AI investment memo generation

AI investment memo generation

Automate deal analysis and due diligence

Automate deal analysis and due diligence

Generate comprehensive investment memos 10x faster with AI that understands financial context and extracts key metrics.

What is it

What is it

Accelerating Deal Screening

An investment memo is a comprehensive summary document that forms the basis of an investment decision. It synthesizes information from dozens of source documents.

How is it solved today?

Analysts spend days or weeks manually reading through entire data rooms. They piece together information from pitch decks financials and market reports to draft a memo.

How is it solved today?

Analysts spend days or weeks manually reading through entire data rooms. They piece together information from pitch decks financials and market reports to draft a memo.

How is it solved today?

Analysts spend days or weeks manually reading through entire data rooms. They piece together information from pitch decks financials and market reports to draft a memo.

Why V7 Go

V7 Go automates the entire process. It reads all documents in the data room and generates a complete sourced first draft of the investment memo in hours not days.

Why V7 Go

V7 Go automates the entire process. It reads all documents in the data room and generates a complete sourced first draft of the investment memo in hours not days.

Why V7 Go

V7 Go automates the entire process. It reads all documents in the data room and generates a complete sourced first draft of the investment memo in hours not days.

Time comparison

Time comparison

Time comparison

Traditional way

3-5 days

3-5 days

With V7 Go agents

2 hours

2 hours

Average time saved

90%

90%

Why V7 Go

Process pitch decks, financial models, and market research.

Extract revenue growth, CAC, LTV, and key market data.

Workflow

Workflow

Crunchbase
Crunchbase
Crunchbase
Affinity
Affinity
Affinity

Import your files

Pitchbook

,

Crunchbase

,

Affinity

Pitch decks

Pitch decks

Pitch decks

Financial models

Financial models

Financial models

Market research reports

Market research reports

Market research reports

Competitor analysis

Competitor analysis

Competitor analysis

Customer contracts

Customer contracts

Customer contracts

Cap tables

Cap tables

Cap tables

Revenue growth rate

Revenue growth rate

Revenue growth rate

Customer acquisition cost (CAC)

Customer acquisition cost (CAC)

Customer acquisition cost (CAC)

Lifetime value (LTV)

Lifetime value (LTV)

Lifetime value (LTV)

Burn rate and runway

Burn rate and runway

Burn rate and runway

Market size and growth

Market size and growth

Market size and growth

Competitive landscape

Competitive landscape

Competitive landscape

Team experience and track record

Team experience and track record

Team experience and track record

Product-market fit indicators

Product-market fit indicators

Product-market fit indicators

Key risks and mitigations

Key risks and mitigations

Key risks and mitigations

Valuation and deal terms

Valuation and deal terms

Valuation and deal terms

Why V7 Go

Why V7 Go

Rapid Data Extraction

Process entire data rooms containing hundreds of documents simultaneously - from pitch decks and financial models to market reports.

Rapid Data Extraction

Process entire data rooms containing hundreds of documents simultaneously - from pitch decks and financial models to market reports.

Rapid Data Extraction

Process entire data rooms containing hundreds of documents simultaneously - from pitch decks and financial models to market reports.

AI Citations

Verify every insight with highlighted source text from original documents, ensuring accuracy and traceability across your analysis.

AI Citations

Verify every insight with highlighted source text from original documents, ensuring accuracy and traceability across your analysis.

AI Citations

Verify every insight with highlighted source text from original documents, ensuring accuracy and traceability across your analysis.

Financial Analysis

Extract and interpret data from complex financial tables, growth projections, and operational charts, even from unstructured documents.

Financial Analysis

Extract and interpret data from complex financial tables, growth projections, and operational charts, even from unstructured documents.

Financial Analysis

Extract and interpret data from complex financial tables, growth projections, and operational charts, even from unstructured documents.

Customizable Workflows

Protect sensitive company information with enterprise-grade security features and compliance with VC/PE industry standards.

Customizable Workflows

Protect sensitive company information with enterprise-grade security features and compliance with VC/PE industry standards.

Customizable Workflows

Protect sensitive company information with enterprise-grade security features and compliance with VC/PE industry standards.

Customizable Workflows

Control access across investment teams and external reviewers with customizable user roles and project-level permissions.

Customizable Workflows

Control access across investment teams and external reviewers with customizable user roles and project-level permissions.

Customizable Workflows

Control access across investment teams and external reviewers with customizable user roles and project-level permissions.

Easy Integration

Connect V7 Go to popular data room solutions or integrate via API to automate document processing and memo generation.

Easy Integration

Connect V7 Go to popular data room solutions or integrate via API to automate document processing and memo generation.

Easy Integration

Connect V7 Go to popular data room solutions or integrate via API to automate document processing and memo generation.

V7 Go

V7 Go

V7 Go

AI-powered investment analysis

AI-powered investment analysis

for financial professionals

Investment teams face an overwhelming volume of deal documents—from pitch decks and financial models to market analysis reports. Manually reviewing these materials creates bottlenecks and limits deal flow. V7 Go accelerates this process with AI that automatically analyzes deal documents and highlights key metrics, risks, and insights. This enables your team to evaluate more opportunities and make faster decisions.

