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

  • 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 Private Credit Originators 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 Private Credit Originators 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 Private Credit Originators in action

Play video

Meridian Manufacturing Credit Analysis

  • 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 Private Credit Originators in action

Play video

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

Logo
Logo

Import your files

Salesforce

,

Microsoft Sharepoint Online

,

Microsoft Excel

Import your files from whereever they are currently stored

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

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

More agents

More agents

Explore more agents to help you

Explore more agents to help you

accelerate your private credit workflow

More agents

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

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: