Due Diligence Automation: Moderne Ventures x V7 Go

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Due Diligence Automation

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CRM Enrichment

CRM ops · Data hygiene

Data decays - V7 Go keeps your CRM honest.

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

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Watch a walkthrough

0 hrs

Analyst time spent on data hygiene

Every field

Sourced and time-stamped

Nightly

Rolling enrichment cadence

Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures

Shaping the

future

of investment intelligence

Shaping the

future

of investment intelligence

Shaping the

future

of investment intelligence

S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
  • Building this in-house would've cost us $2M and 18 months. V7 had us live in six weeks.

    Head of AI, Tech-Forward Insurance Brokerage

  • Our workflows were live in days, not months. The support is unlike anything we've seen from an enterprise vendor.

    Alaris Acquisitions

  • Every serious fund will be running AI-powered diligence within two years. V7 is the only platform we'd trust with that.

    Investment Firm Partner

  • We're processing hundreds of complex deal documents a week. What used to take a team now takes an afternoon.

    Pinsent Masons

  • We replaced three separate tools — and cut our workflow costs by 40%. One platform does it all.

    Real Estate Innovator

  • 21x faster processing. 54% fewer errors. We now screen 5x more opportunities with the same team.

    Star Mountain Capital ($5B alt asset firm)

  • We evaluated eight vendors. V7 wasn't close — it was the only one built for how private markets actually work.

    AI-First Insurance Brokerage

How it works

Your firm's signals keep the CRM clean.

V7 Go monitors email threads, meeting notes, filings, and web signals. When something changes, the CRM updates. Field-level changes are queued for review or auto-applied on your thresholds.

1

Connect

Connect CRM and your communication tools

DealCloud, Affinity, Salesforce, Gmail, Outlook, Zoom, Gong: V7 Go observes passively. No manual input required.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

1

Connect

Connect CRM and your communication tools

DealCloud, Affinity, Salesforce, Gmail, Outlook, Zoom, Gong: V7 Go observes passively. No manual input required.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

2

Analyze

Find what changed, before your CRM does

V7 Go cross-references email signals, meeting notes, and public sources to detect role changes, stale records, and relationship shifts. Missed outreach prevented.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

2

Analyze

Find what changed, before your CRM does

V7 Go cross-references email signals, meeting notes, and public sources to detect role changes, stale records, and relationship shifts. Missed outreach prevented.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

3

Generate

CRM records updated, with audit trail

Field-level changes queued for review or auto-applied based on your confidence thresholds. Every change logged with an audit trail.

3

Generate

CRM records updated, with audit trail

Field-level changes queued for review or auto-applied based on your confidence thresholds. Every change logged with an audit trail.

Built for CRM ops and deal teams

A CRM that cleans itself

Your records stay current automatically, from the signals your firm already generates every day.

Agentic AI

AI that detects drift, not just fields
Workflows monitor communication signals, detect record drift, and queue updates. Your team reviews what changed, not what to check.
Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Contract Audit Agent

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Zoning Consultants

Orange to pale yellow gradient background with a slightly blurred texture

AI agent for Treasury Management Sales Officers

Abstract gradient blending orange, green, and white hues in a blurred, amorphous shape

AI agent for Vendor Risk Managers

Grainy gradient background transitioning from orange to pale blue.

AI agent for Transfer Pricing Specialists

Abstract green gradient background with soft white highlights.

AI agent for Surety Bond Processors

Pink and blue gradient shapes overlay a black background, creating an abstract visual effect

AI agent for Structured Finance Analysts

A soft gradient background fading from light blue to purple.

AI agent for Revenue Recognition Accountants

Blue-purple gradient background with a textured, slightly grainy appearance

AI agent for Real Estate Development Managers

Pink and green gradient blend, creating a blurred, abstract background effect

AI agent for Real Estate Investment Sales Brokers

Abstract green gradient background with soft white highlights.

AI agent for Public Finance Bankers

Abstract pink and purple gradients flowing across a white background.

AI agent for Prime Brokerage Relationship Managers

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI agent for Portfolio Monitoring Analysts

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Pension Liability Analysts

Grainy purple and blue gradient background texture.

AI agent for Investor Relations Officers

Orange to red gradient background with a slightly textured surface

AI Zoning Code Analysis Agent

Abstract background with soft pink, white, and green gradients.

AI Vendor Risk Assessment Agent

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Portfolio Monitoring Agent

Blue gradient background with a subtle textured appearance

AI Broker Opinion of Value Agent

Grainy purple and blue gradient background texture.

AI Marketing Material Compliance Agent

Red to orange gradient background with a slightly textured surface

AI Intellectual Property Valuation Agent

Abstract blue and white gradient with smooth, flowing shapes.

AI agent for Trade Finance Officers

Color gradient transitions from teal to peach, featuring a subtle textured effect

AI agent for Tenant Credit Analysts

Grainy gradient background transitioning from orange to pale blue.

AI agent for Title Examiners

Solid green background with subtle texture and a slight gradient effect

AI agent for Trade Credit Insurers

Abstract green gradient background with soft white highlights.

