AI Manager Report Agent
The insights from every manager, without the reading
The insights from every manager, without the reading
Delegate the analysis of your manager communications to a specialized AI agent. It reads every quarterly letter and performance report, automatically extracting key data, summarizing the manager's commentary, and flagging the insights that matter most to you.
Why V7 Go
Why V7 Go
Handles Any Report Format
The agent uses AI to read and understand the bespoke, non-standard formats of quarterly reports and investor letters from any PE, VC, or hedge fund manager.
Handles Any Report Format
The agent uses AI to read and understand the bespoke, non-standard formats of quarterly reports and investor letters from any PE, VC, or hedge fund manager.
Handles Any Report Format
The agent uses AI to read and understand the bespoke, non-standard formats of quarterly reports and investor letters from any PE, VC, or hedge fund manager.
Performance Data Extraction
Automatically finds and extracts key quantitative performance data, including quarterly and YTD returns, NAVs, and key portfolio-level metrics (DPI, TVPI).
Performance Data Extraction
Automatically finds and extracts key quantitative performance data, including quarterly and YTD returns, NAVs, and key portfolio-level metrics (DPI, TVPI).
Performance Data Extraction
Automatically finds and extracts key quantitative performance data, including quarterly and YTD returns, NAVs, and key portfolio-level metrics (DPI, TVPI).
Qualitative Commentary Summarization
Reads the dense, unstructured narrative of the investor letter and provides a concise, structured summary of the manager's commentary on performance, outlook, and positioning.
Qualitative Commentary Summarization
Reads the dense, unstructured narrative of the investor letter and provides a concise, structured summary of the manager's commentary on performance, outlook, and positioning.
Qualitative Commentary Summarization
Reads the dense, unstructured narrative of the investor letter and provides a concise, structured summary of the manager's commentary on performance, outlook, and positioning.
Thematic & Trend Analysis
Analyzes reports from all your managers at once to identify consensus views, contrarian opinions, and emerging thematic trends across your entire portfolio.
Thematic & Trend Analysis
Analyzes reports from all your managers at once to identify consensus views, contrarian opinions, and emerging thematic trends across your entire portfolio.
Thematic & Trend Analysis
Analyzes reports from all your managers at once to identify consensus views, contrarian opinions, and emerging thematic trends across your entire portfolio.
Custom Insight Flagging
Define what matters to you. The agent can be configured to monitor all reports for specific keywords or topics—like a mention of a specific portfolio company or a key employee departure.
Custom Insight Flagging
Define what matters to you. The agent can be configured to monitor all reports for specific keywords or topics—like a mention of a specific portfolio company or a key employee departure.
Custom Insight Flagging
Define what matters to you. The agent can be configured to monitor all reports for specific keywords or topics—like a mention of a specific portfolio company or a key employee departure.
Cited for Verifiability
Every extracted number and summarized point is supported by a visual citation, linking it directly back to the source text in the original manager report for instant fact-checking.
Cited for Verifiability
Every extracted number and summarized point is supported by a visual citation, linking it directly back to the source text in the original manager report for instant fact-checking.
Cited for Verifiability
Every extracted number and summarized point is supported by a visual citation, linking it directly back to the source text in the original manager report for instant fact-checking.
Why V7 Go
Reads all of your inbound manager communications
To extract the critical data and narrative insights.
Workflow
Workflow
Import your files
SharePoint
,
Microsoft Outlook
,
Tableau
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Hours of manual reading weekly
Hours of manual reading weekly
With V7 Go agents
Minutes (automated)
Minutes (automated)
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
Automated manager monitoring
for sophisticated LPs
As an LP, you receive a constant flood of quarterly reports and investor letters from your fund managers, each one dense and formatted differently. Manually reading every single one to extract key performance data and understand the manager's commentary is an impossible task for a lean investment team. This means critical insights get missed and your understanding of the portfolio is always a step behind. What if you had an army of AI analysts to read every report and deliver you the key takeaways?
Institutional Investors (Pensions, Endowments)
Gain an information edge and free up your investment officers. Automate the review of all manager correspondence to ensure you never miss a critical insight or performance update.
Institutional Investors (Pensions, Endowments)
Gain an information edge and free up your investment officers. Automate the review of all manager correspondence to ensure you never miss a critical insight or performance update.
Institutional Investors (Pensions, Endowments)
Gain an information edge and free up your investment officers. Automate the review of all manager correspondence to ensure you never miss a critical insight or performance update.
Institutional Investors (Pensions, Endowments)
Gain an information edge and free up your investment officers. Automate the review of all manager correspondence to ensure you never miss a critical insight or performance update.
Fund-of-Funds & Family Offices
Empower your lean team to perform institutional-grade monitoring. Systematically analyze every report from every manager to make better decisions on re-ups and redemptions.
Fund-of-Funds & Family Offices
Empower your lean team to perform institutional-grade monitoring. Systematically analyze every report from every manager to make better decisions on re-ups and redemptions.
Fund-of-Funds & Family Offices
Empower your lean team to perform institutional-grade monitoring. Systematically analyze every report from every manager to make better decisions on re-ups and redemptions.
Fund-of-Funds & Family Offices
Empower your lean team to perform institutional-grade monitoring. Systematically analyze every report from every manager to make better decisions on re-ups and redemptions.
