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.

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Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

Finance

Covenant Extraction

Threshold Identification

Amendment Tracking

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Deal Agreement Analysis Agent

Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.

Finance

Covenant Extraction

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.

Finance

Operational Risk Detection

IT Infrastructure Analysis

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.

Finance

Operational Risk Detection

IT Infrastructure Analysis

HR & Talent Assessment

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AI Tear Sheet Generation Agent

Automatically generates formatted investment tear sheets from deal documents and financial data.

Finance

Automated Data Extraction

Template Formatting

Criteria Mapping

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AI Tear Sheet Generation Agent

Automatically generates formatted investment tear sheets from deal documents and financial data.

Finance

Automated Data Extraction

Template Formatting

Criteria Mapping

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AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

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AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

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.

Finance

PE Risk Detection

Transfer Pricing Analysis

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

PE Risk Detection

Transfer Pricing Analysis

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AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

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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Automated Portfolio Reporting

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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."

  • 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."

  • 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."

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."

  • 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."

  • 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."

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."

  • 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."

  • 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."

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

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.