V7 Blog: Expert Articles on AI

Wealth management software splits into two categories: advisor platforms and wealth-owner reporting. Compare Orion, Addepar and Masttro, and pick the right one.

Venture capital software compared by fund stage: what a Fund I solo GP needs, what to add at Fund II, what to defer until later, and what it all costs.

Review a share purchase agreement with clear checks for price adjustments, warranties, disclosures and deal risks, plus a practical AI-assisted review workflow.

What a credit agreement obliges you to do beyond the ratios, which fields to abstract, and how to turn loan obligations into a calendar you can trust.

Review a Phase I environmental site assessment before a property acquisition: findings, report dates, follow-up questions and AI-assisted document review.

What an investment thesis is, the five parts of one that holds up, a worked example with its evidence table, and why most theses die on evidence not logic.