More automations
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with other AI Agents
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Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
The insights from every manager, without the reading
The insights from every manager, without the reading
The insights from every manager, without the reading
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 handle the inconsistent formats from dozens of different fund managers?
V7 Go's AI is built for this variability. It doesn't rely on fixed templates; it reads and understands the documents based on context, allowing it to find performance tables and commentary regardless of the manager's unique reporting style.
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How does it handle the inconsistent formats from dozens of different fund managers?
V7 Go's AI is built for this variability. It doesn't rely on fixed templates; it reads and understands the documents based on context, allowing it to find performance tables and commentary regardless of the manager's unique reporting style.
+
How does it handle the inconsistent formats from dozens of different fund managers?
V7 Go's AI is built for this variability. It doesn't rely on fixed templates; it reads and understands the documents based on context, allowing it to find performance tables and commentary regardless of the manager's unique reporting style.
+
How does it handle the inconsistent formats from dozens of different fund managers?
V7 Go's AI is built for this variability. It doesn't rely on fixed templates; it reads and understands the documents based on context, allowing it to find performance tables and commentary regardless of the manager's unique reporting style.
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Can it handle password-protected reports sent via email?
Yes. It can be chained with our Encrypted Document Handler agent. One agent can monitor an inbox and securely decrypt the reports, which are then passed to this agent for analysis in a seamless workflow.
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Can it handle password-protected reports sent via email?
Yes. It can be chained with our Encrypted Document Handler agent. One agent can monitor an inbox and securely decrypt the reports, which are then passed to this agent for analysis in a seamless workflow.
+
Can it handle password-protected reports sent via email?
Yes. It can be chained with our Encrypted Document Handler agent. One agent can monitor an inbox and securely decrypt the reports, which are then passed to this agent for analysis in a seamless workflow.
+
Can it handle password-protected reports sent via email?
Yes. It can be chained with our Encrypted Document Handler agent. One agent can monitor an inbox and securely decrypt the reports, which are then passed to this agent for analysis in a seamless workflow.
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How is this different from the general 'Portfolio Reporting Agent'?
This agent is specialized for LPs. It focuses on reading and analyzing the inbound reports you receive *from* your managers. The Portfolio Reporting Agent is for the managers themselves, helping them create their own outbound reports.
+
How is this different from the general 'Portfolio Reporting Agent'?
This agent is specialized for LPs. It focuses on reading and analyzing the inbound reports you receive *from* your managers. The Portfolio Reporting Agent is for the managers themselves, helping them create their own outbound reports.
+
How is this different from the general 'Portfolio Reporting Agent'?
This agent is specialized for LPs. It focuses on reading and analyzing the inbound reports you receive *from* your managers. The Portfolio Reporting Agent is for the managers themselves, helping them create their own outbound reports.
+
How is this different from the general 'Portfolio Reporting Agent'?
This agent is specialized for LPs. It focuses on reading and analyzing the inbound reports you receive *from* your managers. The Portfolio Reporting Agent is for the managers themselves, helping them create their own outbound reports.
+
Can we customize what information it summarizes from the letters?
Absolutely. You can provide the agent with a specific list of topics to look for (e.g., 'commentary on inflation,' 'views on the technology sector') to ensure the summary is tailored to your investment committee's interests.
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Can we customize what information it summarizes from the letters?
Absolutely. You can provide the agent with a specific list of topics to look for (e.g., 'commentary on inflation,' 'views on the technology sector') to ensure the summary is tailored to your investment committee's interests.
+
Can we customize what information it summarizes from the letters?
Absolutely. You can provide the agent with a specific list of topics to look for (e.g., 'commentary on inflation,' 'views on the technology sector') to ensure the summary is tailored to your investment committee's interests.
+
Can we customize what information it summarizes from the letters?
Absolutely. You can provide the agent with a specific list of topics to look for (e.g., 'commentary on inflation,' 'views on the technology sector') to ensure the summary is tailored to your investment committee's interests.
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What is the final output?
The output is typically a consolidated summary report, often in Word or as a data feed for your BI dashboard. It includes both the structured performance data and the synthesized qualitative insights for each manager.
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What is the final output?
The output is typically a consolidated summary report, often in Word or as a data feed for your BI dashboard. It includes both the structured performance data and the synthesized qualitative insights for each manager.
+
What is the final output?
The output is typically a consolidated summary report, often in Word or as a data feed for your BI dashboard. It includes both the structured performance data and the synthesized qualitative insights for each manager.
+
What is the final output?
The output is typically a consolidated summary report, often in Word or as a data feed for your BI dashboard. It includes both the structured performance data and the synthesized qualitative insights for each manager.
+
How can we trust the summarized commentary?
Every summary point is 100% traceable. The agent provides visual citations that show you the exact sentences from the original investor letter that were used to generate the summary, giving you full confidence.
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How can we trust the summarized commentary?
Every summary point is 100% traceable. The agent provides visual citations that show you the exact sentences from the original investor letter that were used to generate the summary, giving you full confidence.
+
How can we trust the summarized commentary?
Every summary point is 100% traceable. The agent provides visual citations that show you the exact sentences from the original investor letter that were used to generate the summary, giving you full confidence.
+
How can we trust the summarized commentary?
Every summary point is 100% traceable. The agent provides visual citations that show you the exact sentences from the original investor letter that were used to generate the summary, giving you full confidence.
+