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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    Brotherhood Mutual logo
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    Paige logo
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See AI agent for Investment Committee Secretaries in action

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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Investment Committee Secretaries in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Investment Committee Secretaries in action

Play video

IC Meeting - March 2025

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Investment Committee Secretaries in action

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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

Logo
Logo
Logo

Import your files

Notion

,

Asana

,

Google Drive

Import your files from whereever they are currently stored

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

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: