AI Hedge Fund Earnings Analysis Agent
A first call summary, in seconds
A first call summary, in seconds
Delegate your earnings season prep to a specialized AI agent. It reads the press release and earnings call transcript for any company, extracts key KPIs and management guidance, and summarizes the most important questions from the analyst Q&A session.
Why V7 Go
Why V7 Go
KPI & Financial Extraction
Automatically reads the earnings press release and 8-K to extract headline financials (Revenue, EPS) and key performance indicators (KPIs) specific to the company's industry.
KPI & Financial Extraction
Automatically reads the earnings press release and 8-K to extract headline financials (Revenue, EPS) and key performance indicators (KPIs) specific to the company's industry.
KPI & Financial Extraction
Automatically reads the earnings press release and 8-K to extract headline financials (Revenue, EPS) and key performance indicators (KPIs) specific to the company's industry.
Management Guidance Summarization
Analyzes the call transcript to identify and summarize management's forward-looking guidance for revenue, margins, and other key metrics for the upcoming quarter and full year.
Management Guidance Summarization
Analyzes the call transcript to identify and summarize management's forward-looking guidance for revenue, margins, and other key metrics for the upcoming quarter and full year.
Management Guidance Summarization
Analyzes the call transcript to identify and summarize management's forward-looking guidance for revenue, margins, and other key metrics for the upcoming quarter and full year.
Analyst Q&A Analysis
Reads the entire Q&A portion of the transcript and synthesizes the key themes, identifying the topics that analysts are most focused on and summarizing management's responses.
Analyst Q&A Analysis
Reads the entire Q&A portion of the transcript and synthesizes the key themes, identifying the topics that analysts are most focused on and summarizing management's responses.
Analyst Q&A Analysis
Reads the entire Q&A portion of the transcript and synthesizes the key themes, identifying the topics that analysts are most focused on and summarizing management's responses.
Sentiment & Nuance Detection
Goes beyond the numbers to analyze the sentiment and confidence in management's tone, flagging subtle changes in language that might signal a shift in outlook.
Sentiment & Nuance Detection
Goes beyond the numbers to analyze the sentiment and confidence in management's tone, flagging subtle changes in language that might signal a shift in outlook.
Sentiment & Nuance Detection
Goes beyond the numbers to analyze the sentiment and confidence in management's tone, flagging subtle changes in language that might signal a shift in outlook.
Consensus Comparison
Integrates with your market data provider to automatically compare the reported results and guidance against Wall Street consensus estimates, instantly highlighting the beat or miss.
Consensus Comparison
Integrates with your market data provider to automatically compare the reported results and guidance against Wall Street consensus estimates, instantly highlighting the beat or miss.
Consensus Comparison
Integrates with your market data provider to automatically compare the reported results and guidance against Wall Street consensus estimates, instantly highlighting the beat or miss.
Automated 'First Call' Notes
Delivers a structured summary of the entire earnings event—press release, prepared remarks, and Q&A—in a format perfect for a 'first call' note to your team or clients.
Automated 'First Call' Notes
Delivers a structured summary of the entire earnings event—press release, prepared remarks, and Q&A—in a format perfect for a 'first call' note to your team or clients.
Automated 'First Call' Notes
Delivers a structured summary of the entire earnings event—press release, prepared remarks, and Q&A—in a format perfect for a 'first call' note to your team or clients.
Why V7 Go
Synthesizes the key data from earnings season documents
To provide an instant, actionable summary.
Workflow
Workflow
Import your files
Bloomberg Terminal
,
FactSet
,
S&P Capital IQ
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 hours per company
1-2 hours per company
With V7 Go agents
5 minutes
5 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Automate your earnings season workflow.
Focus on insight, not information overload.
Earnings season is a quarterly firehose of information, and manually processing it all is a massive drain on an analyst's time. For every company in their coverage universe, an analyst must read the press release, digest the 8-K, and listen to the hour-long conference call. This repetitive process of information gathering leaves less time for the high-impact work of updating models and developing a unique point of view. It's time to delegate this repetitive work to an army of AI analysts so your team can focus on finding alpha.
Hedge Fund & Long-Only Analysts
Get up to speed on an earnings call in minutes, not hours. Let the agent handle the initial summarization so you can cover more companies and spend your time developing your unique investment thesis.
Hedge Fund & Long-Only Analysts
Get up to speed on an earnings call in minutes, not hours. Let the agent handle the initial summarization so you can cover more companies and spend your time developing your unique investment thesis.
Hedge Fund & Long-Only Analysts
Get up to speed on an earnings call in minutes, not hours. Let the agent handle the initial summarization so you can cover more companies and spend your time developing your unique investment thesis.
Hedge Fund & Long-Only Analysts
Get up to speed on an earnings call in minutes, not hours. Let the agent handle the initial summarization so you can cover more companies and spend your time developing your unique investment thesis.
Sell-Side Equity Research
Accelerate the process of writing your morning notes. Use the agent to get a rapid, accurate summary of a company's earnings so you can publish your analysis and get it to clients faster.
Sell-Side Equity Research
Accelerate the process of writing your morning notes. Use the agent to get a rapid, accurate summary of a company's earnings so you can publish your analysis and get it to clients faster.
Sell-Side Equity Research
Accelerate the process of writing your morning notes. Use the agent to get a rapid, accurate summary of a company's earnings so you can publish your analysis and get it to clients faster.
Sell-Side Equity Research
Accelerate the process of writing your morning notes. Use the agent to get a rapid, accurate summary of a company's earnings so you can publish your analysis and get it to clients faster.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
A first call summary, in seconds
A first call summary, in seconds
A first call summary, in seconds
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 earnings transcripts and press releases?
The agent can connect to your capital markets data provider (e.g., Bloomberg, Refinitiv) to pull transcripts as they are published, or it can process documents you upload directly from company investor relations websites.
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Where does the agent get the earnings transcripts and press releases?
The agent can connect to your capital markets data provider (e.g., Bloomberg, Refinitiv) to pull transcripts as they are published, or it can process documents you upload directly from company investor relations websites.
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Where does the agent get the earnings transcripts and press releases?
The agent can connect to your capital markets data provider (e.g., Bloomberg, Refinitiv) to pull transcripts as they are published, or it can process documents you upload directly from company investor relations websites.
+
Where does the agent get the earnings transcripts and press releases?
The agent can connect to your capital markets data provider (e.g., Bloomberg, Refinitiv) to pull transcripts as they are published, or it can process documents you upload directly from company investor relations websites.
+
How does it handle industry-specific KPIs?
The agent is configurable. You can provide it with a list of the specific, non-standard KPIs you track for a particular industry (e.g., 'Same-Store Sales' for retail, 'ARR' for SaaS), and it will actively search for them.
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How does it handle industry-specific KPIs?
The agent is configurable. You can provide it with a list of the specific, non-standard KPIs you track for a particular industry (e.g., 'Same-Store Sales' for retail, 'ARR' for SaaS), and it will actively search for them.
+
How does it handle industry-specific KPIs?
The agent is configurable. You can provide it with a list of the specific, non-standard KPIs you track for a particular industry (e.g., 'Same-Store Sales' for retail, 'ARR' for SaaS), and it will actively search for them.
+
How does it handle industry-specific KPIs?
The agent is configurable. You can provide it with a list of the specific, non-standard KPIs you track for a particular industry (e.g., 'Same-Store Sales' for retail, 'ARR' for SaaS), and it will actively search for them.
+
Can it track these metrics for a company over multiple quarters?
Yes. By running the agent each quarter, you build a historical, structured dataset of a company's performance and guidance, making it easy to analyze trends over time.
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Can it track these metrics for a company over multiple quarters?
Yes. By running the agent each quarter, you build a historical, structured dataset of a company's performance and guidance, making it easy to analyze trends over time.
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Can it track these metrics for a company over multiple quarters?
Yes. By running the agent each quarter, you build a historical, structured dataset of a company's performance and guidance, making it easy to analyze trends over time.
+
Can it track these metrics for a company over multiple quarters?
Yes. By running the agent each quarter, you build a historical, structured dataset of a company's performance and guidance, making it easy to analyze trends over time.
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How does it analyze the Q&A session?
It reads the entire transcript and uses AI to group questions by topic (e.g., 'margin pressure,' 'capital allocation'). It then summarizes the key questions and management's answers for each theme.
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How does it analyze the Q&A session?
It reads the entire transcript and uses AI to group questions by topic (e.g., 'margin pressure,' 'capital allocation'). It then summarizes the key questions and management's answers for each theme.
+
How does it analyze the Q&A session?
It reads the entire transcript and uses AI to group questions by topic (e.g., 'margin pressure,' 'capital allocation'). It then summarizes the key questions and management's answers for each theme.
+
How does it analyze the Q&A session?
It reads the entire transcript and uses AI to group questions by topic (e.g., 'margin pressure,' 'capital allocation'). It then summarizes the key questions and management's answers for each theme.
+
Can I customize the format of the earnings summary?
Absolutely. The agent can be configured to deliver its summary in the exact format of your firm's standard 'first call' notes or to populate a specific Excel template for tracking earnings.
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Can I customize the format of the earnings summary?
Absolutely. The agent can be configured to deliver its summary in the exact format of your firm's standard 'first call' notes or to populate a specific Excel template for tracking earnings.
+
Can I customize the format of the earnings summary?
Absolutely. The agent can be configured to deliver its summary in the exact format of your firm's standard 'first call' notes or to populate a specific Excel template for tracking earnings.
+
Can I customize the format of the earnings summary?
Absolutely. The agent can be configured to deliver its summary in the exact format of your firm's standard 'first call' notes or to populate a specific Excel template for tracking earnings.
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How can I trust the summary is accurate?
Every piece of information in the summary is verifiable. The agent provides visual citations that link every extracted number, piece of guidance, and Q&A summary directly back to the source sentence in the original transcript.
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How can I trust the summary is accurate?
Every piece of information in the summary is verifiable. The agent provides visual citations that link every extracted number, piece of guidance, and Q&A summary directly back to the source sentence in the original transcript.
+
How can I trust the summary is accurate?
Every piece of information in the summary is verifiable. The agent provides visual citations that link every extracted number, piece of guidance, and Q&A summary directly back to the source sentence in the original transcript.
+
How can I trust the summary is accurate?
Every piece of information in the summary is verifiable. The agent provides visual citations that link every extracted number, piece of guidance, and Q&A summary directly back to the source sentence in the original transcript.
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