AI Hedge Fund Portfolio Risk Agent
See every risk, from every angle
See every risk, from every angle
Delegate your risk data aggregation to a specialized AI agent. It automatically connects to your prime broker reports, market data feeds, and internal models to generate a comprehensive, real-time view of your portfolio's risk exposures, so you can manage your positions with confidence.
Why V7 Go
Why V7 Go
Multi-Prime Broker Consolidation
Automatically ingests and normalizes position data from the disparate reports and formats of all your prime brokers, creating a single, accurate view of your entire portfolio.
Multi-Prime Broker Consolidation
Automatically ingests and normalizes position data from the disparate reports and formats of all your prime brokers, creating a single, accurate view of your entire portfolio.
Multi-Prime Broker Consolidation
Automatically ingests and normalizes position data from the disparate reports and formats of all your prime brokers, creating a single, accurate view of your entire portfolio.
Factor Exposure Analysis
Analyzes your portfolio's holdings to provide a clear picture of your net and gross exposure to various risk factors, such as market sectors, geographies, and investment styles (e.g., value, growth).
Factor Exposure Analysis
Analyzes your portfolio's holdings to provide a clear picture of your net and gross exposure to various risk factors, such as market sectors, geographies, and investment styles (e.g., value, growth).
Factor Exposure Analysis
Analyzes your portfolio's holdings to provide a clear picture of your net and gross exposure to various risk factors, such as market sectors, geographies, and investment styles (e.g., value, growth).
Automated VaR & Stress Testing
Runs your firm's custom Value at Risk (VaR) models and predefined stress test scenarios (e.g., market crashes, interest rate shocks) on the latest portfolio data automatically.
Automated VaR & Stress Testing
Runs your firm's custom Value at Risk (VaR) models and predefined stress test scenarios (e.g., market crashes, interest rate shocks) on the latest portfolio data automatically.
Automated VaR & Stress Testing
Runs your firm's custom Value at Risk (VaR) models and predefined stress test scenarios (e.g., market crashes, interest rate shocks) on the latest portfolio data automatically.
Liquidity & Counterparty Risk
Monitors the liquidity profile of your holdings and your total exposure to each prime broker and counterparty, providing critical insights for managing operational risk.
Liquidity & Counterparty Risk
Monitors the liquidity profile of your holdings and your total exposure to each prime broker and counterparty, providing critical insights for managing operational risk.
Liquidity & Counterparty Risk
Monitors the liquidity profile of your holdings and your total exposure to each prime broker and counterparty, providing critical insights for managing operational risk.
Custom Limit Monitoring
Define your fund's specific risk limits in a Knowledge Hub. The agent continuously monitors the portfolio and provides real-time alerts if any position or exposure breaches a predefined threshold.
Custom Limit Monitoring
Define your fund's specific risk limits in a Knowledge Hub. The agent continuously monitors the portfolio and provides real-time alerts if any position or exposure breaches a predefined threshold.
Custom Limit Monitoring
Define your fund's specific risk limits in a Knowledge Hub. The agent continuously monitors the portfolio and provides real-time alerts if any position or exposure breaches a predefined threshold.
CRO & Investor Reporting
Generates standardized, presentation-ready risk reports for your Chief Risk Officer, portfolio managers, and institutional investors, ensuring consistent and timely communication.
CRO & Investor Reporting
Generates standardized, presentation-ready risk reports for your Chief Risk Officer, portfolio managers, and institutional investors, ensuring consistent and timely communication.
CRO & Investor Reporting
Generates standardized, presentation-ready risk reports for your Chief Risk Officer, portfolio managers, and institutional investors, ensuring consistent and timely communication.
Why V7 Go
Consolidates data from across your brokers and systems
To create a single, unified view of portfolio risk.
Workflow
Workflow
Import your files
Bloomberg Terminal
,
FactSet
,
MSCI
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
4-6 hours per day
4-6 hours per day
With V7 Go agents
15 minutes (scheduled)
15 minutes (scheduled)
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Proactive, automated risk management
for sophisticated investment funds
Managing portfolio risk is a constant battle against scattered data and hidden exposures. Risk managers are drowning in a sea of data from prime brokers, internal systems, and market feeds. Manually consolidating this information to get a real-time, holistic view of the fund's risk—from factor exposures to VaR and liquidity—is an immense challenge. This manual friction means that by the time a risk report is compiled, it's already out of date, leaving the fund vulnerable to unforeseen market moves.
Hedge Fund Risk Managers & CROs
Move from reactive reporting to real-time surveillance. Automate data aggregation to spend your time analyzing exposures and advising PMs, not building spreadsheets.
Hedge Fund Risk Managers & CROs
Move from reactive reporting to real-time surveillance. Automate data aggregation to spend your time analyzing exposures and advising PMs, not building spreadsheets.
Hedge Fund Risk Managers & CROs
Move from reactive reporting to real-time surveillance. Automate data aggregation to spend your time analyzing exposures and advising PMs, not building spreadsheets.
Hedge Fund Risk Managers & CROs
Move from reactive reporting to real-time surveillance. Automate data aggregation to spend your time analyzing exposures and advising PMs, not building spreadsheets.
Portfolio Managers & Traders
Get a clearer, more timely picture of your own book's risks. Make better-informed trading decisions with an on-demand, comprehensive view of your exposures and potential P&L scenarios.
Portfolio Managers & Traders
Get a clearer, more timely picture of your own book's risks. Make better-informed trading decisions with an on-demand, comprehensive view of your exposures and potential P&L scenarios.
Portfolio Managers & Traders
Get a clearer, more timely picture of your own book's risks. Make better-informed trading decisions with an on-demand, comprehensive view of your exposures and potential P&L scenarios.
Portfolio Managers & Traders
Get a clearer, more timely picture of your own book's risks. Make better-informed trading decisions with an on-demand, comprehensive view of your exposures and potential P&L scenarios.
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
See every risk, from every angle
See every risk, from every angle
See every risk, from every angle
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 does the agent get data from our prime brokers?
It can connect in multiple ways: by processing the daily PDF or CSV reports they email, by securely logging into their web portals to download files, or by connecting to their direct data feeds via API.
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How does the agent get data from our prime brokers?
It can connect in multiple ways: by processing the daily PDF or CSV reports they email, by securely logging into their web portals to download files, or by connecting to their direct data feeds via API.
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How does the agent get data from our prime brokers?
It can connect in multiple ways: by processing the daily PDF or CSV reports they email, by securely logging into their web portals to download files, or by connecting to their direct data feeds via API.
+
How does the agent get data from our prime brokers?
It can connect in multiple ways: by processing the daily PDF or CSV reports they email, by securely logging into their web portals to download files, or by connecting to their direct data feeds via API.
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Can it run our firm's proprietary, in-house risk models?
Yes. The agent's role is to provide the clean, consolidated data required by your models. The V7 Go workflow can be configured to take this data and feed it as an input into your existing Python or Excel-based risk models.
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Can it run our firm's proprietary, in-house risk models?
Yes. The agent's role is to provide the clean, consolidated data required by your models. The V7 Go workflow can be configured to take this data and feed it as an input into your existing Python or Excel-based risk models.
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Can it run our firm's proprietary, in-house risk models?
Yes. The agent's role is to provide the clean, consolidated data required by your models. The V7 Go workflow can be configured to take this data and feed it as an input into your existing Python or Excel-based risk models.
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Can it run our firm's proprietary, in-house risk models?
Yes. The agent's role is to provide the clean, consolidated data required by your models. The V7 Go workflow can be configured to take this data and feed it as an input into your existing Python or Excel-based risk models.
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How does it handle complex derivatives and options?
The agent can be configured to understand and correctly normalize the exposures of derivative instruments, such as calculating the delta-adjusted equity exposure of an options portfolio.
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How does it handle complex derivatives and options?
The agent can be configured to understand and correctly normalize the exposures of derivative instruments, such as calculating the delta-adjusted equity exposure of an options portfolio.
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How does it handle complex derivatives and options?
The agent can be configured to understand and correctly normalize the exposures of derivative instruments, such as calculating the delta-adjusted equity exposure of an options portfolio.
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How does it handle complex derivatives and options?
The agent can be configured to understand and correctly normalize the exposures of derivative instruments, such as calculating the delta-adjusted equity exposure of an options portfolio.
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What's the output of the risk analysis?
The output is a fully customizable risk report. This can be a data-rich Excel dashboard, a summary PDF for your CRO, or real-time alerts sent to Slack for any risk limit breaches.
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What's the output of the risk analysis?
The output is a fully customizable risk report. This can be a data-rich Excel dashboard, a summary PDF for your CRO, or real-time alerts sent to Slack for any risk limit breaches.
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What's the output of the risk analysis?
The output is a fully customizable risk report. This can be a data-rich Excel dashboard, a summary PDF for your CRO, or real-time alerts sent to Slack for any risk limit breaches.
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What's the output of the risk analysis?
The output is a fully customizable risk report. This can be a data-rich Excel dashboard, a summary PDF for your CRO, or real-time alerts sent to Slack for any risk limit breaches.
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How often can the risk reports be updated?
As often as your source data allows. The agent can be scheduled to run intra-day, daily, or weekly, providing you with a risk picture that is always as current as your latest position data.
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How often can the risk reports be updated?
As often as your source data allows. The agent can be scheduled to run intra-day, daily, or weekly, providing you with a risk picture that is always as current as your latest position data.
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How often can the risk reports be updated?
As often as your source data allows. The agent can be scheduled to run intra-day, daily, or weekly, providing you with a risk picture that is always as current as your latest position data.
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How often can the risk reports be updated?
As often as your source data allows. The agent can be scheduled to run intra-day, daily, or weekly, providing you with a risk picture that is always as current as your latest position data.
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Is our fund's position data secure?
Security is our highest priority. All your sensitive position data is processed and analyzed within your private, secure V7 Go environment, protected by enterprise-grade security and encryption.
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Is our fund's position data secure?
Security is our highest priority. All your sensitive position data is processed and analyzed within your private, secure V7 Go environment, protected by enterprise-grade security and encryption.
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Is our fund's position data secure?
Security is our highest priority. All your sensitive position data is processed and analyzed within your private, secure V7 Go environment, protected by enterprise-grade security and encryption.
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Is our fund's position data secure?
Security is our highest priority. All your sensitive position data is processed and analyzed within your private, secure V7 Go environment, protected by enterprise-grade security and encryption.
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