Turn complex deal documents into structured outputs your team can actually use.
Used by teams across private equity, insurance and real estate
Launching Skills
Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
Ingest any CIM or deal document
no structure required.
Drop a 60–100 page Confidential Information Memorandum or any unstructured deal document.
No formatting required — the system handles messy, inconsistent inputs.
Import any file format
Powerpoint
Excel
Drive
Many more formats
The document is analyzed across multiple layers:
AI extraction (financials, KPIs, narrative)
Structured parsing (tables, metrics)
Programmatic validation (Python-based checks)
Everything is broken down, verified, and standardized.
Agents ready to work for you
Review, adjust, and enrich any data point using prompts, external data, or integrations.
Edit, prompt, or connect external data directly at the cell level.
Integrations ready in V7
Bloomberg
PitchBook
CB Insights
1,400 integrations available
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Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
Apple_Jan.pdf
IBM_June.pdf
IBM_June.pdf
IBM_June.pdf
IBM_June.pdf
IBM_June.pdf
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The system converts raw data into a clean, structured memo — aligned with how PE teams actually evaluate deals.
Consistent format. Comparable across deals. Ready for internal use.
A standardized IC deck is generated automatically:
Key insights only
Predefined slide structure
Fully populated with extracted data
Turn a 60-page CIM into a 4-slide decision-ready summary.
Export as PPTX
Export as PPTX
Upload PDF version to CRM
Attach deck to email
AI Private Equity Deal Sourcing Agent
AI Private Equity Deal Sourcing Agent
AI Private Equity Deal Sourcing Agent
Bloomberg
PitchBook
CB Insights
Third Bridge
FactSet
Earnings Calls
Investor Materials
Fillings
