AI Hedge Fund Research Consolidation Agent
Turn your firm's history into your biggest edge
Turn your firm's history into your biggest edge
Delegate the creation of your institutional memory to a specialized AI agent. It connects to your shared drives and automatically indexes every investment memo, financial model, and research note your team has ever created, turning it into a powerful, searchable Knowledge Hub.
Why V7 Go
Why V7 Go
Automated Research Indexing
Connects to your existing document repositories (e.g., SharePoint, network drives) to automatically read, classify, and index your entire history of research.
Automated Research Indexing
Connects to your existing document repositories (e.g., SharePoint, network drives) to automatically read, classify, and index your entire history of research.
Automated Research Indexing
Connects to your existing document repositories (e.g., SharePoint, network drives) to automatically read, classify, and index your entire history of research.
Natural Language Search & Q&A
Allows your team to query the entire research archive in plain English, asking questions like, 'What were our key takeaways from the last time we looked at this company?'
Natural Language Search & Q&A
Allows your team to query the entire research archive in plain English, asking questions like, 'What were our key takeaways from the last time we looked at this company?'
Natural Language Search & Q&A
Allows your team to query the entire research archive in plain English, asking questions like, 'What were our key takeaways from the last time we looked at this company?'
Preserves Institutional Knowledge
Captures the valuable insights and expertise of your analysts, preventing knowledge loss when team members leave the firm. Past work becomes a reusable asset for everyone.
Preserves Institutional Knowledge
Captures the valuable insights and expertise of your analysts, preventing knowledge loss when team members leave the firm. Past work becomes a reusable asset for everyone.
Preserves Institutional Knowledge
Captures the valuable insights and expertise of your analysts, preventing knowledge loss when team members leave the firm. Past work becomes a reusable asset for everyone.
Accelerates Onboarding
Drastically reduces the time it takes for new analysts to get up to speed. Give them an AI-powered tool to instantly search and learn from all the work your firm has ever done on a sector or company.
Accelerates Onboarding
Drastically reduces the time it takes for new analysts to get up to speed. Give them an AI-powered tool to instantly search and learn from all the work your firm has ever done on a sector or company.
Accelerates Onboarding
Drastically reduces the time it takes for new analysts to get up to speed. Give them an AI-powered tool to instantly search and learn from all the work your firm has ever done on a sector or company.
Connects Siloed Information
Finds connections across your entire firm. The agent can synthesize information from a research note from one team with a financial model from another to provide a more holistic answer.
Connects Siloed Information
Finds connections across your entire firm. The agent can synthesize information from a research note from one team with a financial model from another to provide a more holistic answer.
Connects Siloed Information
Finds connections across your entire firm. The agent can synthesize information from a research note from one team with a financial model from another to provide a more holistic answer.
Cited and Verifiable Insights
Every answer generated from your archive is visually linked back to the source memo, note, or model, allowing analysts to instantly access the original context and trust the information.
Cited and Verifiable Insights
Every answer generated from your archive is visually linked back to the source memo, note, or model, allowing analysts to instantly access the original context and trust the information.
Cited and Verifiable Insights
Every answer generated from your archive is visually linked back to the source memo, note, or model, allowing analysts to instantly access the original context and trust the information.
Why V7 Go
Indexes all of your firm's historical work product
To create a single, unified source of intelligence.
Workflow
Workflow
Import your files
SharePoint
,
Microsoft OneDrive
,
Box
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Hours of manual searching
Hours of manual searching
With V7 Go agents
Seconds
Seconds
Average time saved
99%
99%
V7 Go
V7 Go
V7 Go
V7 Go
The smartest person in the room
is now your entire firm
Your hedge fund's greatest asset is its collective intelligence, but this institutional knowledge is trapped in thousands of scattered research notes, models, and memos. When an analyst leaves, their expertise walks out the door. When a new idea emerges, there is no easy way to know if the firm has looked at it before. Your shared drive is a research graveyard, not a strategic asset. You chose this career to generate alpha, not to reinvent the wheel on every new investment idea. V7 Go lets you unlock your firm's historical work.
Hedge Funds & Asset Managers
Unlock decades of accumulated intellectual capital. Empower your analysts to stand on the shoulders of giants by giving them instant, conversational access to every piece of research your firm has ever produced.
Hedge Funds & Asset Managers
Unlock decades of accumulated intellectual capital. Empower your analysts to stand on the shoulders of giants by giving them instant, conversational access to every piece of research your firm has ever produced.
Hedge Funds & Asset Managers
Unlock decades of accumulated intellectual capital. Empower your analysts to stand on the shoulders of giants by giving them instant, conversational access to every piece of research your firm has ever produced.
Hedge Funds & Asset Managers
Unlock decades of accumulated intellectual capital. Empower your analysts to stand on the shoulders of giants by giving them instant, conversational access to every piece of research your firm has ever produced.
Chief Investment Officers & PMs
Ensure your team's best ideas are never lost. Create a living, learning knowledge base that captures the expertise of your top performers and makes it a reusable asset for the entire organization.
Chief Investment Officers & PMs
Ensure your team's best ideas are never lost. Create a living, learning knowledge base that captures the expertise of your top performers and makes it a reusable asset for the entire organization.
Chief Investment Officers & PMs
Ensure your team's best ideas are never lost. Create a living, learning knowledge base that captures the expertise of your top performers and makes it a reusable asset for the entire organization.
Chief Investment Officers & PMs
Ensure your team's best ideas are never lost. Create a living, learning knowledge base that captures the expertise of your top performers and makes it a reusable asset for the entire organization.
More automations
Other automations
Transform your business
with other AI Agents
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Turn your firm's history into your biggest edge
Turn your firm's history into your biggest edge
Turn your firm's history into your biggest edge
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.
Our research is in a chaotic mix of folders and file types. Can it handle that?
Yes, it's designed for exactly that reality. The agent reads the content of every file—PDFs, Excel models, Word docs, emails—and uses AI to understand and categorize it, bringing order to a disorganized shared drive.
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Our research is in a chaotic mix of folders and file types. Can it handle that?
Yes, it's designed for exactly that reality. The agent reads the content of every file—PDFs, Excel models, Word docs, emails—and uses AI to understand and categorize it, bringing order to a disorganized shared drive.
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Our research is in a chaotic mix of folders and file types. Can it handle that?
Yes, it's designed for exactly that reality. The agent reads the content of every file—PDFs, Excel models, Word docs, emails—and uses AI to understand and categorize it, bringing order to a disorganized shared drive.
+
Our research is in a chaotic mix of folders and file types. Can it handle that?
Yes, it's designed for exactly that reality. The agent reads the content of every file—PDFs, Excel models, Word docs, emails—and uses AI to understand and categorize it, bringing order to a disorganized shared drive.
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How is this different from our existing SharePoint search?
SharePoint search is based on keywords. V7 Go provides semantic search and synthesis. It understands the financial concepts within your documents, allowing it to answer complex questions and provide summarized insights, not just a list of files.
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How is this different from our existing SharePoint search?
SharePoint search is based on keywords. V7 Go provides semantic search and synthesis. It understands the financial concepts within your documents, allowing it to answer complex questions and provide summarized insights, not just a list of files.
+
How is this different from our existing SharePoint search?
SharePoint search is based on keywords. V7 Go provides semantic search and synthesis. It understands the financial concepts within your documents, allowing it to answer complex questions and provide summarized insights, not just a list of files.
+
How is this different from our existing SharePoint search?
SharePoint search is based on keywords. V7 Go provides semantic search and synthesis. It understands the financial concepts within your documents, allowing it to answer complex questions and provide summarized insights, not just a list of files.
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Is our proprietary research and investment thesis secure?
Security is paramount. The entire indexing and query process happens within your private, secure V7 Go environment. Your firm's intellectual property is never exposed or used for any external model training.
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Is our proprietary research and investment thesis secure?
Security is paramount. The entire indexing and query process happens within your private, secure V7 Go environment. Your firm's intellectual property is never exposed or used for any external model training.
+
Is our proprietary research and investment thesis secure?
Security is paramount. The entire indexing and query process happens within your private, secure V7 Go environment. Your firm's intellectual property is never exposed or used for any external model training.
+
Is our proprietary research and investment thesis secure?
Security is paramount. The entire indexing and query process happens within your private, secure V7 Go environment. Your firm's intellectual property is never exposed or used for any external model training.
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Does this require a big data migration project?
No. The agent connects to your documents where they already live. There is no need to migrate your files to a new system. It simply creates a powerful, intelligent index on top of your existing repository.
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Does this require a big data migration project?
No. The agent connects to your documents where they already live. There is no need to migrate your files to a new system. It simply creates a powerful, intelligent index on top of your existing repository.
+
Does this require a big data migration project?
No. The agent connects to your documents where they already live. There is no need to migrate your files to a new system. It simply creates a powerful, intelligent index on top of your existing repository.
+
Does this require a big data migration project?
No. The agent connects to your documents where they already live. There is no need to migrate your files to a new system. It simply creates a powerful, intelligent index on top of your existing repository.
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What's the output when I ask a question?
You receive a direct, synthesized answer in plain English, supported by a list of the most relevant source documents. Each part of the answer includes visual citations that highlight the specific passages from those documents.
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What's the output when I ask a question?
You receive a direct, synthesized answer in plain English, supported by a list of the most relevant source documents. Each part of the answer includes visual citations that highlight the specific passages from those documents.
+
What's the output when I ask a question?
You receive a direct, synthesized answer in plain English, supported by a list of the most relevant source documents. Each part of the answer includes visual citations that highlight the specific passages from those documents.
+
What's the output when I ask a question?
You receive a direct, synthesized answer in plain English, supported by a list of the most relevant source documents. Each part of the answer includes visual citations that highlight the specific passages from those documents.
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Can it tell me who wrote a specific piece of research?
Yes. The agent automatically extracts key metadata from documents, including author and creation date where available. This allows you to ask questions like, 'Show me all the research written by John Doe on the software sector.'
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Can it tell me who wrote a specific piece of research?
Yes. The agent automatically extracts key metadata from documents, including author and creation date where available. This allows you to ask questions like, 'Show me all the research written by John Doe on the software sector.'
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Can it tell me who wrote a specific piece of research?
Yes. The agent automatically extracts key metadata from documents, including author and creation date where available. This allows you to ask questions like, 'Show me all the research written by John Doe on the software sector.'
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Can it tell me who wrote a specific piece of research?
Yes. The agent automatically extracts key metadata from documents, including author and creation date where available. This allows you to ask questions like, 'Show me all the research written by John Doe on the software sector.'
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