AI Hedge Fund Performance Analysis Agent
Understand the 'how' behind the returns
Understand the 'how' behind the returns
Delegate the deep analysis of hedge fund performance to a specialized AI agent. It reads manager letters and performance reports to decompose returns, identify key risk exposures, and analyze the drivers of both alpha and beta, providing a true understanding of a manager's skill.
Why V7 Go
Why V7 Go
Performance Attribution Analysis
Goes beyond the total return number to decompose performance, showing how much was driven by market beta, sector selection, security selection (alpha), and other factors.
Performance Attribution Analysis
Goes beyond the total return number to decompose performance, showing how much was driven by market beta, sector selection, security selection (alpha), and other factors.
Performance Attribution Analysis
Goes beyond the total return number to decompose performance, showing how much was driven by market beta, sector selection, security selection (alpha), and other factors.
Risk-Adjusted Return Calculation
Automatically calculates key risk metrics like Sharpe ratio, Sortino ratio, and max drawdown, allowing you to compare managers on a true risk-adjusted basis.
Risk-Adjusted Return Calculation
Automatically calculates key risk metrics like Sharpe ratio, Sortino ratio, and max drawdown, allowing you to compare managers on a true risk-adjusted basis.
Risk-Adjusted Return Calculation
Automatically calculates key risk metrics like Sharpe ratio, Sortino ratio, and max drawdown, allowing you to compare managers on a true risk-adjusted basis.
Style Drift Detection
Analyzes position-level data and manager commentary over time to detect any deviation from their stated investment style, such as changes in net exposure or sector concentration.
Style Drift Detection
Analyzes position-level data and manager commentary over time to detect any deviation from their stated investment style, such as changes in net exposure or sector concentration.
Style Drift Detection
Analyzes position-level data and manager commentary over time to detect any deviation from their stated investment style, such as changes in net exposure or sector concentration.
Investor Letter Summarization
Reads lengthy, unstructured investor letters to extract and summarize the manager's market outlook, thematic views, and explanations for their performance.
Investor Letter Summarization
Reads lengthy, unstructured investor letters to extract and summarize the manager's market outlook, thematic views, and explanations for their performance.
Investor Letter Summarization
Reads lengthy, unstructured investor letters to extract and summarize the manager's market outlook, thematic views, and explanations for their performance.
Portfolio Exposure Analysis
Consolidates holdings data from reports to provide a clear view of a fund's exposure to different sectors, geographies, and market factors.
Portfolio Exposure Analysis
Consolidates holdings data from reports to provide a clear view of a fund's exposure to different sectors, geographies, and market factors.
Portfolio Exposure Analysis
Consolidates holdings data from reports to provide a clear view of a fund's exposure to different sectors, geographies, and market factors.
Cited and Auditable Insights
Every number and summarized point in the analysis is visually linked back to its source in the original manager report, creating a fully transparent and defensible diligence file.
Cited and Auditable Insights
Every number and summarized point in the analysis is visually linked back to its source in the original manager report, creating a fully transparent and defensible diligence file.
Cited and Auditable Insights
Every number and summarized point in the analysis is visually linked back to its source in the original manager report, creating a fully transparent and defensible diligence file.
Why V7 Go
Analyzes manager performance reports and investor letters
To provide a true, multi-faceted view of performance.
Workflow
Workflow
Import your files
FactSet
,
Preqin
,
Tableau
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 days per manager
1-2 days per manager
With V7 Go agents
15-30 minutes
15-30 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
A deeper, data-driven understanding
of your hedge fund investments
Understanding a hedge fund's true performance drivers requires going far beyond the headline return number. LPs and fund-of-funds analysts are drowning in a sea of investor letters and monthly statements, struggling to manually decompose returns and understand a manager's real sources of alpha. This manual analysis is slow and inconsistent, making it difficult to accurately compare managers or spot style drift. You chose this career to find great managers, not to get lost in their spreadsheets. Leave the data consolidation to V7 Go.
Fund-of-Funds & Institutional LPs
Go beyond the sales pitch. Automate the deep, quantitative and qualitative analysis of manager reports to make more informed allocation decisions and actively monitor for style drift.
Fund-of-Funds & Institutional LPs
Go beyond the sales pitch. Automate the deep, quantitative and qualitative analysis of manager reports to make more informed allocation decisions and actively monitor for style drift.
Fund-of-Funds & Institutional LPs
Go beyond the sales pitch. Automate the deep, quantitative and qualitative analysis of manager reports to make more informed allocation decisions and actively monitor for style drift.
Fund-of-Funds & Institutional LPs
Go beyond the sales pitch. Automate the deep, quantitative and qualitative analysis of manager reports to make more informed allocation decisions and actively monitor for style drift.
Investment Consultants & Advisors
Bring institutional-grade rigor to your manager research. Use the agent to systematically analyze and compare hedge funds, ensuring you are recommending the best strategies for your clients.
Investment Consultants & Advisors
Bring institutional-grade rigor to your manager research. Use the agent to systematically analyze and compare hedge funds, ensuring you are recommending the best strategies for your clients.
Investment Consultants & Advisors
Bring institutional-grade rigor to your manager research. Use the agent to systematically analyze and compare hedge funds, ensuring you are recommending the best strategies for your clients.
Investment Consultants & Advisors
Bring institutional-grade rigor to your manager research. Use the agent to systematically analyze and compare hedge funds, ensuring you are recommending the best strategies for your clients.
