Document workflow automation
Uses AI agents for document-intensive workflows in finance, insurance, and legal settings, with a focus on tasks like diligence, analysis, and reporting.
V7 Go
ClaimV7 Go is an AI workflow automation platform for document-heavy work in private equity, finance, insurance, and legal teams. It automates CIM analysis, due diligence, DDQ completion, and portfolio monitoring.
Overview
V7 Go is an AI workflow automation platform for document-heavy work in private equity, finance, insurance, and legal teams. It is positioned around investment-lifecycle tasks such as CIM analysis, due diligence, IC memo creation, DDQ completion, and portfolio monitoring.
The product is designed to turn uploaded or connected documents into decision-ready outputs. The source says V7 runs due diligence, builds IC memos, and traces every number back to its source, with workflows that can be deployed across a team and improved over time.
Features
Reasoning-based task handling
Breaks complex tasks into reasoning steps with Index Knowledge so LLMs can query source data more accurately than a single model call.
Human review routing
Supports conditional logic that can route sensitive data to human review when needed.
Text and visual extraction
Recognizes printed and handwritten text, plus charts, diagrams, and logos through OCR and document understanding.
Model flexibility
Supports a variety of foundation models and allows customers to connect their own API keys.
Usage-based pricing
Uses a custom pricing structure based on platform access, user access, and document volume.
Use cases
CIM analysis
Analyze CIMs and turn them into structured outputs for deal teams, including summaries and decision support materials.
Due diligence workflows
Automate due diligence work by extracting key data from data rooms and producing IC memos or other review materials.
DDQ completion
Complete DDQs and other repetitive questionnaire-style tasks by processing source documents and routing exceptions for review.
Portfolio monitoring
Track portfolio materials and recurring reports so teams can monitor companies with less manual document processing.
Recurring document automation
Build automated document-generation pipelines that trigger when a new file is added to a folder, such as a standardized summary deck from an uploaded CIM.
Pros and Cons
Pros
- Targets specific document workflows in private markets and related professional services.
- Supports both human-in-the-loop review and automation for recurring processes.
- Can work with printed and handwritten text, as well as charts, diagrams, and logos.
- Allows use of V7-hosted foundation models or customer-provided API keys.
- Provides a pricing model tied to usage, users, and platform access.
Cons
- Pricing is custom rather than published as a fixed rate.
- The source does not provide detailed integration coverage or a full list of connected systems.
- Most evidence comes from homepage, pricing, and demo copy, so some product details remain partial.
FAQ
Is V7 Go part of V7 Darwin?
V7 Go is a separate product from V7 Darwin. The source describes Darwin as a data labeling platform for annotating images, videos, and medical imaging, while V7 Go focuses on applying foundation models to document-intensive workflows.
Can V7 Go use external models?
Yes. The pricing page says V7 Go supports a variety of foundation models, and you can also connect your own API keys to use models of your choice.
Does V7 Go handle OCR and visual elements?
The source says V7 Go can recognize printed and handwritten text, and it also handles charts, diagrams, and logos.
Can V7 Go automate recurring document workflows?
The document generation workflow can be configured for one-off tasks or recurring automation. The source gives an example of triggering an analysis-to-document pipeline when a new CIM is uploaded to a designated folder.
How is V7 Go priced?
Pricing is custom. The pricing page says the total annual cost is based on a base platform fee, user access, and document-processing volume.
Quick Facts
- Category
- AI workflow automation
- Primary use
- Document-intensive workflows for finance and private markets
- Platform
- Web platform with AI agents
- Pricing
- Custom pricing
- Source domain
- v7labs.com
- Related product
- V7 Darwin is separate from V7 Go