90% ROI increase

AI Loan & Credit Agreement Analysis

Automate covenant tracking and risk monitoring

V7 Go's agent automates the review of complex loan and credit agreements extracting key terms monitoring financial covenants and flagging potential defaults before they occur.

Shareholder agreement review

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

See Loan & Credit Agreements in action

Play video

Shareholder agreement review

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

See Loan & Credit Agreements in action

Play video

Shareholder agreement review

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

See Loan & Credit Agreements in action

Play video

Shareholder agreement review

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

See Loan & Credit Agreements in action

Play video

Challenge

Challenge

Monitoring compliance across a portfolio of loan and credit agreements is a high-risk manual process.

Monitoring compliance across a portfolio of loan and credit agreements is a high-risk manual process.

V7 Go automates this entire workflow turning static agreements into a proactive risk management system helping teams to track financial covenants and reporting obligations.

V7 Go automates this entire workflow turning static agreements into a proactive risk management system helping teams to track financial covenants and reporting obligations.

Time comparison

Time comparison

Traditional review time

3-5 days per agreement

3-5 days per agreement

With V7 Go

15-20 minutes

15-20 minutes

Average time saved

95%

95%

Why V7 Go

Why V7 Go

Automated Covenant Extraction

Accurately identify and extract all financial operational and reporting covenants from any credit agreement or loan document regardless of its complexity.

Automated Covenant Extraction

Accurately identify and extract all financial operational and reporting covenants from any credit agreement or loan document regardless of its complexity.

Automated Covenant Extraction

Accurately identify and extract all financial operational and reporting covenants from any credit agreement or loan document regardless of its complexity.

Automated Covenant Extraction

Accurately identify and extract all financial operational and reporting covenants from any credit agreement or loan document regardless of its complexity.

Proactive Compliance Monitoring

The agent automatically tracks reporting deadlines and can integrate with financial systems to monitor financial covenant compliance in real-time.

Proactive Compliance Monitoring

The agent automatically tracks reporting deadlines and can integrate with financial systems to monitor financial covenant compliance in real-time.

Proactive Compliance Monitoring

The agent automatically tracks reporting deadlines and can integrate with financial systems to monitor financial covenant compliance in real-time.

Proactive Compliance Monitoring

The agent automatically tracks reporting deadlines and can integrate with financial systems to monitor financial covenant compliance in real-time.

Risk & Default Flagging

Get early warnings of potential covenant breaches or technical defaults. The agent flags risky language missed reporting or deteriorating financial metrics before they become critical issues.

Risk & Default Flagging

Get early warnings of potential covenant breaches or technical defaults. The agent flags risky language missed reporting or deteriorating financial metrics before they become critical issues.

Risk & Default Flagging

Get early warnings of potential covenant breaches or technical defaults. The agent flags risky language missed reporting or deteriorating financial metrics before they become critical issues.

Risk & Default Flagging

Get early warnings of potential covenant breaches or technical defaults. The agent flags risky language missed reporting or deteriorating financial metrics before they become critical issues.

Standardized Data Abstraction

Create a consistent structured database of key terms from your entire loan portfolio. This enables powerful portfolio-wide analysis of risk exposure and pricing.

Standardized Data Abstraction

Create a consistent structured database of key terms from your entire loan portfolio. This enables powerful portfolio-wide analysis of risk exposure and pricing.

Standardized Data Abstraction

Create a consistent structured database of key terms from your entire loan portfolio. This enables powerful portfolio-wide analysis of risk exposure and pricing.

Standardized Data Abstraction

Create a consistent structured database of key terms from your entire loan portfolio. This enables powerful portfolio-wide analysis of risk exposure and pricing.

Reduced Manual Review Time

Eliminate the need for analysts to manually read hundreds of pages of legal text to find and track covenants. Reduce review time by over 90%.

Reduced Manual Review Time

Eliminate the need for analysts to manually read hundreds of pages of legal text to find and track covenants. Reduce review time by over 90%.

Reduced Manual Review Time

Eliminate the need for analysts to manually read hundreds of pages of legal text to find and track covenants. Reduce review time by over 90%.

Reduced Manual Review Time

Eliminate the need for analysts to manually read hundreds of pages of legal text to find and track covenants. Reduce review time by over 90%.

Audit-Ready Reporting

Generate comprehensive reports on covenant compliance across your entire portfolio complete with direct links to the source clauses in each agreement.

Audit-Ready Reporting

Generate comprehensive reports on covenant compliance across your entire portfolio complete with direct links to the source clauses in each agreement.

Audit-Ready Reporting

Generate comprehensive reports on covenant compliance across your entire portfolio complete with direct links to the source clauses in each agreement.

Audit-Ready Reporting

Generate comprehensive reports on covenant compliance across your entire portfolio complete with direct links to the source clauses in each agreement.

Review credit agreements, term loans, and security agreements.

Extract financial covenants, reporting deadlines, and default terms.

Get started

Get started

Import your files

Gmail

,

Google Drive

,

CoStar

Import your files from whereever they are currently stored

Import your files from whereever they are currently stored

Loan Agreements

Loan Agreements

Syndicated Credit Facilities

Syndicated Credit Facilities

Promissory Notes

Promissory Notes

Security Agreements

Security Agreements

Intercreditor Agreements

Intercreditor Agreements

Covenant Compliance Certificates

Covenant Compliance Certificates

All types of documents supported

All types of documents supported

Borrower & Lender Information

Borrower & Lender Information

Interest Rates & Payment Schedules

Interest Rates & Payment Schedules

Financial Covenants (Leverage Liquidity)

Financial Covenants (Leverage Liquidity)

Reporting Covenants & Deadlines

Reporting Covenants & Deadlines

Negative Covenants & Permitted Actions

Negative Covenants & Permitted Actions

Events of Default & Cure Periods

Events of Default & Cure Periods

Collateral Descriptions

Collateral Descriptions

Guarantor Information

Guarantor Information

Maturity Date & Prepayment Options

Maturity Date & Prepayment Options

Fees & Expenses

Fees & Expenses

Once imported our system extracts and organises the essentials

Once imported our system extracts and organises the essentials

The difference

The difference

AI-powered portfolio management

for lenders and investors

The difference

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Streamline the analysis of loan and credit agreements. Use AI to extract terms track covenants and monitor compliance across your entire lending portfolio.

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Streamline the analysis of loan and credit agreements. Use AI to extract terms track covenants and monitor compliance across your entire lending portfolio.

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Streamline the analysis of loan and credit agreements. Use AI to extract terms track covenants and monitor compliance across your entire lending portfolio.

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Loan & Credit Agreements

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Loan & Credit Agreements

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Loan & Credit Agreements

The difference

AI-powered portfolio management

for lenders and investors

The difference

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Streamline the analysis of loan and credit agreements. Use AI to extract terms track covenants and monitor compliance across your entire lending portfolio.

Play video

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Loan & Credit Agreements

Play video

Customer Voices

Customer Voices

Building trustworthy AI, trained on your data

Join the world's best teams and Fortune 500s

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Customer Voices

Finance

Alaris logo

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

Finance

Alaris logo

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

Healthcare

Franklin AI logo

The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.

Read the full story

Healthcare

Franklin AI logo

The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.

Read the full story

Automotive

Miovision Logo

"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."

Read the full story

Automotive

Miovision Logo

"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."

Read the full story

Energy

Abyss Logo

"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"

Read the full story

Energy

Abyss Logo

"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"

Read the full story

Agriculture

Cattle Eye Logo

"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."

Read the full story

Agriculture

Cattle Eye Logo

"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."

Read the full story

Healthcare

Genmab Logo

"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."

Read the full story

Healthcare

Genmab Logo

"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."

Read the full story

Healthcare

Imidex logo

"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."

Read the full story

Healthcare

Imidex logo

"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."

Read the full story

Healthcare

InformAI logo

"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."

Read the full story

Healthcare

InformAI logo

"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."

Read the full story

Healthcare

Intelligend Ultrasound Logo

“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”

Read the full story

Healthcare

Intelligend Ultrasound Logo

“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”

Read the full story

Workflow

Delegate loan agreement analysis

to a credit risk AI agent

Get started

How is it solved today?

Portfolio managers and analysts manually track covenants in spreadsheets a process that is highly error-prone and fails to provide an early warning of potential defaults.

How is it solved today?

Portfolio managers and analysts manually track covenants in spreadsheets a process that is highly error-prone and fails to provide an early warning of potential defaults.

How is it solved today?

Portfolio managers and analysts manually track covenants in spreadsheets a process that is highly error-prone and fails to provide an early warning of potential defaults.

Why V7 Go

V7 Go automatically extracts all covenants obligations and key terms from every agreement creating a centralized intelligent system for monitoring portfolio health and compliance.

Why V7 Go

V7 Go automatically extracts all covenants obligations and key terms from every agreement creating a centralized intelligent system for monitoring portfolio health and compliance.

Why V7 Go

V7 Go automatically extracts all covenants obligations and key terms from every agreement creating a centralized intelligent system for monitoring portfolio health and compliance.

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.

From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.

Input types

50+ languages

Handwritten

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Graphs

Speadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.

From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.

Input types

50+ languages

Handwritten

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Graphs

Speadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.

From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.

Input types

50+ languages

Handwritten

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Graphs

Speadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate through GenAI reasoning.

Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.

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

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate through GenAI reasoning.

Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.

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

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate through GenAI reasoning.

Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.

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

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,


grounded in reality.

You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.

You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.

You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.

Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security
for high-stake industries.

Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security for high-stake industries.

Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Pilot

Pilot

Curious how we can realise 90% ROI increase for you?

Curious how we can realise 90% ROI increase for you?

Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.

Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.

You’ll hear back in less than 24 hours

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Teams

AI-powered portfolio management

AI-powered portfolio management

for lenders and investors

Monitoring compliance across a portfolio of loan and credit agreements is a high-risk manual process. Teams struggle to track financial covenants and reporting obligations buried in dense legal documents often leading to missed breaches and increased portfolio risk. V7 Go automates this entire workflow turning static agreements into a proactive risk management system.

Portfolio Managers

Get a real-time comprehensive view of covenant compliance across your entire loan portfolio. Spend time managing risk not searching for it.

Portfolio Managers

Get a real-time comprehensive view of covenant compliance across your entire loan portfolio. Spend time managing risk not searching for it.

Portfolio Managers

Get a real-time comprehensive view of covenant compliance across your entire loan portfolio. Spend time managing risk not searching for it.

Credit Risk Officers

Move from reactive manual testing to proactive automated monitoring. Identify and address potential defaults and credit deterioration earlier than ever before.

Credit Risk Officers

Move from reactive manual testing to proactive automated monitoring. Identify and address potential defaults and credit deterioration earlier than ever before.

Credit Risk Officers

Move from reactive manual testing to proactive automated monitoring. Identify and address potential defaults and credit deterioration earlier than ever before.

Testimonials

Testimonials

Secure and trustworthy AI.
Hear what customers say.

Secure and trustworthy AI.
Hear what customers say.

Increase in Processing Speed

21x

Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.

Specialized Asset Management Firm

SMC  logo

Document Type

20+ Page Reports

We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler

CEO of Certainty Software

Certainty Software logo

Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm

Increase in Processing Speed

21x

Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.

Specialized Asset Management Firm

SMC  logo

Document Type

20+ Page Reports

We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler

CEO of Certainty Software

Certainty Software logo

Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm

Increase in Processing Speed

21x

Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.

