Bloomberg integration
Connect
Connect
Connect
Connect
Bloomberg
Bloomberg
Bloomberg
Bloomberg
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect Bloomberg's comprehensive financial data platform to V7 Go's AI agents to automate valuation modeling, comparable-company analysis, and investment research workflows.
Integration
Integration
Bloomberg
Connect Bloomberg to V7 Go and automate valuation modeling, comparable-company analysis, and financial research workflows using enterprise-grade market data.
Finance & Investing
DCF Modeling
Comps Analysis
Market Research
Bloomberg
Connect Bloomberg to V7 Go and automate valuation modeling, comparable-company analysis, and financial research workflows using enterprise-grade market data.
Finance & Investing
DCF Modeling
Comps Analysis
Market Research
AI Engine
AI Engine
V7 Go
V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.
AI Automation
Task Orchestration
Data Extraction
Agentic Workflows
V7 Go
V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.
AI Automation
Task Orchestration
Data Extraction
Agentic Workflows
Featured workflows
Featured workflows
Featured workflows
A library of
A library of
A library of
Bloomberg Workflows
Bloomberg Workflows
Bloomberg Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your Bloomberg workflows.
Select from a library of pre-built AI agents to power your Bloomberg workflows.
Select from a library of pre-built AI agents to power your Bloomberg workflows.
Popular workflows
From
Slack
to
Bloomberg
Slack + Bloomberg
Share valuation summaries and market insights with investment teams instantly.
From
Slack
to
Bloomberg
Slack + Bloomberg
Share valuation summaries and market insights with investment teams instantly.
From
Slack
to
Bloomberg
Slack + Bloomberg
Share valuation summaries and market insights with investment teams instantly.
From
Slack
to
Bloomberg
Slack + Bloomberg
Share valuation summaries and market insights with investment teams instantly.
From
Microsoft Excel
to
Bloomberg
Excel + Bloomberg
Export DCF models and comparable-company analysis to spreadsheets.
From
Microsoft Excel
to
Bloomberg
Excel + Bloomberg
Export DCF models and comparable-company analysis to spreadsheets.
From
Microsoft Excel
to
Bloomberg
Excel + Bloomberg
Export DCF models and comparable-company analysis to spreadsheets.
From
Microsoft Excel
to
Bloomberg
Excel + Bloomberg
Export DCF models and comparable-company analysis to spreadsheets.
From
addevent
to
Bloomberg
Salesforce + Bloomberg
Update CRM records with valuation data and investment recommendations.
From
addevent
to
Bloomberg
Salesforce + Bloomberg
Update CRM records with valuation data and investment recommendations.
From
addevent
to
Bloomberg
Salesforce + Bloomberg
Update CRM records with valuation data and investment recommendations.
From
addevent
to
Bloomberg
Salesforce + Bloomberg
Update CRM records with valuation data and investment recommendations.
From
Notion
to
Bloomberg
Notion + Bloomberg
Create investment research pages with market data and analysis.
From
Notion
to
Bloomberg
Notion + Bloomberg
Create investment research pages with market data and analysis.
From
Notion
to
Bloomberg
Notion + Bloomberg
Create investment research pages with market data and analysis.
From
Notion
to
Bloomberg
Notion + Bloomberg
Create investment research pages with market data and analysis.
From
Microsoft PowerPoint
to
Bloomberg
PowerPoint + Bloomberg
Generate presentation decks with valuation models and market analysis.
From
Microsoft PowerPoint
to
Bloomberg
PowerPoint + Bloomberg
Generate presentation decks with valuation models and market analysis.
From
Microsoft PowerPoint
to
Bloomberg
PowerPoint + Bloomberg
Generate presentation decks with valuation models and market analysis.
From
Microsoft PowerPoint
to
Bloomberg
PowerPoint + Bloomberg
Generate presentation decks with valuation models and market analysis.
From
Tableau
to
Bloomberg
Tableau + Bloomberg
Build interactive dashboards with market data and valuation metrics.
From
Tableau
to
Bloomberg
Tableau + Bloomberg
Build interactive dashboards with market data and valuation metrics.
