Capital Markets
Capital Markets
Manual deal preparation slows your capital markets execution
AI agents for real estate capital markets teams. Extract and structure data across offering memoranda, financials and due diligence packages — so you close faster and with fewer errors.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
For roles like
Automating the real estate capital markets workflow
From deal packaging to closing, V7 agents handle the document-heavy steps across the capital markets transaction lifecycle.
Deal packaging
Buyer outreach
Diligence
Debt & financing
Transaction closing
OM drafting & population
Rent roll extraction
Financials normalization
Market comp aggregation
Data room preparation
Home
RE Debt Terms Grid
Build
Review
Workflow
Export
Share
Loan Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Loan Size
LTV
DSCR
Coupon Rate
Debt Yield
Orig Fee
Maturity Term
Interest Spread
Refi Risk
Prepay Penalty
Loan Status
Collateral Value
Default Risk
48000000
63.5
1.45
6.2
9.8
1.25
7
2.1
4.6
3.2
1
72000000
2.8
Loan Memo
Risk Model
Credit Memo
Term Sheet
Debt Model
Fee Schedule
Loan Terms
Spread Model
Refi Model
Legal Terms
Loan Ledger
Appraisal
Credit Review
Loan size large
LTV aggressive
DSCR moderate
Coupon attractive
Debt yield healthy
Orig fee strong
Maturity medium term
Spread tight
Refi risk rising
Prepay optional
Status performing
Collateral strong
Default risk low
Deal packaging
Buyer outreach
Diligence
Debt & financing
Transaction closing
OM drafting & population
Rent roll extraction
Financials normalization
Market comp aggregation
Data room preparation
Home
RE Debt Terms Grid
Loan Metric
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Loan Size
LTV
DSCR
Coupon Rate
Debt Yield
Orig Fee
Maturity Term
Interest Spread
Refi Risk
Prepay Penalty
Loan Status
Collateral Value
Default Risk
Loan size large
LTV aggressive
DSCR moderate
Coupon attractive
Debt yield healthy
Orig fee strong
Maturity medium term
Spread tight
Refi risk rising
Prepay optional
Status performing
Collateral strong
Default risk low
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Have questions?
What types of documents can V7 process for capital markets teams?
V7 agents process the full range of documents capital markets teams work with — offering memoranda, rent rolls, financial models, PSAs, loan documents, title reports and diligence packages — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
How does V7 help prepare offering memoranda and deal packages?
V7 agents extract rent rolls, financials and market comps from source documents and populate OM templates directly, removing the manual compilation work that typically absorbs significant analyst time before launch. Outputs are fully cited so the team can review and approve before materials go to market. See the full agent capabilities.
Can V7 support buyer diligence requests across multiple live mandates?
V7 agents track and respond to buyer diligence requests by extracting relevant information from the data room and drafting responses, making it practical to manage multiple simultaneous mandates without requests slipping. Document classification and risk flagging ensure buyers receive consistent, well-organised materials throughout the process.
How does V7 help with debt and financing documentation?
V7 agents extract and compare term sheets, review loan covenants and structure lender Q&A responses from financing documents, reducing the manual work involved in managing multiple lender conversations in parallel. Covenant and condition summaries are fully cited so the team can verify accuracy before sharing. See examples in our customer stories.
How does V7 fit into our existing transaction workflow?
V7 is built to sit alongside the tools capital markets teams already use, routing structured outputs into your CRM, data room and financial modelling tools without manual re-entry. Agents are configured without engineering resources, so deal teams can adopt them without IT involvement.
Have questions?
What types of documents can V7 process for capital markets teams?
V7 agents process the full range of documents capital markets teams work with — offering memoranda, rent rolls, financial models, PSAs, loan documents, title reports and diligence packages — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
How does V7 help prepare offering memoranda and deal packages?
V7 agents extract rent rolls, financials and market comps from source documents and populate OM templates directly, removing the manual compilation work that typically absorbs significant analyst time before launch. Outputs are fully cited so the team can review and approve before materials go to market. See the full agent capabilities.
Can V7 support buyer diligence requests across multiple live mandates?
V7 agents track and respond to buyer diligence requests by extracting relevant information from the data room and drafting responses, making it practical to manage multiple simultaneous mandates without requests slipping. Document classification and risk flagging ensure buyers receive consistent, well-organised materials throughout the process.
How does V7 help with debt and financing documentation?
V7 agents extract and compare term sheets, review loan covenants and structure lender Q&A responses from financing documents, reducing the manual work involved in managing multiple lender conversations in parallel. Covenant and condition summaries are fully cited so the team can verify accuracy before sharing. See examples in our customer stories.
How does V7 fit into our existing transaction workflow?
V7 is built to sit alongside the tools capital markets teams already use, routing structured outputs into your CRM, data room and financial modelling tools without manual re-entry. Agents are configured without engineering resources, so deal teams can adopt them without IT involvement.
Have questions?
What types of documents can V7 process for capital markets teams?
V7 agents process the full range of documents capital markets teams work with — offering memoranda, rent rolls, financial models, PSAs, loan documents, title reports and diligence packages — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
How does V7 help prepare offering memoranda and deal packages?
V7 agents extract rent rolls, financials and market comps from source documents and populate OM templates directly, removing the manual compilation work that typically absorbs significant analyst time before launch. Outputs are fully cited so the team can review and approve before materials go to market. See the full agent capabilities.
Can V7 support buyer diligence requests across multiple live mandates?
V7 agents track and respond to buyer diligence requests by extracting relevant information from the data room and drafting responses, making it practical to manage multiple simultaneous mandates without requests slipping. Document classification and risk flagging ensure buyers receive consistent, well-organised materials throughout the process.
How does V7 help with debt and financing documentation?
V7 agents extract and compare term sheets, review loan covenants and structure lender Q&A responses from financing documents, reducing the manual work involved in managing multiple lender conversations in parallel. Covenant and condition summaries are fully cited so the team can verify accuracy before sharing. See examples in our customer stories.
How does V7 fit into our existing transaction workflow?
V7 is built to sit alongside the tools capital markets teams already use, routing structured outputs into your CRM, data room and financial modelling tools without manual re-entry. Agents are configured without engineering resources, so deal teams can adopt them without IT involvement.