OpenAI builds the models.
V7 Go turns them into how your firm works.
Use OpenAI models inside workflows your firm defines once and runs every day.
Shaping the
future
of investment intelligence
Shaping the
future
of investment intelligence
Shaping the
future
of investment intelligence
How V7 Go runs OpenAI models in production
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Screening, diligence and portfolio monitoring: which step calls which model, and where a person checks it.
Not a data room, CRM or portfolio management system. V7 Go is the context layer for private markets, and every output traces back to its source.
V7 Go is where AI work becomes firm process
ChatGPT is where the thinking starts. V7 Go is where it becomes process.
One good answer from an assistant is a good afternoon. Two hundred documents reviewed the same way, each figure cited, is a capability.
One workflow, every document that arrives.
The same defined steps run across everything your firm already holds:
Any document
Data rooms
CRM records
IC memos
Financials
Diligence notes
Source citations
Investment memos
Same input, same structure, whoever runs it.
One workflow, every document that arrives.
Any document
Data rooms
CRM records
IC memos
Financials
Diligence notes
Source citations
Investment memos
Same input, same structure, whoever runs it.
Underwriting, diligence, portfolio monitoring
Insurance and private markets teams run V7 Go on the work that decides deals:
Screen CIMs
Draft IC memos
Build tear sheets
Extract financials
Review data rooms
Create risk dashboard
Defined steps and typed outputs, with a review point where judgment belongs.
Underwriting, diligence, portfolio monitoring
Screen CIMs
Draft IC memos
Build tear sheets
Extract financials
Review data rooms
Create risk dashboard
Defined steps and typed outputs, with a review point where judgment belongs.
And it runs from ChatGPT, when that is where you are
Listed in the ChatGPT plugin directory. Connect once, and the same workflows answer from the chat you already have open.
Ask questions like:
“Summarize what we know about this company.”
“Pull the latest financials from the data room.”
“Compare this CIM against our past IC memos.”
“Find the source behind this revenue figure.”
Every answer stays connected to the underlying source.
And it runs from ChatGPT, when that is where you are
Ask questions like:
“Summarize what we know about this company.”
“Pull the latest financials from the data room.”
“Compare this CIM against our past IC memos.”
“Find the source behind this revenue figure.”
Every answer stays connected to the underlying source.
V7 Go Complements OpenAI, Claude & Gemini
Your key, your choice of model, the same steps on every document in the room.
Your key, your choice of model, the same steps on every document in the room.
Claude
OpenAI
Gemini
OpenAI alone
OpenAI with V7 Go
Deal lifecycle coverage
One-off analysis, no pipeline
Screening → Diligence → Monitoring
CIM and data room analysis
One workbook or doc at a time
Every document, treated the same
Engineering dependency
You build and maintain the pipeline
Configure fields, no code
Integration ecosystem
Moody's, MSCI, Factiva, Excel add-in
Same sources, plus MCP write-back
Time to value
Instant solo, slow to productionize
Working pipeline the same day
Summary
Great assistant, nondeterministic
Infrastructure for repeatable output
Bring your own OpenAI key
Pick GPT per field
Drive it back from ChatGPT over MCP
Built for finance teams. Automates the full deal lifecycle end-to-end, out of the box.
Claude
OpenAI
Gemini
OpenAI alone
OpenAI with V7 Go
Deal lifecycle coverage
One-off analysis, no pipeline
Screening → Diligence → Monitoring
CIM and data room analysis
One workbook or doc at a time
Every document, treated the same
Engineering dependency
You build and maintain the pipeline
Configure fields, no code
Integration ecosystem
Moody's, MSCI, Factiva, Excel add-in
Same sources, plus MCP write-back
Time to value
Instant solo, slow to productionize
Working pipeline the same day
Summary
Great assistant, nondeterministic
Infrastructure for repeatable output
Bring your own OpenAI key
Pick GPT per field
Drive it back from ChatGPT over MCP
Built for finance teams. Automates the full deal lifecycle end-to-end, out of the box.
What a defined workflow looks like
Each one is a fixed sequence of steps. Run it from V7 Go, or from ChatGPT.
"Screen this CIM"
What
does
"Draft the IC memo"
What
does
“Triage this submission”
What
does
“Find the source for this number”
What
does
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow