The Operating System for private Equity
The decision engine for
institutional
capital.
Not a tool. Not a VDR. Not a valuation product. A unified system where analysis, execution, and deal decisions converge across the entire lifecycle.
Core Thesis
Private equity runs on
fragmented tools
and institutional intuition.
We replace both.
Today, PE firms operate across Excel, PDFs, generic VDRs, third-party consultants, and siloed AI point solutions. Data is fragmented. Decisions are slow. Institutional knowledge is locked in email threads.
V7 PE is one system: where every document, model, workflow, and decision lives together — analyzed, standardized, and audit-ready.
4x
Faster IC memo generation
100%
Audit-ready outputs from day one
1
System replacing your entire deal stack
Product Architecture
Four layers.
One
operating system.
Every module is designed to be used standalone or as part of the full stack. The deeper you go, the more the system compounds — analysis informs execution, execution informs origination.
Layer I
Deal Intelligence
Documents + data → decisions
AI Due Diligence — scan docs, surface risks
Valuation Engine — DCF, comps, auto-method selection
Forecasting — scenarios, projections, sensitivity
ESG Analysis — impact integrated into valuation
Transaction Intelligence — comps + benchmarks
Core competitive moat
I
Layer II
Deal Execution
Run deals, not just analyze them
AI-Native VDR — smart document layer, not dumb storage
Deal Workspaces — per-deal collaboration hub
Tasking & Verification — AI flags, humans verify
Reporting Engine — IC memos, exports, presentations
Scenario Builder — valuation + forecast + ESG combined
Replaces Excel, Notion, email chaos
II
Layer III
Growth & Origination
Generate deals, not just process them
Estimate — lead-gen valuation widget
Pipeline / CRM — targets, deals, stages
Company Intelligence — APIs, scraping, enrichment
Market Scanning — find targets based on signals
Where most tools are weakest
III
Layer IV
Infrastructure
Enterprise-grade and sticky
API & Integrations — connect internal systems
Private Deployments — on-prem / secure cloud
Data Pipelines — financial data, comps, benchmarks
Permissions & Audit Logs — governance at scale
Standardized Methodologies — IC-ready, audit-proof
Where most tools are weakest
IV
Competitive Position
Every competitor solves
one piece.
We're the whole board.
The PE technology market is fragmented by design — each tool optimized for one workflow. Strata is the first system to unify analysis, execution, and origination under a single AI-native layer.
Competitive Position
Institutional-grade
decision making,
standardized and automated.
01
One system,
not a stack.
Analysis, execution, and origination in a single workflow. No context switching. No fragmented data.
02
AI-native
by design.
Not AI bolted onto legacy software. Every layer — from document parsing to IC memos — is AI-first.
03
Enterprise-grade
from day one.
Private deployments, audit logs, standardized methodologies. Built for the regulatory reality of large funds.
Full Feature Map
Every module.
One platform.
V7 PE's modules are designed to compound. Use one layer and gain insight. Use all four and gain a structural edge across every deal you run.
Module
AI Due Diligence
Scan documents, surface risks and gaps automatically
AI Due Diligence
Scan documents, surface risks and gaps automatically
AI Due Diligence
Scan documents, surface risks and gaps automatically
API & Integrations — connect internal systems
Private Deployments — on-prem / secure cloud
Data Pipelines — financial data, comps, benchmarks
Permissions & Audit Logs — governance at scale
Standardized Methodologies — IC-ready, audit-proof
Where most tools are weakest
Frequently asked questions
Any more questions?
What file types are supported, and are there limits?
PDF, DOCX, XLSX, CSV, JPG, and PNG are supported. Each hub can contain up to 1,000 items, with virtually unlimited memory across multiple hubs.
+
Can I mix files from different sources, and how do I organize them?
Yes—you can combine SharePoint, Google Drive, and local files in the same hub if they serve the same purpose. Best practice: split hubs by company, project, or function, and don’t mix unrelated files (e.g., HR with M&A).
+
How is this different from RAG or semantic search?
RAG stops at matched text chunks. Knowledge Hubs go further, extracting OCR, tables, formulas, and visuals to provide complete, cited answers.
+
Can agents use Knowledge Hubs, and what about ad-hoc queries?
Yes—agents can reference hubs dynamically (per entity) or statically (company-wide). Users can also ask one-off questions by running a Case or querying Concierge directly against a hub.
+
How secure are hubs, and what about organizing or moving files?
All hubs inherit V7 Go’s enterprise-grade security and permissions. You can organize files within hubs, but drag-and-drop between hubs isn’t yet supported.
+
How do I get access?
Hubs are in early release—contact your Account Manager to join the program.
+
State of 2026
It's time
Start building fully automated processes with Workflow by V7.
26:18
Watch video
V7 Go launch keynote
01:11
Watch video
V7 Go in 1 minute
12:28
Watch video
V7 Go update 2024