AI Hedge Fund Stock Screening Agent
The idea generation engine for your fund
The idea generation engine for your fund
Delegate your idea generation to a specialized AI agent. Go beyond simple quantitative screens and define your ideal investment based on complex, qualitative criteria. The agent reads thousands of documents to find the companies that truly match your thesis.
Why V7 Go
Why V7 Go
Qualitative & Quantitative Screening
Go beyond basic financial metrics. Screen for companies based on complex, qualitative criteria found in the text of their documents, such as strategic priorities or specific technology mentions.
Qualitative & Quantitative Screening
Go beyond basic financial metrics. Screen for companies based on complex, qualitative criteria found in the text of their documents, such as strategic priorities or specific technology mentions.
Qualitative & Quantitative Screening
Go beyond basic financial metrics. Screen for companies based on complex, qualitative criteria found in the text of their documents, such as strategic priorities or specific technology mentions.
Universe-Wide Document Search
The agent can read through the filings, presentations, and transcripts of thousands of companies to find the handful that match your specific, nuanced investment thesis.
Universe-Wide Document Search
The agent can read through the filings, presentations, and transcripts of thousands of companies to find the handful that match your specific, nuanced investment thesis.
Universe-Wide Document Search
The agent can read through the filings, presentations, and transcripts of thousands of companies to find the handful that match your specific, nuanced investment thesis.
Custom Thesis Definition
Define your ideal investment in a V7 Go Knowledge Hub using a combination of financial hurdles, strategic themes, and market positions. The agent then finds the companies that fit.
Custom Thesis Definition
Define your ideal investment in a V7 Go Knowledge Hub using a combination of financial hurdles, strategic themes, and market positions. The agent then finds the companies that fit.
Custom Thesis Definition
Define your ideal investment in a V7 Go Knowledge Hub using a combination of financial hurdles, strategic themes, and market positions. The agent then finds the companies that fit.
Backtesting & Historical Analysis
Test your theses. The agent can run your screen against historical filings and data to see which companies would have matched your criteria in the past, helping you refine your strategy.
Backtesting & Historical Analysis
Test your theses. The agent can run your screen against historical filings and data to see which companies would have matched your criteria in the past, helping you refine your strategy.
Backtesting & Historical Analysis
Test your theses. The agent can run your screen against historical filings and data to see which companies would have matched your criteria in the past, helping you refine your strategy.
Thematic Idea Generation
Identify baskets of stocks exposed to an emerging theme. Find every company mentioning 'supply chain diversification' or 'onshoring' to build a thematic portfolio.
Thematic Idea Generation
Identify baskets of stocks exposed to an emerging theme. Find every company mentioning 'supply chain diversification' or 'onshoring' to build a thematic portfolio.
Thematic Idea Generation
Identify baskets of stocks exposed to an emerging theme. Find every company mentioning 'supply chain diversification' or 'onshoring' to build a thematic portfolio.
Actionable & Cited Watchlists
The output is a clean watchlist of companies that meet your criteria. Each company is presented with the specific text and data points that triggered the match, with citations to the source documents.
Actionable & Cited Watchlists
The output is a clean watchlist of companies that meet your criteria. Each company is presented with the specific text and data points that triggered the match, with citations to the source documents.
Actionable & Cited Watchlists
The output is a clean watchlist of companies that meet your criteria. Each company is presented with the specific text and data points that triggered the match, with citations to the source documents.
Why V7 Go
Screens the entire market of documents and data
To find the companies that fit your unique investment thesis.
Workflow
Workflow
Import your files
S&P Capital IQ
,
FactSet
,
Bloomberg Terminal
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Days of manual research
Days of manual research
With V7 Go agents
Minutes
Minutes
Average time saved
99%
99%
V7 Go
V7 Go
V7 Go
V7 Go
Go beyond generic screens.
Find the companies that match your unique thesis.
Generating new investment ideas is the lifeblood of any fund, but traditional stock screens are blunt instruments that miss the most interesting opportunities. Analysts are limited to simple quantitative filters (like P/E ratios), which generate noisy, generic lists. Finding companies with specific qualitative attributes—like a unique competitive moat or a new disruptive technology—requires endless manual reading of reports and filings. What if you had an army of AI analysts that could read everything to find companies that match your unique, nuanced thesis?
Fundamental Hedge Funds
Generate differentiated investment ideas. Build sophisticated screens that combine your unique qualitative insights with quantitative rigor to find undiscovered opportunities.
Fundamental Hedge Funds
Generate differentiated investment ideas. Build sophisticated screens that combine your unique qualitative insights with quantitative rigor to find undiscovered opportunities.
Fundamental Hedge Funds
Generate differentiated investment ideas. Build sophisticated screens that combine your unique qualitative insights with quantitative rigor to find undiscovered opportunities.
Fundamental Hedge Funds
Generate differentiated investment ideas. Build sophisticated screens that combine your unique qualitative insights with quantitative rigor to find undiscovered opportunities.
Equity Research & Asset Management
Systematize your idea generation process. Automate the search for companies that fit your thematic reports and investment mandates, freeing up analysts for deeper research.
Equity Research & Asset Management
Systematize your idea generation process. Automate the search for companies that fit your thematic reports and investment mandates, freeing up analysts for deeper research.
Equity Research & Asset Management
Systematize your idea generation process. Automate the search for companies that fit your thematic reports and investment mandates, freeing up analysts for deeper research.
