How Finance Firms Run LLMs at Scale

Watch Video

A new framework for building AI agents.

AI workflows for modern finance teams.

Use Cases

The work lands. V7 Go delivers.

From incoming documents to finished work. Every finance workflow, already moving.

CIM → PIM pipeline

CIM to Screening Memo

Every CIM becomes a finished screening memo before your analyst opens it.

LPA Analysis

LPA Clause Review

Every playbook deviation flagged. Every off-market clause cited.

Dataroom → IC Memo

Dataroom to IC Memo

Every document read, every gap flagged, every figure cited. Done before IC.

DDQ Completion

Every question answered, cited, and scored before your analyst opens the PDF.

Portfolio Monitoring

QPR Automation

Thesis drift and covenant risk flagged before any partner opens a PDF.

1-Pager / Teaser Generation

Deal Teaser Generation

Your deal data, your template, your voice. Ready to share in minutes.

CIM → CRM Deal Creation

CIM to CRM Entry

Every inbound CIM structured into your CRM before your analyst opens it.

Tear Sheet Generation

GP Report Normalisation

Every GP, every format, one schema. Your tear sheets, done this quarter.

Daily Market Updates

Daily Market Brief

Only what matters to your firm, filtered before your team arrives.

LBO Model Prep

CIM to Financial Model

Your model template, populated from the CIM. No analyst data entry.

LP Quarterly Reporting

LP Letter Drafting

Raw PortCo data to polished LP quarterly. Performance, narrative, and cited.

Legal Contract Reviews

Contract Redlining

Every clause checked against your playbook. Off-market terms flagged.

Operational Due Diligence

Operational DD Review

Every manager claim cross-checked. Discrepancies surface before the IC.

PMG / Account Mapping

LP Intelligence Mapping

Every decision-maker across your LP base. Always current.

CRM Enrichment

CRM Data Hygiene

Your CRM stays current from documents and signals you already produce.

Secondary Pricer

Offer Price Analysis

Priced from the underlying assets. Not the headline NAV.

See how V7 helps investors, funds, and financial teams turn unstructured documents into structured outputs, faster decisions, and repeatable workflows — from CIM analysis and DDQs to IC memos, reporting, and portfolio intelligence.

3.6T

AUM of firms on the platform

28T

AUM of firms on the platform

280K

Documents analyzed per day

6 years

Deployed at leading institutions

15K

Agents live on V7

28T

AUM of firms on the platform

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes