V7

The same company can be valued very differently from one fund to the next. Finding those gaps means digging through thousands of reports, usually while a bid deadline is getting closer. We put together a short playbook on doing that at scale, with every number checked back to its source. It’s here: https://lnkd.in/ekPqG3Ai

Kitty is a financial genius 💰

This is V7 Context Graph. It connects the documents, data, entities, relationships and source evidence your firm already has, so AI can work with the full picture instead of guessing from whatever file you dropped into a prompt. Ask a question about a fund, company, asset or deal and it can trace the answer back through the underlying information. That means less hunting through SharePoint. Less rebuilding context. Less “where did this number come from?” Your firm already has the knowledge. Context Graph makes it usable.

We’ve partnered with PitchBook. Private markets teams often have PitchBook open in one tab, deal documents in another, and spend far too much time copying information between the two. Mutual customers can now connect PitchBook directly to V7 Go. That means company, deal, investor and fund data can be pulled into workflows for screening opportunities, drafting investment memos, cross-checking data room disclosures and benchmarking funds. It’s live now through PitchBook’s Premium MCP Connector. Three clicks to connect and no engineering work required. https://lnkd.in/gGkBhwfG

If your entire technical infrastructure depends on 7 people who know how everything works - that's an institutional problem that needs to be solved. Knowledge capital can disappear instantly when a few key hires walk out the door. V7 was built to solve this exact problem. An AI-infrastructure layer you can rely on, with your data-driven, document-intensive investment processes automated, streamlined and standardised, with your own data and investment thesis providing the context. V7 allows your team to conduct market analysis, due diligence and legal review 10x faster, and 10x deeper than before. We’ve spent a lot of time on our Excel piece specifically, because building a robust financial model is where most AI tools come up short. V7 doesn’t. The citations V7 have built into this process are the kind any investment associate would be proud of. Take a look at the case study below to see how teams are using V7 today. If you want to explore what this could look like for your team, drop me a message or book a demo: https://lnkd.in/gFitECDc

Your firm does not need another isolated AI tool. It needs one shared layer of context across its documents, data sources, entities and relationships. V7 Context Graph connects what your firm knows, keeps that knowledge current, and gives every agent and workflow the same source-backed picture. No starting from zero. No rebuilding the process for every new file. See it on your own data. Book a demo → https://bit.ly/3RBwy7s

V7 Disclosure: Moderne Ventures is an investor in our company and a user of our product. No compensation was provided for this video. From a full data room to an investment memo in Moderne Ventures’ own template, with every answer linked back to the source. Constance Freedman explains how V7 Go can take the due diligence process from weeks to a day, giving the investment team more time to assess the deal. Watch the full conversation below.

The next phase of insurance will not be won by the team with the most AI tools. It will be won by the team that quotes first. Every submission arrives as a pile: the pack, the schedules, a loss run, a broker email thread that contradicts half of it. While your underwriters rekey it, the broker is already waiting on someone else's quote. That is why we built V7 Go for Insurance. It reads the full submission and links every answer back to source evidence. No rekeying. Underwriters review what's flagged and get to the decision. Book a demo and see it on your own submissions.

Another month, another batch of exciting product updates to share! To learn more, check out our full changelog: https://lnkd.in/eekyGpcR

The next phase of AI in private markets will not be won by the firm with the most agents. It will be won by the firm with the best context. Private markets work runs across fund reports, memos, data rooms, entities, relationships, prior decisions, and source evidence. If AI cannot connect that context, it is still working from fragments. That is why we built V7 Context Graph. It gives agents and workflows the full picture, so teams can automate diligence, reporting, and investment workflows without starting from scratch every time. See Context Graph on your own data. Book a quick demo.