V7 + Affinity

Building your agents with V7 Go and Relationship Intelligence CRM

Affinity is the relationship intelligence CRM for private capital. V7 Go turns inbound documents into structured Affinity records.

Who are we?

PitchBook logo in white on a dark blue square background.

Affinity

Relationship Intelligence CRM

Affinity is the relationship intelligence CRM for private capital. V7 Go turns inbound documents into structured Affinity records.

V7

Go

V7 turns data into trustworthy AI, powering products that solve our customers’ hardest problems. V7 Go automates multi-modal tasks, using GenAI reliably and at scale.

Our partnership

Inbound CIMs arrive as finished deal records.

Attachments do not fill in fields. Agents do.

More than 3,000 firms run their pipeline on Affinity. Documents were the gap: a CIM runs forty pages, fifteen fields matter, and moving them across takes an analyst 20 to 30 minutes. V7 Go agents extract and write them into the right opportunity.

More than 3,000 firms run their pipeline on Affinity. Documents were the gap: a CIM runs forty pages, fifteen fields matter, and moving them across takes an analyst 20 to 30 minutes. V7 Go agents extract and write them into the right opportunity.

Turn CIMs, teasers, and fund decks into structured Affinity records without an analyst retyping them.

Turn CIMs, teasers, and fund decks into structured Affinity records without an analyst retyping them.

Key benefits

Key benefits

How are we helping teams build AI?

Key benefits

Security, compliance, and de-risking

Runs on Affinity's MCP server, inheriting the permissions a firm already configured.

Cost optimization

Twenty to thirty minutes of manual entry per inbound document, removed.

Scalable infrastructure

V7 Context Graph means an agent recognizes a company the firm passed on in 2024.

Accelerated deployment

Connect an active Affinity subscription without a data pipeline or custom build.

Reliable model training

Ambiguous matches stop and ask a person. The workflow does not guess.

Best-in-class support

V7 repeatedly wins the Best Support award on G2 for a reason. Our dedicated teams of industry experts are ready to guide you on the best solutions for building a best-in-class data stack.

Testimonials

Listen to what our partners say about us

Testimonials

  • Time saving for invoice processing

    95%

    "We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."

  • Productivity increase

    35%

    "We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

  • Custom solution delivery

    In hours, not weeks

    "Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."

  • Time saving for invoice processing

    95%

    "We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."

  • Productivity increase

    35%

    "We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

  • Custom solution delivery

    In hours, not weeks

    "Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."

  • Time saving for invoice processing

    95%

    "We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."

  • Productivity increase

    35%

    "We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

  • Custom solution delivery

    In hours, not weeks

    "Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."

Work with trusted experts in AI & automation

V7 partners help you design, implement, and scale AI workflows that run real operations — from document automation and AI agents to integrations across your existing systems. They bring deep expertise in data infrastructure, workflow design, and enterprise delivery, so you can move faster, reduce risk, and put V7 into production with confidence.

4–6 weeks

Typical time from kickoff to first production workflow with a V7 partner

Typical time from kickoff to first production workflow with a V7 partner

3–5 workflows

Average number of workflows deployed in the first engagement

Average number of workflows deployed in the first engagement

50–70%

Reduction in manual document handling across core processes

Reduction in manual document handling across core processes

Start with V7 Go

V7 builds on

The world's most advanced AI, cloud services, and computing platforms. Our customers can access state-of-the-art capabilities with reliable, purpose-built workflows powered by:

Powered by the platforms you trust
Models & compute, built in

Native workflows with OpenAI, Anthropic, NVIDIA, Google Cloud, Microsoft Azure, and Gemini—mix providers, scale securely, and avoid lock-in.

Start with V7 Go

V7 builds on

The world's most advanced AI, cloud services, and computing platforms. Our customers can access state-of-the-art capabilities with reliable, purpose-built workflows powered by:

Powered by the platforms you trust
Models & compute, built in

Native workflows with OpenAI, Anthropic, NVIDIA, Google Cloud, Microsoft Azure, and Gemini—mix providers, scale securely, and avoid lock-in.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.