AI Fund of Funds Portfolio Optimization Agent
Build a better portfolio, backed by data
Build a better portfolio, backed by data
Delegate your portfolio modeling to a specialized AI agent. It analyzes your universe of managers and runs thousands of simulations to help you construct an optimal fund-of-funds portfolio that balances your specific risk, return, and exposure targets.
Why V7 Go
Why V7 Go
Constraint-Based Optimization
Build portfolios that adhere to your specific investment policy statement. The agent can optimize for returns while respecting constraints on manager concentration, geography, sector, and strategy.
Constraint-Based Optimization
Build portfolios that adhere to your specific investment policy statement. The agent can optimize for returns while respecting constraints on manager concentration, geography, sector, and strategy.
Constraint-Based Optimization
Build portfolios that adhere to your specific investment policy statement. The agent can optimize for returns while respecting constraints on manager concentration, geography, sector, and strategy.
Scenario & Monte Carlo Simulation
Stress-test your portfolio by running thousands of Monte Carlo simulations to understand the potential range of outcomes under different market conditions.
Scenario & Monte Carlo Simulation
Stress-test your portfolio by running thousands of Monte Carlo simulations to understand the potential range of outcomes under different market conditions.
Scenario & Monte Carlo Simulation
Stress-test your portfolio by running thousands of Monte Carlo simulations to understand the potential range of outcomes under different market conditions.
Liquidity & Cash Flow Modeling
Projects the future cash flows of your portfolio—capital calls and distributions—based on the pacing of your underlying managers, helping you manage liquidity and unfunded commitments.
Liquidity & Cash Flow Modeling
Projects the future cash flows of your portfolio—capital calls and distributions—based on the pacing of your underlying managers, helping you manage liquidity and unfunded commitments.
Liquidity & Cash Flow Modeling
Projects the future cash flows of your portfolio—capital calls and distributions—based on the pacing of your underlying managers, helping you manage liquidity and unfunded commitments.
Risk Factor Analysis
Analyzes the underlying holdings of your managers (where available) to provide a true look-through view of your aggregate exposure to different risk factors.
Risk Factor Analysis
Analyzes the underlying holdings of your managers (where available) to provide a true look-through view of your aggregate exposure to different risk factors.
Risk Factor Analysis
Analyzes the underlying holdings of your managers (where available) to provide a true look-through view of your aggregate exposure to different risk factors.
Dynamic Rebalancing Triggers
Continuously monitors your portfolio's exposures and can be configured to automatically alert you when allocations drift outside your target bands, triggering a rebalancing review.
Dynamic Rebalancing Triggers
Continuously monitors your portfolio's exposures and can be configured to automatically alert you when allocations drift outside your target bands, triggering a rebalancing review.
Dynamic Rebalancing Triggers
Continuously monitors your portfolio's exposures and can be configured to automatically alert you when allocations drift outside your target bands, triggering a rebalancing review.
Data-Driven Decision Support
Delivers a clear, defensible report showing the recommended portfolio allocation and the data behind it, providing powerful support for your investment committee decisions.
Data-Driven Decision Support
Delivers a clear, defensible report showing the recommended portfolio allocation and the data behind it, providing powerful support for your investment committee decisions.
Data-Driven Decision Support
Delivers a clear, defensible report showing the recommended portfolio allocation and the data behind it, providing powerful support for your investment committee decisions.
Why V7 Go
Models your universe of managers and strategies
To help you build the optimal portfolio.
Workflow
Workflow
Import your files
Microsoft Excel
,
Tableau
,
Preqin
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Weeks of modeling
Weeks of modeling
With V7 Go agents
Hours
Hours
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Bring quantitative rigor
to your portfolio construction process
Constructing an optimal fund-of-funds portfolio is as much art as it is science, but the science part is a complex, manual data challenge. Portfolio managers must model countless scenarios, trying to balance exposures across vintages, geographies, and strategies, all while managing liquidity and risk. Manually consolidating data from dozens of underlying managers to feed these models is a slow process that makes dynamic optimization nearly impossible. How much faster could your firm grow if AI handled the repetitive modeling tasks?
Fund-of-Funds Portfolio Managers
Move beyond simple spreadsheet allocations. Use sophisticated modeling and simulation to construct more resilient portfolios that are optimized to meet your specific objectives.
Fund-of-Funds Portfolio Managers
Move beyond simple spreadsheet allocations. Use sophisticated modeling and simulation to construct more resilient portfolios that are optimized to meet your specific objectives.
Fund-of-Funds Portfolio Managers
Move beyond simple spreadsheet allocations. Use sophisticated modeling and simulation to construct more resilient portfolios that are optimized to meet your specific objectives.
Fund-of-Funds Portfolio Managers
Move beyond simple spreadsheet allocations. Use sophisticated modeling and simulation to construct more resilient portfolios that are optimized to meet your specific objectives.
Institutional Investors & Consultants
Make more informed asset allocation decisions. Model the impact of adding new managers or strategies to your portfolio and gain a deeper understanding of your overall risk and return profile.
Institutional Investors & Consultants
Make more informed asset allocation decisions. Model the impact of adding new managers or strategies to your portfolio and gain a deeper understanding of your overall risk and return profile.
Institutional Investors & Consultants
Make more informed asset allocation decisions. Model the impact of adding new managers or strategies to your portfolio and gain a deeper understanding of your overall risk and return profile.
Institutional Investors & Consultants
Make more informed asset allocation decisions. Model the impact of adding new managers or strategies to your portfolio and gain a deeper understanding of your overall risk and return profile.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
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
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
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
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
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
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, backed by data
Build a better portfolio, backed by data
Build a better portfolio, backed by data
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:
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:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
Where does the agent get the manager data to run these models?
It uses a Knowledge Hub that you populate with your proprietary manager data, including historical performance from statements, and qualitative data from your diligence files (PPMs, DDQs, etc.).
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Where does the agent get the manager data to run these models?
It uses a Knowledge Hub that you populate with your proprietary manager data, including historical performance from statements, and qualitative data from your diligence files (PPMs, DDQs, etc.).
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Where does the agent get the manager data to run these models?
It uses a Knowledge Hub that you populate with your proprietary manager data, including historical performance from statements, and qualitative data from your diligence files (PPMs, DDQs, etc.).
+
Where does the agent get the manager data to run these models?
It uses a Knowledge Hub that you populate with your proprietary manager data, including historical performance from statements, and qualitative data from your diligence files (PPMs, DDQs, etc.).
+
Does this agent tell me which managers to invest in?
It provides a quantitative recommendation based on the data and constraints you provide. The final, qualitative decision always rests with your investment committee, but the agent's output provides a powerful, data-driven foundation.
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Does this agent tell me which managers to invest in?
It provides a quantitative recommendation based on the data and constraints you provide. The final, qualitative decision always rests with your investment committee, but the agent's output provides a powerful, data-driven foundation.
+
Does this agent tell me which managers to invest in?
It provides a quantitative recommendation based on the data and constraints you provide. The final, qualitative decision always rests with your investment committee, but the agent's output provides a powerful, data-driven foundation.
+
Does this agent tell me which managers to invest in?
It provides a quantitative recommendation based on the data and constraints you provide. The final, qualitative decision always rests with your investment committee, but the agent's output provides a powerful, data-driven foundation.
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Can it model private assets with irregular cash flows?
Yes. The agent is specifically designed for the complexities of alternative assets. It can use historical J-curve data and manager-specific pacing models to forecast the irregular capital calls and distributions typical of private equity.
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Can it model private assets with irregular cash flows?
Yes. The agent is specifically designed for the complexities of alternative assets. It can use historical J-curve data and manager-specific pacing models to forecast the irregular capital calls and distributions typical of private equity.
+
Can it model private assets with irregular cash flows?
Yes. The agent is specifically designed for the complexities of alternative assets. It can use historical J-curve data and manager-specific pacing models to forecast the irregular capital calls and distributions typical of private equity.
+
Can it model private assets with irregular cash flows?
Yes. The agent is specifically designed for the complexities of alternative assets. It can use historical J-curve data and manager-specific pacing models to forecast the irregular capital calls and distributions typical of private equity.
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How customizable are the optimization parameters?
Fully customizable. You can instruct the agent to optimize for a variety of goals (e.g., maximize IRR, minimize volatility) and add any number of specific constraints (e.g., 'no more than 25% in venture capital').
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How customizable are the optimization parameters?
Fully customizable. You can instruct the agent to optimize for a variety of goals (e.g., maximize IRR, minimize volatility) and add any number of specific constraints (e.g., 'no more than 25% in venture capital').
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How customizable are the optimization parameters?
Fully customizable. You can instruct the agent to optimize for a variety of goals (e.g., maximize IRR, minimize volatility) and add any number of specific constraints (e.g., 'no more than 25% in venture capital').
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How customizable are the optimization parameters?
Fully customizable. You can instruct the agent to optimize for a variety of goals (e.g., maximize IRR, minimize volatility) and add any number of specific constraints (e.g., 'no more than 25% in venture capital').
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What's the output? Is it a black box?
The output is fully transparent. You receive a detailed report, typically in Excel, showing the recommended portfolio allocations, the projected performance and risk metrics, and the source data used for the simulation.
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What's the output? Is it a black box?
The output is fully transparent. You receive a detailed report, typically in Excel, showing the recommended portfolio allocations, the projected performance and risk metrics, and the source data used for the simulation.
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What's the output? Is it a black box?
The output is fully transparent. You receive a detailed report, typically in Excel, showing the recommended portfolio allocations, the projected performance and risk metrics, and the source data used for the simulation.
+
What's the output? Is it a black box?
The output is fully transparent. You receive a detailed report, typically in Excel, showing the recommended portfolio allocations, the projected performance and risk metrics, and the source data used for the simulation.
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Can it help with asset allocation decisions beyond manager selection?
Yes. You can use the agent at a higher level to model strategic asset allocation decisions, helping you determine the optimal mix between broad categories like private equity, private credit, and real estate.
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Can it help with asset allocation decisions beyond manager selection?
Yes. You can use the agent at a higher level to model strategic asset allocation decisions, helping you determine the optimal mix between broad categories like private equity, private credit, and real estate.
+
Can it help with asset allocation decisions beyond manager selection?
Yes. You can use the agent at a higher level to model strategic asset allocation decisions, helping you determine the optimal mix between broad categories like private equity, private credit, and real estate.
+
Can it help with asset allocation decisions beyond manager selection?
Yes. You can use the agent at a higher level to model strategic asset allocation decisions, helping you determine the optimal mix between broad categories like private equity, private credit, and real estate.
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