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
Time comparison
Traditional way
2-3 weeks
With V7 Go agents
3-4 hours
Average time saved
90%
Why V7 Go
Analyzes investor data from multiple sources
To identify your ideal shareholder targets.



Import your files
Salesforce
,
Microsoft Excel
,
Tableau
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your investor intelligence.
Finance
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Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













