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b7labs

Operational AI platform powering high-stakes document workflows, automated due diligence, and portfolio reporting for finance and private markets.

Introduction

Introduction

b7labs is an operational AI platform engineered for finance, private equity, real estate, and insurance enterprises. It transforms document-heavy workflows by connecting private organizational knowledge with advanced generative AI, enabling high accuracy and reliable automation across complex investment lifecycles.

Key Features
  • Intelligent Document Processing: Analyzes multi-page, complex deal documents, CIMs, LPAs, and financial reports with exceptional precision.
  • Workflow Automation: Automates deal screening, CIM-to-PIM pipelines, DDQ completion, and IC memo generation to accelerate decision-making.
  • Context Graph & Knowledge Hubs: Unifies enterprise data sources and context to ground GenAI workflows in institutional knowledge.
  • Flexible Integrations: Connects seamlessly with existing CRMs, model context protocols (MCP), and enterprise data pipelines.
  • Specialized Industry Agents: Features pre-built agent templates for underwriting triage, policy review, lease abstraction, and portfolio monitoring.
Use Cases
  • Private Equity & Finance: Streamlines investment diligence, portfolio tracking, and teaser/one-pager creation.
  • Insurance: Accelerates submission ingestion, claims processing, and underwriting reviews.
  • Real Estate Investment: Fast-tracks property deal analysis, asset underwriting, and lease document abstraction.

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