V7 Go

10 East reviews hundreds of private market deals a year. With V7 Go, a preliminary investment overview went from one to two hours of analyst time to about 20 minutes, a 60 to 70% reduction, with every figure traceable back to its source. In this customer story, Louis Mayer, Managing Director at 10 East, explains how the firm uses V7 Go across its investment process: standardised first pass reviews at the top of the funnel, 25 to 35 page investment memos, quarterly reporting on 300 active portfolio positions, and an NDA review workflow he built himself without writing code. He also covers what mattered when 10 East chose a platform. As an SEC registered firm, compliance and confidentiality came first, including the assurance that the underlying models do not train on the firm's data. Then auditability: every value traces back to the source document, with footnotes in the output that open the original. And because 10 East is a firm of investors rather than technologists, it needed engineers who would build the workflows alongside the team instead of handing over a blank toolkit. Human review stays in every step. The time saved moves to higher value work. What you'll learn: - How 10 East runs first pass reviews on hundreds of deals a year with standardised materials - Where AI fits between deal sourcing, investment memo and post investment reporting - What a 60 to 70% reduction in review time looks like at 10 to 15 new deals a week - How quarterly reporting on 300 portfolio positions gets templated without losing judgement - Why auditability and source citations decide which tools survive inside a regulated firm - The framework 10 East uses to rank which workflows to automate next 0:00 About 10 East 0:42 Where AI sits in the investment process 1:52 From screening to the investment memo 2:47 Choosing a platform: compliance and confidentiality 4:15 Two hours to 20 minutes per deal overview 5:10 Quarterly reporting on 300 portfolio positions 6:00 Six days from first look to investment decision 6:48 Rolling out beyond the investment team 9:03 Why auditability decides which tools survive 11:43 Three questions before you start About V7 Go V7 Go is AI infrastructure for private markets. Deal teams define the workflow once, step by step, with the right tool on each step and the output shaped to their own template, and it runs the same way on the five hundredth document as on the first. It works against a context layer built on the firm's own documents, portfolio and deal history, and every answer opens the source it came from. Used for deal screening, DDQ completion, data room to IC memo, portfolio monitoring and LP reporting. Learn more: https://www.v7labs.com/industry/finance Book a demo: https://www.v7labs.com/demo About 10 East 10 East is a New York based investment firm giving members access to private market opportunities across private equity, private credit, real estate and niche strategies, with more than $1.8 billion of invested capital. Founded by Michael Leffell.