90% ROI increase
AI Offering Memorandum 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.

Shareholder agreement review
See Offering Memorandum in action
Play video

Shareholder agreement review
See Offering Memorandum in action
Play video

Shareholder agreement review
See Offering Memorandum in action
Play video

Shareholder agreement review
See Offering Memorandum in action
Play video
Challenge
Challenge
Analysts in private equity venture capital and investment banking spend days manually reading dense Offering Memorandums to evaluate private investment opportunities.
Analysts in private equity venture capital and investment banking spend days manually reading dense Offering Memorandums to evaluate private investment opportunities.
V7 Go's due diligence agent automates the review of OMs. It reads the entire document extracts key financial metrics company information and risk factors and generates a structured summary in a fraction of the time.
V7 Go's due diligence agent automates the review of OMs. It reads the entire document extracts key financial metrics company information and risk factors and generates a structured summary in a fraction of the time.
Time comparison
Time comparison
Traditional review time
4-6 hours
4-6 hours
With V7 Go
15 minutes
15 minutes
Average time saved
95%
95%
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.
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.
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.
Risk Factor Identification
Automatically identify and categorize all disclosed investment considerations and risk factors for rapid assessment.
Management Team Summary
Extract the biographies and backgrounds of the key management team members.
Management Team Summary
Extract the biographies and backgrounds of the key management team members.
Management Team Summary
Extract the biographies and backgrounds of the key management team members.
Management Team Summary
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.
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.
Source-Verified Accuracy
Every extracted data point is linked back to the source page in the OM, ensuring complete traceability and verification.
Analyze Offering Memorandums (OMs), CIMs, and PPMs.
Extract financial performance, risk factors, and management bios.
Get started
Get started
Import your files
Gmail
,
Google Drive
,
CoStar
Import your files from whereever they are currently stored
Import your files from whereever they are currently stored
Offering Memorandums (OMs)
Offering Memorandums (OMs)
Confidential Information Memorandums (CIMs)
Confidential Information Memorandums (CIMs)
Private Placement Memorandums (PPMs)
Private Placement Memorandums (PPMs)
Management Presentations
Management Presentations
Financial Projections
Financial Projections
Data Room Documents
Data Room Documents
All types of documents supported
All types of documents supported
Company & Business Description
Company & Business Description
Historical Financial Performance
Historical Financial Performance
Financial Projections & Assumptions
Financial Projections & Assumptions
EBITDA & Margin Analysis
EBITDA & Margin Analysis
Investment Thesis & Rationale
Investment Thesis & Rationale
Disclosed Risk Factors
Disclosed Risk Factors
Management Team Biographies
Management Team Biographies
Market & Industry Overview
Market & Industry Overview
Products & Services Details
Products & Services Details
Capitalization & Use of Proceeds
Capitalization & Use of Proceeds
Once imported our system extracts and organises the essentials
Once imported our system extracts and organises the essentials
The difference
The difference
AI-powered deal screening
for investment professionals
The difference
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze Offering Memorandums (OMs), also known as CIMs. Extract key financial metrics, business descriptions, and risk factors in minutes.
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze Offering Memorandums (OMs), also known as CIMs. Extract key financial metrics, business descriptions, and risk factors in minutes.
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze Offering Memorandums (OMs), also known as CIMs. Extract key financial metrics, business descriptions, and risk factors in minutes.
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Offering Memorandum
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Offering Memorandum
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Offering Memorandum
The difference
AI-powered deal screening
for investment professionals
The difference
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze Offering Memorandums (OMs), also known as CIMs. Extract key financial metrics, business descriptions, and risk factors in minutes.
Play video
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Offering Memorandum
Play video
Customer Voices
Customer Voices
Building trustworthy AI, trained on your data
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
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
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
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
Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
Read the full story
Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
Read the full story
Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
Read the full story
Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
Read the full story
Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
Read the full story
Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
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
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
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
Workflow
Delegate Offering Memorandum analysis
to a due diligence AI agent
Get started
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.
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

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?
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.
You’ll hear back in less than 24 hours
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Teams
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.
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
Offering Memorandum
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.
+
More Documents
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boost productivity of your work
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10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

Finance
Comparative Analysis
Risk Factor Extraction
MD&A Insight Extraction
10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Finance
Long document support
AI citations
Table & graph analysis
10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Finance
Rapid Data Extraction
AI Citations
Table & Chart Analysis
Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Finance
Long document support
AI citations
Table & graph analysis
Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Finance
Long document support
AI citations
Table & graph analysis
Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Finance
Rapid Data Extraction
AI Citations
Financial Analysis
Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.
Next Step
Next Step
Stop spending your day reading OMs.
Stop spending your day reading OMs.
Stop spending your day reading OMs.
Delegate the analysis to an AI agent and evaluate more deals.
Delegate the analysis to an AI agent and evaluate more deals.
Delegate the analysis to an AI agent and evaluate more deals.
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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: