AI DCF Modeling Agent
Automate your DCF model inputs
Automate your DCF model inputs
Delegate the task of reading financial reports to an expert AI agent. It extracts the exact inputs needed for your Discounted Cash Flow model, from revenue projections to WACC components, letting you focus on analysis, not data entry.
Why V7 Go
Why V7 Go
Financial Projection Extraction
The agent reads the MD&A, investor presentations, and financial tables to extract multi-year projections for revenue, EBITDA, and other key performance indicators.
Financial Projection Extraction
The agent reads the MD&A, investor presentations, and financial tables to extract multi-year projections for revenue, EBITDA, and other key performance indicators.
Financial Projection Extraction
The agent reads the MD&A, investor presentations, and financial tables to extract multi-year projections for revenue, EBITDA, and other key performance indicators.
Working Capital & Capex Analysis
Automatically identify and extract data and assumptions related to future capital expenditures, depreciation schedules, and changes in net working capital from financial statements and footnotes.
Working Capital & Capex Analysis
Automatically identify and extract data and assumptions related to future capital expenditures, depreciation schedules, and changes in net working capital from financial statements and footnotes.
Working Capital & Capex Analysis
Automatically identify and extract data and assumptions related to future capital expenditures, depreciation schedules, and changes in net working capital from financial statements and footnotes.
WACC Component Sourcing
The agent scans documents and integrates with market data sources to find the inputs needed for calculating the Weighted Average Cost of Capital (WACC), such as beta, risk-free rates, and cost of debt.
WACC Component Sourcing
The agent scans documents and integrates with market data sources to find the inputs needed for calculating the Weighted Average Cost of Capital (WACC), such as beta, risk-free rates, and cost of debt.
WACC Component Sourcing
The agent scans documents and integrates with market data sources to find the inputs needed for calculating the Weighted Average Cost of Capital (WACC), such as beta, risk-free rates, and cost of debt.
Assumption & Source Linking
Every extracted number is linked directly back to its source document with AI Citations. This allows you to instantly verify the context and source of every assumption in your model.
Assumption & Source Linking
Every extracted number is linked directly back to its source document with AI Citations. This allows you to instantly verify the context and source of every assumption in your model.
Assumption & Source Linking
Every extracted number is linked directly back to its source document with AI Citations. This allows you to instantly verify the context and source of every assumption in your model.
Excel & Spreadsheet Integration
The agent delivers its output in a structured format that can be directly imported or linked via API to your existing Excel or Google Sheets valuation models, eliminating manual transcription.
Excel & Spreadsheet Integration
The agent delivers its output in a structured format that can be directly imported or linked via API to your existing Excel or Google Sheets valuation models, eliminating manual transcription.
Excel & Spreadsheet Integration
The agent delivers its output in a structured format that can be directly imported or linked via API to your existing Excel or Google Sheets valuation models, eliminating manual transcription.
Scenario Analysis Preparation
Quickly gather inputs for multiple valuation scenarios (e.g., base case, upside case, downside case) by having the agent extract data based on different sets of management projections or analyst reports.
Scenario Analysis Preparation
Quickly gather inputs for multiple valuation scenarios (e.g., base case, upside case, downside case) by having the agent extract data based on different sets of management projections or analyst reports.
Scenario Analysis Preparation
Quickly gather inputs for multiple valuation scenarios (e.g., base case, upside case, downside case) by having the agent extract data based on different sets of management projections or analyst reports.
Why V7 Go
Read 10-Ks, investor decks, and analyst reports.
Extract revenue projections, capex forecasts, and WACC inputs.