Venture Capital Firms

Evaluate more startup opportunities by automating initial deal screening and memo creation. A top-tier VC firm increased deal flow capacity by 40% using V7 Go.

Venture Capital Firms

Evaluate more startup opportunities by automating initial deal screening and memo creation. A top-tier VC firm increased deal flow capacity by 40% using V7 Go.

Venture Capital Firms

Evaluate more startup opportunities by automating initial deal screening and memo creation. A top-tier VC firm increased deal flow capacity by 40% using V7 Go.

Private Equity Teams

Streamline due diligence processes for complex transactions. PE firms use V7 Go to analyze large data rooms and generate comprehensive investment memos in hours, not weeks.

Private Equity Teams

Streamline due diligence processes for complex transactions. PE firms use V7 Go to analyze large data rooms and generate comprehensive investment memos in hours, not weeks.

Private Equity Teams

Streamline due diligence processes for complex transactions. PE firms use V7 Go to analyze large data rooms and generate comprehensive investment memos in hours, not weeks.

Delegate deal analysis

Delegate deal analysis

to an expert investment AI agent

to an expert investment AI agent

Comprehensive Due Diligence

Analyze entire data rooms and generate reports covering financials risks and opportunities.

Verifiable Financials

Extract key metrics from financial models and tables with direct links to the source for verification.

Next steps

Accelerate your investment analysis process with AI.

Let's talk

You’ll hear back in less than 24 hours

Next steps

Accelerate your investment analysis process with AI.

Let's talk

Next steps

Accelerate your investment analysis process with AI.

Let's talk

You’ll hear back in less than 24 hours

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does V7 Go handle different types of financial documents?

V7 Go uses advanced AI to process various financial document types, including pitch decks, financial models, and market reports. It adapts to different formats and structures, extracting relevant data consistently.

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How does V7 Go handle different types of financial documents?

V7 Go uses advanced AI to process various financial document types, including pitch decks, financial models, and market reports. It adapts to different formats and structures, extracting relevant data consistently.

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How does V7 Go handle different types of financial documents?

V7 Go uses advanced AI to process various financial document types, including pitch decks, financial models, and market reports. It adapts to different formats and structures, extracting relevant data consistently.

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Can V7 Go integrate with our existing deal flow management tools?

Yes, V7 Go offers API integration capabilities to connect with popular deal flow management platforms. This allows for seamless incorporation into your existing investment workflows.

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Can V7 Go integrate with our existing deal flow management tools?

Yes, V7 Go offers API integration capabilities to connect with popular deal flow management platforms. This allows for seamless incorporation into your existing investment workflows.

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Can V7 Go integrate with our existing deal flow management tools?

Yes, V7 Go offers API integration capabilities to connect with popular deal flow management platforms. This allows for seamless incorporation into your existing investment workflows.

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How does V7 Go ensure the accuracy of extracted financial data?

V7 Go uses AI citations to link every extracted data point back to its source in the original documents. This allows for easy verification and maintains a high level of accuracy in the generated investment memos.

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How does V7 Go ensure the accuracy of extracted financial data?

V7 Go uses AI citations to link every extracted data point back to its source in the original documents. This allows for easy verification and maintains a high level of accuracy in the generated investment memos.

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How does V7 Go ensure the accuracy of extracted financial data?

V7 Go uses AI citations to link every extracted data point back to its source in the original documents. This allows for easy verification and maintains a high level of accuracy in the generated investment memos.

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Can V7 Go handle complex financial models and projections?

Yes, V7 Go is designed to interpret complex financial models, including multi-year projections and scenario analyses. It can extract key metrics and summarize financial assumptions for easier review.

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Can V7 Go handle complex financial models and projections?

Yes, V7 Go is designed to interpret complex financial models, including multi-year projections and scenario analyses. It can extract key metrics and summarize financial assumptions for easier review.

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Can V7 Go handle complex financial models and projections?

Yes, V7 Go is designed to interpret complex financial models, including multi-year projections and scenario analyses. It can extract key metrics and summarize financial assumptions for easier review.

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How does V7 Go protect sensitive deal information?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All data is encrypted both in transit and at rest, with granular access controls to protect confidential investment information.

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How does V7 Go protect sensitive deal information?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All data is encrypted both in transit and at rest, with granular access controls to protect confidential investment information.

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How does V7 Go protect sensitive deal information?

V7 Go implements enterprise-grade security measures, including SOC2 Type 2 compliance and ISO 27001 certification. All data is encrypted both in transit and at rest, with granular access controls to protect confidential investment information.

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Can V7 Go generate custom investment memo templates?

Yes, V7 Go allows users to create and save custom investment memo templates. These can be tailored to your firm's specific requirements and automatically populated with extracted data from deal documents.

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Can V7 Go generate custom investment memo templates?

Yes, V7 Go allows users to create and save custom investment memo templates. These can be tailored to your firm's specific requirements and automatically populated with extracted data from deal documents.

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Can V7 Go generate custom investment memo templates?

Yes, V7 Go allows users to create and save custom investment memo templates. These can be tailored to your firm's specific requirements and automatically populated with extracted data from deal documents.

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