From
Tableau
to
Bloomberg
Tableau + Bloomberg
Build interactive dashboards with market data and valuation metrics.
From
Tableau
to
Bloomberg
Tableau + Bloomberg
Build interactive dashboards with market data and valuation metrics.
Example workflow
Example workflow
Example workflow
Bloomberg example workflow
Bloomberg example workflow
Bloomberg example workflow
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Popular workflows
Example
AI Agent
Output
Input
Hide
AI Agent
Financial Valuation Agent
Building valuation models from market data
Output
Waiting for analysis
Let the agent run first
AI Agent
Output
Input
Hide
AI Agent
Financial Valuation Agent
Building valuation models from market data
Output
Waiting for analysis
Let the agent run first
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Help
Help
Have questions?
Have questions?
Have questions?
Find answers.
Find answers.
Find answers.
Any more questions?
Do I need a Bloomberg terminal subscription to use this integration?
Yes, you'll need a valid Bloomberg license and appropriate data subscriptions to access Bloomberg's market data and financial information. V7 Go enhances your existing Bloomberg investment by automating the analysis and modeling of that data, turning raw information into actionable valuations and insights.
+
Can I customize the valuation models for my firm's methodology?
Absolutely! V7 Go's AI Valuation Agent can be customized to match your firm's specific valuation approach, discount rates, growth assumptions, and comparable-company selection criteria. You can configure workflows to align with your investment thesis and analytical standards.
+
How does this integration handle data compliance and licensing requirements?
V7 Go respects Bloomberg's licensing terms and data entitlements. Your firm remains responsible for ensuring that all data usage complies with your Bloomberg license agreement. The integration operates within your existing data access permissions and does not redistribute or store Bloomberg data beyond what your license permits.
+
What types of valuation analyses can be automated?
The integration supports DCF modeling, comparable-company analysis, precedent transaction analysis, and trading multiples analysis. AI agents can process Bloomberg financials, market data, and reference information to generate complete valuation models, sensitivity analyses, and investment recommendations.
+
Can I integrate Bloomberg data with my existing investment management systems?
Yes! V7 Go can send analyzed Bloomberg data and valuation outputs to various platforms including Excel, Salesforce, Tableau, and custom data warehouses. This ensures seamless integration with your existing investment workflow and reporting infrastructure.
+
How does this integration accelerate the investment research process?
V7 Go's AI agents automate the time-consuming work of data extraction, financial normalization, and model building. What typically takes hours of manual spreadsheet work can now be completed in minutes, allowing your team to focus on strategic analysis and investment decision-making rather than data processing.
+
Do I need a Bloomberg terminal subscription to use this integration?
Yes, you'll need a valid Bloomberg license and appropriate data subscriptions to access Bloomberg's market data and financial information. V7 Go enhances your existing Bloomberg investment by automating the analysis and modeling of that data, turning raw information into actionable valuations and insights.
+
Can I customize the valuation models for my firm's methodology?
Absolutely! V7 Go's AI Valuation Agent can be customized to match your firm's specific valuation approach, discount rates, growth assumptions, and comparable-company selection criteria. You can configure workflows to align with your investment thesis and analytical standards.
+
How does this integration handle data compliance and licensing requirements?
V7 Go respects Bloomberg's licensing terms and data entitlements. Your firm remains responsible for ensuring that all data usage complies with your Bloomberg license agreement. The integration operates within your existing data access permissions and does not redistribute or store Bloomberg data beyond what your license permits.
+
What types of valuation analyses can be automated?
The integration supports DCF modeling, comparable-company analysis, precedent transaction analysis, and trading multiples analysis. AI agents can process Bloomberg financials, market data, and reference information to generate complete valuation models, sensitivity analyses, and investment recommendations.
+
Can I integrate Bloomberg data with my existing investment management systems?
Yes! V7 Go can send analyzed Bloomberg data and valuation outputs to various platforms including Excel, Salesforce, Tableau, and custom data warehouses. This ensures seamless integration with your existing investment workflow and reporting infrastructure.
+
How does this integration accelerate the investment research process?
V7 Go's AI agents automate the time-consuming work of data extraction, financial normalization, and model building. What typically takes hours of manual spreadsheet work can now be completed in minutes, allowing your team to focus on strategic analysis and investment decision-making rather than data processing.
