Hours of reading to minutes
Investment Document Analysis Agent
Read a 200-page prospectus in minutes
Delegate the tedious review of investment documents to a specialized AI agent. It reads dense legal text to extract and summarize the critical information you need: management fees, lock-up periods, risk factors, and investment strategy.
Ideal for
Asset Management
Wealth Management
Due Diligence Teams
See Investment Document Analysis Agent in action
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See Investment Document Analysis Agent in action
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See Investment Document Analysis Agent in action
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New Fund Diligence
See Investment Document Analysis Agent in action
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Time comparison
Time comparison
Traditional way
3-5 hours per document
3-5 hours per document
With V7 Go agents
5-10 minutes
5-10 minutes
Average time saved
95%
95%
Why V7 Go
Why V7 Go
Automated Fee Schedule Extraction
Identifies and extracts the complete fee structure from any document, including management fees, performance fees (carried interest), and other fund-level expenses.
Automated Fee Schedule Extraction
Identifies and extracts the complete fee structure from any document, including management fees, performance fees (carried interest), and other fund-level expenses.
Automated Fee Schedule Extraction
Identifies and extracts the complete fee structure from any document, including management fees, performance fees (carried interest), and other fund-level expenses.
Automated Fee Schedule Extraction
Identifies and extracts the complete fee structure from any document, including management fees, performance fees (carried interest), and other fund-level expenses.
Liquidity Term Analysis
Pinpoints all liquidity terms, such as lock-up periods, redemption gates, and notice periods, to give you a clear understanding of your client's ability to access their capital.
Liquidity Term Analysis
Pinpoints all liquidity terms, such as lock-up periods, redemption gates, and notice periods, to give you a clear understanding of your client's ability to access their capital.
Liquidity Term Analysis
Pinpoints all liquidity terms, such as lock-up periods, redemption gates, and notice periods, to give you a clear understanding of your client's ability to access their capital.
Liquidity Term Analysis
Pinpoints all liquidity terms, such as lock-up periods, redemption gates, and notice periods, to give you a clear understanding of your client's ability to access their capital.
Complex Structure Comprehension
Understands and maps complex, multi-layered fund structures, such as secondary fund-of-funds, providing clarity on how fees and terms apply at each level.
Complex Structure Comprehension
Understands and maps complex, multi-layered fund structures, such as secondary fund-of-funds, providing clarity on how fees and terms apply at each level.
Complex Structure Comprehension
Understands and maps complex, multi-layered fund structures, such as secondary fund-of-funds, providing clarity on how fees and terms apply at each level.
Complex Structure Comprehension
Understands and maps complex, multi-layered fund structures, such as secondary fund-of-funds, providing clarity on how fees and terms apply at each level.
Risk Factor Summarization
Reads the entire 'Risk Factors' section—often dozens of pages—and summarizes the most critical risks related to market, strategy, and operations.
Risk Factor Summarization
Reads the entire 'Risk Factors' section—often dozens of pages—and summarizes the most critical risks related to market, strategy, and operations.
Risk Factor Summarization
Reads the entire 'Risk Factors' section—often dozens of pages—and summarizes the most critical risks related to market, strategy, and operations.
Risk Factor Summarization
Reads the entire 'Risk Factors' section—often dozens of pages—and summarizes the most critical risks related to market, strategy, and operations.
Contrarian & Outlier Finding
Beyond simple extraction, the agent can be configured to cross-reference a PPM against your internal research to find contrarian viewpoints or terms that deviate from market norms.
Contrarian & Outlier Finding
Beyond simple extraction, the agent can be configured to cross-reference a PPM against your internal research to find contrarian viewpoints or terms that deviate from market norms.
Contrarian & Outlier Finding
Beyond simple extraction, the agent can be configured to cross-reference a PPM against your internal research to find contrarian viewpoints or terms that deviate from market norms.
Contrarian & Outlier Finding
Beyond simple extraction, the agent can be configured to cross-reference a PPM against your internal research to find contrarian viewpoints or terms that deviate from market norms.
Defensible Diligence Record
Generates a structured, auditable summary of every document reviewed. Each extracted term is visually linked to the source text, creating a perfect record for your compliance files.
Defensible Diligence Record
Generates a structured, auditable summary of every document reviewed. Each extracted term is visually linked to the source text, creating a perfect record for your compliance files.
Defensible Diligence Record
Generates a structured, auditable summary of every document reviewed. Each extracted term is visually linked to the source text, creating a perfect record for your compliance files.
Defensible Diligence Record
Generates a structured, auditable summary of every document reviewed. Each extracted term is visually linked to the source text, creating a perfect record for your compliance files.
Analyzes dense investment documents
To extract the terms that matter most.
Get started
Get started
Import your files
PitchBook
,
Preqin
,
SharePoint
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 due diligence criteria.
Connect AI to your due diligence criteria.
Systematically vet every investment opportunity.
Systematically vet every investment opportunity.
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.
Investment documents are dense and non-standard. This agent is designed to understand the structure of 200+ page PPMs and LPAs, accurately parsing complex legal clauses and extracting data from financial tables embedded within the text.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Word Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Investment documents are dense and non-standard. This agent is designed to understand the structure of 200+ page PPMs and LPAs, accurately parsing complex legal clauses and extracting data from financial tables embedded within the text.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Word Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Investment documents are dense and non-standard. This agent is designed to understand the structure of 200+ page PPMs and LPAs, accurately parsing complex legal clauses and extracting data from financial tables embedded within the text.
Input types
50+ languages
Low-Quality Scans
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Word Docs
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
A mistake in a fee or lock-up period can be disastrous. The agent uses AI reasoning to correctly interpret complex financial and legal terminology, ensuring that the extracted terms are a precise reflection of the source document.
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.
A mistake in a fee or lock-up period can be disastrous. The agent uses AI reasoning to correctly interpret complex financial and legal terminology, ensuring that the extracted terms are a precise reflection of the source document.
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.
A mistake in a fee or lock-up period can be disastrous. The agent uses AI reasoning to correctly interpret complex financial and legal terminology, ensuring that the extracted terms are a precise reflection of the source document.
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.
Create a fully defensible diligence file. Every term extracted by the agent—from the management fee to a specific risk factor—is visually linked to the exact sentence or table row in the original PPM, providing a complete audit trail.
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.
Create a fully defensible diligence file. Every term extracted by the agent—from the management fee to a specific risk factor—is visually linked to the exact sentence or table row in the original PPM, providing a complete audit trail.
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.
Create a fully defensible diligence file. Every term extracted by the agent—from the management fee to a specific risk factor—is visually linked to the exact sentence or table row in the original PPM, providing a complete audit trail.
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.
Private placement documents are highly confidential. V7 Go processes this sensitive information within your secure environment, ensuring your investment strategy and manager relationships are never exposed.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Private placement documents are highly confidential. V7 Go processes this sensitive information within your secure environment, ensuring your investment strategy and manager relationships are never exposed.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Private placement documents are highly confidential. V7 Go processes this sensitive information within your secure environment, ensuring your investment strategy and manager relationships are never exposed.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Next steps
Next steps
Is manual document review slowing down your due diligence?
Send us an anonymized prospectus or PPM. We'll show you how the AI agent can deliver a comprehensive summary of key terms 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
Investment Document Analysis Agent
How is this different from just using ChatGPT?
Standard LLMs often struggle with long documents and can 'hallucinate' details. Our agent uses advanced RAG on your specific documents and provides source citations for every extracted term, ensuring the data is accurate and verifiable, not a best-guess summary.
+
How is this different from just using ChatGPT?
Standard LLMs often struggle with long documents and can 'hallucinate' details. Our agent uses advanced RAG on your specific documents and provides source citations for every extracted term, ensuring the data is accurate and verifiable, not a best-guess summary.
+
How is this different from just using ChatGPT?
Standard LLMs often struggle with long documents and can 'hallucinate' details. Our agent uses advanced RAG on your specific documents and provides source citations for every extracted term, ensuring the data is accurate and verifiable, not a best-guess summary.
+
Can it handle our firm's custom due diligence templates?
Yes. This is a key feature. We configure the agent's output to match your firm's exact DDQ or investment memo templates, populating the data directly into the format your investment committee already uses.
+
Can it handle our firm's custom due diligence templates?
Yes. This is a key feature. We configure the agent's output to match your firm's exact DDQ or investment memo templates, populating the data directly into the format your investment committee already uses.
+
Can it handle our firm's custom due diligence templates?
Yes. This is a key feature. We configure the agent's output to match your firm's exact DDQ or investment memo templates, populating the data directly into the format your investment committee already uses.
+
What's the output format?
The output is a structured data file (Excel/CSV) or a formatted Word/PDF summary. It's designed to be easily incorporated into your internal due diligence reports and investment committee memos.
+
What's the output format?
The output is a structured data file (Excel/CSV) or a formatted Word/PDF summary. It's designed to be easily incorporated into your internal due diligence reports and investment committee memos.
+
What's the output format?
The output is a structured data file (Excel/CSV) or a formatted Word/PDF summary. It's designed to be easily incorporated into your internal due diligence reports and investment committee memos.
+
How does it handle scanned, non-searchable PPMs from older funds?
The V7 Go platform's advanced OCR technology excels at converting scanned documents into searchable, intelligent text. The agent can analyze a low-quality scan of a 20-year-old PPM just as effectively as a modern digital PDF.
+
How does it handle scanned, non-searchable PPMs from older funds?
The V7 Go platform's advanced OCR technology excels at converting scanned documents into searchable, intelligent text. The agent can analyze a low-quality scan of a 20-year-old PPM just as effectively as a modern digital PDF.
+
How does it handle scanned, non-searchable PPMs from older funds?
The V7 Go platform's advanced OCR technology excels at converting scanned documents into searchable, intelligent text. The agent can analyze a low-quality scan of a 20-year-old PPM just as effectively as a modern digital PDF.
+
Can it compare the fees of one fund against a peer group?
Yes. After processing several documents, the agent creates a structured database of terms. You can then ask it to compare the fees of a new fund against the average or median fees of other similar funds you have already analyzed.
+
Can it compare the fees of one fund against a peer group?
Yes. After processing several documents, the agent creates a structured database of terms. You can then ask it to compare the fees of a new fund against the average or median fees of other similar funds you have already analyzed.
+
Can it compare the fees of one fund against a peer group?
Yes. After processing several documents, the agent creates a structured database of terms. You can then ask it to compare the fees of a new fund against the average or median fees of other similar funds you have already analyzed.
+
Is every extracted term auditable?
Absolutely. Trust is critical in due diligence. Every extracted fee, date, or risk factor is visually grounded with a citation that links directly back to the precise sentence in the source prospectus or PPM.
+
Is every extracted term auditable?
Absolutely. Trust is critical in due diligence. Every extracted fee, date, or risk factor is visually grounded with a citation that links directly back to the precise sentence in the source prospectus or PPM.
+
Is every extracted term auditable?
Absolutely. Trust is critical in due diligence. Every extracted fee, date, or risk factor is visually grounded with a citation that links directly back to the precise sentence in the source prospectus or PPM.
+