AI Real Estate Investment Committee Memo Agent

From data room to draft memo in hours, not weeks

From data room to draft memo in hours, not weeks

Delegate the administrative work of memo creation to a specialized AI agent. It synthesizes all your diligence materials—the OM, rent roll, financials, and third-party reports—to generate a comprehensive first draft of your investment committee memo in your firm's exact template.

Why V7 Go

Why V7 Go

Automated Data Room Synthesis

Reads and synthesizes all key diligence documents—OMs, financials, rent rolls, leases, and market reports—to gather the facts needed for a comprehensive memo.

Automated Data Room Synthesis

Reads and synthesizes all key diligence documents—OMs, financials, rent rolls, leases, and market reports—to gather the facts needed for a comprehensive memo.

Automated Data Room Synthesis

Reads and synthesizes all key diligence documents—OMs, financials, rent rolls, leases, and market reports—to gather the facts needed for a comprehensive memo.

Custom Template Population

Works with your fund's proprietary, highly-formatted investment memo templates in PowerPoint or Word, ensuring a consistent and professional output every time.

Custom Template Population

Works with your fund's proprietary, highly-formatted investment memo templates in PowerPoint or Word, ensuring a consistent and professional output every time.

Custom Template Population

Works with your fund's proprietary, highly-formatted investment memo templates in PowerPoint or Word, ensuring a consistent and professional output every time.

Drafts Factual Sections

Automatically writes the first draft of the descriptive sections, including the property summary, location analysis, market overview, and historical financial performance.

Drafts Factual Sections

Automatically writes the first draft of the descriptive sections, including the property summary, location analysis, market overview, and historical financial performance.

Drafts Factual Sections

Automatically writes the first draft of the descriptive sections, including the property summary, location analysis, market overview, and historical financial performance.

Integrated Financial Analysis

Seamlessly embeds the outputs from other analysis agents, such as the cash flow model summary and the sales comps table, directly into the memo.

Integrated Financial Analysis

Seamlessly embeds the outputs from other analysis agents, such as the cash flow model summary and the sales comps table, directly into the memo.

Integrated Financial Analysis

Seamlessly embeds the outputs from other analysis agents, such as the cash flow model summary and the sales comps table, directly into the memo.

Investment Thesis Support

Extracts key strengths, value-add opportunities, and risk factors from the diligence materials to provide the data-backed building blocks for your investment thesis.

Investment Thesis Support

Extracts key strengths, value-add opportunities, and risk factors from the diligence materials to provide the data-backed building blocks for your investment thesis.

Investment Thesis Support

Extracts key strengths, value-add opportunities, and risk factors from the diligence materials to provide the data-backed building blocks for your investment thesis.

Fully Cited for IC Review

Every fact and figure in the generated memo is supported by a visual citation, allowing investment committee members to instantly verify any data point by tracing it back to the source document.

Fully Cited for IC Review

Every fact and figure in the generated memo is supported by a visual citation, allowing investment committee members to instantly verify any data point by tracing it back to the source document.

Fully Cited for IC Review

Every fact and figure in the generated memo is supported by a visual citation, allowing investment committee members to instantly verify any data point by tracing it back to the source document.

Why V7 Go

Synthesizes your entire real estate data room

Into a polished, data-driven first draft of your IC memo.

Workflow

Workflow

CoStar
CoStar
CoStar
CoStar

Import your files

Microsoft PowerPoint

,

Intralinks

,

CoStar

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

2-3 days per memo

2-3 days per memo

With V7 Go agents

2 hours

2 hours

Average time saved

90%

90%

V7 Go

V7 Go

V7 Go

V7 Go

Automate the memo.

Perfect the thesis.

Drafting a real estate investment memo is a sprint of data consolidation and storytelling against a tight deadline. For every deal going to the investment committee, an analyst spends days on the administrative work of pulling data from the data room, summarizing the property's characteristics, and populating financial tables. This manual assembly is slow, error-prone, and leaves less time for the most critical part: crafting a compelling investment thesis. You hired analysts for their strategic insight, not their PowerPoint skills. It's time to delegate the drafting.

Real Estate Investment Teams

Free your analysts from the administrative burden of writing memos. Automate the creation of data-driven first drafts so your team can focus on the strategic work that wins deals.

Real Estate Investment Teams

Free your analysts from the administrative burden of writing memos. Automate the creation of data-driven first drafts so your team can focus on the strategic work that wins deals.

Real Estate Investment Teams

Free your analysts from the administrative burden of writing memos. Automate the creation of data-driven first drafts so your team can focus on the strategic work that wins deals.

Real Estate Investment Teams

Free your analysts from the administrative burden of writing memos. Automate the creation of data-driven first drafts so your team can focus on the strategic work that wins deals.

Investment Committees

Make better, faster decisions with consistent and fully verifiable memos. Instantly drill down from any statement in a memo to the source document in the data room to validate the facts.

Investment Committees

Make better, faster decisions with consistent and fully verifiable memos. Instantly drill down from any statement in a memo to the source document in the data room to validate the facts.

Investment Committees

Make better, faster decisions with consistent and fully verifiable memos. Instantly drill down from any statement in a memo to the source document in the data room to validate the facts.

Investment Committees

Make better, faster decisions with consistent and fully verifiable memos. Instantly drill down from any statement in a memo to the source document in the data room to validate the facts.

More automations

Other automations

Transform your business
with other AI Agents

More agents

More agents

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Welcome Go

Welcome Go

Welcome Go

Welcome Go

From data room to draft memo in hours, not weeks

From data room to draft memo in hours, not weeks

From data room to draft memo in hours, not weeks

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

Does it write the investment thesis for us?

It drafts the foundation. The agent extracts all the supporting facts, data, and potential arguments from the diligence materials. This allows your deal team to focus their time and intellectual capital on crafting the final, strategic investment thesis.

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Does it write the investment thesis for us?

It drafts the foundation. The agent extracts all the supporting facts, data, and potential arguments from the diligence materials. This allows your deal team to focus their time and intellectual capital on crafting the final, strategic investment thesis.

+

Does it write the investment thesis for us?

It drafts the foundation. The agent extracts all the supporting facts, data, and potential arguments from the diligence materials. This allows your deal team to focus their time and intellectual capital on crafting the final, strategic investment thesis.

+

Does it write the investment thesis for us?

It drafts the foundation. The agent extracts all the supporting facts, data, and potential arguments from the diligence materials. This allows your deal team to focus their time and intellectual capital on crafting the final, strategic investment thesis.

+

How does it handle our firm's unique investment memo template?

Your template is central to the process. In a one-time setup, we map the agent's various outputs (e.g., 'Property Summary,' 'Financial Table') to the specific slides and text boxes in your PowerPoint or Word template.

+

How does it handle our firm's unique investment memo template?

Your template is central to the process. In a one-time setup, we map the agent's various outputs (e.g., 'Property Summary,' 'Financial Table') to the specific slides and text boxes in your PowerPoint or Word template.

+

How does it handle our firm's unique investment memo template?

Your template is central to the process. In a one-time setup, we map the agent's various outputs (e.g., 'Property Summary,' 'Financial Table') to the specific slides and text boxes in your PowerPoint or Word template.

+

How does it handle our firm's unique investment memo template?

Your template is central to the process. In a one-time setup, we map the agent's various outputs (e.g., 'Property Summary,' 'Financial Table') to the specific slides and text boxes in your PowerPoint or Word template.

+

What source documents does it use to create the memo?

It uses the complete set of diligence documents typically found in a virtual data room, including the offering memorandum, rent roll, historical financials, leases, third-party market reports, and property condition assessments.

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What source documents does it use to create the memo?

It uses the complete set of diligence documents typically found in a virtual data room, including the offering memorandum, rent roll, historical financials, leases, third-party market reports, and property condition assessments.

+

What source documents does it use to create the memo?

It uses the complete set of diligence documents typically found in a virtual data room, including the offering memorandum, rent roll, historical financials, leases, third-party market reports, and property condition assessments.

+

What source documents does it use to create the memo?

It uses the complete set of diligence documents typically found in a virtual data room, including the offering memorandum, rent roll, historical financials, leases, third-party market reports, and property condition assessments.

+

How can our investment committee trust a memo drafted by AI?

Through 100% verifiability. Every statement of fact and every number in the memo is supported by a visual citation that links directly to the source document. This makes the review and fact-checking process more rigorous and faster than a manual process.

+

How can our investment committee trust a memo drafted by AI?

Through 100% verifiability. Every statement of fact and every number in the memo is supported by a visual citation that links directly to the source document. This makes the review and fact-checking process more rigorous and faster than a manual process.

+

How can our investment committee trust a memo drafted by AI?

Through 100% verifiability. Every statement of fact and every number in the memo is supported by a visual citation that links directly to the source document. This makes the review and fact-checking process more rigorous and faster than a manual process.

+

How can our investment committee trust a memo drafted by AI?

Through 100% verifiability. Every statement of fact and every number in the memo is supported by a visual citation that links directly to the source document. This makes the review and fact-checking process more rigorous and faster than a manual process.

+

Can it generate the charts and maps for the memo?

Yes. The workflow can be chained with other V7 Go agents that create charts from financial data or generate location maps, and these visual elements can be automatically embedded into the final PowerPoint template.

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Can it generate the charts and maps for the memo?

Yes. The workflow can be chained with other V7 Go agents that create charts from financial data or generate location maps, and these visual elements can be automatically embedded into the final PowerPoint template.

+

Can it generate the charts and maps for the memo?

Yes. The workflow can be chained with other V7 Go agents that create charts from financial data or generate location maps, and these visual elements can be automatically embedded into the final PowerPoint template.

+

Can it generate the charts and maps for the memo?

Yes. The workflow can be chained with other V7 Go agents that create charts from financial data or generate location maps, and these visual elements can be automatically embedded into the final PowerPoint template.

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Is this the same as the general 'Investment Memo Generation Agent'?

This agent is a specialized version, fine-tuned for the unique language, document types (like rent rolls and OMs), and analytical requirements of the commercial real estate investment process.

+

Is this the same as the general 'Investment Memo Generation Agent'?

This agent is a specialized version, fine-tuned for the unique language, document types (like rent rolls and OMs), and analytical requirements of the commercial real estate investment process.

+

Is this the same as the general 'Investment Memo Generation Agent'?

This agent is a specialized version, fine-tuned for the unique language, document types (like rent rolls and OMs), and analytical requirements of the commercial real estate investment process.

+

Is this the same as the general 'Investment Memo Generation Agent'?

This agent is a specialized version, fine-tuned for the unique language, document types (like rent rolls and OMs), and analytical requirements of the commercial real estate investment process.

+