Use case
Generation · Deal screening
CIM arrives.
V7 Go writes the screening memo.
Your model template, populated from the CIM. No analyst data entry.
2 days → 2 hrs
From CIM to working model
Linked
Every cell sourced to the CIM
3 cases
Base, upside, downside on arrival
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
Every assumption sourced before you model.
Every assumption sourced before you model.
Every assumption sourced before you model.
V7 Go reads the CIM, normalises the historicals, decomposes EBITDA drivers, and sizes the capital structure. Every assumption is cited to its source page in the document.
3
Connect
CIM, financials, and your firm's template
CIM plus historical financials in Excel or PDF, plus your firm's LBO template with named ranges. V7 Go routes each deal automatically.
Your Firm's Data
Earnings Calls
Transcripts
Investor Materials
Real-time News
Fillings
3
Connect
CIM, financials, and your firm's template
CIM plus historical financials in Excel or PDF, plus your firm's LBO template with named ranges. V7 Go routes each deal automatically.
Your Firm's Data
Earnings Calls
Transcripts
Investor Materials
Real-time News
Fillings
3
Analyze
Build the model before your analyst opens Excel
V7 Go normalises historicals, decomposes EBITDA drivers, and sizes the capital structure from the CIM. Every assumption is cited to its source page.
01
1.5% management fee
02
8% preferred return (annual)
03
90-day termination notice
3
Analyze
Build the model before your analyst opens Excel
V7 Go normalises historicals, decomposes EBITDA drivers, and sizes the capital structure from the CIM. Every assumption is cited to its source page.
01
1.5% management fee
02
8% preferred return (annual)
03
90-day termination notice
3
Generate
Model and returns summary, cited
Your analyst opens a live model with three cases, cited drivers, and a returns summary. No data entry, no transcription risk.
3
Generate
Model and returns summary, cited
Your analyst opens a live model with three cases, cited drivers, and a returns summary. No data entry, no transcription risk.
Built for PE deal teams
No analyst data entry.
No analyst data entry.
No analyst data entry.
Your LBO model is populated from the CIM before your analyst opens Excel. Every driver cited, three cases ready.
Agentic AI
AI that builds, not just extracts
Workflows decompose the CIM, build the assumptions schedule, and populate your model. Analysts challenge the numbers, not find them.
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 builds, not just extracts
Workflows decompose the CIM, build the assumptions schedule, and populate your model. Analysts challenge the numbers, not find them.
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
EBITDA drivers mapped from the CIM
Revenue drivers, EBITDA bridge, capex, and working capital extracted and structured from the CIM and management accounts.
Context Graphs
EBITDA drivers mapped from the CIM
Revenue drivers, EBITDA bridge, capex, and working capital extracted and structured from the CIM and management accounts.
AI Citations
Every cell cited to its source page
Every assumption in the model links to the exact CIM page it came from. Partners validate 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 cell cited to its source page
Every assumption in the model links to the exact CIM page it came from. Partners validate 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 template. Three cases. One pass.
Encode your firm's model template once. V7 Go populates base, upside, and downside cases in a single pass.
Ask go or
/
to run a skill
Auto
Discover
Analyze
Research
Skills
Your template. Three cases. One pass.
Encode your firm's model template once. V7 Go populates base, upside, and downside cases in a single pass.
Ask go or
/
to run a skill
Auto
Discover
Analyze
Research
MCP & Integrations
Bloomberg, PitchBook, CapIQ connected
Debt market terms, credit spreads, and comparable company data pulled from connected sources, not pasted.
MCP & Integrations
Bloomberg, PitchBook, CapIQ connected
Debt market terms, credit spreads, and comparable company data pulled from connected sources, not pasted.
Knowledge Hubs
Prior models searchable by deal
Every model indexed. Revenue drivers and capital structures from prior deals surface for current ones.
Name
Summary
Knowledge Hubs
Prior models searchable by deal
Every model indexed. Revenue drivers and capital structures from prior deals surface for current ones.
Name
Summary
What PE deal teams say
2 days to build. Now done in 2 hours.
2 days to build. Now done in 2 hours.
2 days to build. Now done in 2 hours.
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
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."
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
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."
Allen Darby
CEO of Alaris Acquisitions
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 having analysts type numbers
Stop having analysts type numbers
from PDFs into Excel.
from PDFs into Excel.
Give V7 Go a CIM. Get back a live, linked LBO model in your template.
30 min walkthrough · no training on your data · SOC 2 Type II · ISO 27001