
Complex documents. High-stakes workflows. One AI platform.
V7 is an AI platform that automates complex, document-heavy workflows for private markets, insurance, and real estate investment teams. It handles investment diligence, reporting, submission ingestion, underwriting, and lease abstraction, turning intricate deal documents into faster decisions.
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V7
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The platform supports deal screening, due diligence, investment memos, portfolio reporting, submission ingestion, underwriting triage, policy review, claims processing, deal analysis, and lease abstraction. V7 emphasizes building reusable AI workflows deployable across teams, with reported outcomes including 21x faster processing, 54% fewer errors, and 5x more opportunities screened. Customers include investment firms, brokerages, and professional services organizations like Pinsent Masons and Star Mountain Capital.
What it does
Screens complex deal documents at scale.
Automates investment diligence document processing.
Generates memos from deal document data.
Automates reporting across portfolio assets.
Ingests and structures document-heavy submissions.
Triages underwriting workflows from documents.
Abstracts lease data for real estate investment.
Processes insurance claims documents.
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FAQs
V7 serves private markets, insurance, and real estate investment teams. Within private markets, it supports deal screening, due diligence, investment memos, and portfolio reporting. For insurance, it handles submission ingestion, underwriting triage, policy review, and claims processing. For real estate, it covers deal analysis, underwriting, and lease abstraction.
Customers report 21x faster processing, 54% fewer errors, and screening 5x more opportunities with the same team. One customer noted replacing three separate tools and cutting workflow costs by 40%. Another stated workflows went live in days rather than months, with building in-house estimated at $2M and 18 months versus six weeks with V7.
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