AI agent for Investment Committee Secretaries
Delegate IC meeting preparation and documentation to a specialized AI agent. It reads deal team memos, generates executive summaries, captures meeting discussions, documents decisions, and tracks all follow-up diligence items, ensuring nothing falls through the cracks between committee meetings.
Ideal for
IC Secretaries
Investment Operations
Fund Administrators
See AI agent for Investment Committee Secretaries in action
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See AI agent for Investment Committee Secretaries in action
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IC Meeting - March 2025
See AI agent for Investment Committee Secretaries in action
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Time comparison
Traditional way
6-8 hours per meeting
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
Automated Deal Memo Summarization
Reads lengthy deal team memos and generates concise executive summaries highlighting investment thesis, key metrics, risks, and recommended actions for IC review.
Automated Deal Memo Summarization
Reads lengthy deal team memos and generates concise executive summaries highlighting investment thesis, key metrics, risks, and recommended actions for IC review.
Meeting Minutes Generation
Captures discussion points, decisions, votes, and dissenting opinions during IC meetings, automatically formatting them into professional minutes with proper attribution.
Meeting Minutes Generation
Captures discussion points, decisions, votes, and dissenting opinions during IC meetings, automatically formatting them into professional minutes with proper attribution.
Follow-Up Diligence Tracking
Identifies and tracks all outstanding diligence items, assigns ownership, sets deadlines, and monitors completion status across multiple deals simultaneously.
Follow-Up Diligence Tracking
Identifies and tracks all outstanding diligence items, assigns ownership, sets deadlines, and monitors completion status across multiple deals simultaneously.
Decision Documentation
Creates a structured record of all IC decisions including approval status, conditions precedent, required follow-ups, and voting breakdown for audit and compliance purposes.
Decision Documentation
Creates a structured record of all IC decisions including approval status, conditions precedent, required follow-ups, and voting breakdown for audit and compliance purposes.
Cross-Deal Pattern Recognition
Analyzes patterns across multiple IC discussions to identify recurring concerns, common diligence gaps, or systematic issues in deal evaluation processes.
Cross-Deal Pattern Recognition
Analyzes patterns across multiple IC discussions to identify recurring concerns, common diligence gaps, or systematic issues in deal evaluation processes.
Institutional Memory Building
Creates a searchable archive of all IC decisions, discussions, and rationales, enabling the fund to learn from past decisions and maintain consistent investment standards.
Institutional Memory Building
Creates a searchable archive of all IC decisions, discussions, and rationales, enabling the fund to learn from past decisions and maintain consistent investment standards.
Processes all IC materials automatically
To create comprehensive meeting documentation.
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Import your files
Notion
,
Asana
,
Google Drive
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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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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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
