AI Fund of Funds Manager Selection Agent

Build a better portfolio, faster

Build a better portfolio, faster

Delegate your manager due diligence to a specialized AI agent. It reads and compares dozens of PPMs and DDQs simultaneously, extracting key terms, scoring strategies, and flagging risks to help you systematically identify the best-in-class managers.

Why V7 Go

Why V7 Go

Automated Document Processing

Reads and digests hundreds of pages across PPMs, LPAs, and DDQs, extracting all critical information required for your diligence process in minutes.

Automated Document Processing

Reads and digests hundreds of pages across PPMs, LPAs, and DDQs, extracting all critical information required for your diligence process in minutes.

Automated Document Processing

Reads and digests hundreds of pages across PPMs, LPAs, and DDQs, extracting all critical information required for your diligence process in minutes.

Side-by-Side Term Comparison

Generates a standardized comparison matrix, allowing you to easily benchmark key terms—like fees, liquidity, and governance—across multiple fund managers.

Side-by-Side Term Comparison

Generates a standardized comparison matrix, allowing you to easily benchmark key terms—like fees, liquidity, and governance—across multiple fund managers.

Side-by-Side Term Comparison

Generates a standardized comparison matrix, allowing you to easily benchmark key terms—like fees, liquidity, and governance—across multiple fund managers.

Investment Strategy Analysis

Goes beyond terms to analyze and summarize each manager's stated investment strategy, sector focus, and portfolio construction philosophy for qualitative comparison.

Investment Strategy Analysis

Goes beyond terms to analyze and summarize each manager's stated investment strategy, sector focus, and portfolio construction philosophy for qualitative comparison.

Investment Strategy Analysis

Goes beyond terms to analyze and summarize each manager's stated investment strategy, sector focus, and portfolio construction philosophy for qualitative comparison.

DDQ Answer Verification

Cross-references a manager's answers in their DDQ against the legal language in their PPM and LPA, automatically flagging any inconsistencies or discrepancies.

DDQ Answer Verification

Cross-references a manager's answers in their DDQ against the legal language in their PPM and LPA, automatically flagging any inconsistencies or discrepancies.

DDQ Answer Verification

Cross-references a manager's answers in their DDQ against the legal language in their PPM and LPA, automatically flagging any inconsistencies or discrepancies.

Custom Scoring & Red Flagging

Applies your firm's specific diligence playbook, scoring each manager against your criteria and flagging any terms or strategies that are considered 'red flags'.

Custom Scoring & Red Flagging

Applies your firm's specific diligence playbook, scoring each manager against your criteria and flagging any terms or strategies that are considered 'red flags'.

Custom Scoring & Red Flagging

Applies your firm's specific diligence playbook, scoring each manager against your criteria and flagging any terms or strategies that are considered 'red flags'.

Verifiable Diligence File

Creates a complete, auditable record of your diligence. Every extracted data point is visually linked back to its source page and sentence in the original documents.

Verifiable Diligence File

Creates a complete, auditable record of your diligence. Every extracted data point is visually linked back to its source page and sentence in the original documents.

Verifiable Diligence File

Creates a complete, auditable record of your diligence. Every extracted data point is visually linked back to its source page and sentence in the original documents.

Why V7 Go

Analyzes the full universe of manager documents

To help you find the best investment partners.

Workflow

Workflow

Import your files

Preqin

,

PitchBook

,

DealCloud

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

1-2 days per manager

1-2 days per manager

With V7 Go agents

20-30 minutes

20-30 minutes

Average time saved

95%

95%

V7 Go

V7 Go

V7 Go

V7 Go

Systematic, data-driven diligence

for superior manager selection

Selecting the right managers for a fund-of-funds is a high-stakes decision buried under a mountain of paperwork. Due diligence teams are drowning in hundreds of dense Private Placement Memorandums (PPMs) and Due Diligence Questionnaires (DDQs). Manually reading these documents to extract and compare fees, strategies, and track records is a slow, inconsistent, and error-prone process. This manual bottleneck limits the number of managers you can evaluate, leading to missed opportunities. You chose this career to find great investors, not to read their paperwork.

Fund-of-Funds & Institutional LPs

Gain the analytical leverage to diligence a wider universe of managers. Automate the initial review of PPMs and DDQs to focus your team's time on manager meetings and deep, qualitative analysis.

Fund-of-Funds & Institutional LPs

Gain the analytical leverage to diligence a wider universe of managers. Automate the initial review of PPMs and DDQs to focus your team's time on manager meetings and deep, qualitative analysis.

Fund-of-Funds & Institutional LPs

Gain the analytical leverage to diligence a wider universe of managers. Automate the initial review of PPMs and DDQs to focus your team's time on manager meetings and deep, qualitative analysis.

Fund-of-Funds & Institutional LPs

Gain the analytical leverage to diligence a wider universe of managers. Automate the initial review of PPMs and DDQs to focus your team's time on manager meetings and deep, qualitative analysis.

Wealth Managers & Family Offices

Bring institutional-grade rigor to your manager selection process. Systematically compare and vet alternative investment funds to ensure you are selecting the best possible products for your clients.

Wealth Managers & Family Offices

Bring institutional-grade rigor to your manager selection process. Systematically compare and vet alternative investment funds to ensure you are selecting the best possible products for your clients.

Wealth Managers & Family Offices

Bring institutional-grade rigor to your manager selection process. Systematically compare and vet alternative investment funds to ensure you are selecting the best possible products for your clients.

Wealth Managers & Family Offices

Bring institutional-grade rigor to your manager selection process. Systematically compare and vet alternative investment funds to ensure you are selecting the best possible products for your clients.

More automations

Other automations

Transform your business
with other AI Agents

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More agents

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AI Private Equity Deal Sourcing Agent

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Proprietary Deal Flow

Qualitative Screening

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Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.

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Qualitative Screening

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AI Private Equity Deal Sourcing Agent

Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.

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Proprietary Deal Flow

Qualitative Screening

Finance

AI Private Equity Deal Sourcing Agent

Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.

Deal Sourcing

Proprietary Deal Flow

Qualitative Screening

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Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.

Private Equity Due Diligence

VDR Automation

Investment Memo Automation

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AI Private Equity Due Diligence Agent

Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.

Private Equity Due Diligence

VDR Automation

Investment Memo Automation

Finance

AI Private Equity Due Diligence Agent

Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.

Private Equity Due Diligence

VDR Automation

Investment Memo Automation

Finance

AI Private Equity Due Diligence Agent

Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.

Private Equity Due Diligence

VDR Automation

Investment Memo Automation

Welcome Go

Welcome Go

Welcome Go

Welcome Go

Build a better portfolio, faster

Build a better portfolio, faster

Build a better portfolio, faster

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does it handle the dense, legal language in LPAs and PPMs?

The underlying AI models are specifically trained on vast amounts of financial and legal text. The agent understands the nuance of fund documents, allowing it to accurately identify and interpret complex terms like waterfalls and key person provisions.

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How does it handle the dense, legal language in LPAs and PPMs?

The underlying AI models are specifically trained on vast amounts of financial and legal text. The agent understands the nuance of fund documents, allowing it to accurately identify and interpret complex terms like waterfalls and key person provisions.

+

How does it handle the dense, legal language in LPAs and PPMs?

The underlying AI models are specifically trained on vast amounts of financial and legal text. The agent understands the nuance of fund documents, allowing it to accurately identify and interpret complex terms like waterfalls and key person provisions.

+

How does it handle the dense, legal language in LPAs and PPMs?

The underlying AI models are specifically trained on vast amounts of financial and legal text. The agent understands the nuance of fund documents, allowing it to accurately identify and interpret complex terms like waterfalls and key person provisions.

+

Can it compare a new manager to our existing portfolio of managers?

Yes. By connecting the agent to your Knowledge Hub containing the documents for your current managers, it can instantly benchmark a new manager's terms and strategy against your existing portfolio.

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Can it compare a new manager to our existing portfolio of managers?

Yes. By connecting the agent to your Knowledge Hub containing the documents for your current managers, it can instantly benchmark a new manager's terms and strategy against your existing portfolio.

+

Can it compare a new manager to our existing portfolio of managers?