More automations
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Transform your business
with other AI Agents
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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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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
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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
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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
Welcome Go
Welcome Go
Welcome Go
Welcome Go
Understand the 'how' behind the returns
Understand the 'how' behind the returns
Understand the 'how' behind the returns
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 performance data?
The agent is designed to work with the documents you already receive from your managers, including password-protected PDFs of monthly or quarterly performance reports, investor letters, and capital account statements.
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Where does the agent get the manager performance data?
The agent is designed to work with the documents you already receive from your managers, including password-protected PDFs of monthly or quarterly performance reports, investor letters, and capital account statements.
+
Where does the agent get the manager performance data?
The agent is designed to work with the documents you already receive from your managers, including password-protected PDFs of monthly or quarterly performance reports, investor letters, and capital account statements.
+
Where does the agent get the manager performance data?
The agent is designed to work with the documents you already receive from your managers, including password-protected PDFs of monthly or quarterly performance reports, investor letters, and capital account statements.
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Can it handle manager reports that don't provide position-level transparency?
Yes. While position-level data allows for deeper analysis, the agent can still derive valuable insights from aggregated data and manager commentary, summarizing the reported drivers of performance and sector exposures.
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Can it handle manager reports that don't provide position-level transparency?
Yes. While position-level data allows for deeper analysis, the agent can still derive valuable insights from aggregated data and manager commentary, summarizing the reported drivers of performance and sector exposures.
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Can it handle manager reports that don't provide position-level transparency?
Yes. While position-level data allows for deeper analysis, the agent can still derive valuable insights from aggregated data and manager commentary, summarizing the reported drivers of performance and sector exposures.
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Can it handle manager reports that don't provide position-level transparency?
Yes. While position-level data allows for deeper analysis, the agent can still derive valuable insights from aggregated data and manager commentary, summarizing the reported drivers of performance and sector exposures.
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How does it handle inconsistent reporting formats from different managers?
V7 Go's AI is built to understand contextually. It can intelligently identify key tables and data points (like NAVs and returns) from the varied and non-standard report formats used across the hedge fund industry.
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How does it handle inconsistent reporting formats from different managers?
V7 Go's AI is built to understand contextually. It can intelligently identify key tables and data points (like NAVs and returns) from the varied and non-standard report formats used across the hedge fund industry.
+
How does it handle inconsistent reporting formats from different managers?
V7 Go's AI is built to understand contextually. It can intelligently identify key tables and data points (like NAVs and returns) from the varied and non-standard report formats used across the hedge fund industry.
+
How does it handle inconsistent reporting formats from different managers?
V7 Go's AI is built to understand contextually. It can intelligently identify key tables and data points (like NAVs and returns) from the varied and non-standard report formats used across the hedge fund industry.
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Can we customize the analysis to fit our firm's diligence process?
Absolutely. The agent's workflow is fully configurable. You can instruct it to calculate your firm's proprietary risk metrics or to look for specific language in investor letters that aligns with your key diligence questions.
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Can we customize the analysis to fit our firm's diligence process?
Absolutely. The agent's workflow is fully configurable. You can instruct it to calculate your firm's proprietary risk metrics or to look for specific language in investor letters that aligns with your key diligence questions.
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Can we customize the analysis to fit our firm's diligence process?
Absolutely. The agent's workflow is fully configurable. You can instruct it to calculate your firm's proprietary risk metrics or to look for specific language in investor letters that aligns with your key diligence questions.
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Can we customize the analysis to fit our firm's diligence process?
Absolutely. The agent's workflow is fully configurable. You can instruct it to calculate your firm's proprietary risk metrics or to look for specific language in investor letters that aligns with your key diligence questions.
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What's the output? Is it a dashboard?
The output is typically a standardized performance summary report in Excel or PDF. This data can then be easily fed into your own internal dashboards or portfolio management systems like Tableau or Power BI.
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What's the output? Is it a dashboard?
The output is typically a standardized performance summary report in Excel or PDF. This data can then be easily fed into your own internal dashboards or portfolio management systems like Tableau or Power BI.
+
What's the output? Is it a dashboard?
The output is typically a standardized performance summary report in Excel or PDF. This data can then be easily fed into your own internal dashboards or portfolio management systems like Tableau or Power BI.
+
What's the output? Is it a dashboard?
The output is typically a standardized performance summary report in Excel or PDF. This data can then be easily fed into your own internal dashboards or portfolio management systems like Tableau or Power BI.
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How is this different from the Fund of Funds Performance Attribution Agent?
This agent performs a deep-dive analysis on a single hedge fund manager. The Fund of Funds agent operates at the portfolio level, aggregating the outputs from multiple single-manager analyses to provide a consolidated view.
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How is this different from the Fund of Funds Performance Attribution Agent?
This agent performs a deep-dive analysis on a single hedge fund manager. The Fund of Funds agent operates at the portfolio level, aggregating the outputs from multiple single-manager analyses to provide a consolidated view.
+
How is this different from the Fund of Funds Performance Attribution Agent?
This agent performs a deep-dive analysis on a single hedge fund manager. The Fund of Funds agent operates at the portfolio level, aggregating the outputs from multiple single-manager analyses to provide a consolidated view.
+
How is this different from the Fund of Funds Performance Attribution Agent?
This agent performs a deep-dive analysis on a single hedge fund manager. The Fund of Funds agent operates at the portfolio level, aggregating the outputs from multiple single-manager analyses to provide a consolidated view.
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