Advisory firms executing M&A and capital markets transactions.
Investment banks support mergers, acquisitions, IPOs, and financings through document-intensive processes including pitch books, financial analysis, diligence, and regulatory filings.
Bankers manually extract financials, review diligence documents and compile pitch and transaction materials across multiple live deals. That workload slows execution speed and increases the risk of missed details in high-stakes transactions.
Designed to work for your
FAQs
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.
+
Can V7 work across multiple simultaneous mandates?
V7 agents can process documents across multiple transactions simultaneously, helping deal teams manage several live mandates without bottlenecks. Structured outputs ensure information remains organised and traceable across each workstream.
+
State of 2026
It's time
Start building fully automated financial infrastructures.
26:18
Watch video
V7 Go launch keynote
01:11
Watch video
V7 Go in 1 minute
12:28
Watch video
V7 Go update 2024