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

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Offering Memorandum in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Offering Memorandum in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Offering Memorandum in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

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

Alaris logo

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

Alaris logo

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

Franklin AI logo

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

Franklin AI logo

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

Miovision Logo

"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

Miovision Logo

"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

Abyss Logo

"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

Abyss Logo

"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

Cattle Eye Logo

"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

Cattle Eye Logo

"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

Genmab Logo

"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

Genmab Logo

"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

Imidex logo

"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

Imidex logo

"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

InformAI logo

"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

InformAI logo

"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

Intelligend Ultrasound Logo

“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

Intelligend Ultrasound Logo

“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

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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.

+

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boost productivity of your work

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

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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.

10-K Disclosure Analysis

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

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

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Long document support

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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.

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

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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.

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Long document support

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Confidential Information Memorandum

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

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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.

You’ll hear back in less than 24 hours

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo