AI agent platform built for
for insurance
Stop battling spreadsheets—let AI agents take over the manual operational work.
See it in action
Automate workflows.
Reliable insurance AI
from intake to decision.
Automate insurance workflows end-to-end, with every insight traceable
back to the original source documents.
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 assistant for
insurance operations.
Start fixing real bottlenecks from day one—no training, no data labeling, no hassle.
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
Experience intelligent document processing
powered by GenAI. Hit accuracy rates around
99% across complex documents.
Why ASSIST AI
AI that truly understands
unstructured financial data
Experience intelligent document processing
powered by GenAI. Hit accuracy rates around
99% across complex documents.
Outputs you can trust
Link every insight to the exact page in your CIM or
statement. You’re just one click away from
verifying every figure and note.
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.
Flexible integration options
Plug V7 Go into your deal sourcing tools, data
room systems, or financial modeling systems. Our
flexible API and native connectors make it simple
to embed automated intelligence into your
processes.
Multi-modal support
Analyze any file format—from scanned PDFs and
Excel sheets to PowerPoints and even images of
tables. Perfect for multi-format data rooms.
Automate processes
Trustworthy finance AI
from intake to decision
V7 Go acts like a team of analysts. Speed up the
whole process from deal screening to final
memos.
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.
