Process entire data rooms in minutes. Extract precise metrics from CIMs and financial statements.
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AI that can actually handle deal diligence
Before
With V7
From deal sourcing to portfolio monitoring, V7 agents turn unstructured deal documents into structured data across the investment lifecycle.
Source-linked extractions
Every extracted metric links directly to the page and location in the source document—no black boxes, fully auditable.
Automated deal workflows
Run CIM parsing, KPI extraction, and memo drafting as repeatable agent workflows across every deal.
Enterprise integrations
Push structured outputs into CRMs, portfolio trackers, and internal models through APIs and native integrations.
Multi-format data rooms
Process PDFs, Excel files, slide decks, and scanned documents across entire diligence folders.
Run diligence, valuation, and deal screening with specialized agents across the investment lifecycle
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FAQs
How does V7 handle unstructured financial documents and data rooms?
V7 agents process CIMs, investor reports, and multi-document data rooms across PDFs, slide decks, and spreadsheets — extracting structured data with citations to the exact source page. Analysts can validate every metric without rereading the entire document. Learn more about V7 agents.
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How long does it take to deploy V7 into our investment workflow?
V7 agents can be configured without engineering resources and quickly embedded into existing deal workflows. Teams typically begin processing documents shortly after onboarding, allowing analysts to run diligence workflows immediately.
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How accurate is V7’s extraction of financial metrics from reports?
V7 extracts granular metrics such as revenue, EBITDA, ARR, churn, and valuation multiples directly from financial reports and deal materials. Every data point includes traceable citations back to the original document.
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Can V7 integrate with our existing deal and portfolio tools?
V7 integrates with the tools investment teams already rely on — CRMs, portfolio trackers, analytics platforms, and data warehouses — ensuring extracted data flows directly into your reporting workflows.
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How does V7 ensure the security of sensitive deal documents?
The platform supports enterprise-grade security with strict access controls, encryption, and audit logging to ensure sensitive deal documents remain protected within your firm's environment.
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What ROI have investment teams seen from V7 agents?
Investment teams use V7 to automate time-consuming document analysis across diligence and portfolio monitoring workflows, reducing manual analysis while surfacing deeper insights.
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