AI Investment Analysis Agent
Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.
Ideal for
Hedge Funds
Asset Management
Equity Research
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Thesis Generation - Titan Dynamics
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Time comparison
Traditional way
8-10 hours per company
With V7 Go agents
15-20 minutes
Average time saved
97%
Why V7 Go
Bull vs. Bear Case Synthesis
Automatically reads dozens of research reports and company disclosures to distill the core arguments for and against an investment, saving you hours of reading.
Bull vs. Bear Case Synthesis
Automatically reads dozens of research reports and company disclosures to distill the core arguments for and against an investment, saving you hours of reading.
Earnings Call Analysis
Processes transcripts to extract key metrics, management sentiment, and summarizes the most critical questions and answers from the analyst Q&A session.
Earnings Call Analysis
Processes transcripts to extract key metrics, management sentiment, and summarizes the most critical questions and answers from the analyst Q&A session.
Contrarian View Identification
Identifies outlier opinions and data points that deviate from the Wall Street consensus, helping you uncover unique insights that the market may be missing.
Contrarian View Identification
Identifies outlier opinions and data points that deviate from the Wall Street consensus, helping you uncover unique insights that the market may be missing.
Multi-Source Correlation
Connects information across different document types, finding relationships between a line in the 10-K, a comment in an earnings call, and an analyst's model.
Multi-Source Correlation
Connects information across different document types, finding relationships between a line in the 10-K, a comment in an earnings call, and an analyst's model.
Thematic Trend Tracking
Monitor a portfolio of companies or an entire sector for emerging themes by continuously processing new filings and research for keywords and concepts you define.
Thematic Trend Tracking
Monitor a portfolio of companies or an entire sector for emerging themes by continuously processing new filings and research for keywords and concepts you define.
Instant Source Verification
Trust every insight. Each point in the synthesized report is linked directly back to the source sentence in the original analyst report or company filing.
Instant Source Verification
Trust every insight. Each point in the synthesized report is linked directly back to the source sentence in the original analyst report or company filing.
Synthesizes public and proprietary data
To build a comprehensive investment thesis.
Get started
Import your files
Bloomberg Terminal
,
Refinitiv Eikon
,
FactSet
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
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Covenant Extraction
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Threshold Identification
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Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
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Covenant Extraction
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Threshold Identification
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AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
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Operational Risk Detection
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IT Infrastructure Analysis
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HR & Talent Assessment
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AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
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Operational Risk Detection
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IT Infrastructure Analysis
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AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
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Automated Data Extraction
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Template Formatting
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Criteria Mapping
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AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
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Template Formatting
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AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
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Tax Code Verification
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VAT Compliance Checking
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Regulatory Requirement Mapping
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AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
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Tax Code Verification
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VAT Compliance Checking
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Regulatory Requirement Mapping
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AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
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PE Risk Detection
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Transfer Pricing Analysis
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Entity Structure Mapping
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AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
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PE Risk Detection
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Transfer Pricing Analysis
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Entity Structure Mapping
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AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
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Automated Portfolio Reporting
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Performance Consolidation
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Investor Reporting
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AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
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Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
