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

  • 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 Mutual Fund Product Managers 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 Mutual Fund Product Managers 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 Mutual Fund Product Managers in action

Play video

New Fund Launch Materials

  • 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 Mutual Fund Product Managers in action

Play video

Time comparison

Time comparison

Traditional way

3-4 weeks

With V7 Go agents

15-30 minutes

Average time saved

90%

Why V7 Go

Why V7 Go

Automated Prospectus Generation

Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.

Automated Prospectus Generation

Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.

Automated Prospectus Generation

Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.

Automated Prospectus Generation

Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.

Regulatory Language Library

Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.

Regulatory Language Library

Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.

Regulatory Language Library

Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.

Regulatory Language Library

Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.

Marketing Fact Sheet Creation

Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.

Marketing Fact Sheet Creation

Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.

Marketing Fact Sheet Creation

Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.

Marketing Fact Sheet Creation

Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.

Multi-Share Class Support

Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.

Multi-Share Class Support

Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.

Multi-Share Class Support

Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.

Multi-Share Class Support

Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.

Performance Data Integration

Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.

Performance Data Integration

Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.

Performance Data Integration

Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.

Performance Data Integration

Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.

Version Control and Audit Trail

Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.

Version Control and Audit Trail

Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.

Version Control and Audit Trail

Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.

Version Control and Audit Trail

Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.

Creates compliant fund documents

From strategy to distribution-ready materials.

Get started

Get started

Logo
Logo

Import your files

Microsoft Sharepoint Online

,

Microsoft Excel

,

Google Docs

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your compliance library.

Connect AI to your compliance library.

Launch products faster with automated document generation.

Launch products faster with automated document generation.

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 fund structures.

Multiple share classes and strategies.

Fund documents come in countless variations. This agent handles equity, fixed income, balanced, and alternative strategies. It manages multiple share classes, master-feeder structures, and funds of funds, adapting disclosure requirements and formatting to each unique configuration.

Input types

Multi-share class

Complex structures

All fund types

Custom templates

Document types

Performance Data

Spreadsheets

Fee Tables

Charts

Word Templates

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex fund structures.

Multiple share classes and strategies.

Fund documents come in countless variations. This agent handles equity, fixed income, balanced, and alternative strategies. It manages multiple share classes, master-feeder structures, and funds of funds, adapting disclosure requirements and formatting to each unique configuration.

Input types

Multi-share class

Complex structures

All fund types

Custom templates

Document types

Performance Data

Spreadsheets

Fee Tables

Charts

Word Templates

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex fund structures.

Multiple share classes and strategies.

Fund documents come in countless variations. This agent handles equity, fixed income, balanced, and alternative strategies. It manages multiple share classes, master-feeder structures, and funds of funds, adapting disclosure requirements and formatting to each unique configuration.

Input types

Multi-share class

Complex structures

All fund types

Custom templates

Document types

Performance Data

Spreadsheets

Fee Tables

Charts

Word Templates

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Regulatory compliance demands precision. The agent uses sophisticated workflows to ensure performance data, fee calculations, and disclosure language are accurate and consistent across all sections. Every number, date, and regulatory statement is verified against source data before document generation.

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.

Regulatory compliance demands precision. The agent uses sophisticated workflows to ensure performance data, fee calculations, and disclosure language are accurate and consistent across all sections. Every number, date, and regulatory statement is verified against source data before document generation.

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.

Regulatory compliance demands precision. The agent uses sophisticated workflows to ensure performance data, fee calculations, and disclosure language are accurate and consistent across all sections. Every number, date, and regulatory statement is verified against source data before document generation.

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.

Build confidence in automated document generation. Every piece of content, from performance figures to risk disclosures, is linked back to its source in your data systems or compliance library. This creates a complete audit trail showing exactly where each statement originated.

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.

Build confidence in automated document generation. Every piece of content, from performance figures to risk disclosures, is linked back to its source in your data systems or compliance library. This creates a complete audit trail showing exactly where each statement originated.

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.

Build confidence in automated document generation. Every piece of content, from performance figures to risk disclosures, is linked back to its source in your data systems or compliance library. This creates a complete audit trail showing exactly where each statement originated.

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.

Fund prospectuses contain material non-public information and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring confidential performance data and strategic information never leaves your infrastructure or gets used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Fund prospectuses contain material non-public information and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring confidential performance data and strategic information never leaves your infrastructure or gets used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Fund prospectuses contain material non-public information and proprietary investment strategies. V7 Go processes all documents within your secure environment, ensuring confidential performance data and strategic information never leaves your infrastructure or gets used for external purposes.

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 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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

Next steps

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.

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: