Investment Document Analysis Agent
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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New Fund Diligence
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Time comparison
Traditional way
3-5 hours per document
With V7 Go agents
5-10 minutes
Average time saved
95%
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.
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.
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.
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
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
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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
