AI agent for Public Finance Bankers
Delegate the complex task of Official Statement preparation to a specialized AI agent. It analyzes issuer documents, extracts financial data, identifies all material risk factors, and generates a comprehensive, compliant draft that meets SEC Rule 15c2-12 and MSRB disclosure standards.
Ideal for
Public Finance Bankers
Municipal Underwriters
Bond Counsel Teams
See AI agent for Public Finance Bankers in action
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See AI agent for Public Finance Bankers in action
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City of Riverside GO Bond Offering
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Time comparison
Traditional way
3-4 weeks
With V7 Go agents
4-6 hours
Average time saved
90%
Why V7 Go
Automated Risk Factor Identification
Scans all issuer documents to identify and extract material risk factors, including pension obligations, debt service coverage, economic dependencies, and legal contingencies that must be disclosed.
Automated Risk Factor Identification
Scans all issuer documents to identify and extract material risk factors, including pension obligations, debt service coverage, economic dependencies, and legal contingencies that must be disclosed.
Financial Data Compilation
Extracts historical financial data from CAFRs, budget documents, and audit reports, then populates the required tables and schedules in the correct format for the Official Statement.
Financial Data Compilation
Extracts historical financial data from CAFRs, budget documents, and audit reports, then populates the required tables and schedules in the correct format for the Official Statement.
SEC and MSRB Compliance Verification
Cross-references the draft against Rule 15c2-12 continuing disclosure requirements and MSRB Rule G-32 standards to ensure all mandatory sections and disclosures are present and properly formatted.
SEC and MSRB Compliance Verification
Cross-references the draft against Rule 15c2-12 continuing disclosure requirements and MSRB Rule G-32 standards to ensure all mandatory sections and disclosures are present and properly formatted.
Issuer-Specific Customization
Adapts the disclosure language to the specific characteristics of the issuer, whether it's a general obligation bond, revenue bond, or special assessment financing, ensuring accurate representation.
Issuer-Specific Customization
Adapts the disclosure language to the specific characteristics of the issuer, whether it's a general obligation bond, revenue bond, or special assessment financing, ensuring accurate representation.
Precedent Document Integration
Leverages your firm's Knowledge Hub of past Official Statements to maintain consistent disclosure language, incorporate proven risk factor descriptions, and follow your established drafting standards.
Precedent Document Integration
Leverages your firm's Knowledge Hub of past Official Statements to maintain consistent disclosure language, incorporate proven risk factor descriptions, and follow your established drafting standards.
Complete Citation Trail
Every data point, financial figure, and risk disclosure in the draft is linked back to its source document with AI Citations, creating a defensible audit trail for regulatory review.
Complete Citation Trail
Every data point, financial figure, and risk disclosure in the draft is linked back to its source document with AI Citations, creating a defensible audit trail for regulatory review.
Generates compliant Official Statements
From comprehensive issuer data rooms.
Get started
Import your files
Microsoft Outlook
,
Microsoft Sharepoint Online
,
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
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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
