V7 Lab

Complex, document-heavy workflows, automated end to end

V7 automates complex, document-heavy workflows across private markets, insurance and real estate — from investment diligence and reporting to submission ingestion and underwriting. Deal workflows run from inbound CIM to IC memo automatically, with every number cited to source.

From inbound CIM to IC memo, run automatically with every number cited to source.

280+ agents to start building with

Use agents created by industry experts or create your own. Named agents include AI Contract Audit Agent, Deal Agreement Analysis Agent, AI Operational Due Diligence Agent, AI Tear Sheet Generation Agent, AI Zoning Code Analysis Agent, AI Vendor Risk Assessment Agent, AI Portfolio Monitoring Agent, AI Broker Opinion of Value Agent, AI Marketing Material Compliance Agent and AI Intellectual Property Valuation Agent.

Start from expert-built agents or build your own for your firm's workflows.

Build AI workflows on everything your firm knows

Go beyond standalone AI with the context, integrations and controls needed to run complex work from start to finish. The firm's context layer connects and makes searchable every source your team relies on: portfolio databases, filings & earnings transcripts, data rooms & IC memos, financial models, market & pricing data, decks & investment memos, and news & market commentary.

Every source your team relies on, connected and searchable.

Over 300 integrations & MCPs available

MCP or API, no setup needed, and custom integrations are supported. Workflow steps shown include sourcing targets via PitchBook / Dealroom, pulling documents from data room / OneDrive, and syncing deliverables to OneDrive / CRM.

MCP or API, no setup needed, supports custom integrations.

Generate investor-ready materials, fully editable

Generate investor-ready materials — tables, slides, docs — fully editable, with no lock-in. Download as PDF, download as PPTX, save on Drive, or save on SharePoint. V7 ranks #4 globally for Excel on SpreadsheetBench.

Fully editable outputs with no lock-in, exportable to PDF, PPTX, Drive and SharePoint.

Enterprise-grade security with governance and audit trail

The platform includes integrations, governance and audit trail, with role-based access for deal teams, underwriters, analysts and reviewers. Enterprise-grade security is listed alongside the platform's integrations and context graph.

Role-based access, governance and audit trail included.

• Purpose-built for finance, insurance, and real estateV7 Go is an AI platform designed specifically for private markets, insurance, and real estate investment teams. It automates complex, document-heavy workflows such as deal screening, due diligence, investment memos, portfolio reporting, submission ingestion, underwriting, policy review, claims processing, lease abstraction, and deal analysis.
• Proven results with real customersCustomer testimonials on the site report significant improvements: 21x faster processing, 54% fewer errors, and the ability to screen 5x more opportunities with the same team (Star Mountain Capital, a $5B alt asset firm). Another customer replaced three separate tools and cut workflow costs by 40%. One firm went live in six weeks instead of an estimated $2M and 18 months in-house build.
• Precision AI with human-in-the-loop controlsV7 Go breaks down complex tasks into reasoning steps using Index Knowledge, enabling LLMs to query your data more accurately than a direct API call. It includes conditional logic to route high-sensitivity data to human review, building robustness into AI-powered workflows. The platform supports a variety of foundation models and allows you to connect your own API keys.
• Automated document generation and recurring workflowsThe document generation feature supports both one-off tasks and fully automated, recurring workflows. For example, when a new Confidential Information Memorandum (CIM) is uploaded to a designated folder, an AI Agent can process it and generate a standardized summary deck without manual intervention—ideal for scaling deal screening, compliance audits, or periodic portfolio reporting.

• Pricing is custom, not publicV7 Go does not list fixed prices. Pricing is custom-built based on three components: a base platform fee (with access to AI agents or data labeling tools), user-based access with customizable roles, and volume-based pricing that scales with document processing volume. You must contact them for a quote.
• V7 Go is separate from V7 DarwinV7 Go and V7 Darwin are separate products. V7 Darwin is a data labeling platform for annotating images, videos, and medical imaging to train your own models. V7 Go specializes in applying foundation models to automate document-intensive workflows. They are not the same product.
• OCR capabilities include printed and handwritten textV7 Go can recognize both printed and handwritten text using advanced optical character recognition (OCR) technologies, as well as charts, diagrams, and logos. However, the site does not specify accuracy rates or supported languages beyond this general capability.
• Integrations and MCP are mentioned but not detailedThe site lists 'Integrations & MCP' and 'Claude MCP' as platform features, but does not provide specific integration names or details on the scraped pages. No specific third-party integrations (e.g., CRM systems) are named in the content provided.

Private Markets Deal Diligence

V7 automates investment diligence for private markets firms, turning complex deal documents into faster investment decisions. From inbound CIM to IC memo, workflows run automatically with every number cited to source, covering deal screening, due diligence, investment memos and portfolio reporting. Star Mountain Capital, a $5B alt asset firm, reported 21x faster processing and 54% fewer errors, now screening 5x more opportunities with the same team.

Insurance Submission Ingestion & Underwriting

V7 turns document-heavy insurance processes into reliable production workflows, spanning submission ingestion, underwriting triage, policy review and claims processing. ACORDs, loss runs and policies are read at line level, in your templates. A Head of AI at a tech-forward insurance brokerage noted that building this in-house would have cost $2M and 18 months, while V7 had them live in six weeks.

Real Estate Investment Analysis

V7 converts acquisition and asset data into faster investment decisions for real estate investment teams, covering deal analysis, underwriting, lease abstraction and portfolio reporting. Rent rolls and leases are read at line level, in your templates. One real estate innovator reported replacing three separate tools and cutting workflow costs by 40%, with one platform doing it all.

Investor-Ready Document Generation

V7 generates investor-ready materials — tables, slides and docs — that are fully editable with no lock-in, downloadable as PDF or PPTX and savable to Drive or SharePoint. Outputs include models, memos and slides built from your firm's context layer, which connects portfolio databases, filings and earnings transcripts, data rooms and IC memos, financial models, market and pricing data, decks and investment memos, and news and market commentary.

Sign up for a free V7 Lab account and create your first workspace for your project.

Upload your image or video dataset directly from your local machine or connect a cloud storage bucket (AWS S3, GCS, or Azure).

Define your annotation ontology — the classes and label types (bounding box, segmentation, keypoint) your model needs to predict.

Assign annotation tasks to your team or enable auto-annotation to let AI generate initial labels for review and correction.