Specialized Asset Management Firm

SMC  logo

Document Type

20+ Page Reports

We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler

CEO of Certainty Software

Certainty Software logo

Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm

Answers

Answers

What you need to know about our

Loan & Credit Agreements

What types of agreements can the agent analyze?

The agent is designed for all types of debt instruments including syndicated credit agreements revolving credit facilities term loans and private debt agreements.

+

What types of agreements can the agent analyze?

The agent is designed for all types of debt instruments including syndicated credit agreements revolving credit facilities term loans and private debt agreements.

+

What types of agreements can the agent analyze?

The agent is designed for all types of debt instruments including syndicated credit agreements revolving credit facilities term loans and private debt agreements.

+

How does the agent monitor financial covenants?

The agent first extracts the covenant definition. It can then integrate via API with your accounting or financial systems to automatically pull the relevant metrics each quarter to test for compliance.

+

How does the agent monitor financial covenants?

The agent first extracts the covenant definition. It can then integrate via API with your accounting or financial systems to automatically pull the relevant metrics each quarter to test for compliance.

+

How does the agent monitor financial covenants?

The agent first extracts the covenant definition. It can then integrate via API with your accounting or financial systems to automatically pull the relevant metrics each quarter to test for compliance.

+

What happens if a potential breach is detected?

The agent will immediately create an alert flagging the specific covenant the agreement it belongs to and the data indicating the potential breach.

+

What happens if a potential breach is detected?

The agent will immediately create an alert flagging the specific covenant the agreement it belongs to and the data indicating the potential breach.

+

What happens if a potential breach is detected?

The agent will immediately create an alert flagging the specific covenant the agreement it belongs to and the data indicating the potential breach.

+

How is this different from a standard Contract Review Agent?

A standard agent focuses on general legal clauses. This agent is specialized for finance and lending with a deep understanding of financial terminology covenant structures and risk factors.

+

How is this different from a standard Contract Review Agent?

A standard agent focuses on general legal clauses. This agent is specialized for finance and lending with a deep understanding of financial terminology covenant structures and risk factors.

+

How is this different from a standard Contract Review Agent?

A standard agent focuses on general legal clauses. This agent is specialized for finance and lending with a deep understanding of financial terminology covenant structures and risk factors.

+

Can it handle amendments and waivers?

Yes. The agent can process amendments and waiver documents alongside the original agreement correctly interpreting how they modify the original covenants and terms.

+

Can it handle amendments and waivers?

Yes. The agent can process amendments and waiver documents alongside the original agreement correctly interpreting how they modify the original covenants and terms.

+

Can it handle amendments and waivers?

Yes. The agent can process amendments and waiver documents alongside the original agreement correctly interpreting how they modify the original covenants and terms.

+

Can we customize the covenants the agent looks for?

Yes. The workflow is fully customizable. You can configure the agent to track specific custom covenants unique to your deals or to flag particular clauses that your institution considers high-risk.

+

Can we customize the covenants the agent looks for?

Yes. The workflow is fully customizable. You can configure the agent to track specific custom covenants unique to your deals or to flag particular clauses that your institution considers high-risk.

+

Can we customize the covenants the agent looks for?

Yes. The workflow is fully customizable. You can configure the agent to track specific custom covenants unique to your deals or to flag particular clauses that your institution considers high-risk.

+

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Finance

Long document support

AI citations

Table & graph analysis

Confidential Information Memorandum

AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Confidential Information Memorandum

AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Finance

Long document support

AI citations

Table & graph analysis

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Finance

Rapid Data Extraction

AI Citations

Financial Analysis

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Next Step

Next Step

Stop tracking covenants in spreadsheets.

Stop tracking covenants in spreadsheets.

Stop tracking covenants in spreadsheets.

Delegate portfolio monitoring to an AI agent and manage risk proactively.

Delegate portfolio monitoring to an AI agent and manage risk proactively.

Delegate portfolio monitoring to an AI agent and manage risk proactively.

You’ll hear back in less than 24 hours

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