Technical Setup & Integration

Architecture

V7 Go is structured around four core components:

Context Graph: Maintains relationships between documents, entities, and extracted data points across a deal or portfolio.
Workflow Agents: Configurable AI agents that execute multi-step document processing tasks (ingestion → extraction → synthesis → output).
Document Generation: Produces structured outputs (IC memos, tear sheets, 1-pagers) from agent-processed data.
Knowledge Hubs: Organized repositories of domain knowledge and firm-specific context used to ground LLM outputs.

LLM & MCP Integration

V7 supports Model Context Protocol (MCP), allowing it to work with Claude and other MCP-compatible LLMs. Teams can route their preferred LLM through V7's orchestration layer while the platform handles context injection, chunking, and source attribution.

Agent Templates (Examples)

CIM → IC Memo: Ingests a Confidential Information Memorandum and produces an Investment Committee memo with sourced figures.
LPA Analysis: Parses Limited Partnership Agreements to extract key terms, waterfalls, and LP rights.
DDQ Completion: Auto-populates Due Diligence Questionnaires by matching questions to answers across your document corpus.
CIM → CRM Deal Creation: Extracts deal metadata and pushes structured records into your CRM.

Key Parameters & Capabilities

Full source traceability on all outputs
Pre-built and custom agent templates
Integrations with CRMs, data rooms, and document stores
Security & trust center for enterprise compliance
GitHub presence for developer resources