90% faster initial screening
AI agent for Endowment Fund Managers
From weeks of reading to hours of decision-making
Delegate the initial review of grant applications to a specialized AI agent. It analyzes each proposal against your foundation's charter, mission priorities, and funding criteria, then flags the most aligned opportunities and identifies potential concerns, allowing your program officers to focus on strategic evaluation and relationship building.
Ideal for
Endowment Funds
Private Foundations
Community Foundations
See AI agent for Endowment Fund Managers in action
Play video
See AI agent for Endowment Fund Managers in action
Play video
See AI agent for Endowment Fund Managers in action
Play video
Q2 Grant Application Review
See AI agent for Endowment Fund Managers in action
Play video
Time comparison
Time comparison
Traditional way
3-4 weeks per cycle
With V7 Go agents
2-3 days
Average time saved
90%
Why V7 Go
Why V7 Go
Charter Alignment Scoring
Automatically evaluates each grant proposal against your foundation's charter, mission statement, and strategic priorities, assigning alignment scores based on your specific criteria and focus areas.
Charter Alignment Scoring
Automatically evaluates each grant proposal against your foundation's charter, mission statement, and strategic priorities, assigning alignment scores based on your specific criteria and focus areas.
Charter Alignment Scoring
Automatically evaluates each grant proposal against your foundation's charter, mission statement, and strategic priorities, assigning alignment scores based on your specific criteria and focus areas.
Charter Alignment Scoring
Automatically evaluates each grant proposal against your foundation's charter, mission statement, and strategic priorities, assigning alignment scores based on your specific criteria and focus areas.
Priority Application Flagging
Identifies and surfaces the most promising applications that strongly align with your funding priorities, allowing program officers to focus their detailed review time on the highest-potential grants.
Priority Application Flagging
Identifies and surfaces the most promising applications that strongly align with your funding priorities, allowing program officers to focus their detailed review time on the highest-potential grants.
Priority Application Flagging
Identifies and surfaces the most promising applications that strongly align with your funding priorities, allowing program officers to focus their detailed review time on the highest-potential grants.
Priority Application Flagging
Identifies and surfaces the most promising applications that strongly align with your funding priorities, allowing program officers to focus their detailed review time on the highest-potential grants.
Eligibility Verification
Cross-references application details against your foundation's eligibility requirements, including geographic restrictions, organization type criteria, and funding amount thresholds, to filter out non-qualifying requests.
Eligibility Verification
Cross-references application details against your foundation's eligibility requirements, including geographic restrictions, organization type criteria, and funding amount thresholds, to filter out non-qualifying requests.
Eligibility Verification
Cross-references application details against your foundation's eligibility requirements, including geographic restrictions, organization type criteria, and funding amount thresholds, to filter out non-qualifying requests.
Eligibility Verification
Cross-references application details against your foundation's eligibility requirements, including geographic restrictions, organization type criteria, and funding amount thresholds, to filter out non-qualifying requests.
Thematic Categorization
Automatically groups applications by program area, intervention type, and target population, making it easy to compare similar proposals and identify portfolio gaps or concentration risks.
Thematic Categorization
Automatically groups applications by program area, intervention type, and target population, making it easy to compare similar proposals and identify portfolio gaps or concentration risks.
Thematic Categorization
Automatically groups applications by program area, intervention type, and target population, making it easy to compare similar proposals and identify portfolio gaps or concentration risks.
Thematic Categorization
Automatically groups applications by program area, intervention type, and target population, making it easy to compare similar proposals and identify portfolio gaps or concentration risks.
Historical Context Integration
Connects to your Knowledge Hub of past grants, board decisions, and strategic plans to provide context on how each new application relates to your foundation's funding history and evolution.
Historical Context Integration
Connects to your Knowledge Hub of past grants, board decisions, and strategic plans to provide context on how each new application relates to your foundation's funding history and evolution.
Historical Context Integration
Connects to your Knowledge Hub of past grants, board decisions, and strategic plans to provide context on how each new application relates to your foundation's funding history and evolution.
