Real-time compliance monitoring
AI agent for CLO Managers
Continuous compliance monitoring for structured credit
Delegate complex CLO compliance monitoring to a specialized AI agent. It analyzes loan documentation, calculates weighted average rating factors, verifies overcollateralization ratios, and flags covenant breaches, ensuring your portfolio remains compliant with indenture requirements while you focus on portfolio optimization.

Ideal for
CLO Managers
Portfolio Operations
Structured Credit Teams

See AI agent for CLO Managers in action
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See AI agent for CLO Managers in action
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See AI agent for CLO Managers in action
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Portfolio Compliance Check
See AI agent for CLO Managers in action
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Time comparison
Time comparison
Traditional way
4-6 hours per day
With V7 Go agents
5-10 minutes
Average time saved
97%
Why V7 Go
Why V7 Go
Automated WARF Calculation
Continuously calculates weighted average rating factors across your entire loan portfolio, tracking changes in real-time as credit ratings are updated by agencies.
Automated WARF Calculation
Continuously calculates weighted average rating factors across your entire loan portfolio, tracking changes in real-time as credit ratings are updated by agencies.
Automated WARF Calculation
Continuously calculates weighted average rating factors across your entire loan portfolio, tracking changes in real-time as credit ratings are updated by agencies.
Automated WARF Calculation
Continuously calculates weighted average rating factors across your entire loan portfolio, tracking changes in real-time as credit ratings are updated by agencies.
Overcollateralization Test Monitoring
Automatically verifies OC ratios against indenture thresholds, calculating cushions and flagging potential breaches before they occur.
Overcollateralization Test Monitoring
Automatically verifies OC ratios against indenture thresholds, calculating cushions and flagging potential breaches before they occur.
Overcollateralization Test Monitoring
Automatically verifies OC ratios against indenture thresholds, calculating cushions and flagging potential breaches before they occur.
Overcollateralization Test Monitoring
Automatically verifies OC ratios against indenture thresholds, calculating cushions and flagging potential breaches before they occur.
Covenant Compliance Verification
Analyzes individual loan agreements to ensure compliance with portfolio-level restrictions on industry concentration, geographic exposure, and credit quality buckets.
Covenant Compliance Verification
Analyzes individual loan agreements to ensure compliance with portfolio-level restrictions on industry concentration, geographic exposure, and credit quality buckets.
Covenant Compliance Verification
Analyzes individual loan agreements to ensure compliance with portfolio-level restrictions on industry concentration, geographic exposure, and credit quality buckets.
Covenant Compliance Verification
Analyzes individual loan agreements to ensure compliance with portfolio-level restrictions on industry concentration, geographic exposure, and credit quality buckets.
Rating Migration Tracking
Monitors credit rating changes across all portfolio holdings, immediately recalculating compliance metrics and identifying loans that have migrated outside acceptable rating bands.
Rating Migration Tracking
Monitors credit rating changes across all portfolio holdings, immediately recalculating compliance metrics and identifying loans that have migrated outside acceptable rating bands.
Rating Migration Tracking
Monitors credit rating changes across all portfolio holdings, immediately recalculating compliance metrics and identifying loans that have migrated outside acceptable rating bands.
Rating Migration Tracking
Monitors credit rating changes across all portfolio holdings, immediately recalculating compliance metrics and identifying loans that have migrated outside acceptable rating bands.
Indenture Rule Interpretation
Reads and interprets complex indenture language to apply the correct calculation methodologies for weighted average spread, weighted average life, and other portfolio metrics.
Indenture Rule Interpretation
Reads and interprets complex indenture language to apply the correct calculation methodologies for weighted average spread, weighted average life, and other portfolio metrics.
Indenture Rule Interpretation
Reads and interprets complex indenture language to apply the correct calculation methodologies for weighted average spread, weighted average life, and other portfolio metrics.
Indenture Rule Interpretation
Reads and interprets complex indenture language to apply the correct calculation methodologies for weighted average spread, weighted average life, and other portfolio metrics.