Workflow
Workflow
Import your files
Excel
,
Capital IQ
,
Bloomberg Terminal
Annual (10-K) and Quarterly (10-Q) Reports
Annual (10-K) and Quarterly (10-Q) Reports
Annual (10-K) and Quarterly (10-Q) Reports
Annual (10-K) and Quarterly (10-Q) Reports
Investor Presentations & Earnings Decks
Investor Presentations & Earnings Decks
Investor Presentations & Earnings Decks
Investor Presentations & Earnings Decks
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Confidential Information Memoranda (CIMs)
Equity Research Reports
Equity Research Reports
Equity Research Reports
Equity Research Reports
Financial Models (for assumption checking)
Financial Models (for assumption checking)
Financial Models (for assumption checking)
Financial Models (for assumption checking)
Management Projections
Management Projections
Management Projections
Management Projections
Revenue & Expense Projections
Revenue & Expense Projections
Revenue & Expense Projections
Revenue & Expense Projections
Capital Expenditure (Capex) Forecasts
Capital Expenditure (Capex) Forecasts
Capital Expenditure (Capex) Forecasts
Capital Expenditure (Capex) Forecasts
Depreciation & Amortization Schedules
Depreciation & Amortization Schedules
Depreciation & Amortization Schedules
Depreciation & Amortization Schedules
Changes in Net Working Capital (NWC)
Changes in Net Working Capital (NWC)
Changes in Net Working Capital (NWC)
Changes in Net Working Capital (NWC)
Effective Tax Rate Assumptions
Effective Tax Rate Assumptions
Effective Tax Rate Assumptions
Effective Tax Rate Assumptions
WACC Calculation Components (Beta, Debt)
WACC Calculation Components (Beta, Debt)
WACC Calculation Components (Beta, Debt)
WACC Calculation Components (Beta, Debt)
Terminal Value Assumptions
Terminal Value Assumptions
Terminal Value Assumptions
Terminal Value Assumptions
Share Count & Dilution Data
Share Count & Dilution Data
Share Count & Dilution Data
Share Count & Dilution Data
Non-recurring Item Details
Non-recurring Item Details
Non-recurring Item Details
Non-recurring Item Details
Free Cash Flow (FCF) Projections
Free Cash Flow (FCF) Projections
Free Cash Flow (FCF) Projections
Free Cash Flow (FCF) Projections
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
4-6 hours per model
4-6 hours per model
With V7 Go agents
20-30 minutes
20-30 minutes
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
Read vendor invoices, MSAs, and procurement contracts.
Find payment terms, calculate discount amounts, and track ROI.
Building a Discounted Cash Flow (DCF) model is a fundamental but incredibly manual process in finance. Analysts spend countless hours sifting through financial statements, investor presentations, and market reports to find and transcribe the specific inputs required for their Excel models. This data entry is not only tedious but also prone to transcription errors, which can compromise the integrity of the entire valuation. V7 Go's DCF Modeling Agent automates the most time-consuming step: data gathering and input preparation.
Investment Banking Analysts
Spend less time on data gathering and more time on deal structuring and client presentations. Build accurate, defensible valuation models in a fraction of the time.
Investment Banking Analysts
Spend less time on data gathering and more time on deal structuring and client presentations. Build accurate, defensible valuation models in a fraction of the time.
Investment Banking Analysts
Spend less time on data gathering and more time on deal structuring and client presentations. Build accurate, defensible valuation models in a fraction of the time.
Investment Banking Analysts
Spend less time on data gathering and more time on deal structuring and client presentations. Build accurate, defensible valuation models in a fraction of the time.
Private Equity & VC Associates
Quickly build valuation models for potential investments. Analyze more deals and make faster, data-driven decisions during due diligence.
Private Equity & VC Associates
Quickly build valuation models for potential investments. Analyze more deals and make faster, data-driven decisions during due diligence.
Private Equity & VC Associates
Quickly build valuation models for potential investments. Analyze more deals and make faster, data-driven decisions during due diligence.
Private Equity & VC Associates
Quickly build valuation models for potential investments. Analyze more deals and make faster, data-driven decisions during due diligence.
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Next steps
Focus on valuation, not data entry.
Delegate the manual work of model-building to an AI agent.
You’ll hear back in less than 24 hours
Next steps
Focus on valuation, not data entry.
Delegate the manual work of model-building to an AI agent.
You’ll hear back in less than 24 hours
Next steps
Focus on valuation, not data entry.
Delegate the manual work of model-building to an AI agent.
You’ll hear back in less than 24 hours
Next steps
Focus on valuation, not data entry.
Delegate the manual work of model-building to an AI agent.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How is this agent different from the general 'Valuation Agent'?
The general Valuation Agent is a broad tool that can perform multiple types of valuation, including comparable analysis. This DCF Modeling Agent is a specialist. It is designed to do one thing perfectly: extract the granular, detailed inputs required specifically for the Discounted Cash Flow methodology.
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How is this agent different from the general 'Valuation Agent'?
The general Valuation Agent is a broad tool that can perform multiple types of valuation, including comparable analysis. This DCF Modeling Agent is a specialist. It is designed to do one thing perfectly: extract the granular, detailed inputs required specifically for the Discounted Cash Flow methodology.
+
How is this agent different from the general 'Valuation Agent'?
The general Valuation Agent is a broad tool that can perform multiple types of valuation, including comparable analysis. This DCF Modeling Agent is a specialist. It is designed to do one thing perfectly: extract the granular, detailed inputs required specifically for the Discounted Cash Flow methodology.
+
How is this agent different from the general 'Valuation Agent'?
The general Valuation Agent is a broad tool that can perform multiple types of valuation, including comparable analysis. This DCF Modeling Agent is a specialist. It is designed to do one thing perfectly: extract the granular, detailed inputs required specifically for the Discounted Cash Flow methodology.
