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

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Meridian Manufacturing Credit Analysis
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Time comparison
Time comparison
Traditional way
3-5 days per memo
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Financial Aggregation
Extracts and normalizes financial data from tax returns, audited statements, and management reports into standardized metrics, eliminating manual data entry and calculation errors.
Automated Financial Aggregation
Extracts and normalizes financial data from tax returns, audited statements, and management reports into standardized metrics, eliminating manual data entry and calculation errors.
Automated Financial Aggregation
Extracts and normalizes financial data from tax returns, audited statements, and management reports into standardized metrics, eliminating manual data entry and calculation errors.
Automated Financial Aggregation
Extracts and normalizes financial data from tax returns, audited statements, and management reports into standardized metrics, eliminating manual data entry and calculation errors.
Credit Metric Calculation
Automatically calculates leverage ratios, debt service coverage, working capital trends, and covenant compliance metrics using your firm's specific calculation methodologies.
Credit Metric Calculation
Automatically calculates leverage ratios, debt service coverage, working capital trends, and covenant compliance metrics using your firm's specific calculation methodologies.
Credit Metric Calculation
Automatically calculates leverage ratios, debt service coverage, working capital trends, and covenant compliance metrics using your firm's specific calculation methodologies.
Credit Metric Calculation
Automatically calculates leverage ratios, debt service coverage, working capital trends, and covenant compliance metrics using your firm's specific calculation methodologies.
Collateral Analysis Integration
Synthesizes appraisal reports, equipment valuations, and accounts receivable aging into a comprehensive collateral coverage analysis with advance rate recommendations.
Collateral Analysis Integration
Synthesizes appraisal reports, equipment valuations, and accounts receivable aging into a comprehensive collateral coverage analysis with advance rate recommendations.
Collateral Analysis Integration
Synthesizes appraisal reports, equipment valuations, and accounts receivable aging into a comprehensive collateral coverage analysis with advance rate recommendations.
Collateral Analysis Integration
Synthesizes appraisal reports, equipment valuations, and accounts receivable aging into a comprehensive collateral coverage analysis with advance rate recommendations.
Industry Benchmark Comparison
Compares borrower metrics against industry peers and historical portfolio performance to provide context for underwriting decisions and pricing recommendations.
Industry Benchmark Comparison
Compares borrower metrics against industry peers and historical portfolio performance to provide context for underwriting decisions and pricing recommendations.
Industry Benchmark Comparison
Compares borrower metrics against industry peers and historical portfolio performance to provide context for underwriting decisions and pricing recommendations.
Industry Benchmark Comparison
Compares borrower metrics against industry peers and historical portfolio performance to provide context for underwriting decisions and pricing recommendations.
Risk Factor Identification
Flags potential credit concerns including customer concentration, supplier dependencies, regulatory issues, and financial statement anomalies that require deeper diligence.
Risk Factor Identification
Flags potential credit concerns including customer concentration, supplier dependencies, regulatory issues, and financial statement anomalies that require deeper diligence.
Risk Factor Identification
Flags potential credit concerns including customer concentration, supplier dependencies, regulatory issues, and financial statement anomalies that require deeper diligence.
Risk Factor Identification
Flags potential credit concerns including customer concentration, supplier dependencies, regulatory issues, and financial statement anomalies that require deeper diligence.
Template-Based Memo Generation
Generates a complete Investment Committee memo following your firm's exact format, including executive summary, credit analysis, structure recommendations, and risk mitigation strategies.
Template-Based Memo Generation
Generates a complete Investment Committee memo following your firm's exact format, including executive summary, credit analysis, structure recommendations, and risk mitigation strategies.
Template-Based Memo Generation
Generates a complete Investment Committee memo following your firm's exact format, including executive summary, credit analysis, structure recommendations, and risk mitigation strategies.
Template-Based Memo Generation
Generates a complete Investment Committee memo following your firm's exact format, including executive summary, credit analysis, structure recommendations, and risk mitigation strategies.
Synthesizes all deal documentation
Into a comprehensive Investment Committee memo.
Get started
Get started


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
Customer voices
Customer voices
Connect AI to your underwriting standards.
Connect AI to your underwriting standards.
Turn deal packages into Investment Committee memos automatically.
Turn deal packages into Investment Committee memos automatically.
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.
Private credit deals involve diverse documentation from compiled financials to complex appraisals. This agent handles everything from handwritten tax schedules to multi-entity consolidated statements, extracting the data needed for credit analysis regardless of format.
Input types
50+ languages
Handwritten Notes
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Excel Models
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Private credit deals involve diverse documentation from compiled financials to complex appraisals. This agent handles everything from handwritten tax schedules to multi-entity consolidated statements, extracting the data needed for credit analysis regardless of format.
Input types
50+ languages
Handwritten Notes
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Excel Models
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Private credit deals involve diverse documentation from compiled financials to complex appraisals. This agent handles everything from handwritten tax schedules to multi-entity consolidated statements, extracting the data needed for credit analysis regardless of format.
Input types
50+ languages
Handwritten Notes
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Excel Models
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
Credit decisions depend on precise financial data. The agent uses sophisticated extraction and calculation workflows to ensure leverage ratios, debt service coverage, and working capital metrics are computed with the accuracy required for underwriting decisions.
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.
Credit decisions depend on precise financial data. The agent uses sophisticated extraction and calculation workflows to ensure leverage ratios, debt service coverage, and working capital metrics are computed with the accuracy required for underwriting decisions.
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.
Credit decisions depend on precise financial data. The agent uses sophisticated extraction and calculation workflows to ensure leverage ratios, debt service coverage, and working capital metrics are computed with the accuracy required for underwriting decisions.
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.
Build confidence in every credit decision. Every financial metric, ratio calculation, and risk factor in the generated memo is visually linked to its source document, creating a complete audit trail for IC review and regulatory examination.

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.
Build confidence in every credit decision. Every financial metric, ratio calculation, and risk factor in the generated memo is visually linked to its source document, creating a complete audit trail for IC review and regulatory examination.

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.
Build confidence in every credit decision. Every financial metric, ratio calculation, and risk factor in the generated memo is visually linked to its source document, creating a complete audit trail for IC review and regulatory examination.

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.
Borrower financial data and credit analysis contain highly sensitive information. V7 Go processes all deal documentation within your secure environment, ensuring confidentiality and compliance with data privacy regulations and lender confidentiality agreements.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Borrower financial data and credit analysis contain highly sensitive information. V7 Go processes all deal documentation within your secure environment, ensuring confidentiality and compliance with data privacy regulations and lender confidentiality agreements.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Borrower financial data and credit analysis contain highly sensitive information. V7 Go processes all deal documentation within your secure environment, ensuring confidentiality and compliance with data privacy regulations and lender confidentiality agreements.
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 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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
Next steps
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.
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:
