90% faster document creation
AI agent for Mutual Fund Product Managers
From weeks of drafting to minutes
Delegate the creation of fund prospectuses and marketing fact sheets to a specialized AI agent. It synthesizes performance data, regulatory disclosures, and investment narratives into compliant first drafts, allowing your product team to focus on strategy and distribution instead of document assembly.

Ideal for
Product Managers
Marketing Teams
Compliance Officers
Time comparison
Traditional way
3-4 weeks
With V7 Go agents
15-30 minutes
Average time saved
90%
Why V7 Go
Creates compliant fund documents
From strategy to distribution-ready materials.


Import your files
Microsoft Sharepoint Online
,
Microsoft Excel
,
Google Docs
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 compliance library.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Mutual Fund Product Managers
How does the agent ensure regulatory compliance?
The agent uses your firm's Knowledge Hub of pre-approved compliance language and regulatory templates. Every disclosure, risk warning, and required statement is sourced from vetted content that has already passed legal and compliance review. The agent assembles these approved components into the correct structure for SEC, FINRA, and internal requirements.
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Can it handle different fund types and structures?
Yes. The agent is configured to work with equity funds, fixed income funds, balanced funds, alternative strategies, and complex structures including multiple share classes, master-feeder arrangements, and funds of funds. It adapts the document structure and required disclosures based on fund type.
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How does it integrate performance data?
The agent connects to your performance measurement systems or accepts data files to pull current returns, historical performance, and benchmark comparisons. It formats this data according to SEC presentation requirements, including required time periods, standardized calculations, and appropriate disclaimers.
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What is the output format?
The agent generates documents in your preferred format, typically Microsoft Word for prospectuses to enable legal review and editing, and formatted PDFs or InDesign files for marketing fact sheets. All outputs use your firm's templates and brand standards.
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Does this replace legal and compliance review?
No. The agent creates compliant first drafts that dramatically reduce the time your team spends on initial document assembly. Legal and compliance teams still review and approve all materials before filing or distribution, but they start with a substantially complete, properly structured document instead of a blank page.
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How quickly can we generate updated materials?
Once configured with your templates and compliance library, the agent can generate a complete prospectus or fact sheet in minutes. This enables rapid updates for quarterly performance refreshes, regulatory changes, or new product variations without starting the drafting process from scratch each time.
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Next steps
Still spending weeks drafting prospectuses manually?
Send us your fund data and compliance templates. We'll show you how to generate a complete, compliant prospectus in under 30 minutes.