Equity Research & Asset Management
Systematize your idea generation process. Automate the search for companies that fit your thematic reports and investment mandates, freeing up analysts for deeper research.
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
The idea generation engine for your fund
The idea generation engine for your fund
The idea generation engine for your fund
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 it screen for qualitative factors?
It uses semantic search powered by a Knowledge Hub of your defined themes. The agent reads the text of documents like earnings call transcripts and 10-Ks to find companies discussing the specific strategic concepts you're interested in.
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How does it screen for qualitative factors?
It uses semantic search powered by a Knowledge Hub of your defined themes. The agent reads the text of documents like earnings call transcripts and 10-Ks to find companies discussing the specific strategic concepts you're interested in.
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How does it screen for qualitative factors?
It uses semantic search powered by a Knowledge Hub of your defined themes. The agent reads the text of documents like earnings call transcripts and 10-Ks to find companies discussing the specific strategic concepts you're interested in.
+
How does it screen for qualitative factors?
It uses semantic search powered by a Knowledge Hub of your defined themes. The agent reads the text of documents like earnings call transcripts and 10-Ks to find companies discussing the specific strategic concepts you're interested in.
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Where does it get the universe of company data to screen from?
The agent connects to your capital markets data provider (e.g., S&P Capital IQ) for the quantitative data and to public sources like SEC EDGAR for the unstructured text documents like filings and transcripts.
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Where does it get the universe of company data to screen from?
The agent connects to your capital markets data provider (e.g., S&P Capital IQ) for the quantitative data and to public sources like SEC EDGAR for the unstructured text documents like filings and transcripts.
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Where does it get the universe of company data to screen from?
The agent connects to your capital markets data provider (e.g., S&P Capital IQ) for the quantitative data and to public sources like SEC EDGAR for the unstructured text documents like filings and transcripts.
+
Where does it get the universe of company data to screen from?
The agent connects to your capital markets data provider (e.g., S&P Capital IQ) for the quantitative data and to public sources like SEC EDGAR for the unstructured text documents like filings and transcripts.
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Can it screen for things not mentioned in filings, like product reviews?
Yes. The agent can be configured to monitor and screen any text-based data source, including public websites, product review sites, or news articles, to incorporate that data into your screening criteria.
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Can it screen for things not mentioned in filings, like product reviews?
Yes. The agent can be configured to monitor and screen any text-based data source, including public websites, product review sites, or news articles, to incorporate that data into your screening criteria.
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Can it screen for things not mentioned in filings, like product reviews?
Yes. The agent can be configured to monitor and screen any text-based data source, including public websites, product review sites, or news articles, to incorporate that data into your screening criteria.
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Can it screen for things not mentioned in filings, like product reviews?
Yes. The agent can be configured to monitor and screen any text-based data source, including public websites, product review sites, or news articles, to incorporate that data into your screening criteria.
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How is this different from a Bloomberg or FactSet terminal?
Terminals are excellent for quantitative screening. This agent's unique power is its ability to screen based on qualitative, narrative information buried in the text of documents, allowing you to find ideas that can't be found with financial filters alone.
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How is this different from a Bloomberg or FactSet terminal?
Terminals are excellent for quantitative screening. This agent's unique power is its ability to screen based on qualitative, narrative information buried in the text of documents, allowing you to find ideas that can't be found with financial filters alone.
+
How is this different from a Bloomberg or FactSet terminal?
Terminals are excellent for quantitative screening. This agent's unique power is its ability to screen based on qualitative, narrative information buried in the text of documents, allowing you to find ideas that can't be found with financial filters alone.
+
How is this different from a Bloomberg or FactSet terminal?
Terminals are excellent for quantitative screening. This agent's unique power is its ability to screen based on qualitative, narrative information buried in the text of documents, allowing you to find ideas that can't be found with financial filters alone.
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Can it run my screens automatically on a schedule?
Yes. You can set up a workflow to run your custom screens on a daily or weekly basis, delivering a fresh list of potential ideas to your team's inbox automatically.
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Can it run my screens automatically on a schedule?
Yes. You can set up a workflow to run your custom screens on a daily or weekly basis, delivering a fresh list of potential ideas to your team's inbox automatically.
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Can it run my screens automatically on a schedule?
Yes. You can set up a workflow to run your custom screens on a daily or weekly basis, delivering a fresh list of potential ideas to your team's inbox automatically.
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Can it run my screens automatically on a schedule?
Yes. You can set up a workflow to run your custom screens on a daily or weekly basis, delivering a fresh list of potential ideas to your team's inbox automatically.
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Is our proprietary screening logic kept confidential?
Absolutely. Your unique investment theses and screening criteria are your 'secret sauce.' All of this logic is stored and processed within your secure, private V7 Go environment and is never shared.
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Is our proprietary screening logic kept confidential?
Absolutely. Your unique investment theses and screening criteria are your 'secret sauce.' All of this logic is stored and processed within your secure, private V7 Go environment and is never shared.
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Is our proprietary screening logic kept confidential?
Absolutely. Your unique investment theses and screening criteria are your 'secret sauce.' All of this logic is stored and processed within your secure, private V7 Go environment and is never shared.
+
Is our proprietary screening logic kept confidential?
Absolutely. Your unique investment theses and screening criteria are your 'secret sauce.' All of this logic is stored and processed within your secure, private V7 Go environment and is never shared.
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