AI agent for Reserving Actuaries

Blue gradient background with a subtle textured appearance

AI agent for Property Tax Consultants

Red to pink gradient background with a textured, grainy appearance

AI agent for Political Risk Underwriters

Agentic AI

AI that detects drift, not just fields
Workflows monitor communication signals, detect record drift, and queue updates. Your team reviews what changed, not what to check.
Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Contract Audit Agent

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Zoning Consultants

Orange to pale yellow gradient background with a slightly blurred texture

AI agent for Treasury Management Sales Officers

Abstract gradient blending orange, green, and white hues in a blurred, amorphous shape

AI agent for Vendor Risk Managers

Grainy gradient background transitioning from orange to pale blue.

AI agent for Transfer Pricing Specialists

Abstract green gradient background with soft white highlights.

AI agent for Surety Bond Processors

Pink and blue gradient shapes overlay a black background, creating an abstract visual effect

AI agent for Structured Finance Analysts

A soft gradient background fading from light blue to purple.

AI agent for Revenue Recognition Accountants

Blue-purple gradient background with a textured, slightly grainy appearance

AI agent for Real Estate Development Managers

Pink and green gradient blend, creating a blurred, abstract background effect

AI agent for Real Estate Investment Sales Brokers

Abstract green gradient background with soft white highlights.

AI agent for Public Finance Bankers

Abstract pink and purple gradients flowing across a white background.

AI agent for Prime Brokerage Relationship Managers

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI agent for Portfolio Monitoring Analysts

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Pension Liability Analysts

Grainy purple and blue gradient background texture.

AI agent for Investor Relations Officers

Orange to red gradient background with a slightly textured surface

AI Zoning Code Analysis Agent

Abstract background with soft pink, white, and green gradients.

AI Vendor Risk Assessment Agent

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Portfolio Monitoring Agent

Blue gradient background with a subtle textured appearance

AI Broker Opinion of Value Agent

Grainy purple and blue gradient background texture.

AI Marketing Material Compliance Agent

Red to orange gradient background with a slightly textured surface

AI Intellectual Property Valuation Agent

Abstract blue and white gradient with smooth, flowing shapes.

AI agent for Trade Finance Officers

Color gradient transitions from teal to peach, featuring a subtle textured effect

AI agent for Tenant Credit Analysts

Grainy gradient background transitioning from orange to pale blue.

AI agent for Title Examiners

Solid green background with subtle texture and a slight gradient effect

AI agent for Trade Credit Insurers

Abstract green gradient background with soft white highlights.

AI agent for Reserving Actuaries

Blue gradient background with a subtle textured appearance

AI agent for Property Tax Consultants

Red to pink gradient background with a textured, grainy appearance

AI agent for Political Risk Underwriters

Context Graphs

Every signal source mapped together
Email threads, meeting notes, LinkedIn changes, 8-K filings, and web signals all cross-referenced into a unified view of each record.

Context Graphs

Every signal source mapped together
Email threads, meeting notes, LinkedIn changes, 8-K filings, and web signals all cross-referenced into a unified view of each record.

AI Citations

Every change tied to its source
Every field change in the CRM links to the source signal or document that triggered it. Review any update in one click.

¹ Late-payment penalty: An additional 2% interest per month will accrue on overdue balances beyond 15 days.

The Service Provider shall issue monthly invoices, payable within 30 days of receipt.
In case of disputes, both parties agree to first attempt mediation before resorting to litigation.

AI Citations

Every change tied to its source
Every field change in the CRM links to the source signal or document that triggered it. Review any update in one click.

¹ Late-payment penalty: An additional 2% interest per month will accrue on overdue balances beyond 15 days.

The Service Provider shall issue monthly invoices, payable within 30 days of receipt.
In case of disputes, both parties agree to first attempt mediation before resorting to litigation.

Skills

Your hygiene rules, applied nightly
Encode your confidence thresholds and auto-apply rules once. V7 Go handles the nightly enrichment cycle without manual intervention.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

Skills

Your hygiene rules, applied nightly
Encode your confidence thresholds and auto-apply rules once. V7 Go handles the nightly enrichment cycle without manual intervention.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

MCP & Integrations

DealCloud, Salesforce, Gong, Gmail
Native connections to CRM, email, calendar, and call-recording platforms. No separate data pipeline required.

MCP & Integrations

DealCloud, Salesforce, Gong, Gmail
Native connections to CRM, email, calendar, and call-recording platforms. No separate data pipeline required.

Knowledge Hubs

Full change history, searchable
Every field change timestamped and versioned. Full CRM history available in plain English, with rollback if needed.

Name

Summary

Knowledge Hubs

Full change history, searchable
Every field change timestamped and versioned. Full CRM history available in plain English, with rollback if needed.

Name

Summary

What CRM teams say

Stopped paying contractors to clean it.

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

Trusted accross

Explore the V7 Platform

Book a demo

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

031:11

AI Due Diligence for VC/PE

05:10

AI for Finance

04:35

AI for Insurance

Explore the V7 Platform

Book a demo

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

031:11

AI Due Diligence for VC/PE

05:10

AI for Finance

04:35

AI for Insurance

Stop paying contractors

Point V7 Go at DealCloud for a week. See how much cleaner it gets.

See it on your data
30 minutes