90% faster portfolio analysis
AI agent for Chief Investment Officers
From data overload to strategic clarity
Delegate portfolio-wide analysis to a specialized AI agent. It consolidates manager reports, validates investment theses against actual holdings, identifies concentration risks, and delivers strategic intelligence that informs asset allocation decisions and manager oversight.

Ideal for
Chief Investment Officers
Investment Committees
Asset Allocation Teams
Time comparison
Traditional way
2-3 weeks
With V7 Go agents
4-6 hours
Average time saved
90%
Why V7 Go
Analyzes your entire investment program
To deliver strategic portfolio intelligence.



Import your files
Snowflake
,
Tableau
,
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
Connect AI to your investment program.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Chief Investment Officers
How does the agent validate manager investment theses?
The agent reads manager commentary from quarterly letters and presentations, then cross-references stated strategies against actual portfolio holdings from custodial data. It identifies discrepancies between what managers say they're doing and what they're actually holding, flagging potential style drift or mandate violations.
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Can it handle different asset classes and manager types?
Yes. The agent is designed to work across public equities, fixed income, private equity, hedge funds, and real assets. It adapts its analysis framework to each asset class while maintaining consistent risk aggregation and reporting across your entire portfolio.
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How does it identify concentration risks across managers?
The agent aggregates holdings data from all managers, normalizing security identifiers and sector classifications. It then calculates portfolio-wide exposures to individual securities, sectors, geographies, and risk factors that might be hidden when viewing managers in isolation.
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What data sources does it integrate with?
The agent connects to custodial platforms for holdings data, processes manager reports from any format, and can integrate with your existing portfolio management systems. It works with the data you already have, requiring no new infrastructure.
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How does it support asset allocation decisions?
The agent synthesizes current portfolio positioning, manager outlooks, market conditions, and risk metrics to identify allocation opportunities and risks. It highlights where the portfolio is over or underweight relative to strategic targets and provides data-driven rebalancing recommendations.
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Is the analysis suitable for fiduciary reporting?
Absolutely. Every finding is visually linked to source documents and data points through AI Citations. This creates a complete, auditable record of the analysis that meets fiduciary standards and can be presented to boards, investment committees, and regulators.
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Next steps
Still spending weeks synthesizing manager reports manually?
Share your latest quarterly reports and holdings data. We'll show you the strategic insights and concentration risks you're missing across your portfolio.













