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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Q3 Portfolio Review
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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



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
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
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
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
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
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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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:
