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What is V7?

V7 is an AI workflow automation platform built for organizations handling complex, high-value, document-heavy processes. The platform serves private markets, insurance, and real estate investment teams that need to turn large volumes of unstructured information into structured analysis, decisions, and deliverables. For private markets, V7 supports workflows such as deal screening, due diligence, investment memo generation, portfolio reporting, LPA analysis, DDQ completion, and dataroom-to-IC memo preparation. Insurance teams can use the platform for submission ingestion, underwriting triage, policy review, and claims processing. Real estate investment teams can automate deal analysis, underwriting, lease abstraction, and ongoing portfolio reporting. V7 combines Workflow Agents with a Context Graph so AI processes can operate with organizational knowledge rather than functioning as isolated assistants. Its document generation and automation capabilities can produce structured outputs such as investment memos, one-pagers, teasers, tear sheets, and other recurring institutional documents. Knowledge Hubs, reusable Skills, and agent templates help organizations standardize repeatable workflows across teams. The platform also includes integrations, an MCP server, and support for connecting preferred language models to existing systems and data. V7 is designed to support workflows from initial document ingestion through analysis, action, and final reporting while maintaining enterprise controls around complex operations. V7 is suited for institutional investors, private equity firms, insurers, real estate investment teams, and other enterprises seeking to automate research, analysis, underwriting, and document-driven workflows.

What is Alkymi?

Alkymi is a groundbreaking platform that utilizes artificial intelligence to streamline data processes in investment and private markets by converting unstructured documents into structured, interactive datasets that can easily fit into a firm's existing systems and workflows. This all-encompassing solution simplifies the retrieval, ingestion, transformation, validation, and immediate delivery of structured portfolio information derived from various intricate documents such as capital calls, quarterly reports, financial statements, subscription and offering memorandums, and loan agent notices, all accessible through a single interface. By employing state-of-the-art AI technology, machine learning, and large language models, Alkymi enhances multiple investment document workflows, allowing teams to capture larger volumes of data, boost operational efficiency, speed up deal evaluations, and quickly respond to market changes while gaining access to more comprehensive data in real time. This innovative functionality empowers businesses to remain responsive and well-informed, ultimately leading to improved investment strategies and results. Furthermore, the platform's ability to adapt to diverse data sources ensures that firms can make more informed decisions with greater confidence.

Media

Media

Integrations Supported

Zapier
Axis LMS
ChatGPT
Claude
Claude Duet
Claude for Legal
Cogito
Gemini
Gemini Enterprise
JSON
OpenAI

Integrations Supported

Zapier
Adobe Acrobat Reader
Gmail
Google Cloud Operations Suite
Microsoft Excel
Microsoft Exchange
Microsoft Power Automate
Salesforce
SimCorp One
Snowflake

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

V7

Date Founded

2018

Company Location

United Kingdom

Company Website

www.v7labs.com

Company Facts

Organization Name

Alkymi

Date Founded

2017

Company Location

United States

Company Website

www.alkymi.io

Categories and Features

AI Automation

Not specified

Workflow Automation

Not specified

Categories and Features

Financial Services

Not specified

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