AI agents for private equity teams. Extract, validate and structure data across CIMs, data rooms and portfolio reports in minutes, not days.
Private equity firms source, evaluate, acquire, and grow private companies through leveraged buyouts or growth investments, relying heavily on CIMs, diligence materials, financial models, and ongoing portfolio reporting.
Built for PE teams running repeatable deal workflows.
Private equity teams review thousands of pages across CIMs, models and data rooms. Manual extraction and cross-checking slows diligence, increases risk and absorbs analyst time.
Designed to work for your
In numbers
FAQs
How does V7 handle unstructured data in CIMs and data room documents?
V7 agents process CIMs, data room documents and financial statements in any format — PDFs, slide decks, Excel files — extracting structured data points with citations linked back to the exact source page and location. Analysts can validate every extracted metric without re-reading the document, and each output is fully traceable. Learn more about how V7 agents handle complex document workflows.
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How long does it take to get V7 running on our deal workflow?
V7 agents are configured without engineering resources, so deal teams can start running documents through structured workflows quickly after onboarding. The platform is designed to fit into existing deal processes — not replace them — so adoption is low-friction for analysts and associates. To understand what getting started looks like, see our customer stories.
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How accurate is V7's data extraction on financial documents?
V7 agents extract granular data points — revenue, EBITDA, LTV/CAC, churn, ARR — from complex financial documents, with each output cited back to the exact page and section in the source. Every extraction can be reviewed and corrected by your team, and the platform is built to surface the data points analysts would otherwise miss in a manual read-through. Explore the full agent capabilities.
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Can V7 integrate with our existing tools — data rooms, CRMs and portfolio trackers?
V7 is built to sit within the tools your deal team already uses — routing extracted data into CRMs, portfolio trackers, and reporting tools without manual re-entry. The platform connects to the systems across your deal and portfolio workflow so structured outputs land where they're needed. For the full list of supported integrations, visit the agent library.
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How does V7 handle document confidentiality and data security?
V7 is designed for the strict confidentiality requirements of private equity operations, with deployment options that keep sensitive deal documents — CIMs, data room files, portfolio reports — within your firm's controlled environment. The platform includes enterprise-grade access controls and audit logs.
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What ROI have private equity firms seen from using V7 agents?
V7 Go helps private equity teams automate the document-heavy parts of their deal and portfolio workflows — from CIM triage to quarterly reporting. See how firms are putting it to work in our customer stories.
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