AI Offering Memorandum Analysis
AI Offering Memorandum Analysis
Accelerate your private deal analysis
Accelerate your private deal analysis
V7 Go automates the review of Offering Memorandums (OMs), extracting the critical financial data, business insights, and risk factors that drive your investment decisions.
What is it
What is it
Accelerating Private Placement Analysis
An Offering Memorandum (OM) is a detailed document providing investors with information about a private company for M&A or capital raising. It is also known as a CIM.
How is it solved today?
Analysts spend days manually reading dense OMs and transcribing financial and business data into models a process that is a major bottleneck to deal flow.
How is it solved today?
Analysts spend days manually reading dense OMs and transcribing financial and business data into models a process that is a major bottleneck to deal flow.
How is it solved today?
Analysts spend days manually reading dense OMs and transcribing financial and business data into models a process that is a major bottleneck to deal flow.
Why V7 Go
V7 Go automates the review of any OM extracting all critical financial metrics business information and risks into a structured summary in minutes.
Why V7 Go
V7 Go automates the review of any OM extracting all critical financial metrics business information and risks into a structured summary in minutes.
Why V7 Go
V7 Go automates the review of any OM extracting all critical financial metrics business information and risks into a structured summary in minutes.
Time comparison
Time comparison
Time comparison
Traditional way
4-6 hours
4-6 hours
With V7 Go agents
15 minutes
15 minutes
Average time saved
95%
95%
Why V7 Go
Analyze Offering Memorandums (OMs), CIMs, and PPMs.
Extract financial performance, risk factors, and management bios.
Workflow
Workflow
Import your files
PitchBook
,
Datasite
,
Intralinks
Offering Memorandums (OMs)
Offering Memorandums (OMs)
Offering Memorandums (OMs)
Confidential Information Memorandums (CIMs)
Confidential Information Memorandums (CIMs)
Confidential Information Memorandums (CIMs)
Private Placement Memorandums (PPMs)
Private Placement Memorandums (PPMs)
Private Placement Memorandums (PPMs)
Management Presentations
Management Presentations
Management Presentations
Financial Projections
Financial Projections
Financial Projections
Data Room Documents
Data Room Documents
Data Room Documents
Company & Business Description
Company & Business Description
Company & Business Description
Historical Financial Performance
Historical Financial Performance
Historical Financial Performance
Financial Projections & Assumptions
Financial Projections & Assumptions
Financial Projections & Assumptions
EBITDA & Margin Analysis
EBITDA & Margin Analysis
EBITDA & Margin Analysis
Investment Thesis & Rationale
Investment Thesis & Rationale
Investment Thesis & Rationale
Disclosed Risk Factors
Disclosed Risk Factors
Disclosed Risk Factors
Management Team Biographies
Management Team Biographies
Management Team Biographies
Market & Industry Overview
Market & Industry Overview
Market & Industry Overview
Products & Services Details
Products & Services Details
Products & Services Details
Capitalization & Use of Proceeds
Capitalization & Use of Proceeds
Capitalization & Use of Proceeds
Why V7 Go
Why V7 Go
Financial Data Extraction
Accurately pull historical and projected financials, including revenue, EBITDA, and margins, directly from tables and text.
Financial Data Extraction
Accurately pull historical and projected financials, including revenue, EBITDA, and margins, directly from tables and text.
Financial Data Extraction
Accurately pull historical and projected financials, including revenue, EBITDA, and margins, directly from tables and text.
Business & Market Analysis
Extract the company's description, market position, product information, and competitive landscape from the narrative.
Business & Market Analysis
Extract the company's description, market position, product information, and competitive landscape from the narrative.
Business & Market Analysis
Extract the company's description, market position, product information, and competitive landscape from the narrative.
Risk Factor Identification
Automatically identify and categorize all disclosed investment considerations and risk factors for rapid assessment.
Risk Factor Identification
Automatically identify and categorize all disclosed investment considerations and risk factors for rapid assessment.
Risk Factor Identification
Automatically identify and categorize all disclosed investment considerations and risk factors for rapid assessment.
Standardized Summaries
Extract the biographies and backgrounds of the key management team members.
Standardized Summaries
Extract the biographies and backgrounds of the key management team members.
Standardized Summaries
Extract the biographies and backgrounds of the key management team members.
Standardized Summaries
Generate a consistent, structured summary for every OM, making it easy to compare multiple investment opportunities.
Standardized Summaries
Generate a consistent, structured summary for every OM, making it easy to compare multiple investment opportunities.
Standardized Summaries
Generate a consistent, structured summary for every OM, making it easy to compare multiple investment opportunities.
Source-Verified Accuracy
Every extracted data point is linked back to the source page in the OM, ensuring complete traceability and verification.
Source-Verified Accuracy
Every extracted data point is linked back to the source page in the OM, ensuring complete traceability and verification.
Source-Verified Accuracy
Every extracted data point is linked back to the source page in the OM, ensuring complete traceability and verification.
V7 Go
V7 Go
V7 Go
AI-powered deal screening
AI-powered deal screening
for investment professionals
Analysts in private equity, venture capital, and investment banking spend days manually reading dense Offering Memorandums to evaluate private investment opportunities. This manual data extraction is a major bottleneck, limiting the number of deals a firm can review and delaying the decision-making process. Critical information is often buried in long narratives or complex tables.
Private Equity Associates
Automate the initial screening of CIMs and OMs to increase deal flow and focus time on qualified opportunities.
Private Equity Associates
Automate the initial screening of CIMs and OMs to increase deal flow and focus time on qualified opportunities.
Private Equity Associates
Automate the initial screening of CIMs and OMs to increase deal flow and focus time on qualified opportunities.
Investment Banking Analysts
Quickly prepare marketing materials and financial models by automatically extracting key data from client OMs.
Investment Banking Analysts
Quickly prepare marketing materials and financial models by automatically extracting key data from client OMs.
Investment Banking Analysts
Quickly prepare marketing materials and financial models by automatically extracting key data from client OMs.
Delegate Offering Memorandum analysis
Delegate Offering Memorandum analysis
to a due diligence AI agent
to a due diligence AI agent
Financial Data Extraction
Accurately pull historical and projected financials including revenue EBITDA and margins directly from tables and text.
Risk Factor Identification
Automatically identify and categorize all disclosed investment considerations and risk factors for rapid assessment.
More agents
Next steps
Stop spending your day reading OMs.
Let's talk
You’ll hear back in less than 24 hours
Next steps
Stop spending your day reading OMs.
Let's talk
Next steps
Stop spending your day reading OMs.
Let's talk
You’ll hear back in less than 24 hours
FAQ
FAQ
FAQ
Have questions?
Find answers.
What is an Offering Memorandum (OM)?
An OM, also known as a Confidential Information Memorandum (CIM), is a detailed document used in private placements and M&A to provide potential investors with information about a business.
+
What is an Offering Memorandum (OM)?
An OM, also known as a Confidential Information Memorandum (CIM), is a detailed document used in private placements and M&A to provide potential investors with information about a business.
+
What is an Offering Memorandum (OM)?
An OM, also known as a Confidential Information Memorandum (CIM), is a detailed document used in private placements and M&A to provide potential investors with information about a business.
+
How is this different from analyzing a public 10-K?
OMs are unstructured and vary greatly in format, unlike standardized SEC filings. V7 Go's AI is specifically designed to handle this lack of structure, understanding different layouts contextually.
+
How is this different from analyzing a public 10-K?
OMs are unstructured and vary greatly in format, unlike standardized SEC filings. V7 Go's AI is specifically designed to handle this lack of structure, understanding different layouts contextually.
+
How is this different from analyzing a public 10-K?
OMs are unstructured and vary greatly in format, unlike standardized SEC filings. V7 Go's AI is specifically designed to handle this lack of structure, understanding different layouts contextually.
+
Can the agent validate the numbers in the OM?
The agent can validate for internal consistency (e.g., do the numbers in a table add up correctly?). For external validation, it can cross-reference with other provided documents in a data room.
+
Can the agent validate the numbers in the OM?
The agent can validate for internal consistency (e.g., do the numbers in a table add up correctly?). For external validation, it can cross-reference with other provided documents in a data room.
+
Can the agent validate the numbers in the OM?
The agent can validate for internal consistency (e.g., do the numbers in a table add up correctly?). For external validation, it can cross-reference with other provided documents in a data room.
+
What is the primary benefit for an investment team?
Speed. It allows the team to screen more deals faster. Analysts can move from data entry to high-value analysis and diligence, significantly increasing deal flow capacity.
+
What is the primary benefit for an investment team?
Speed. It allows the team to screen more deals faster. Analysts can move from data entry to high-value analysis and diligence, significantly increasing deal flow capacity.
+
What is the primary benefit for an investment team?
Speed. It allows the team to screen more deals faster. Analysts can move from data entry to high-value analysis and diligence, significantly increasing deal flow capacity.
+
What format does the output come in?
The agent produces a structured data file (JSON or CSV) and a human-readable summary report, which can be integrated into your existing financial models and workflows.
+
What format does the output come in?
The agent produces a structured data file (JSON or CSV) and a human-readable summary report, which can be integrated into your existing financial models and workflows.
+
What format does the output come in?
The agent produces a structured data file (JSON or CSV) and a human-readable summary report, which can be integrated into your existing financial models and workflows.
+
How long does it take to analyze a typical OM?
A process that typically takes an analyst 4-6 hours of manual reading and data entry can be completed by the agent in under 15 minutes.
+
How long does it take to analyze a typical OM?
A process that typically takes an analyst 4-6 hours of manual reading and data entry can be completed by the agent in under 15 minutes.
+
How long does it take to analyze a typical OM?
A process that typically takes an analyst 4-6 hours of manual reading and data entry can be completed by the agent in under 15 minutes.
+