of inputs is ensured through direct links to source documents, allowing immediate verification of every figure. While the agent applies industry-standard calculations, investment professionals maintain control over key assumptions and the final interpretation of valuation ranges. The agent serves as a powerful assistant that handles data extraction and calculation while leaving judgment to experienced professionals.

+

How accurate are the valuations produced by the agent?

The agent doesn't make final valuation judgments – it extracts data, performs calculations, and presents results based on established methodologies. The accuracy of inputs is ensured through direct links to source documents, allowing immediate verification of every figure. While the agent applies industry-standard calculations, investment professionals maintain control over key assumptions and the final interpretation of valuation ranges. The agent serves as a powerful assistant that handles data extraction and calculation while leaving judgment to experienced professionals.

+

How accurate are the valuations produced by the agent?

The agent doesn't make final valuation judgments – it extracts data, performs calculations, and presents results based on established methodologies. The accuracy of inputs is ensured through direct links to source documents, allowing immediate verification of every figure. While the agent applies industry-standard calculations, investment professionals maintain control over key assumptions and the final interpretation of valuation ranges. The agent serves as a powerful assistant that handles data extraction and calculation while leaving judgment to experienced professionals.

+

How accurate are the valuations produced by the agent?

The agent doesn't make final valuation judgments – it extracts data, performs calculations, and presents results based on established methodologies. The accuracy of inputs is ensured through direct links to source documents, allowing immediate verification of every figure. While the agent applies industry-standard calculations, investment professionals maintain control over key assumptions and the final interpretation of valuation ranges. The agent serves as a powerful assistant that handles data extraction and calculation while leaving judgment to experienced professionals.

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Next steps

Build better valuations with less manual work

Join investment firms evaluating more opportunities with greater consistency

You’ll hear back in less than 24 hours

Next steps

Build better valuations with less manual work

Join investment firms evaluating more opportunities with greater consistency

You’ll hear back in less than 24 hours

Next steps

Build better valuations with less manual work

Join investment firms evaluating more opportunities with greater consistency

You’ll hear back in less than 24 hours

Next steps

Build better valuations with less manual work

Join investment firms evaluating more opportunities with greater consistency