90% faster memo creation
AI agent for Private Credit Originators
From deal data to IC memo in hours
Delegate the entire Investment Committee memo creation process to a specialized AI agent. It aggregates borrower financial statements, analyzes credit metrics, synthesizes collateral valuations, and generates a comprehensive, IC-ready memo that follows your firm's exact template and underwriting standards.

Ideal for
Private Credit Funds
Direct Lenders
BDCs
Time comparison
Traditional way
3-5 days per memo
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Synthesizes all deal documentation
Into a comprehensive Investment Committee memo.


Import your files
Salesforce
,
Microsoft Sharepoint Online
,
Microsoft Excel
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your underwriting standards.
Finance
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Legal
•
Insurance
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Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Private Credit Originators
How does the agent handle different financial statement formats?
The agent processes financial statements regardless of format, from compiled tax returns to audited GAAP statements. It identifies key line items, normalizes accounting treatments, and calculates adjusted EBITDA using your firm's specific add-back policies.
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Can it incorporate our proprietary underwriting criteria?
Yes. The agent connects to your Knowledge Hub containing underwriting guidelines, industry-specific criteria, and historical deal precedents. It applies your firm's specific risk rating framework and pricing matrices to each analysis.
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What types of credit structures can it analyze?
The agent handles diverse credit structures including senior secured term loans, revolving credit facilities, unitranche financing, mezzanine debt, and asset-based lending. It adapts the analysis to match the proposed structure.
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How does it ensure data accuracy in the memo?
Every financial figure and metric in the generated memo is visually linked back to its source document through AI Citations. This creates a complete audit trail and allows analysts to verify any calculation instantly.
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Can it analyze deals in different industries?
The agent adapts to industry-specific considerations by referencing your Knowledge Hub of sector expertise. It applies relevant industry metrics, understands cyclical patterns, and flags sector-specific risks based on your firm's experience.
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What is the final deliverable?
The agent produces a complete Investment Committee memo in your firm's template format, typically as a Word document or PDF. It includes all required sections, exhibits, and supporting schedules ready for senior review and IC presentation.
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Next steps
Still spending days on memo creation for every deal?
Send us a recent deal package and your IC memo template. We'll show you how the agent can generate a complete first draft in hours, not days.













