80% faster placement
AI Debt Placement Agent
From weeks of sourcing to days of execution
Delegate the tedious work of debt placement to a specialized AI agent. It identifies qualified lenders, analyzes credit requirements, structures optimal terms, and coordinates outreach, allowing your team to focus on negotiation and relationship building.

Ideal for
Investment Banking
Private Equity
Corporate Finance
Time comparison
Traditional way
4-6 weeks
With V7 Go agents
3-5 days
Average time saved
85%
Why V7 Go
Analyzes deal structures and market data
To identify optimal lenders and pricing.



Import your files
Salesforce
,
Pipedrive
,
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 debt strategy.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI Debt Placement Agent
How does the agent identify qualified lenders?
The agent analyzes your deal structure, credit profile, and industry sector, then cross-references lender mandates, historical transaction data, and market intelligence to identify institutions with matching investment criteria and risk appetite.
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Can it handle complex or non-standard deal structures?
Yes. The agent is designed to analyze diverse debt structures including senior secured, mezzanine, unitranche, and sponsor-backed facilities. It adapts lender sourcing and term recommendations based on the specific structure and risk profile.
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How accurate are the pricing benchmarks?
The agent uses recent comparable transactions, market data feeds, and historical pricing trends to generate benchmarks. Every recommendation is linked to specific comparable deals, allowing your team to validate assumptions and adjust for deal-specific factors.
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Does it integrate with our CRM or deal tracking systems?
Yes. V7 Go integrates with Salesforce, Pipedrive, and other CRM platforms to sync lender data, track outreach status, and consolidate feedback. You can also export results to Excel or your internal deal management system.
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How does it stay current with market conditions?
The agent connects to your firm's Knowledge Hub, which can include real-time market data feeds, recent transaction databases, and lender intelligence. You control what data sources inform the analysis, ensuring recommendations reflect current market conditions.
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Is lender contact information and deal data kept confidential?
Absolutely. V7 Go is built with enterprise-grade security for financial services. All deal data, lender information, and pricing details are processed within your secure environment and never shared with external parties or used for model training.
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Next steps
Still spending weeks on lender sourcing?
Send us a recent deal memo and we'll show you how to compress your placement timeline by 75% while improving pricing outcomes.













