Hours of research in minutes
AI Investment Analysis Agent
Build a better thesis, faster
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
See AI Investment Analysis Agent in action
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See AI Investment Analysis Agent in action
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See AI Investment Analysis Agent in action
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Thesis Generation - Titan Dynamics
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Time comparison
Time comparison
Traditional way
8-10 hours per company
8-10 hours per company
With V7 Go agents
15-20 minutes
15-20 minutes
Average time saved
97%
97%
Why V7 Go
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.
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.
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.
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.
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.
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.
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
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
Customer voices
Customer voices
Connect AI to your research process.
Connect AI to your research process.
Focus your analysts on insight, not information gathering.
Focus your analysts on insight, not information gathering.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Your thesis is built on more than text. This agent analyzes data from any source: dense 10-Ks, earnings call transcripts, analyst models in Excel, and even extracts key data from charts and graphs within investor presentations.
Input types
50+ languages
Transcripts
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Financial Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Your thesis is built on more than text. This agent analyzes data from any source: dense 10-Ks, earnings call transcripts, analyst models in Excel, and even extracts key data from charts and graphs within investor presentations.
Input types
50+ languages
Transcripts
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Financial Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Your thesis is built on more than text. This agent analyzes data from any source: dense 10-Ks, earnings call transcripts, analyst models in Excel, and even extracts key data from charts and graphs within investor presentations.
Input types
50+ languages
Transcripts
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Financial Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
The agent is architected to distinguish between factual reporting, management guidance, and analyst opinion. It accurately captures quantitative data and qualitative sentiment, ensuring your synthesized view is nuanced and precise.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
The agent is architected to distinguish between factual reporting, management guidance, and analyst opinion. It accurately captures quantitative data and qualitative sentiment, ensuring your synthesized view is nuanced and precise.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
The agent is architected to distinguish between factual reporting, management guidance, and analyst opinion. It accurately captures quantitative data and qualitative sentiment, ensuring your synthesized view is nuanced and precise.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
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. Instantly click from 'management highlighted supply chain headwinds' to the exact sentence where they said it.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
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. Instantly click from 'management highlighted supply chain headwinds' to the exact sentence where they said it.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
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. Instantly click from 'management highlighted supply chain headwinds' to the exact sentence where they said it.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Your investment theses and proprietary research are your most valuable IP. V7 Go ensures this information remains confidential, processing your data within your secure environment and never using it for third-party model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your investment theses and proprietary research are your most valuable IP. V7 Go ensures this information remains confidential, processing your data within your secure environment and never using it for third-party model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your investment theses and proprietary research are your most valuable IP. V7 Go ensures this information remains confidential, processing your data within your secure environment and never using it for third-party model training.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Next steps
Next steps
Ready to find your next winning idea?
Pick a company you follow. We'll show you how the agent can synthesize the latest research and filings into an actionable summary in minutes.
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:
Answers
Answers
What you need to know about our
AI Investment Analysis Agent
What data sources does this agent use?
The agent connects to your existing data subscriptions, such as Bloomberg, Refinitiv, or FactSet, as well as public sources like SEC EDGAR and your own internal research stored in a Knowledge Hub.
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What data sources does this agent use?
The agent connects to your existing data subscriptions, such as Bloomberg, Refinitiv, or FactSet, as well as public sources like SEC EDGAR and your own internal research stored in a Knowledge Hub.
+
What data sources does this agent use?
The agent connects to your existing data subscriptions, such as Bloomberg, Refinitiv, or FactSet, as well as public sources like SEC EDGAR and your own internal research stored in a Knowledge Hub.
+
How does it handle the bias in analyst reports?
The agent's role is to synthesize and present the arguments it finds, not to form its own opinion. It can be instructed to show the consensus view, highlight dissenting opinions, and will always cite the source of each argument, allowing you to evaluate its credibility.
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How does it handle the bias in analyst reports?
The agent's role is to synthesize and present the arguments it finds, not to form its own opinion. It can be instructed to show the consensus view, highlight dissenting opinions, and will always cite the source of each argument, allowing you to evaluate its credibility.
+
How does it handle the bias in analyst reports?
The agent's role is to synthesize and present the arguments it finds, not to form its own opinion. It can be instructed to show the consensus view, highlight dissenting opinions, and will always cite the source of each argument, allowing you to evaluate its credibility.
+
Can it analyze charts and graphs in the reports?
Yes. V7 Go has powerful computer vision capabilities that allow the agent to extract and interpret data from charts, graphs, and tables, turning visual information into structured data for your analysis.
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Can it analyze charts and graphs in the reports?
Yes. V7 Go has powerful computer vision capabilities that allow the agent to extract and interpret data from charts, graphs, and tables, turning visual information into structured data for your analysis.
+
Can it analyze charts and graphs in the reports?
Yes. V7 Go has powerful computer vision capabilities that allow the agent to extract and interpret data from charts, graphs, and tables, turning visual information into structured data for your analysis.
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How does it generate a 'bull vs. bear' case?
It reads through all the source materials and identifies arguments related to positive catalysts (bull case) and negative risks or headwinds (bear case), then groups and summarizes them for a balanced overview.
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How does it generate a 'bull vs. bear' case?
It reads through all the source materials and identifies arguments related to positive catalysts (bull case) and negative risks or headwinds (bear case), then groups and summarizes them for a balanced overview.
+
How does it generate a 'bull vs. bear' case?
It reads through all the source materials and identifies arguments related to positive catalysts (bull case) and negative risks or headwinds (bear case), then groups and summarizes them for a balanced overview.
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Can I use this for private company analysis?
Yes. While many examples are for public markets, you can point the agent at a data room for a private company. It will synthesize the information from the CIM, management presentations, and third-party reports to build a similar analysis.
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Can I use this for private company analysis?
Yes. While many examples are for public markets, you can point the agent at a data room for a private company. It will synthesize the information from the CIM, management presentations, and third-party reports to build a similar analysis.
+
Can I use this for private company analysis?
Yes. While many examples are for public markets, you can point the agent at a data room for a private company. It will synthesize the information from the CIM, management presentations, and third-party reports to build a similar analysis.
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Does this automatically update as new reports are published?
Yes. You can set up workflows to have the agent automatically process new documents as they are added to a specific folder or your Knowledge Hub, ensuring your analysis is always based on the latest available information.
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Does this automatically update as new reports are published?
Yes. You can set up workflows to have the agent automatically process new documents as they are added to a specific folder or your Knowledge Hub, ensuring your analysis is always based on the latest available information.
+
Does this automatically update as new reports are published?
Yes. You can set up workflows to have the agent automatically process new documents as they are added to a specific folder or your Knowledge Hub, ensuring your analysis is always based on the latest available information.
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