+
Do I need a Bloomberg terminal subscription to use this integration?
Yes, you'll need a valid Bloomberg license and appropriate data subscriptions to access Bloomberg's market data and financial information. V7 Go enhances your existing Bloomberg investment by automating the analysis and modeling of that data, turning raw information into actionable valuations and insights.
+
Can I customize the valuation models for my firm's methodology?
Absolutely! V7 Go's AI Valuation Agent can be customized to match your firm's specific valuation approach, discount rates, growth assumptions, and comparable-company selection criteria. You can configure workflows to align with your investment thesis and analytical standards.
+
How does this integration handle data compliance and licensing requirements?
V7 Go respects Bloomberg's licensing terms and data entitlements. Your firm remains responsible for ensuring that all data usage complies with your Bloomberg license agreement. The integration operates within your existing data access permissions and does not redistribute or store Bloomberg data beyond what your license permits.
+
What types of valuation analyses can be automated?
The integration supports DCF modeling, comparable-company analysis, precedent transaction analysis, and trading multiples analysis. AI agents can process Bloomberg financials, market data, and reference information to generate complete valuation models, sensitivity analyses, and investment recommendations.
+
Can I integrate Bloomberg data with my existing investment management systems?
Yes! V7 Go can send analyzed Bloomberg data and valuation outputs to various platforms including Excel, Salesforce, Tableau, and custom data warehouses. This ensures seamless integration with your existing investment workflow and reporting infrastructure.
+
How does this integration accelerate the investment research process?
V7 Go's AI agents automate the time-consuming work of data extraction, financial normalization, and model building. What typically takes hours of manual spreadsheet work can now be completed in minutes, allowing your team to focus on strategic analysis and investment decision-making rather than data processing.
+
Do I need a Bloomberg terminal subscription to use this integration?
Yes, you'll need a valid Bloomberg license and appropriate data subscriptions to access Bloomberg's market data and financial information. V7 Go enhances your existing Bloomberg investment by automating the analysis and modeling of that data, turning raw information into actionable valuations and insights.
+
Can I customize the valuation models for my firm's methodology?
Absolutely! V7 Go's AI Valuation Agent can be customized to match your firm's specific valuation approach, discount rates, growth assumptions, and comparable-company selection criteria. You can configure workflows to align with your investment thesis and analytical standards.
+
How does this integration handle data compliance and licensing requirements?
V7 Go respects Bloomberg's licensing terms and data entitlements. Your firm remains responsible for ensuring that all data usage complies with your Bloomberg license agreement. The integration operates within your existing data access permissions and does not redistribute or store Bloomberg data beyond what your license permits.
+
What types of valuation analyses can be automated?
The integration supports DCF modeling, comparable-company analysis, precedent transaction analysis, and trading multiples analysis. AI agents can process Bloomberg financials, market data, and reference information to generate complete valuation models, sensitivity analyses, and investment recommendations.
+
Can I integrate Bloomberg data with my existing investment management systems?
Yes! V7 Go can send analyzed Bloomberg data and valuation outputs to various platforms including Excel, Salesforce, Tableau, and custom data warehouses. This ensures seamless integration with your existing investment workflow and reporting infrastructure.
+
How does this integration accelerate the investment research process?
V7 Go's AI agents automate the time-consuming work of data extraction, financial normalization, and model building. What typically takes hours of manual spreadsheet work can now be completed in minutes, allowing your team to focus on strategic analysis and investment decision-making rather than data processing.
+
Get started
Ready to build
the best
Bloomberg
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Bloomberg workflow. See how V7 Go AI agents can automate your valuation modeling and financial analysis in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Bloomberg
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Bloomberg workflow. See how V7 Go AI agents can automate your valuation modeling and financial analysis in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Bloomberg
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Bloomberg workflow. See how V7 Go AI agents can automate your valuation modeling and financial analysis in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Bloomberg
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Bloomberg workflow. See how V7 Go AI agents can automate your valuation modeling and financial analysis in just 30 minutes.
30-minute session
Personalized setup
Live demonstration