Investment Banking
Investment Banking
Manual document review slows transaction execution
Advisory firms executing M&A and capital markets transactions.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
For roles like
Automating the investment banking transaction workflow
From pitch preparation to deal close, V7 agents handle the document-heavy steps across the banking execution lifecycle.
Pitch books
Due diligence
Financial modeling
Buyer outreach
Deal execution
Home
Deal Fee Grid
Build
Review
Workflow
Export
Share
Fee Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
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13
Deal Size
Fee %
Retainer Fee
Success Fee
Close Prob
Deal Stage
Client Sector
Pipeline Value
Avg Deal Size
Deal Duration
Pitch Count
Win Rate
Fees YTD
420000000
1.8
350000
7200000
35.4
3
4
1900000000
160000000
7.8
48
26.3
52000000
Deal Memo
Fee Model
Fee Model
Fee Model
Pipeline Model
Deal Pipeline
Client Sector
Pipeline Report
Deal Analytics
Process Review
Pitch Log
Win Analysis
Fee Report
Deal size large
Fee percent strong
Retainer secure
Success fee large
Close prob mid
Deal stage early
Sector focus strong
Pipeline deep
Avg deal strong
Process length typical
Pitch volume high
Win rate moderate
Fee income strong
Pitch books
Due diligence
Financial modeling
Buyer outreach
Deal execution
Home
Deal Fee Grid
Fee Metric
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Deal Size
Fee %
Retainer Fee
Success Fee
Close Prob
Deal Stage
Client Sector
Pipeline Value
Avg Deal Size
Deal Duration
Pitch Count
Win Rate
Fees YTD
Deal size large
Fee percent strong
Retainer secure
Success fee large
Close prob mid
Deal stage early
Sector focus strong
Pipeline deep
Avg deal strong
Process length typical
Pitch volume high
Win rate moderate
Fee income strong
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
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."
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."
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."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
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."
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."
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."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
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."
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."
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."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Have questions?
What types of documents can V7 process for investment banking teams?
V7 agents process the full range of documents investment banking teams work with — pitch books, CIMs, financial statements, diligence reports, legal agreements and market research — in PDF, Excel or slide format. Every extracted data point is cited back to its source so bankers can verify outputs without returning to the original document.
How does V7 help bankers prepare transaction materials faster?
V7 agents extract financial metrics, business descriptions and transaction details from source documents and populate pitch and deal templates directly. This removes the manual compilation work that typically absorbs analyst time before client presentations and deal launches.
Can V7 support due diligence across complex transactions?
V7 agents review diligence materials across data rooms, extracting financials, legal terms and operational metrics into structured summaries. Risk flags and inconsistencies are surfaced automatically so teams can focus on strategic judgement rather than document triage.
How does V7 fit into our existing deal execution workflow?
V7 is built to integrate with the tools deal teams already use, routing structured outputs into CRM systems, data rooms and financial models without manual re-entry. Agents are configured without engineering resources so bankers can adopt them quickly.
How does V7 handle confidential client and deal data?
V7 is designed for environments where deal confidentiality is critical, with deployment options that keep sensitive client and transaction data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs.
Have questions?
What types of documents can V7 process for investment banking teams?
V7 agents process the full range of documents investment banking teams work with — pitch books, CIMs, financial statements, diligence reports, legal agreements and market research — in PDF, Excel or slide format. Every extracted data point is cited back to its source so bankers can verify outputs without returning to the original document.
How does V7 help bankers prepare transaction materials faster?
V7 agents extract financial metrics, business descriptions and transaction details from source documents and populate pitch and deal templates directly. This removes the manual compilation work that typically absorbs analyst time before client presentations and deal launches.
Can V7 support due diligence across complex transactions?
V7 agents review diligence materials across data rooms, extracting financials, legal terms and operational metrics into structured summaries. Risk flags and inconsistencies are surfaced automatically so teams can focus on strategic judgement rather than document triage.
How does V7 fit into our existing deal execution workflow?
V7 is built to integrate with the tools deal teams already use, routing structured outputs into CRM systems, data rooms and financial models without manual re-entry. Agents are configured without engineering resources so bankers can adopt them quickly.
How does V7 handle confidential client and deal data?
V7 is designed for environments where deal confidentiality is critical, with deployment options that keep sensitive client and transaction data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs.
Have questions?
What types of documents can V7 process for investment banking teams?
V7 agents process the full range of documents investment banking teams work with — pitch books, CIMs, financial statements, diligence reports, legal agreements and market research — in PDF, Excel or slide format. Every extracted data point is cited back to its source so bankers can verify outputs without returning to the original document.
How does V7 help bankers prepare transaction materials faster?
V7 agents extract financial metrics, business descriptions and transaction details from source documents and populate pitch and deal templates directly. This removes the manual compilation work that typically absorbs analyst time before client presentations and deal launches.
Can V7 support due diligence across complex transactions?
V7 agents review diligence materials across data rooms, extracting financials, legal terms and operational metrics into structured summaries. Risk flags and inconsistencies are surfaced automatically so teams can focus on strategic judgement rather than document triage.
How does V7 fit into our existing deal execution workflow?
V7 is built to integrate with the tools deal teams already use, routing structured outputs into CRM systems, data rooms and financial models without manual re-entry. Agents are configured without engineering resources so bankers can adopt them quickly.
How does V7 handle confidential client and deal data?
V7 is designed for environments where deal confidentiality is critical, with deployment options that keep sensitive client and transaction data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs.