Use case

Generation · Deal screening

CIM arrives.

V7 Go writes the screening memo.

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

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

1 day

Per DDQ completed, down from 1–2 weeks of analyst time

92%

Of questions answered and source-cited automatically

3.3×

More managers evaluated with the same IR team headcount

  • We cut diligence time by 35% in the first quarter. Our analysts are reviewing 2x more deals.

    Centerline

  • 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

  • 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

  • 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 documents already hold every answer.

Your documents already hold every answer.

Your documents already hold every answer.

V7 Go indexes the full manager library and answers every question in the LP's questionnaire with a cited, confidence-scored response. Analysts sign off. They don't write from scratch.

3

Connect

Load the DDQ template and the manager document set

PPM, Form ADV, prior DDQ responses, dataroom, and reference letters all indexed into a query-ready knowledge base for the manager.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

3

Connect

Load the DDQ template and the manager document set

PPM, Form ADV, prior DDQ responses, dataroom, and reference letters all indexed into a query-ready knowledge base for the manager.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

3

Analyze

Turn a document bundle into answered questions

Every question gets a cited answer and confidence score. High-confidence answers go to sign-off. Low-confidence items route to the right analyst.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

3

Analyze

Turn a document bundle into answered questions

Every question gets a cited answer and confidence score. High-confidence answers go to sign-off. Low-confidence items route to the right analyst.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

3

Generate

Completed DDQ, ready for analyst sign-off

Exported in the LP's own format. Every answer traceable to the exact document and page. Your analysts review and approve, not write from a blank page.

3

Generate

Completed DDQ, ready for analyst sign-off

Exported in the LP's own format. Every answer traceable to the exact document and page. Your analysts review and approve, not write from a blank page.

Built for IR and manager DD teams

3× more DDQs. Same team.

3× more DDQs. Same team.

3× more DDQs. Same team.

V7 Go runs concurrent questionnaires from one library, so your IR team responds to every LP, not just the priority ones.

Agentic AI

AI that answers, not just retrieves

Workflows index the manager library, match questions to the right passage, and draft cited answers. IR reviews and signs off, not writes from scratch.

Deal Agreement Analysis Agent

AI Operational Due Diligence Agent

AI Tear Sheet Generation Agent

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Syndicated Loan Agents

AI agent for Structured Finance Analysts

AI agent for Regulatory Reporting Analysts

AI agent for Revenue Recognition Accountants

AI agent for RegTech Implementation Specialists

AI agent for Regulatory Affairs Managers

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Operational Risk Managers

AI agent for Pension Liability Analysts

AI agent for Mortgage Servicing Rights (MSR) Traders

AI agent for Know Your Customer (KYC) Analysts

AI agent for Legal Bill Auditors

AI agent for Legal Operations Managers

AI agent for Investor Relations Consultants

AI agent for Investor Relations Officers

AI agent for Intellectual Property Valuators

AI agent for Credit Portfolio Managers

AI agent for Custody Product Managers

AI agent for Construction Loan Administrators

AI agent for Blue Sky Filing Agents

AI agent for Accounts Payable Managers

AI Structured Finance Analyst Agent

AI Supply Chain Risk Manager

Agentic AI

AI that answers, not just retrieves

Workflows index the manager library, match questions to the right passage, and draft cited answers. IR reviews and signs off, not writes from scratch.

Deal Agreement Analysis Agent

AI Operational Due Diligence Agent

AI Tear Sheet Generation Agent

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Syndicated Loan Agents

AI agent for Structured Finance Analysts

AI agent for Regulatory Reporting Analysts

AI agent for Revenue Recognition Accountants

AI agent for RegTech Implementation Specialists

AI agent for Regulatory Affairs Managers

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Operational Risk Managers

AI agent for Pension Liability Analysts

AI agent for Mortgage Servicing Rights (MSR) Traders

AI agent for Know Your Customer (KYC) Analysts

AI agent for Legal Bill Auditors

AI agent for Legal Operations Managers

AI agent for Investor Relations Consultants

AI agent for Investor Relations Officers

AI agent for Intellectual Property Valuators

AI agent for Credit Portfolio Managers

AI agent for Custody Product Managers

AI agent for Construction Loan Administrators

AI agent for Blue Sky Filing Agents

AI agent for Accounts Payable Managers

AI Structured Finance Analyst Agent

AI Supply Chain Risk Manager

Context Graphs

Every question, mapped to its evidence

V7 Go builds a semantic map of the manager library. Each question is matched to the exact evidence that answers it, confidence scored.

Context Graphs

Every question, mapped to its evidence

V7 Go builds a semantic map of the manager library. Each question is matched to the exact evidence that answers it, confidence scored.

AI Citations

Cited to the exact document and page

Every answer links to the exact paragraph. Verify any response in seconds. No re-reading, no guessing.

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

Cited to the exact document and page

Every answer links to the exact paragraph. Verify any response in seconds. No re-reading, no guessing.

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

Human sign-off where it matters

High-confidence answers go to sign-off. Low-confidence ones route to the right analyst with the source passage surfaced.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

Skills

Human sign-off where it matters

High-confidence answers go to sign-off. Low-confidence ones route to the right analyst with the source passage surfaced.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

MCP & Integrations

SharePoint, email, and VDR platforms

Native connections to VDR platforms, email, and data rooms where manager documents live. No re-upload, no manual transfer.

MCP & Integrations

SharePoint, email, and VDR platforms

Native connections to VDR platforms, email, and data rooms where manager documents live. No re-upload, no manual transfer.

Knowledge Hubs

Prior DDQ answers resurface each cycle

Every completed DDQ is retained in a searchable hub. Prior answers surface on the next round. Knowledge compounds.

Name

Summary

Knowledge Hubs

Prior DDQ answers resurface each cycle

Every completed DDQ is retained in a searchable hub. Prior answers surface on the next round. Knowledge compounds.

Name

Summary

What IR teams say

From 12 to 40 managers. Same IR headcount.

From 12 to 40 managers. Same IR headcount.

From 12 to 40 managers. Same IR headcount.

Learn more

See the platform at work.

See the platform at work.

See the platform at work.

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

01:11

V7 Go in 1 minute

12:28

V7 Go update 2025

Stop rewriting the same 300 answers.

Stop rewriting the same 300 answers.

Start from a complete answer set.

Start from a complete answer set.

Send us one of your live DDQ templates. See how V7 Go completes it from your fund documents, every answer cited.

30 min walkthrough · no training on your data · SOC 2 Type II · ISO 27001