Yes. By connecting the agent to your Knowledge Hub containing the documents for your current managers, it can instantly benchmark a new manager's terms and strategy against your existing portfolio.

+

Can it compare a new manager to our existing portfolio of managers?

Yes. By connecting the agent to your Knowledge Hub containing the documents for your current managers, it can instantly benchmark a new manager's terms and strategy against your existing portfolio.

+

How do we define our 'red flags' or scoring criteria?

You provide your diligence checklist or investment policy statement to the agent via a Knowledge Hub. It uses this custom playbook to guide its analysis and flag the specific terms and conditions that are unacceptable to your firm.

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How do we define our 'red flags' or scoring criteria?

You provide your diligence checklist or investment policy statement to the agent via a Knowledge Hub. It uses this custom playbook to guide its analysis and flag the specific terms and conditions that are unacceptable to your firm.

+

How do we define our 'red flags' or scoring criteria?

You provide your diligence checklist or investment policy statement to the agent via a Knowledge Hub. It uses this custom playbook to guide its analysis and flag the specific terms and conditions that are unacceptable to your firm.

+

How do we define our 'red flags' or scoring criteria?

You provide your diligence checklist or investment policy statement to the agent via a Knowledge Hub. It uses this custom playbook to guide its analysis and flag the specific terms and conditions that are unacceptable to your firm.

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What's the output of the analysis?

The agent delivers a structured, easy-to-read report, typically in Excel or a PDF. This includes a side-by-side comparison matrix, summaries of key sections, and a list of any flagged risks or inconsistencies, all with citations.

+

What's the output of the analysis?

The agent delivers a structured, easy-to-read report, typically in Excel or a PDF. This includes a side-by-side comparison matrix, summaries of key sections, and a list of any flagged risks or inconsistencies, all with citations.

+

What's the output of the analysis?

The agent delivers a structured, easy-to-read report, typically in Excel or a PDF. This includes a side-by-side comparison matrix, summaries of key sections, and a list of any flagged risks or inconsistencies, all with citations.

+

What's the output of the analysis?

The agent delivers a structured, easy-to-read report, typically in Excel or a PDF. This includes a side-by-side comparison matrix, summaries of key sections, and a list of any flagged risks or inconsistencies, all with citations.

+

Does this work for all asset classes (PE, VC, Hedge Funds)?

Yes. The agent is asset-class agnostic. It can be configured to understand the unique terminology and document structures for private equity, venture capital, hedge funds, real estate, and other alternative investment funds.

+

Does this work for all asset classes (PE, VC, Hedge Funds)?

Yes. The agent is asset-class agnostic. It can be configured to understand the unique terminology and document structures for private equity, venture capital, hedge funds, real estate, and other alternative investment funds.

+

Does this work for all asset classes (PE, VC, Hedge Funds)?

Yes. The agent is asset-class agnostic. It can be configured to understand the unique terminology and document structures for private equity, venture capital, hedge funds, real estate, and other alternative investment funds.

+

Does this work for all asset classes (PE, VC, Hedge Funds)?

Yes. The agent is asset-class agnostic. It can be configured to understand the unique terminology and document structures for private equity, venture capital, hedge funds, real estate, and other alternative investment funds.

+

How is this different from a standard data provider like Preqin?

Data providers give you structured data on a limited set of standard terms. This agent reads the primary source documents—the PPM and LPA—to extract the exact, nuanced terms and non-standard clauses that data providers often miss.

+

How is this different from a standard data provider like Preqin?

Data providers give you structured data on a limited set of standard terms. This agent reads the primary source documents—the PPM and LPA—to extract the exact, nuanced terms and non-standard clauses that data providers often miss.

+

How is this different from a standard data provider like Preqin?

Data providers give you structured data on a limited set of standard terms. This agent reads the primary source documents—the PPM and LPA—to extract the exact, nuanced terms and non-standard clauses that data providers often miss.

+

How is this different from a standard data provider like Preqin?

Data providers give you structured data on a limited set of standard terms. This agent reads the primary source documents—the PPM and LPA—to extract the exact, nuanced terms and non-standard clauses that data providers often miss.

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