AI agent platform built for
for private markets & finance
Process complete data rooms fast and capture precise metrics from CIMs and financials
See it in action
Automate workflows.
Reliable finance AI
from intake to decision
Assist AI works like a full analyst team—
accelerating everything from deal screening to final memos. Import your files.
Import your files
Pitch decks
Financial models
Market research reports
Competitor analysis
Customer contracts
Cap tables
Revenue growth rate
Customer acquisition cost (CAC)
Lifetime value (LTV)
Burn rate and runway
Market size and growth
Competitive landscape
Team experience and track record
Product-market fit indicators
Key risks and mitigations
Valuation and deal terms
Case study
In days, not
weeks
Custom solution delivery
1/10th the
cost
Previous tech replaced
Why Assist AI
AI that truly understands
unstructured financial data
Easily handle CIMs, due diligence packs, and multi-document data rooms.
Reliable, verifiable outputs
Trace every insight back to the exact page in your CIM or financial statement. Verify every figure and footnote in a single click.
No-code AI agents
Build multi-step automations that adapt to various deal workflows like
CIM parsing. Use these automations via chat interface by dropping
documents and asking questions.
Seamless integration options
Connect Assist AI to your deal sourcing tools, data room platform, or financial modeling stack. Use native connectors and a flexible API to embed automated intelligence into existing processes.
Analyze PDFs, Excel, PPT, and more
Analyze everything from scanned PDFs and Excel files to PowerPoints and even images of tables. Ideal for data rooms with mixed file types.
AI assistant for deal
evaluation and financial
analysis
AI finds what humans
can’t—in seconds.
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
AI agent platform
for private markets &
finance
Process complete data rooms fast and capture precise metrics from CIMs and financials
Why ASSIST AI
AI that truly understands
unstructured financial data
Easily handle CIMs, due diligence packs, and multi-document data rooms.
Reliable, verifiable outputs
Trace every insight back to the exact page in your CIM or financial statement. Verify every figure and footnote in a single click.
No-code AI agents
Connect Assist AI to your deal sourcing tools, data room platform, or financial modeling stack. Use native connectors and a flexible API to embed automated intelligence into existing processes.
Seamless integration options
Trace every insight back to the exact page in your CIM or financial statement. Verify every figure and footnote in a single click.
Analyze PDFs, Excel, PPT, and more
Analyze everything from scanned PDFs and Excel files to PowerPoints and even images of tables. Ideal for data rooms with mixed file types.
Automate processes
Trustworthy finance AI
from intake to decision
Assist AI works like a full analyst team—accelerating everything from deal screening to final memos. Import your files.
Import your files
Pitch decks
Financial models
Market research reports
Competitor analysis
Customer contracts
Cap tables
Revenue growth rate
Customer acquisition
cost (CAC)
Lifetime value (LTV)
Burn rate and runway
Market size and growth
Competitive landscape
Team experience and
track record
Product-market fit
indicators
Key risks and mitigations
Valuation and deal terms
AI assistant for deal
evaluation and financial
analysis
AI finds what humans can’t
—in seconds.
