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AI Venture Capital Relationship Management Agent
Your firm’s full relationship graph—instantly searchable.
Delegate meeting prep to a specialized AI agent that connects to your CRM, email archives, and meeting notes, then compiles a complete interaction history for any founder, LP, or co-investor into an actionable briefing in minutes.
Ideal for
Risk & Compliance
Time comparison
Traditional way
1-2 hours of prep
per meeting
With ASSIST AI agents
2 minutes
Average time saved
98%
Why Assist AI
Unified Relationship Summaries
Builds a single, complete view of each person or company by combining context from your CRM, email threads, and meeting notes.
Automated Meeting Briefs
Generates pre-meeting briefings in seconds, including a timeline of prior conversations, key takeaways, and clear next steps.
Network Graph Insights
Surfaces warm intro paths by mapping shared contacts and co-investor connections across your network
Centralized Institutional Memory
Captures relationship context in one place so critical history isn’t lost when team members change roles.
LP & Investor Relations Tracking
Maintains a detailed record of communications with LPs and investors, keeping IR work accurate and up to date.
Proactive Follow-Up Nudges
Finds missed commitments and outstanding follow-ups from prior conversations so the team can re-engage before anything slips.
Unifies scattered conversations
Into one relationship view.
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
10-Q Filings
Proxy Statements
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents
supported
Year-over-Year Disclosure
Comparison
Executive Compensation Summary
Legal Proceedings &
Contingencies
Changes in Accounting Principles
Significant Customer Disclosures
Management Outlook &
Commentary
Once imported our system
extracts and organises the
essentials
More agents
Explore more agents to help you
automate your financial analysis
More agents
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
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Earnings Call Analysis
•
Bull/Bear Case Generation
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data,
finding comparables, and populating valuation models.
Finance
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DCF Model Automation
•
Comparable Company Analysis
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Precedent Transaction Analysis
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct
rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching
transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
AI Financial Accuracy Agent
Financial data you can rely on.
Hand off financial proofreading and cross-checks to a specialized AI agent. It reviews your full set of financial documents, validates consistency across reports, and flags discrepancies with precise, source-backed citations—so you can report with confidence.
Book a demo
Ideal for
Investment Analysts
Quarterly 10-Q Review
Acme Corp just filed their 10-Q.
Can you compare it to last
quarter's filing and summarize
any new or modified risk factors?
I also need a summary of the
MD&A section, focusing on any
commentary about supply chain
issues.
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
1-2 hours of prep per
meeting
With V7 Go agents
2 minutes
Average time saved
98%
Why Assist AI
Unified Relationship Summaries
Builds a single, complete view of each person
or company by combining context from your
CRM, email threads, and meeting notes.
Automated Meeting Briefs
Generates pre-meeting briefings in seconds,
including a timeline of prior conversations,
key takeaways, and clear next steps.
Network Graph Insights
Surfaces warm intro paths by mapping
shared contacts and co-investor connections
across your network.
Centralized Institutional Memory
Captures relationship context in one place so
critical history isn’t lost when team members
change roles.
LP & Investor Relations Tracking
Maintains a detailed record of
communications with LPs and investors,
keeping IR work accurate and up to date
Proactive Follow-Up Nudges
Finds missed commitments and outstanding
follow-ups from prior conversations so the
team can re-engage before anything slips.
Unifies scattered conversations
Into one relationship
view.
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
automate your financial analysis
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