Historical Context Integration
Connects to your Knowledge Hub of past grants, board decisions, and strategic plans to provide context on how each new application relates to your foundation's funding history and evolution.
Consistent Evaluation Standards
Applies the same rigorous assessment criteria to every application, eliminating reviewer bias and ensuring fair, consistent evaluation across all proposals in each funding cycle.
Consistent Evaluation Standards
Applies the same rigorous assessment criteria to every application, eliminating reviewer bias and ensuring fair, consistent evaluation across all proposals in each funding cycle.
Consistent Evaluation Standards
Applies the same rigorous assessment criteria to every application, eliminating reviewer bias and ensuring fair, consistent evaluation across all proposals in each funding cycle.
Consistent Evaluation Standards
Applies the same rigorous assessment criteria to every application, eliminating reviewer bias and ensuring fair, consistent evaluation across all proposals in each funding cycle.
Analyzes grant applications of any format
To surface the most mission-aligned opportunities.
Get started
Get started
Import your files
Salesforce
,
Google Drive
,
Microsoft Sharepoint Online
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 foundation's mission.
Connect AI to your foundation's mission.
Turn every application cycle into strategic grantmaking opportunities.
Turn every application cycle into strategic grantmaking opportunities.
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.
Grant applications arrive in every conceivable format. This agent handles everything from brief email inquiries to comprehensive proposals with detailed budgets, supporting documents, and appendices. It extracts mission-critical information regardless of structure or length.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
Budget Tables
Attachments
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Grant applications arrive in every conceivable format. This agent handles everything from brief email inquiries to comprehensive proposals with detailed budgets, supporting documents, and appendices. It extracts mission-critical information regardless of structure or length.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
Budget Tables
Attachments
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Grant applications arrive in every conceivable format. This agent handles everything from brief email inquiries to comprehensive proposals with detailed budgets, supporting documents, and appendices. It extracts mission-critical information regardless of structure or length.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Word Docs
Budget Tables
Attachments
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Mission alignment assessment requires nuanced understanding of language and intent. The agent uses sophisticated reasoning to evaluate how well each proposal matches your foundation's goals, identifying both explicit alignment and implicit connections that manual review might miss.
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.
Mission alignment assessment requires nuanced understanding of language and intent. The agent uses sophisticated reasoning to evaluate how well each proposal matches your foundation's goals, identifying both explicit alignment and implicit connections that manual review might miss.
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.
Mission alignment assessment requires nuanced understanding of language and intent. The agent uses sophisticated reasoning to evaluate how well each proposal matches your foundation's goals, identifying both explicit alignment and implicit connections that manual review might miss.
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.
Every alignment score and recommendation is linked back to specific passages in the application and your charter documents. Program officers can instantly verify the agent's reasoning and see exactly which elements drove each assessment.
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
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every alignment score and recommendation is linked back to specific passages in the application and your charter documents. Program officers can instantly verify the agent's reasoning and see exactly which elements drove each assessment.
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.
Every alignment score and recommendation is linked back to specific passages in the application and your charter documents. Program officers can instantly verify the agent's reasoning and see exactly which elements drove each assessment.
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.
Grant applications contain sensitive information about applicant organizations and their communities. V7 Go processes all applications within your secure environment, ensuring confidentiality and compliance with data privacy standards throughout the review process.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Grant applications contain sensitive information about applicant organizations and their communities. V7 Go processes all applications within your secure environment, ensuring confidentiality and compliance with data privacy standards throughout the review process.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Grant applications contain sensitive information about applicant organizations and their communities. V7 Go processes all applications within your secure environment, ensuring confidentiality and compliance with data privacy standards throughout the review process.
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 Endowment Fund Managers
How does the agent understand our foundation's unique mission?
The agent connects to a V7 Go Knowledge Hub containing your charter documents, strategic plans, past grant decisions, and board priorities. This institutional memory allows it to evaluate applications against your specific mission criteria, not generic philanthropic standards.
+
How does the agent understand our foundation's unique mission?
The agent connects to a V7 Go Knowledge Hub containing your charter documents, strategic plans, past grant decisions, and board priorities. This institutional memory allows it to evaluate applications against your specific mission criteria, not generic philanthropic standards.
+
How does the agent understand our foundation's unique mission?
The agent connects to a V7 Go Knowledge Hub containing your charter documents, strategic plans, past grant decisions, and board priorities. This institutional memory allows it to evaluate applications against your specific mission criteria, not generic philanthropic standards.
+
Can it handle different application formats and lengths?
Yes. The agent processes applications regardless of format, from brief letters of inquiry to comprehensive multi-page proposals with budgets and supporting documents. It adapts to your specific application requirements and extracts the relevant information.
+
Can it handle different application formats and lengths?
Yes. The agent processes applications regardless of format, from brief letters of inquiry to comprehensive multi-page proposals with budgets and supporting documents. It adapts to your specific application requirements and extracts the relevant information.
+
Can it handle different application formats and lengths?
Yes. The agent processes applications regardless of format, from brief letters of inquiry to comprehensive multi-page proposals with budgets and supporting documents. It adapts to your specific application requirements and extracts the relevant information.
+
Does this replace our program officers' judgment?
No. The agent handles the initial screening and alignment assessment, but final funding decisions remain with your program officers and board. It accelerates the review process by surfacing the most promising opportunities and flagging potential concerns for human evaluation.
+
Does this replace our program officers' judgment?
No. The agent handles the initial screening and alignment assessment, but final funding decisions remain with your program officers and board. It accelerates the review process by surfacing the most promising opportunities and flagging potential concerns for human evaluation.
+
Does this replace our program officers' judgment?
No. The agent handles the initial screening and alignment assessment, but final funding decisions remain with your program officers and board. It accelerates the review process by surfacing the most promising opportunities and flagging potential concerns for human evaluation.
+
How does it handle qualitative mission alignment?
The agent uses advanced language understanding to assess how well an applicant's proposed activities, target population, and expected outcomes align with your foundation's stated goals. It identifies both explicit matches and implicit connections that might be missed in manual review.
+
How does it handle qualitative mission alignment?
The agent uses advanced language understanding to assess how well an applicant's proposed activities, target population, and expected outcomes align with your foundation's stated goals. It identifies both explicit matches and implicit connections that might be missed in manual review.
+
How does it handle qualitative mission alignment?
The agent uses advanced language understanding to assess how well an applicant's proposed activities, target population, and expected outcomes align with your foundation's stated goals. It identifies both explicit matches and implicit connections that might be missed in manual review.
+
Can we customize the evaluation criteria?
Absolutely. You define the specific alignment factors, weighting, and threshold criteria that matter to your foundation. The agent applies your custom evaluation framework consistently across all applications.
+
Can we customize the evaluation criteria?
Absolutely. You define the specific alignment factors, weighting, and threshold criteria that matter to your foundation. The agent applies your custom evaluation framework consistently across all applications.
+
Can we customize the evaluation criteria?
Absolutely. You define the specific alignment factors, weighting, and threshold criteria that matter to your foundation. The agent applies your custom evaluation framework consistently across all applications.
+
What is the output format?
The agent delivers a structured summary for each application, including alignment scores, key strengths and concerns, eligibility verification, and recommended priority level. This can be exported to your grants management system or reviewed in the V7 Go interface.
+
What is the output format?
The agent delivers a structured summary for each application, including alignment scores, key strengths and concerns, eligibility verification, and recommended priority level. This can be exported to your grants management system or reviewed in the V7 Go interface.
+
What is the output format?
The agent delivers a structured summary for each application, including alignment scores, key strengths and concerns, eligibility verification, and recommended priority level. This can be exported to your grants management system or reviewed in the V7 Go interface.
+
Next steps
Next steps
Spending weeks on initial grant screening every cycle?
Send us a batch of recent applications and your charter documents. We'll show you how our agent identifies the most mission-aligned opportunities in hours, not weeks.
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: