AI Alternative Investment Management Agent
Delegate the operational burden of fund management to a specialized AI agent. It consolidates performance data from multiple sources, monitors portfolio exposures and covenant compliance, analyzes manager reports, and generates comprehensive investor communications—freeing your team to focus on investment strategy.
Ideal for
Fund Managers
Operations Teams
Investor Relations
See AI Alternative Investment Management Agent in action
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See AI Alternative Investment Management Agent in action
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Q3 Fund Performance & Compliance Review
See AI Alternative Investment Management Agent in action
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Time comparison
Traditional way
3-5 days per quarter
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Multi-Source Data Consolidation
Pulls performance data, NAV calculations, and position-level information from manager statements, custodial reports, and internal systems into a single, unified view.
Multi-Source Data Consolidation
Pulls performance data, NAV calculations, and position-level information from manager statements, custodial reports, and internal systems into a single, unified view.
Covenant & Exposure Monitoring
Automatically tracks debt covenants, leverage ratios, and portfolio exposures against predefined thresholds, flagging breaches or concerning trends before they become critical.
Covenant & Exposure Monitoring
Automatically tracks debt covenants, leverage ratios, and portfolio exposures against predefined thresholds, flagging breaches or concerning trends before they become critical.
Manager Report Analysis
Synthesizes quarterly and annual manager letters to extract key performance drivers, risk factors, and strategic commentary for board and investor communication.
Manager Report Analysis
Synthesizes quarterly and annual manager letters to extract key performance drivers, risk factors, and strategic commentary for board and investor communication.
Investor Report Generation
Generates comprehensive, customized investor reports that consolidate performance, attribution, and risk metrics from all underlying holdings into a single, professional document.
Investor Report Generation
Generates comprehensive, customized investor reports that consolidate performance, attribution, and risk metrics from all underlying holdings into a single, professional document.
Performance Attribution Analysis
Decomposes fund returns to identify which holdings and strategies drove performance, enabling deeper insight into portfolio construction and manager selection.
Performance Attribution Analysis
Decomposes fund returns to identify which holdings and strategies drove performance, enabling deeper insight into portfolio construction and manager selection.
Auditable Data Trail
Every consolidated data point and extracted metric is linked back to its source document, creating a complete audit trail for compliance, investor inquiries, and internal governance.
Auditable Data Trail
Every consolidated data point and extracted metric is linked back to its source document, creating a complete audit trail for compliance, investor inquiries, and internal governance.
Consolidates data from every source
To deliver comprehensive fund intelligence.
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Import your files
Salesforce
,
Snowflake
,
Google Sheets
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.
Finance
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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
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Covenant Extraction
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Threshold Identification
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Amendment Tracking
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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
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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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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
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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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Automated Data Extraction
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Template Formatting
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Criteria Mapping
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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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Automated Portfolio Reporting
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Performance Consolidation
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Investor 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