Audit-Ready Documentation
Generates complete audit trails linking every compliance calculation back to source loan documents, providing trustees and auditors with verifiable evidence of ongoing compliance.
Audit-Ready Documentation
Generates complete audit trails linking every compliance calculation back to source loan documents, providing trustees and auditors with verifiable evidence of ongoing compliance.
Audit-Ready Documentation
Generates complete audit trails linking every compliance calculation back to source loan documents, providing trustees and auditors with verifiable evidence of ongoing compliance.
Audit-Ready Documentation
Generates complete audit trails linking every compliance calculation back to source loan documents, providing trustees and auditors with verifiable evidence of ongoing compliance.
Analyzes all portfolio documentation
To ensure continuous compliance with indenture requirements.
Get started
Get started


Import your files
Snowflake
,
Microsoft Excel
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your indenture rules.
Connect AI to your indenture rules.
Monitor compliance continuously without manual calculation.
Monitor compliance continuously without manual calculation.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
CLO documentation comes in varied formats across different trustees and law firms. This agent handles everything from scanned indentures to complex amendment packages, extracting compliance metrics regardless of document structure or formatting inconsistencies.
Input types
50+ languages
Legacy Scans
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Financial Schedules
Amendments
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
CLO documentation comes in varied formats across different trustees and law firms. This agent handles everything from scanned indentures to complex amendment packages, extracting compliance metrics regardless of document structure or formatting inconsistencies.
Input types
50+ languages
Legacy Scans
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Financial Schedules
Amendments
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
CLO documentation comes in varied formats across different trustees and law firms. This agent handles everything from scanned indentures to complex amendment packages, extracting compliance metrics regardless of document structure or formatting inconsistencies.
Input types
50+ languages
Legacy Scans
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Financial Schedules
Amendments
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
Compliance calculations must be precise. The agent uses sophisticated workflows to ensure rating factors, spreads, and covenant calculations are extracted with exceptional accuracy, eliminating the risk of manual calculation errors that could lead to inadvertent breaches.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Compliance calculations must be precise. The agent uses sophisticated workflows to ensure rating factors, spreads, and covenant calculations are extracted with exceptional accuracy, eliminating the risk of manual calculation errors that could lead to inadvertent breaches.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Compliance calculations must be precise. The agent uses sophisticated workflows to ensure rating factors, spreads, and covenant calculations are extracted with exceptional accuracy, eliminating the risk of manual calculation errors that could lead to inadvertent breaches.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every compliance metric is verifiable. Each calculation is linked back to the specific clause in the indenture or loan agreement that defines it, providing trustees and auditors with complete transparency into how every number was derived.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Every compliance metric is verifiable. Each calculation is linked back to the specific clause in the indenture or loan agreement that defines it, providing trustees and auditors with complete transparency into how every number was derived.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Every compliance metric is verifiable. Each calculation is linked back to the specific clause in the indenture or loan agreement that defines it, providing trustees and auditors with complete transparency into how every number was derived.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Enterprise grade security
for high-stake industries.
CLO portfolios contain highly confidential loan documentation and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring compliance with data privacy requirements and protecting sensitive portfolio information.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
CLO portfolios contain highly confidential loan documentation and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring compliance with data privacy requirements and protecting sensitive portfolio information.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
CLO portfolios contain highly confidential loan documentation and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring compliance with data privacy requirements and protecting sensitive portfolio information.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for CLO Managers
How does the agent handle rating agency methodology differences?
The agent is configured to understand the rating scale and methodology of each major rating agency. It correctly maps ratings to numerical factors according to your specific indenture definitions, handling split ratings and applying the appropriate tie-breaking rules.
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How does the agent handle rating agency methodology differences?
The agent is configured to understand the rating scale and methodology of each major rating agency. It correctly maps ratings to numerical factors according to your specific indenture definitions, handling split ratings and applying the appropriate tie-breaking rules.
