AI agent for CLO Managers
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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Portfolio Compliance Check
See AI agent for CLO Managers in action
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Time comparison
Traditional way
4-6 hours per day
With V7 Go agents
5-10 minutes
Average time saved
97%
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.
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.
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.
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
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
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Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
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Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
