Private Equity
Private Equity
Manual deal review slows capital deployment
AI agents for private equity teams. Extract, validate and structure data across CIMs, data rooms and portfolio reports in minutes, not days.
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 private equity deal lifecycle
From deal sourcing to portfolio review, V7 agents handle the document-heavy steps across the investment process.
Deal sourcing
Diligence
Modeling
IC memos
Portfolio review
CIM triage
Target screening
Market sizing
Deal flow deduplication
Sourcing tracker population
Home
PortCo KPI Grid
Build
Review
Workflow
Export
Share
PortCo Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Revenue Growth
EBITDA Margin
Cash Conversion
Net Debt/EBITDA
Capex Ratio
Working Capital
Customer Churn
Gross Margin
ARR Growth
Rule of 40
Free Cash Flow
Revenue Retention
Organic Growth
18.4
27.1
0.62
4.3
6.5
12.7
4.8
58.3
21.6
39.5
14.2
108.7
11.3
Board Pack
Finance Report
Cash Flow Sheet
Lender Report
Capex Plan
Working Cap Table
Customer Analytics
P&L Statement
SaaS Metrics
Investor Deck
Cash Flow Statement
Cohort Analysis
Ops Review
Strong growth signal
Margin above plan
Cash conversion weak
Leverage near limit
Capex pressure rising
Working cap drag
Churn risk flagged
Margin expansion seen
SaaS growth strong
Rule40 below target
FCF improving
NDR strong signal
Organic growth stable
Deal sourcing
Diligence
Modeling
IC memos
Portfolio review
CIM triage
Target screening
Market sizing
Deal flow deduplication
Sourcing tracker population
Home
PortCo KPI Grid
PortCo Metric
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Revenue Growth
EBITDA Margin
Cash Conversion
Net Debt/EBITDA
Capex Ratio
Working Capital
Customer Churn
Gross Margin
ARR Growth
Rule of 40
Free Cash Flow
Revenue Retention
Organic Growth
Strong growth signal
Margin above plan
Cash conversion weak
Leverage near limit
Capex pressure rising
Working cap drag
Churn risk flagged
Margin expansion seen
SaaS growth strong
Rule40 below target
FCF improving
NDR strong signal
Organic growth stable
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?
How does V7 handle unstructured data in CIMs and data room documents?
V7 agents process CIMs, data room documents and financial statements in any format — PDFs, slide decks, Excel files — extracting structured data points with citations linked back to the exact source page and location. Analysts can validate every extracted metric without re-reading the document, and each output is fully traceable. Learn more about how V7 agents handle complex document workflows.
How long does it take to get V7 running on our deal workflow?
V7 agents are configured without engineering resources, so deal teams can start running documents through structured workflows quickly after onboarding. The platform is designed to fit into existing deal processes — not replace them — so adoption is low-friction for analysts and associates. To understand what getting started looks like, see our customer stories.
How accurate is V7's data extraction on financial documents?
V7 agents extract granular data points — revenue, EBITDA, LTV/CAC, churn, ARR — from complex financial documents, with each output cited back to the exact page and section in the source. Every extraction can be reviewed and corrected by your team, and the platform is built to surface the data points analysts would otherwise miss in a manual read-through. Explore the full agent capabilities.
Can V7 integrate with our existing tools — data rooms, CRMs and portfolio trackers?
V7 is built to sit within the tools your deal team already uses — routing extracted data into CRMs, portfolio trackers, and reporting tools without manual re-entry. The platform connects to the systems across your deal and portfolio workflow so structured outputs land where they're needed. For the full list of supported integrations, visit the agent library.
How does V7 handle document confidentiality and data security?
V7 is designed for the strict confidentiality requirements of private equity operations, with deployment options that keep sensitive deal documents — CIMs, data room files, portfolio reports — within your firm's controlled environment. The platform includes enterprise-grade access controls and audit logs.
Have questions?
How does V7 handle unstructured data in CIMs and data room documents?
V7 agents process CIMs, data room documents and financial statements in any format — PDFs, slide decks, Excel files — extracting structured data points with citations linked back to the exact source page and location. Analysts can validate every extracted metric without re-reading the document, and each output is fully traceable. Learn more about how V7 agents handle complex document workflows.
How long does it take to get V7 running on our deal workflow?
V7 agents are configured without engineering resources, so deal teams can start running documents through structured workflows quickly after onboarding. The platform is designed to fit into existing deal processes — not replace them — so adoption is low-friction for analysts and associates. To understand what getting started looks like, see our customer stories.
How accurate is V7's data extraction on financial documents?
V7 agents extract granular data points — revenue, EBITDA, LTV/CAC, churn, ARR — from complex financial documents, with each output cited back to the exact page and section in the source. Every extraction can be reviewed and corrected by your team, and the platform is built to surface the data points analysts would otherwise miss in a manual read-through. Explore the full agent capabilities.
Can V7 integrate with our existing tools — data rooms, CRMs and portfolio trackers?
V7 is built to sit within the tools your deal team already uses — routing extracted data into CRMs, portfolio trackers, and reporting tools without manual re-entry. The platform connects to the systems across your deal and portfolio workflow so structured outputs land where they're needed. For the full list of supported integrations, visit the agent library.
How does V7 handle document confidentiality and data security?
V7 is designed for the strict confidentiality requirements of private equity operations, with deployment options that keep sensitive deal documents — CIMs, data room files, portfolio reports — within your firm's controlled environment. The platform includes enterprise-grade access controls and audit logs.
Have questions?
How does V7 handle unstructured data in CIMs and data room documents?
V7 agents process CIMs, data room documents and financial statements in any format — PDFs, slide decks, Excel files — extracting structured data points with citations linked back to the exact source page and location. Analysts can validate every extracted metric without re-reading the document, and each output is fully traceable. Learn more about how V7 agents handle complex document workflows.
How long does it take to get V7 running on our deal workflow?
V7 agents are configured without engineering resources, so deal teams can start running documents through structured workflows quickly after onboarding. The platform is designed to fit into existing deal processes — not replace them — so adoption is low-friction for analysts and associates. To understand what getting started looks like, see our customer stories.
How accurate is V7's data extraction on financial documents?
V7 agents extract granular data points — revenue, EBITDA, LTV/CAC, churn, ARR — from complex financial documents, with each output cited back to the exact page and section in the source. Every extraction can be reviewed and corrected by your team, and the platform is built to surface the data points analysts would otherwise miss in a manual read-through. Explore the full agent capabilities.
Can V7 integrate with our existing tools — data rooms, CRMs and portfolio trackers?
V7 is built to sit within the tools your deal team already uses — routing extracted data into CRMs, portfolio trackers, and reporting tools without manual re-entry. The platform connects to the systems across your deal and portfolio workflow so structured outputs land where they're needed. For the full list of supported integrations, visit the agent library.
How does V7 handle document confidentiality and data security?
V7 is designed for the strict confidentiality requirements of private equity operations, with deployment options that keep sensitive deal documents — CIMs, data room files, portfolio reports — within your firm's controlled environment. The platform includes enterprise-grade access controls and audit logs.