DealCloud integration
Connect
Connect
Connect
Connect
DealCloud
DealCloud
DealCloud
DealCloud
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect DealCloud's deal and relationship data to V7 Go's AI agents to automate CIM analysis, deal screening, pipeline triage, and investment memo generation.
Integration
Integration
DealCloud
Connect DealCloud to V7 Go and automate deal screening, pipeline triage, CIM analysis, and investment memo generation for PE, VC, and M&A teams.
Finance & Investing
Deal Screening
CIM Analysis
Pipeline Triage
DealCloud
Connect DealCloud to V7 Go and automate deal screening, pipeline triage, CIM analysis, and investment memo generation for PE, VC, and M&A teams.
Finance & Investing
Deal Screening
CIM Analysis
Pipeline Triage
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
DealCloud Workflows
DealCloud Workflows
DealCloud Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your DealCloud workflows.
Select from a library of pre-built AI agents to power your DealCloud workflows.
Select from a library of pre-built AI agents to power your DealCloud workflows.
Popular workflows
From
Slack
to
DealCloud
Slack + DealCloud
Get instant deal screening summaries and pipeline alerts in Slack.
From
Slack
to
DealCloud
Slack + DealCloud
Get instant deal screening summaries and pipeline alerts in Slack.
From
Slack
to
DealCloud
Slack + DealCloud
Get instant deal screening summaries and pipeline alerts in Slack.
From
Slack
to
DealCloud
Slack + DealCloud
Get instant deal screening summaries and pipeline alerts in Slack.
From
Gmail
to
DealCloud
Gmail + DealCloud
Email investment memos and deal summaries to stakeholders automatically.
From
Gmail
to
DealCloud
Gmail + DealCloud
Email investment memos and deal summaries to stakeholders automatically.
From
Gmail
to
DealCloud
Gmail + DealCloud
Email investment memos and deal summaries to stakeholders automatically.
From
Gmail
to
DealCloud
Gmail + DealCloud
Email investment memos and deal summaries to stakeholders automatically.
From
Microsoft Excel
to
DealCloud
Excel + DealCloud
Export deal metrics and scoring data to spreadsheets for analysis.
From
Microsoft Excel
to
DealCloud
Excel + DealCloud
Export deal metrics and scoring data to spreadsheets for analysis.
From
Microsoft Excel
to
DealCloud
Excel + DealCloud
Export deal metrics and scoring data to spreadsheets for analysis.
From
Microsoft Excel
to
DealCloud
Excel + DealCloud
Export deal metrics and scoring data to spreadsheets for analysis.
From
Notion
to
DealCloud
Notion + DealCloud
Create deal research pages with AI-generated insights and analysis.
From
Notion
to
DealCloud
Notion + DealCloud
Create deal research pages with AI-generated insights and analysis.
From
Notion
to
DealCloud
Notion + DealCloud
Create deal research pages with AI-generated insights and analysis.
From
Notion
to
DealCloud
Notion + DealCloud
Create deal research pages with AI-generated insights and analysis.
From
Google Sheets
to
DealCloud
Google Sheets + DealCloud
Sync deal pipeline data and AI scores to collaborative spreadsheets.
From
Google Sheets
to
DealCloud
Google Sheets + DealCloud
Sync deal pipeline data and AI scores to collaborative spreadsheets.
From
Google Sheets
to
DealCloud
Google Sheets + DealCloud
Sync deal pipeline data and AI scores to collaborative spreadsheets.
From
Google Sheets
to
DealCloud
Google Sheets + DealCloud
Sync deal pipeline data and AI scores to collaborative spreadsheets.
From
Asana
to
DealCloud
Asana + DealCloud
Create diligence tasks and follow-ups from deal screening results.
From
Asana
to
DealCloud
Asana + DealCloud
Create diligence tasks and follow-ups from deal screening results.
From
Asana
to
DealCloud
Asana + DealCloud
Create diligence tasks and follow-ups from deal screening results.
From
Asana
to
DealCloud
Asana + DealCloud
Create diligence tasks and follow-ups from deal screening results.
Example workflow
Example workflow
Example workflow
DealCloud example workflow
DealCloud example workflow
DealCloud 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
AI Private Equity Deal Sourcing Agent
Screening and sourcing deals
Output
Waiting for analysis
Let the agent run first
AI Agent
Output
Input
Hide
AI Agent
AI Private Equity Deal Sourcing Agent
Screening and sourcing deals
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 DealCloud subscription to use this integration?
Yes, you'll need an active DealCloud subscription to access your deal and relationship data. V7 Go enhances your existing DealCloud investment by automating analysis workflows, generating insights, and accelerating deal screening processes.
+
Can I customize the AI agents for my firm's investment criteria?
Absolutely! V7 Go's AI agents can be customized to match your firm's investment thesis, deal criteria, and risk parameters. You can configure workflows to focus on specific sectors, deal sizes, or strategic priorities that align with your investment mandate.
+
How secure is the data integration with DealCloud?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your DealCloud data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and PE firms.
+
What types of documents can be analyzed from DealCloud?
V7 Go can analyze CIMs, pitch decks, investment memos, financial statements, and other deal documents attached to DealCloud records. AI agents extract key metrics, identify risks, generate summaries, and produce investment recommendations from these documents automatically.
