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

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    Brotherhood Mutual logo
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    Paige logo
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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Chief Investment Officers in action

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Q3 Portfolio Review

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    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
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Time comparison

Time comparison

Traditional way

2-3 weeks

With V7 Go agents

4-6 hours

Average time saved

90%

Why V7 Go

Why V7 Go

Automated Manager Thesis Validation

Cross-references manager commentary against actual portfolio holdings to identify style drift, mandate breaches, and discrepancies between stated strategy and execution.

Automated Manager Thesis Validation

Cross-references manager commentary against actual portfolio holdings to identify style drift, mandate breaches, and discrepancies between stated strategy and execution.

Automated Manager Thesis Validation

Cross-references manager commentary against actual portfolio holdings to identify style drift, mandate breaches, and discrepancies between stated strategy and execution.

Automated Manager Thesis Validation

Cross-references manager commentary against actual portfolio holdings to identify style drift, mandate breaches, and discrepancies between stated strategy and execution.

Portfolio-Wide Risk Aggregation

Consolidates exposure data across all managers to surface hidden concentration risks, sector tilts, and factor exposures that individual manager reports obscure.

Portfolio-Wide Risk Aggregation

Consolidates exposure data across all managers to surface hidden concentration risks, sector tilts, and factor exposures that individual manager reports obscure.

Portfolio-Wide Risk Aggregation

Consolidates exposure data across all managers to surface hidden concentration risks, sector tilts, and factor exposures that individual manager reports obscure.

Portfolio-Wide Risk Aggregation

Consolidates exposure data across all managers to surface hidden concentration risks, sector tilts, and factor exposures that individual manager reports obscure.

Strategic Asset Allocation Analysis

Synthesizes market conditions, manager positioning, and portfolio performance to inform asset allocation decisions and rebalancing recommendations.

Strategic Asset Allocation Analysis

Synthesizes market conditions, manager positioning, and portfolio performance to inform asset allocation decisions and rebalancing recommendations.

Strategic Asset Allocation Analysis

Synthesizes market conditions, manager positioning, and portfolio performance to inform asset allocation decisions and rebalancing recommendations.

Strategic Asset Allocation Analysis

Synthesizes market conditions, manager positioning, and portfolio performance to inform asset allocation decisions and rebalancing recommendations.

Manager Performance Attribution

Decomposes returns across the portfolio to identify which managers are adding value, where alpha is coming from, and which relationships warrant review.

Manager Performance Attribution

Decomposes returns across the portfolio to identify which managers are adding value, where alpha is coming from, and which relationships warrant review.

Manager Performance Attribution

Decomposes returns across the portfolio to identify which managers are adding value, where alpha is coming from, and which relationships warrant review.

Manager Performance Attribution

Decomposes returns across the portfolio to identify which managers are adding value, where alpha is coming from, and which relationships warrant review.

Investment Committee Preparation

Generates comprehensive portfolio summaries, risk reports, and strategic recommendations that form the analytical foundation for investment committee decisions.

Investment Committee Preparation

Generates comprehensive portfolio summaries, risk reports, and strategic recommendations that form the analytical foundation for investment committee decisions.

Investment Committee Preparation

Generates comprehensive portfolio summaries, risk reports, and strategic recommendations that form the analytical foundation for investment committee decisions.

Investment Committee Preparation

Generates comprehensive portfolio summaries, risk reports, and strategic recommendations that form the analytical foundation for investment committee decisions.

Verifiable Intelligence Trail

Every insight, risk flag, and recommendation is linked directly to source documents and holdings data with AI Citations, creating a complete audit trail for fiduciary oversight.

Verifiable Intelligence Trail

Every insight, risk flag, and recommendation is linked directly to source documents and holdings data with AI Citations, creating a complete audit trail for fiduciary oversight.

Verifiable Intelligence Trail

Every insight, risk flag, and recommendation is linked directly to source documents and holdings data with AI Citations, creating a complete audit trail for fiduciary oversight.

Verifiable Intelligence Trail

Every insight, risk flag, and recommendation is linked directly to source documents and holdings data with AI Citations, creating a complete audit trail for fiduciary oversight.

Analyzes your entire investment program

To deliver strategic portfolio intelligence.

Get started

Get started

Logo
Logo
Logo

Import your files

Snowflake

,

Tableau

,

Microsoft Excel

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your investment program.

Connect AI to your investment program.

Turn manager reports into strategic intelligence.

Turn manager reports into strategic intelligence.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

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.

Read the full story

Industrial equipment sales

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.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Investment reports come in every format imaginable. This agent handles dense quarterly letters, complex performance attribution tables, multi-tab holdings spreadsheets, and presentation decks from any manager, regardless of their reporting style or format.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Presentations

Tables

Graphs

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Investment reports come in every format imaginable. This agent handles dense quarterly letters, complex performance attribution tables, multi-tab holdings spreadsheets, and presentation decks from any manager, regardless of their reporting style or format.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Presentations

Tables

Graphs

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Investment reports come in every format imaginable. This agent handles dense quarterly letters, complex performance attribution tables, multi-tab holdings spreadsheets, and presentation decks from any manager, regardless of their reporting style or format.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Presentations

Tables

Graphs

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio decisions require precision. The agent uses sophisticated analysis workflows to ensure holdings data, performance figures, and risk metrics are extracted with exceptional accuracy, ready to inform strategic asset allocation decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio decisions require precision. The agent uses sophisticated analysis workflows to ensure holdings data, performance figures, and risk metrics are extracted with exceptional accuracy, ready to inform strategic asset allocation decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio decisions require precision. The agent uses sophisticated analysis workflows to ensure holdings data, performance figures, and risk metrics are extracted with exceptional accuracy, ready to inform strategic asset allocation decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Fiduciary decisions demand verifiable analysis. Every risk flag, performance metric, and strategic recommendation is visually linked to its source in manager reports and holdings data, creating a complete audit trail for investment committee review.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Fiduciary decisions demand verifiable analysis. Every risk flag, performance metric, and strategic recommendation is visually linked to its source in manager reports and holdings data, creating a complete audit trail for investment committee review.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Fiduciary decisions demand verifiable analysis. Every risk flag, performance metric, and strategic recommendation is visually linked to its source in manager reports and holdings data, creating a complete audit trail for investment committee review.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Portfolio data represents your most sensitive investment intelligence. V7 Go processes all manager reports and holdings data within your secure environment, ensuring confidentiality and compliance with institutional data governance standards.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio data represents your most sensitive investment intelligence. V7 Go processes all manager reports and holdings data within your secure environment, ensuring confidentiality and compliance with institutional data governance standards.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio data represents your most sensitive investment intelligence. V7 Go processes all manager reports and holdings data within your secure environment, ensuring confidentiality and compliance with institutional data governance standards.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Automates portfolio performance reporting by consolidating data and generating custom reports.

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Answers

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

Next steps

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.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: