90% faster targeting

AI agent for Investor Relations Consultants

Build your ideal shareholder base

Delegate shareholder base analysis to a specialized AI agent. It analyzes institutional fund holdings, investment styles, and historical behavior to identify which investors align with your company profile, enabling you to build a stable, long-term shareholder base.

Ideal for

IR Consultants

Corporate IR Teams

Capital Markets Advisors

  • 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 Investor Relations Consultants in action

Play video

  • 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 Investor Relations Consultants in action

Play video

  • 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 Investor Relations Consultants in action

Play video

Shareholder Base Analysis

  • 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 Investor Relations Consultants in action

Play video

Time comparison

Time comparison

Traditional way

2-3 weeks

With V7 Go agents

3-4 hours

Average time saved

90%

Why V7 Go

Why V7 Go

Shareholder Composition Analysis

Analyzes your current shareholder registry to identify ownership concentration, investor types, holding periods, and turnover patterns that impact stock stability.

Shareholder Composition Analysis

Analyzes your current shareholder registry to identify ownership concentration, investor types, holding periods, and turnover patterns that impact stock stability.

Shareholder Composition Analysis

Analyzes your current shareholder registry to identify ownership concentration, investor types, holding periods, and turnover patterns that impact stock stability.

Shareholder Composition Analysis

Analyzes your current shareholder registry to identify ownership concentration, investor types, holding periods, and turnover patterns that impact stock stability.

Investment Style Classification

Categorizes institutional investors by fund style, including growth, value, index, activist, and ESG-focused strategies to match your company's investor profile.

Investment Style Classification

Categorizes institutional investors by fund style, including growth, value, index, activist, and ESG-focused strategies to match your company's investor profile.

Investment Style Classification

Categorizes institutional investors by fund style, including growth, value, index, activist, and ESG-focused strategies to match your company's investor profile.

Investment Style Classification

Categorizes institutional investors by fund style, including growth, value, index, activist, and ESG-focused strategies to match your company's investor profile.

Historical Holding Pattern Recognition

Examines historical 13F filings and fund disclosures to identify which investors have demonstrated long-term commitment to companies in your sector and market cap range.

Historical Holding Pattern Recognition

Examines historical 13F filings and fund disclosures to identify which investors have demonstrated long-term commitment to companies in your sector and market cap range.

Historical Holding Pattern Recognition

Examines historical 13F filings and fund disclosures to identify which investors have demonstrated long-term commitment to companies in your sector and market cap range.

Historical Holding Pattern Recognition

Examines historical 13F filings and fund disclosures to identify which investors have demonstrated long-term commitment to companies in your sector and market cap range.

Peer Shareholder Benchmarking

Compares your shareholder base against industry peers to identify gaps and opportunities, revealing which quality investors you should be targeting.

Peer Shareholder Benchmarking

Compares your shareholder base against industry peers to identify gaps and opportunities, revealing which quality investors you should be targeting.

Peer Shareholder Benchmarking

Compares your shareholder base against industry peers to identify gaps and opportunities, revealing which quality investors you should be targeting.

Peer Shareholder Benchmarking

Compares your shareholder base against industry peers to identify gaps and opportunities, revealing which quality investors you should be targeting.

Fund Mandate Alignment Scoring

Scores potential investors based on how well your company fits their stated investment criteria, sector focus, geographic mandates, and portfolio construction rules.

Fund Mandate Alignment Scoring

Scores potential investors based on how well your company fits their stated investment criteria, sector focus, geographic mandates, and portfolio construction rules.

Fund Mandate Alignment Scoring

Scores potential investors based on how well your company fits their stated investment criteria, sector focus, geographic mandates, and portfolio construction rules.

Fund Mandate Alignment Scoring

Scores potential investors based on how well your company fits their stated investment criteria, sector focus, geographic mandates, and portfolio construction rules.

Prioritized Outreach Lists

Generates ranked target lists with contact information and engagement recommendations, enabling your IR team to focus on the highest-probability investor conversations.

Prioritized Outreach Lists

Generates ranked target lists with contact information and engagement recommendations, enabling your IR team to focus on the highest-probability investor conversations.

Prioritized Outreach Lists

Generates ranked target lists with contact information and engagement recommendations, enabling your IR team to focus on the highest-probability investor conversations.

Prioritized Outreach Lists

Generates ranked target lists with contact information and engagement recommendations, enabling your IR team to focus on the highest-probability investor conversations.

Analyzes investor data from multiple sources

To identify your ideal shareholder targets.

Get started

Get started

Logo
Logo
Logo

Import your files

Salesforce

,

Microsoft Excel

,

Tableau

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your investor intelligence.

Connect AI to your investor intelligence.

Build a shareholder base that supports long-term value creation.

Build a shareholder base that supports long-term value creation.

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.

Investor data comes in many formats. This agent handles shareholder registries, 13F filings, fund prospectuses, investor presentations, and complex Excel models with multiple tabs and formulas.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

PDFs

SEC Filings

Complex Tables

Charts

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Investor data comes in many formats. This agent handles shareholder registries, 13F filings, fund prospectuses, investor presentations, and complex Excel models with multiple tabs and formulas.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

PDFs

SEC Filings

Complex Tables

Charts

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Investor data comes in many formats. This agent handles shareholder registries, 13F filings, fund prospectuses, investor presentations, and complex Excel models with multiple tabs and formulas.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

PDFs

SEC Filings

Complex Tables

Charts

Excel Models

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Investor targeting decisions require precise data. The agent uses sophisticated reasoning to correctly classify fund styles, identify holding patterns, and match investors to your profile with high accuracy.

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.

Investor targeting decisions require precise data. The agent uses sophisticated reasoning to correctly classify fund styles, identify holding patterns, and match investors to your profile with high accuracy.

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.

Investor targeting decisions require precise data. The agent uses sophisticated reasoning to correctly classify fund styles, identify holding patterns, and match investors to your profile with high accuracy.

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 investor classification, holding period calculation, and targeting recommendation is linked back to the source filing or document. You get a fully auditable analysis you can confidently present to management.

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 investor classification, holding period calculation, and targeting recommendation is linked back to the source filing or document. You get a fully auditable analysis you can confidently present to management.

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 investor classification, holding period calculation, and targeting recommendation is linked back to the source filing or document. You get a fully auditable analysis you can confidently present to management.

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.

Shareholder data and IR strategy are highly confidential. V7 Go processes all investor information within your secure environment, ensuring complete confidentiality and compliance with data privacy regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Shareholder data and IR strategy are highly confidential. V7 Go processes all investor information within your secure environment, ensuring complete confidentiality and compliance with data privacy regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Shareholder data and IR strategy are highly confidential. V7 Go processes all investor information within your secure environment, ensuring complete confidentiality and compliance with data privacy regulations.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

More agents

More agents

Explore more agents to help you

Explore more agents to help you

accelerate your capital markets and investor relations workflows

More agents

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Portfolio Reporting Agent

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

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

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

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

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

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

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

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

Answers

Answers

What you need to know about our

AI agent for Investor Relations Consultants

What data sources does the agent analyze?

The agent processes shareholder registries, SEC 13F filings, fund prospectuses, investor presentations, and public fund holdings databases. You can also connect it to your Knowledge Hub containing historical IR materials and investor meeting notes.

+

What data sources does the agent analyze?

The agent processes shareholder registries, SEC 13F filings, fund prospectuses, investor presentations, and public fund holdings databases. You can also connect it to your Knowledge Hub containing historical IR materials and investor meeting notes.

+

What data sources does the agent analyze?

The agent processes shareholder registries, SEC 13F filings, fund prospectuses, investor presentations, and public fund holdings databases. You can also connect it to your Knowledge Hub containing historical IR materials and investor meeting notes.

+

How does it determine which investors are the best fit?

The agent uses multiple criteria including fund investment style, historical holding periods in your sector, portfolio turnover rates, typical position sizes, and stated investment mandates. It then scores each potential investor based on alignment with your company profile.

+

How does it determine which investors are the best fit?

The agent uses multiple criteria including fund investment style, historical holding periods in your sector, portfolio turnover rates, typical position sizes, and stated investment mandates. It then scores each potential investor based on alignment with your company profile.

+

How does it determine which investors are the best fit?

The agent uses multiple criteria including fund investment style, historical holding periods in your sector, portfolio turnover rates, typical position sizes, and stated investment mandates. It then scores each potential investor based on alignment with your company profile.

+

Can it track changes in our shareholder base over time?

Yes. By analyzing sequential shareholder registries and 13F filings, the agent identifies trends in ownership concentration, new positions, exits, and changes in investor composition that may signal shifts in market perception.

+

Can it track changes in our shareholder base over time?

Yes. By analyzing sequential shareholder registries and 13F filings, the agent identifies trends in ownership concentration, new positions, exits, and changes in investor composition that may signal shifts in market perception.

+

Can it track changes in our shareholder base over time?

Yes. By analyzing sequential shareholder registries and 13F filings, the agent identifies trends in ownership concentration, new positions, exits, and changes in investor composition that may signal shifts in market perception.

+

How does this differ from standard shareholder analysis tools?

Traditional tools provide raw data but require manual interpretation. This agent applies AI reasoning to understand investment styles, identify patterns across thousands of funds, and generate actionable targeting recommendations based on your specific company characteristics.

+

How does this differ from standard shareholder analysis tools?

Traditional tools provide raw data but require manual interpretation. This agent applies AI reasoning to understand investment styles, identify patterns across thousands of funds, and generate actionable targeting recommendations based on your specific company characteristics.

+

How does this differ from standard shareholder analysis tools?

Traditional tools provide raw data but require manual interpretation. This agent applies AI reasoning to understand investment styles, identify patterns across thousands of funds, and generate actionable targeting recommendations based on your specific company characteristics.

+

Can it help with activist defense preparation?

Yes. The agent can identify funds with activist tendencies in your shareholder base, analyze their historical campaigns, and help you understand potential vulnerabilities in your ownership structure before they become issues.

+

Can it help with activist defense preparation?

Yes. The agent can identify funds with activist tendencies in your shareholder base, analyze their historical campaigns, and help you understand potential vulnerabilities in your ownership structure before they become issues.

+

Can it help with activist defense preparation?

Yes. The agent can identify funds with activist tendencies in your shareholder base, analyze their historical campaigns, and help you understand potential vulnerabilities in your ownership structure before they become issues.

+

What is the final output format?

The agent delivers structured Excel files with ranked investor targets, shareholder composition dashboards, peer comparison charts, and detailed fund profiles. All data points are linked back to source documents for verification.

+

What is the final output format?

The agent delivers structured Excel files with ranked investor targets, shareholder composition dashboards, peer comparison charts, and detailed fund profiles. All data points are linked back to source documents for verification.

+

What is the final output format?

The agent delivers structured Excel files with ranked investor targets, shareholder composition dashboards, peer comparison charts, and detailed fund profiles. All data points are linked back to source documents for verification.

+

Next steps

Next steps

Still manually researching hundreds of institutional investors?

Send us your latest shareholder registry and we'll show you how to identify your ideal investor targets 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: