V7 Go

According to the supplied page, V7 automates complex, document-heavy workflows across private markets, insurance, and real estate, including investment diligence, reporting, submission ingestion, and underwriting. The platform offers Workflow Agents, a Context Graph for connecting firm knowledge sources, Document Generation for editable investor-ready tables, slides, and docs, over 300 integrations and MCP or API access, and enterprise security features such as no training on customer data, encryption end-to-end, audit logs, and fine-grained access controls. The page lists more than 280 agent templates created by industry experts or by users, and cites customer-reported results such as time savings and productivity gains. Pricing is not stated on the page beyond a Pricing link.

Key features

• Workflow Agents built from firm context and instructions
• Context Graph connecting portfolio databases, filings, data rooms, financial models, and market data
• Document Generation producing fully editable tables, slides, and docs with PDF and PPTX download and save to Drive or SharePoint
• Over 300 integrations and MCP or API access with custom integration support
• Over 280 agent templates to start building with
• Enterprise-grade security: no training on your data, encrypted end-to-end, audited and penetration-tested, fine-grained access controls, in-house security team, audit logs across every workflow
• Knowledge Hubs and Skills
• Document Automation

Best suited for

• Private markets firms performing deal screening, due diligence, investment memos, and portfolio reporting
• Insurance firms handling submission ingestion, underwriting triage, policy review, and claims processing
• Real estate investment teams doing deal analysis, underwriting, lease abstraction, and portfolio reporting

Pricing

Not stated on the website