+
Can I integrate DealCloud data with my existing tools and workflows?
Yes! V7 Go can send analyzed DealCloud data to various output integrations including Slack, Gmail, Excel, Notion, and project management tools. This ensures seamless integration with your existing technology stack and team workflows.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically extract key financials, identify red flags, assess strategic fit, and generate investment theses from CIMs and deal documents. This reduces manual review time from hours to minutes, allowing your team to screen more deals and focus on high-potential opportunities.
+
Do I need a DealCloud subscription to use this integration?
Yes, you'll need an active DealCloud subscription to access your deal and relationship data. V7 Go enhances your existing DealCloud investment by automating analysis workflows, generating insights, and accelerating deal screening processes.
+
Can I customize the AI agents for my firm's investment criteria?
Absolutely! V7 Go's AI agents can be customized to match your firm's investment thesis, deal criteria, and risk parameters. You can configure workflows to focus on specific sectors, deal sizes, or strategic priorities that align with your investment mandate.
+
How secure is the data integration with DealCloud?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your DealCloud data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and PE firms.
+
What types of documents can be analyzed from DealCloud?
V7 Go can analyze CIMs, pitch decks, investment memos, financial statements, and other deal documents attached to DealCloud records. AI agents extract key metrics, identify risks, generate summaries, and produce investment recommendations from these documents automatically.
+
Can I integrate DealCloud data with my existing tools and workflows?
Yes! V7 Go can send analyzed DealCloud data to various output integrations including Slack, Gmail, Excel, Notion, and project management tools. This ensures seamless integration with your existing technology stack and team workflows.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically extract key financials, identify red flags, assess strategic fit, and generate investment theses from CIMs and deal documents. This reduces manual review time from hours to minutes, allowing your team to screen more deals and focus on high-potential opportunities.
+
Do I need a DealCloud subscription to use this integration?
Yes, you'll need an active DealCloud subscription to access your deal and relationship data. V7 Go enhances your existing DealCloud investment by automating analysis workflows, generating insights, and accelerating deal screening processes.
+
Can I customize the AI agents for my firm's investment criteria?
Absolutely! V7 Go's AI agents can be customized to match your firm's investment thesis, deal criteria, and risk parameters. You can configure workflows to focus on specific sectors, deal sizes, or strategic priorities that align with your investment mandate.
+
How secure is the data integration with DealCloud?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your DealCloud data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and PE firms.
+
What types of documents can be analyzed from DealCloud?
V7 Go can analyze CIMs, pitch decks, investment memos, financial statements, and other deal documents attached to DealCloud records. AI agents extract key metrics, identify risks, generate summaries, and produce investment recommendations from these documents automatically.
+
Can I integrate DealCloud data with my existing tools and workflows?
Yes! V7 Go can send analyzed DealCloud data to various output integrations including Slack, Gmail, Excel, Notion, and project management tools. This ensures seamless integration with your existing technology stack and team workflows.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically extract key financials, identify red flags, assess strategic fit, and generate investment theses from CIMs and deal documents. This reduces manual review time from hours to minutes, allowing your team to screen more deals and focus on high-potential opportunities.
+
Do I need a DealCloud subscription to use this integration?
Yes, you'll need an active DealCloud subscription to access your deal and relationship data. V7 Go enhances your existing DealCloud investment by automating analysis workflows, generating insights, and accelerating deal screening processes.
+
Can I customize the AI agents for my firm's investment criteria?
Absolutely! V7 Go's AI agents can be customized to match your firm's investment thesis, deal criteria, and risk parameters. You can configure workflows to focus on specific sectors, deal sizes, or strategic priorities that align with your investment mandate.
+
How secure is the data integration with DealCloud?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your DealCloud data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and PE firms.
+
What types of documents can be analyzed from DealCloud?
V7 Go can analyze CIMs, pitch decks, investment memos, financial statements, and other deal documents attached to DealCloud records. AI agents extract key metrics, identify risks, generate summaries, and produce investment recommendations from these documents automatically.
+
Can I integrate DealCloud data with my existing tools and workflows?
Yes! V7 Go can send analyzed DealCloud data to various output integrations including Slack, Gmail, Excel, Notion, and project management tools. This ensures seamless integration with your existing technology stack and team workflows.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically extract key financials, identify red flags, assess strategic fit, and generate investment theses from CIMs and deal documents. This reduces manual review time from hours to minutes, allowing your team to screen more deals and focus on high-potential opportunities.
+
Get started
Ready to build
the best
DealCloud
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first DealCloud workflow. See how V7 Go AI agents can automate your deal screening, CIM analysis, and investment memo generation in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
DealCloud
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first DealCloud workflow. See how V7 Go AI agents can automate your deal screening, CIM analysis, and investment memo generation in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
DealCloud
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first DealCloud workflow. See how V7 Go AI agents can automate your deal screening, CIM analysis, and investment memo generation in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
DealCloud
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first DealCloud workflow. See how V7 Go AI agents can automate your deal screening, CIM analysis, and investment memo generation in just 30 minutes.
30-minute session
Personalized setup
Live demonstration