# Deal Vault for Agents (Finance)

> Setup guide for a folder-and-file deal vault that a finance professional uses with a local AI coding agent: integrated loan facility summary, borrower-question analysis, board materials review, new financials screening, CSV trackers, templates, search, and document conversion. Part 2 is setup instructions for the agent.

To set up the system, read the full guide and follow Part 2 ("Setup instructions for the agent").

## Docs

- [Full guide (Markdown)](https://verdant-kettle-tz22.here.now/guide.md?raw=1): the complete guide, Part 1 for the user and Part 2 for the agent
- [Full guide (plain text)](https://verdant-kettle-tz22.here.now/llms-full.txt): same content as one text file