Capital Markets

Capital Markets

Manual deal preparation slows your capital markets execution

Manual deal preparation slows your capital markets execution

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.

Real estate capital markets teams execute the sale, recapitalisation and financing of assets, relying on offering memoranda, financial models, buyer diligence packages and debt documents throughout the transaction lifecycle.

Teams manually compile OMs, extract rent rolls and financial data, and field buyer diligence requests across multiple live mandates simultaneously. That volume creates bottlenecks at every stage and increases the risk of errors in materials going to market.

Designed to work for your

Capital Markets Director
Managing Director
Investment Sales Broker

Automating the real estate capital markets workflow

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.

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

Proof of concept in hours.

Proof of concept in hours.

Covering specialised use cases

Deployment in days.

Security

Scale with security

V7 is fully secure & compliant

SOC 2, ISO27001 and GDPR compliant

Role-based access control

Secure data handling

SOC 2

GDPR

ISO27001

Security

Scale with security

V7 is fully secure & compliant

SOC 2, ISO27001 and GDPR compliant

Role-based access control

Secure data handling

SOC 2

GDPR

ISO27001

FAQs

Have questions?
Find answers.

Have questions?
Find answers.

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.

+

How does V7 handle confidential deal and client data?

V7 is designed for environments where deal confidentiality is critical, with deployment options that keep sensitive transaction and client data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs across all agent activity.

+

State of 2026

Answers. Tasks. Operations.

Answers. Tasks. Operations.

Answers. Tasks. Operations.

AI handles the first two.

AI handles the first two.

AI handles the first two.

Almost no one automates the third.

Almost no one automates the third.

Almost no one automates the third.

Until now.

Until now.

Until now.

Welcome Go

It's time

Start building fully automated financial infrastructures.

26:18

Watch video

V7 Go launch keynote

01:11

Watch video

V7 Go in 1 minute

12:28

Watch video

V7 Go update 2024