AI Hedge Fund Activist Tracking Agent
Know their move, the moment they make it
Know their move, the moment they make it
Delegate your activist surveillance to a specialized AI agent. It continuously monitors SEC filings for new 13D/G filings from key activists, instantly analyzes their letters to understand their thesis, and delivers a concise, actionable alert to your team.
Why V7 Go
Why V7 Go
Real-Time 13D/G Filing Monitoring
Continuously scans the SEC EDGAR database to provide immediate alerts the moment a new Schedule 13D or 13G is filed by an activist or significant investor.
Real-Time 13D/G Filing Monitoring
Continuously scans the SEC EDGAR database to provide immediate alerts the moment a new Schedule 13D or 13G is filed by an activist or significant investor.
Real-Time 13D/G Filing Monitoring
Continuously scans the SEC EDGAR database to provide immediate alerts the moment a new Schedule 13D or 13G is filed by an activist or significant investor.
Activist Thesis Summarization
Reads the dense, jargon-filled 'Purpose of Transaction' section and attached letters to provide a clear, concise summary of the activist's thesis and demands.
Activist Thesis Summarization
Reads the dense, jargon-filled 'Purpose of Transaction' section and attached letters to provide a clear, concise summary of the activist's thesis and demands.
Activist Thesis Summarization
Reads the dense, jargon-filled 'Purpose of Transaction' section and attached letters to provide a clear, concise summary of the activist's thesis and demands.
Key Player Identification
Extracts the names of the activist fund, the targeted company, their legal counsel, and any proposed board nominees, helping you quickly map the key players.
Key Player Identification
Extracts the names of the activist fund, the targeted company, their legal counsel, and any proposed board nominees, helping you quickly map the key players.
Key Player Identification
Extracts the names of the activist fund, the targeted company, their legal counsel, and any proposed board nominees, helping you quickly map the key players.
Historical Campaign Analysis
Uses a Knowledge Hub of past filings to analyze an activist's historical behavior, identifying their typical playbook, common demands, and success rate.
Historical Campaign Analysis
Uses a Knowledge Hub of past filings to analyze an activist's historical behavior, identifying their typical playbook, common demands, and success rate.
Historical Campaign Analysis
Uses a Knowledge Hub of past filings to analyze an activist's historical behavior, identifying their typical playbook, common demands, and success rate.
Proxy Fight & Settlement Tracking
Monitors subsequent filings (like proxy statements and settlement agreements) to track the evolution of a campaign and provide updates on key developments.
Proxy Fight & Settlement Tracking
Monitors subsequent filings (like proxy statements and settlement agreements) to track the evolution of a campaign and provide updates on key developments.
Proxy Fight & Settlement Tracking
Monitors subsequent filings (like proxy statements and settlement agreements) to track the evolution of a campaign and provide updates on key developments.
Customizable Alerts
Create alerts based on your specific needs. Track a watchlist of specific activists, monitor for campaigns in a particular industry, or get notified about any new filing for a portfolio company.
Customizable Alerts
Create alerts based on your specific needs. Track a watchlist of specific activists, monitor for campaigns in a particular industry, or get notified about any new filing for a portfolio company.
Customizable Alerts
Create alerts based on your specific needs. Track a watchlist of specific activists, monitor for campaigns in a particular industry, or get notified about any new filing for a portfolio company.
Why V7 Go
Monitors critical regulatory filings and letters
To provide instant, actionable intelligence on activist campaigns.
Workflow
Workflow
Import your files
SEC EDGAR
,
Slack
,
Bloomberg Terminal
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Hours of manual monitoring
Hours of manual monitoring
With V7 Go agents
Minutes (automated)
Minutes (automated)
Average time saved
99%
99%
V7 Go
V7 Go
V7 Go
V7 Go
Automated surveillance
for event-driven investment strategies
Staying ahead of activist investors is a high-stakes game of speed and information synthesis, but manual tracking is too slow. By the time a new 13D filing is publicly announced, the stock has already moved. Analysts are in a constant race to parse dense regulatory filings, understand the activist's thesis from their letters, and anticipate the market's reaction. This manual process is reactive and puts funds at a significant information disadvantage. V7 Go's Activist Tracking Agent automates this surveillance, delivering critical intelligence the moment it becomes available.
Hedge Fund Analysts & PMs
Gain a critical information advantage. Get real-time, summarized alerts on new activist campaigns so you can analyze the situation and position your portfolio before the market reacts.
Hedge Fund Analysts & PMs
Gain a critical information advantage. Get real-time, summarized alerts on new activist campaigns so you can analyze the situation and position your portfolio before the market reacts.
Hedge Fund Analysts & PMs
Gain a critical information advantage. Get real-time, summarized alerts on new activist campaigns so you can analyze the situation and position your portfolio before the market reacts.
Hedge Fund Analysts & PMs
Gain a critical information advantage. Get real-time, summarized alerts on new activist campaigns so you can analyze the situation and position your portfolio before the market reacts.
Corporate Defense & Investor Relations
Be prepared, not surprised. Use the agent to monitor your own company and peers for potential activist stakes, giving your board and management team an invaluable early warning.
Corporate Defense & Investor Relations
Be prepared, not surprised. Use the agent to monitor your own company and peers for potential activist stakes, giving your board and management team an invaluable early warning.
Corporate Defense & Investor Relations
Be prepared, not surprised. Use the agent to monitor your own company and peers for potential activist stakes, giving your board and management team an invaluable early warning.
Corporate Defense & Investor Relations
Be prepared, not surprised. Use the agent to monitor your own company and peers for potential activist stakes, giving your board and management team an invaluable early warning.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Know their move, the moment they make it
Know their move, the moment they make it
Know their move, the moment they make it
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.
How quickly do we get an alert after a filing is made public?
The agent can be configured to scan the SEC database as frequently as every minute. This means you can receive a processed, summarized alert in a matter of minutes after the filing hits the EDGAR system.
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How quickly do we get an alert after a filing is made public?
The agent can be configured to scan the SEC database as frequently as every minute. This means you can receive a processed, summarized alert in a matter of minutes after the filing hits the EDGAR system.
+
How quickly do we get an alert after a filing is made public?
The agent can be configured to scan the SEC database as frequently as every minute. This means you can receive a processed, summarized alert in a matter of minutes after the filing hits the EDGAR system.
+
How quickly do we get an alert after a filing is made public?
The agent can be configured to scan the SEC database as frequently as every minute. This means you can receive a processed, summarized alert in a matter of minutes after the filing hits the EDGAR system.
+
Can it track activists in international markets?
Yes. The agent can be connected to other international regulatory filing systems, provided they have a public data feed or website, allowing you to monitor activist campaigns globally.
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Can it track activists in international markets?
Yes. The agent can be connected to other international regulatory filing systems, provided they have a public data feed or website, allowing you to monitor activist campaigns globally.
+
Can it track activists in international markets?
Yes. The agent can be connected to other international regulatory filing systems, provided they have a public data feed or website, allowing you to monitor activist campaigns globally.
+
Can it track activists in international markets?
Yes. The agent can be connected to other international regulatory filing systems, provided they have a public data feed or website, allowing you to monitor activist campaigns globally.
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What's the output of an alert?
The alert is typically a concise, structured message delivered via email or Slack. It includes the key players, a summary of the activist's demands, and a direct link to the source filing and our agent's detailed analysis.
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What's the output of an alert?
The alert is typically a concise, structured message delivered via email or Slack. It includes the key players, a summary of the activist's demands, and a direct link to the source filing and our agent's detailed analysis.
+
What's the output of an alert?
The alert is typically a concise, structured message delivered via email or Slack. It includes the key players, a summary of the activist's demands, and a direct link to the source filing and our agent's detailed analysis.
+
What's the output of an alert?
The alert is typically a concise, structured message delivered via email or Slack. It includes the key players, a summary of the activist's demands, and a direct link to the source filing and our agent's detailed analysis.
+
How does it analyze the 'activist's thesis'?
It uses AI to read and understand the 'Purpose of Transaction' section of the 13D and any attached letters to the board. It identifies key phrases related to strategy, operations, M&A, and capital allocation to summarize the activist's core arguments.
+
How does it analyze the 'activist's thesis'?
It uses AI to read and understand the 'Purpose of Transaction' section of the 13D and any attached letters to the board. It identifies key phrases related to strategy, operations, M&A, and capital allocation to summarize the activist's core arguments.
+
How does it analyze the 'activist's thesis'?
It uses AI to read and understand the 'Purpose of Transaction' section of the 13D and any attached letters to the board. It identifies key phrases related to strategy, operations, M&A, and capital allocation to summarize the activist's core arguments.
+
How does it analyze the 'activist's thesis'?
It uses AI to read and understand the 'Purpose of Transaction' section of the 13D and any attached letters to the board. It identifies key phrases related to strategy, operations, M&A, and capital allocation to summarize the activist's core arguments.
+
Can we use this for our own firm's filings?
While it's primarily designed for monitoring others, you can certainly point it at your own filings to maintain a historical, searchable archive and see how your own disclosures are perceived.
+
Can we use this for our own firm's filings?
While it's primarily designed for monitoring others, you can certainly point it at your own filings to maintain a historical, searchable archive and see how your own disclosures are perceived.
+
Can we use this for our own firm's filings?
While it's primarily designed for monitoring others, you can certainly point it at your own filings to maintain a historical, searchable archive and see how your own disclosures are perceived.
+
Can we use this for our own firm's filings?
While it's primarily designed for monitoring others, you can certainly point it at your own filings to maintain a historical, searchable archive and see how your own disclosures are perceived.
+
How is this different from a standard capital markets data feed?
A data feed tells you a filing happened. Our agent tells you what the filing *means*. It goes beyond the headline to read the unstructured text of the filing and provide a synthesized, qualitative summary of the thesis and demands.
+
How is this different from a standard capital markets data feed?
A data feed tells you a filing happened. Our agent tells you what the filing *means*. It goes beyond the headline to read the unstructured text of the filing and provide a synthesized, qualitative summary of the thesis and demands.
+
How is this different from a standard capital markets data feed?
A data feed tells you a filing happened. Our agent tells you what the filing *means*. It goes beyond the headline to read the unstructured text of the filing and provide a synthesized, qualitative summary of the thesis and demands.
+
How is this different from a standard capital markets data feed?
A data feed tells you a filing happened. Our agent tells you what the filing *means*. It goes beyond the headline to read the unstructured text of the filing and provide a synthesized, qualitative summary of the thesis and demands.
+