+
How does the agent handle rating agency methodology differences?
The agent is configured to understand the rating scale and methodology of each major rating agency. It correctly maps ratings to numerical factors according to your specific indenture definitions, handling split ratings and applying the appropriate tie-breaking rules.
+
Can it monitor multiple CLO vehicles simultaneously?
Yes. The agent can be deployed across your entire CLO platform, monitoring multiple vehicles with different indentures, trustees, and compliance requirements. Each vehicle maintains its own compliance profile and calculation rules.
+
Can it monitor multiple CLO vehicles simultaneously?
Yes. The agent can be deployed across your entire CLO platform, monitoring multiple vehicles with different indentures, trustees, and compliance requirements. Each vehicle maintains its own compliance profile and calculation rules.
+
Can it monitor multiple CLO vehicles simultaneously?
Yes. The agent can be deployed across your entire CLO platform, monitoring multiple vehicles with different indentures, trustees, and compliance requirements. Each vehicle maintains its own compliance profile and calculation rules.
+
How does it handle amendments to loan documentation?
When loan documentation is amended, the agent analyzes the changes to determine their impact on compliance calculations. It flags material amendments that affect covenant compliance, pricing grids, or other metrics relevant to your portfolio tests.
+
How does it handle amendments to loan documentation?
When loan documentation is amended, the agent analyzes the changes to determine their impact on compliance calculations. It flags material amendments that affect covenant compliance, pricing grids, or other metrics relevant to your portfolio tests.
+
How does it handle amendments to loan documentation?
When loan documentation is amended, the agent analyzes the changes to determine their impact on compliance calculations. It flags material amendments that affect covenant compliance, pricing grids, or other metrics relevant to your portfolio tests.
+
What happens when a compliance test is breached?
The agent immediately flags the breach, calculates the magnitude of the violation, and identifies which specific holdings are contributing to the breach. This allows portfolio managers to quickly model remediation strategies and execute necessary trades.
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What happens when a compliance test is breached?
The agent immediately flags the breach, calculates the magnitude of the violation, and identifies which specific holdings are contributing to the breach. This allows portfolio managers to quickly model remediation strategies and execute necessary trades.
+
What happens when a compliance test is breached?
The agent immediately flags the breach, calculates the magnitude of the violation, and identifies which specific holdings are contributing to the breach. This allows portfolio managers to quickly model remediation strategies and execute necessary trades.
+
How frequently are compliance metrics updated?
Compliance metrics can be calculated on-demand or on a scheduled basis. Most managers run daily compliance checks, but the agent can provide real-time calculations when evaluating potential trades or responding to rating actions.
+
How frequently are compliance metrics updated?
Compliance metrics can be calculated on-demand or on a scheduled basis. Most managers run daily compliance checks, but the agent can provide real-time calculations when evaluating potential trades or responding to rating actions.
+
How frequently are compliance metrics updated?
Compliance metrics can be calculated on-demand or on a scheduled basis. Most managers run daily compliance checks, but the agent can provide real-time calculations when evaluating potential trades or responding to rating actions.
+
Does it integrate with existing portfolio management systems?
The agent delivers structured output that can be integrated into your existing portfolio management, risk, and reporting systems. It can also connect to your Knowledge Hub to access the latest loan documentation and rating information automatically.
+
Does it integrate with existing portfolio management systems?
The agent delivers structured output that can be integrated into your existing portfolio management, risk, and reporting systems. It can also connect to your Knowledge Hub to access the latest loan documentation and rating information automatically.
+
Does it integrate with existing portfolio management systems?
The agent delivers structured output that can be integrated into your existing portfolio management, risk, and reporting systems. It can also connect to your Knowledge Hub to access the latest loan documentation and rating information automatically.
+
Next steps
Next steps
Still calculating WARF and OC tests manually?
Share your indenture and a sample portfolio. We'll show you how automated compliance monitoring can eliminate calculation errors and save hours every day.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