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Does the agent build the entire DCF model for me?
No. The agent automates the data extraction and preparation—the most manual part of the process. You maintain full control over your proprietary Excel model's structure, formulas, and final assumptions. The agent provides the accurate, sourced data to populate your model faster.
+
Does the agent build the entire DCF model for me?
No. The agent automates the data extraction and preparation—the most manual part of the process. You maintain full control over your proprietary Excel model's structure, formulas, and final assumptions. The agent provides the accurate, sourced data to populate your model faster.
+
Does the agent build the entire DCF model for me?
No. The agent automates the data extraction and preparation—the most manual part of the process. You maintain full control over your proprietary Excel model's structure, formulas, and final assumptions. The agent provides the accurate, sourced data to populate your model faster.
+
Does the agent build the entire DCF model for me?
No. The agent automates the data extraction and preparation—the most manual part of the process. You maintain full control over your proprietary Excel model's structure, formulas, and final assumptions. The agent provides the accurate, sourced data to populate your model faster.
+
How does it handle conflicting data from different documents?
When the agent finds conflicting projections or data points in different sources (e.g., a 10-K vs. an investor deck), it will flag the discrepancy and present both sourced data points. This allows the human analyst to make an informed decision on which figure to use.
+
How does it handle conflicting data from different documents?
When the agent finds conflicting projections or data points in different sources (e.g., a 10-K vs. an investor deck), it will flag the discrepancy and present both sourced data points. This allows the human analyst to make an informed decision on which figure to use.
+
How does it handle conflicting data from different documents?
When the agent finds conflicting projections or data points in different sources (e.g., a 10-K vs. an investor deck), it will flag the discrepancy and present both sourced data points. This allows the human analyst to make an informed decision on which figure to use.
+
How does it handle conflicting data from different documents?
When the agent finds conflicting projections or data points in different sources (e.g., a 10-K vs. an investor deck), it will flag the discrepancy and present both sourced data points. This allows the human analyst to make an informed decision on which figure to use.
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Can it read data from charts and graphs?
Yes. The agent's document analysis capabilities allow it to interpret data presented visually in charts and graphs, such as revenue projection bars or margin trend lines, and convert that visual information into structured numerical data for your model.
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Can it read data from charts and graphs?
Yes. The agent's document analysis capabilities allow it to interpret data presented visually in charts and graphs, such as revenue projection bars or margin trend lines, and convert that visual information into structured numerical data for your model.
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Can it read data from charts and graphs?
Yes. The agent's document analysis capabilities allow it to interpret data presented visually in charts and graphs, such as revenue projection bars or margin trend lines, and convert that visual information into structured numerical data for your model.
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Can it read data from charts and graphs?
Yes. The agent's document analysis capabilities allow it to interpret data presented visually in charts and graphs, such as revenue projection bars or margin trend lines, and convert that visual information into structured numerical data for your model.
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What if our models use specific non-GAAP metrics?
The agent can be configured through its workflow to find and extract custom or non-GAAP metrics (like 'Adjusted EBITDA' or 'Free Cash Flow Before Acquisitions') as defined by the company in its financial reports, ensuring the inputs match your model's specific requirements.
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What if our models use specific non-GAAP metrics?
The agent can be configured through its workflow to find and extract custom or non-GAAP metrics (like 'Adjusted EBITDA' or 'Free Cash Flow Before Acquisitions') as defined by the company in its financial reports, ensuring the inputs match your model's specific requirements.
+
What if our models use specific non-GAAP metrics?
The agent can be configured through its workflow to find and extract custom or non-GAAP metrics (like 'Adjusted EBITDA' or 'Free Cash Flow Before Acquisitions') as defined by the company in its financial reports, ensuring the inputs match your model's specific requirements.
+
What if our models use specific non-GAAP metrics?
The agent can be configured through its workflow to find and extract custom or non-GAAP metrics (like 'Adjusted EBITDA' or 'Free Cash Flow Before Acquisitions') as defined by the company in its financial reports, ensuring the inputs match your model's specific requirements.
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Is the financial data secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 compliant, and all data is handled with enterprise-grade security. For highly sensitive M&A analysis, the agent can be deployed in a secure virtual private cloud environment.
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Is the financial data secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 compliant, and all data is handled with enterprise-grade security. For highly sensitive M&A analysis, the agent can be deployed in a secure virtual private cloud environment.
+
Is the financial data secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 compliant, and all data is handled with enterprise-grade security. For highly sensitive M&A analysis, the agent can be deployed in a secure virtual private cloud environment.
+
Is the financial data secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 compliant, and all data is handled with enterprise-grade security. For highly sensitive M&A analysis, the agent can be deployed in a secure virtual private cloud environment.
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