90% faster IC admin
AI agent for Investment Committee Secretaries
From meeting chaos to structured decisions
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

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IC Meeting - March 2025
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Time comparison
Time comparison
Traditional way
6-8 hours per meeting
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Get started
Get started


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
Customer voices
Customer voices
Connect AI to your IC workflow.
Connect AI to your IC workflow.
Turn meeting preparation from a burden into a competitive advantage.
Turn meeting preparation from a burden into a competitive advantage.
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.
IC materials come in varied formats. This agent handles comprehensive deal memos, detailed financial models, lengthy diligence reports, and meeting transcripts regardless of structure or length.
Input types
50+ languages
Meeting Transcripts
200 pages
Multi-modal
Document types
PDFs
Audio Files
Complex Tables
Financial Models
Presentations
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
IC materials come in varied formats. This agent handles comprehensive deal memos, detailed financial models, lengthy diligence reports, and meeting transcripts regardless of structure or length.
Input types
50+ languages
Meeting Transcripts
200 pages
Multi-modal
Document types
PDFs
Audio Files
Complex Tables
Financial Models
Presentations
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
IC materials come in varied formats. This agent handles comprehensive deal memos, detailed financial models, lengthy diligence reports, and meeting transcripts regardless of structure or length.
Input types
50+ languages
Meeting Transcripts
200 pages
Multi-modal
Document types
PDFs
Audio Files
Complex Tables
Financial Models
Presentations
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
IC documentation demands precision. The agent uses sophisticated reasoning to accurately capture nuanced discussions, properly attribute statements, and ensure all decisions and action items are recorded without error.
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.
IC documentation demands precision. The agent uses sophisticated reasoning to accurately capture nuanced discussions, properly attribute statements, and ensure all decisions and action items are recorded without error.
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.
IC documentation demands precision. The agent uses sophisticated reasoning to accurately capture nuanced discussions, properly attribute statements, and ensure all decisions and action items are recorded without error.
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 summary point, decision, and action item is linked back to its source in the original deal memo or meeting transcript. This creates a complete audit trail for governance and compliance purposes.

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 summary point, decision, and action item is linked back to its source in the original deal memo or meeting transcript. This creates a complete audit trail for governance and compliance purposes.

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 summary point, decision, and action item is linked back to its source in the original deal memo or meeting transcript. This creates a complete audit trail for governance and compliance purposes.

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.
IC materials contain the most sensitive investment information. V7 Go processes all documents within your secure environment, maintaining strict confidentiality and ensuring compliance with regulatory requirements for investment decision documentation.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
IC materials contain the most sensitive investment information. V7 Go processes all documents within your secure environment, maintaining strict confidentiality and ensuring compliance with regulatory requirements for investment decision documentation.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
IC materials contain the most sensitive investment information. V7 Go processes all documents within your secure environment, maintaining strict confidentiality and ensuring compliance with regulatory requirements for investment decision documentation.
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 Investment Committee Secretaries
How does the agent handle confidential IC discussions?
All IC materials are processed within your secure V7 Go environment. The agent maintains strict confidentiality protocols and can be configured to redact sensitive information or limit access to specific team members based on your governance requirements.
+
How does the agent handle confidential IC discussions?
All IC materials are processed within your secure V7 Go environment. The agent maintains strict confidentiality protocols and can be configured to redact sensitive information or limit access to specific team members based on your governance requirements.
+
How does the agent handle confidential IC discussions?
All IC materials are processed within your secure V7 Go environment. The agent maintains strict confidentiality protocols and can be configured to redact sensitive information or limit access to specific team members based on your governance requirements.
+
Can it integrate with our existing IC workflow tools?
Yes. The agent integrates with common fund management platforms, document repositories, and project management tools. It can pull deal memos from your data room, push action items to your task management system, and sync decisions with your portfolio tracking software.
+
Can it integrate with our existing IC workflow tools?
Yes. The agent integrates with common fund management platforms, document repositories, and project management tools. It can pull deal memos from your data room, push action items to your task management system, and sync decisions with your portfolio tracking software.
+
Can it integrate with our existing IC workflow tools?
Yes. The agent integrates with common fund management platforms, document repositories, and project management tools. It can pull deal memos from your data room, push action items to your task management system, and sync decisions with your portfolio tracking software.
+
What if IC members have different documentation preferences?
The agent can be configured to generate multiple output formats from the same source materials. Some partners may prefer detailed summaries while others want bullet points. The system adapts to individual preferences while maintaining consistency in the underlying data.
+
What if IC members have different documentation preferences?
The agent can be configured to generate multiple output formats from the same source materials. Some partners may prefer detailed summaries while others want bullet points. The system adapts to individual preferences while maintaining consistency in the underlying data.
+
What if IC members have different documentation preferences?
The agent can be configured to generate multiple output formats from the same source materials. Some partners may prefer detailed summaries while others want bullet points. The system adapts to individual preferences while maintaining consistency in the underlying data.
+
How does it track follow-up items across multiple meetings?
The agent maintains a persistent tracking system for all open diligence items. It automatically carries forward unresolved items to subsequent meetings, flags overdue tasks, and provides status updates on outstanding questions before each IC session.
+
How does it track follow-up items across multiple meetings?
The agent maintains a persistent tracking system for all open diligence items. It automatically carries forward unresolved items to subsequent meetings, flags overdue tasks, and provides status updates on outstanding questions before each IC session.
+
How does it track follow-up items across multiple meetings?
The agent maintains a persistent tracking system for all open diligence items. It automatically carries forward unresolved items to subsequent meetings, flags overdue tasks, and provides status updates on outstanding questions before each IC session.
+
Can it handle virtual or hybrid IC meetings?
Absolutely. The agent can process meeting transcripts from video conferencing platforms, identify speakers, and capture discussion points regardless of meeting format. It works equally well for in-person, virtual, or hybrid IC sessions.
+
Can it handle virtual or hybrid IC meetings?
Absolutely. The agent can process meeting transcripts from video conferencing platforms, identify speakers, and capture discussion points regardless of meeting format. It works equally well for in-person, virtual, or hybrid IC sessions.
+
Can it handle virtual or hybrid IC meetings?
Absolutely. The agent can process meeting transcripts from video conferencing platforms, identify speakers, and capture discussion points regardless of meeting format. It works equally well for in-person, virtual, or hybrid IC sessions.
+
What is the output format for IC minutes?
The agent generates structured minutes in your preferred format, typically including deal summaries, discussion highlights, decisions made, voting records, conditions precedent, and action items with assigned owners and deadlines. Output can be customized to match your fund's standard templates.
+
What is the output format for IC minutes?
The agent generates structured minutes in your preferred format, typically including deal summaries, discussion highlights, decisions made, voting records, conditions precedent, and action items with assigned owners and deadlines. Output can be customized to match your fund's standard templates.
+
What is the output format for IC minutes?
The agent generates structured minutes in your preferred format, typically including deal summaries, discussion highlights, decisions made, voting records, conditions precedent, and action items with assigned owners and deadlines. Output can be customized to match your fund's standard templates.
+
Next steps
Next steps
Still spending hours preparing IC materials manually?
Send us your recent IC materials and meeting notes. We'll show you how to automate the entire documentation workflow and never miss a follow-up item again.
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:
