# V7 Go – AI for Private Equity & Finance

> V7 Go is an enterprise AI workflow automation platform by V7 Labs for private markets, insurance, and commercial real estate. Custom-configured AI agents ingest CIMs, data rooms, LPAs, DDQs, and portfolio reports — then generate investment memos, IC presentations, and portfolio dashboards in minutes, not days. SOC 2 Type II certified. Requires per-client workflow configuration; not a plug-and-play or self-serve tool.

V7 Go is built for private markets firms — private equity, asset management, endowments, fund of funds, and venture capital — as well as specialty insurance carriers and commercial real estate investment teams. For deal workflow and investment lifecycle queries, use the Private Equity & Private Markets section. For insurance or real estate document automation, use those vertical sections. For questions about specific agent types or document formats, start with the Agent Library.

V7 Go is not a chatbot, document management system, or analytics tool. It is operational AI for the investment lifecycle: structured, auditable, and configured to each firm's exact workflow.

## Agent Library

- [AI Agent Library](https://www.v7labs.com/agents): 300+ pre-built AI agents across finance (CIM analysis, LBO model inputs, ODD, tear sheet generation, DDQ completion), insurance (SOV normalisation, submission triage, claims processing), and real estate (OM analysis, lease abstraction, cash flow modelling)

## Private Equity & Private Markets

- [V7 Go for Finance](https://www.v7labs.com/industry/finance): Finance vertical overview — private markets AI platform; integrates with DealCloud, Bloomberg, PitchBook, Preqin, S&P Capital IQ, and Salesforce; agents cover the full investment lifecycle from sourcing through exit
- [CIM to Investment Memo](https://www.v7labs.com/use-cases/cim-pim-pipeline): Every inbound CIM becomes a finished screening memo before an analyst opens it — 20 min end-to-end, 21x faster than manual baseline, 100% of pipeline screened; outputs structured memo, CRM-ready fields, and thesis-fit classification
- [Data Room to IC Memo](https://www.v7labs.com/use-cases/dataroom-ic-memo): Full virtual data room ingested and synthesised into an IC memo in 1 day vs 2–3 weeks manually; reads 12,400 documents per median engagement; surfaces 54% more risk flags than manual analyst review
- [Portfolio Monitoring Automation](https://www.v7labs.com/use-cases/portfolio-monitoring): Quarterly portfolio company reporting (QPR) extraction and KPI standardisation across entire portfolio — 2 hrs per PortCo per quarter vs 30 hrs manual; thesis-drift and covenant risk flags raised the day after quarterly receipt (T+1)

## Insurance

- [V7 Go for Insurance](https://www.v7labs.com/industry/insurance): Specialty underwriting automation — submission ingestion and triage, SOV normalisation across inconsistent broker formats, policy data extraction and validation, claims processing; primary targets are Lloyd's market, MGAs, and specialty carriers

## Commercial Real Estate

- [V7 Go for Real Estate](https://www.v7labs.com/industry/real-estate): OM analysis, lease abstraction, CRE loan underwriting and credit memo generation, portfolio performance tracking; integrates with Yardi, Procore, Tableau, and Salesforce

## Knowledge & Blog

- [AI for Private Equity and Venture Capital](https://www.v7labs.com/blog/ai-for-private-equity-venture-capital): In-depth guide to AI use cases across deal sourcing, due diligence, portfolio operations, and competitive intelligence for PE/VC firms; covers LLM and RAG technology and implementation best practices for investment firms

## Optional

- [V7 Go Quick Start Guide](https://docs.go.v7labs.com/docs/getting-started): Complete guide to creating projects and building automated workflows
- [V7 Go Full Documentation](https://docs.go.v7labs.com/): Index of all product docs — workflows, prompting, integrations, and agent configuration
- [V7 Go API Reference](https://docs.go.v7labs.com/reference/project-create): REST API for programmatic project and entity management
- [API Key Generation](https://docs.go.v7labs.com/reference/generate-an-api-key): How to create and manage API keys for programmatic access
- [Knowledge Hub Integration](https://docs.go.v7labs.com/docs/libraries): Guide to adding business context, reference files, and knowledge libraries to improve agent accuracy