Due Diligence Automation: Moderne Ventures x V7 Go

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Due Diligence Automation

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PMG / Account Mapping

CRM ops · Portfolio management

LP intel - Every LP contact mapped and live.

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

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Watch a walkthrough

Live

Updated as LP teams change

Per-LP

Maps linked into your CRM

Signal-ranked

Who's active, who isn't

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

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

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

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

Every LP institution, fully mapped.

V7 Go builds a live account graph for each LP: decision-makers, consultants, and gatekeepers, ranked by current activity signals. Refreshed weekly from filings, meeting notes, and CRM signals.

Connect

Point V7 Go at LP docs, CRM, and filings

Side letters, meeting notes, Form 5500, public board rosters, and consultant rosters: all consolidated and classified.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

Connect

Point V7 Go at LP docs, CRM, and filings

Side letters, meeting notes, Form 5500, public board rosters, and consultant rosters: all consolidated and classified.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

Analyze

Build the relationship map, not a contact list

V7 Go connects decision-makers, consultants, and gatekeepers into a live account graph for each LP institution, ranked by current activity signals.

1.5% management fee

8% preferred return (annual)

90-day termination notice

Analyze

Build the relationship map, not a contact list

V7 Go connects decision-makers, consultants, and gatekeepers into a live account graph for each LP institution, ranked by current activity signals.

1.5% management fee

8% preferred return (annual)

90-day termination notice

Generate

PMG maps routed into your CRM

Per-LP org charts with current role, tenure, and recent activity. Outreach priority list and gatekeeper index refreshed weekly.

Generate

PMG maps routed into your CRM

Per-LP org charts with current role, tenure, and recent activity. Outreach priority list and gatekeeper index refreshed weekly.

Built for IR and fundraising teams

Your full LP map, live.

Your IR team knows who to call, who changed roles, and who's active before any outreach goes out.

Agentic AI

AI that maps, not just lists contacts

Workflows identify decision-makers, map org structure, rank by activity signal, and output a per-LP account map. IR reviews, not builds.

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

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

AI agent for Public Finance Bankers

Abstract pink and purple gradients flowing across a white background.

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

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

AI Portfolio Monitoring Agent

Blue gradient background with a subtle textured appearance

AI Broker Opinion of Value Agent

AI Marketing Material Compliance Agent

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

AI agent for Title Examiners

Solid green background with subtle texture and a slight gradient effect

AI agent for Trade Credit Insurers

AI agent for Reserving Actuaries

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 maps, not just lists contacts

Workflows identify decision-makers, map org structure, rank by activity signal, and output a per-LP account map. IR reviews, not builds.

AI Contract Audit Agent

Deal Agreement Analysis Agent

AI Operational Due Diligence Agent

AI Tear Sheet Generation Agent

AI agent for Zoning Consultants

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Transfer Pricing Specialists

AI agent for Surety Bond Processors

AI agent for Structured Finance Analysts

AI agent for Revenue Recognition Accountants

AI agent for Real Estate Development Managers

AI agent for Real Estate Investment Sales Brokers

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Pension Liability Analysts

AI agent for Investor Relations Officers

AI Zoning Code Analysis Agent

AI Vendor Risk Assessment Agent

AI Portfolio Monitoring Agent

AI Broker Opinion of Value Agent

AI Marketing Material Compliance Agent

AI Intellectual Property Valuation Agent

AI agent for Trade Finance Officers

AI agent for Tenant Credit Analysts

AI agent for Title Examiners

AI agent for Trade Credit Insurers

AI agent for Reserving Actuaries

AI agent for Property Tax Consultants

AI agent for Political Risk Underwriters

Context Graphs

Each LP mapped as a live account graph

Investment committee members, portfolio managers, gatekeepers, ops, and legal contacts all mapped into a single structured account graph per LP.

Context Graphs

Each LP mapped as a live account graph

Investment committee members, portfolio managers, gatekeepers, ops, and legal contacts all mapped into a single structured account graph per LP.

AI Citations

Every insight tied to its source

Every name, role, and tenure ties back to the filing, meeting note, or signal that sourced it. One click to verify.

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 insight tied to its source

Every name, role, and tenure ties back to the filing, meeting note, or signal that sourced it. One click to verify.

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 LP coverage framework applied

Encode your LP coverage tiers and relationship rules once. V7 Go applies them across every institution in your base.

Ask go or

to run a skill

Auto

Discover

Analyze

Research

Skills

Your LP coverage framework applied

Encode your LP coverage tiers and relationship rules once. V7 Go applies them across every institution in your base.

Ask go or

to run a skill

Auto

Discover

Analyze

Research

MCP & Integrations

DealCloud, Affinity, LinkedIn

CRM, LinkedIn, Form 5500, side letters, and Gong meeting notes all connected to keep maps current.

MCP & Integrations

DealCloud, Affinity, LinkedIn

CRM, LinkedIn, Form 5500, side letters, and Gong meeting notes all connected to keep maps current.

Knowledge Hubs

All prior maps searchable in seconds

Every LP map versioned and searchable. Role changes and prior contacts available in plain English.

Name

Summary

Knowledge Hubs

All prior maps searchable in seconds

Every LP map versioned and searchable. Role changes and prior contacts available in plain English.

Name

Summary

What IR teams say

We stopped guessing who to call.

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