AI Prospectus Analysis Agent
Uncover hidden risks in investment documents
Uncover hidden risks in investment documents
V7 Go's prospectus analysis agent reviews IPO documents, fund prospectuses, and offering memoranda to extract financial summaries, assess disclosed risks, and parse complex legal terms. Reduce analysis time from days to hours while identifying 30% more potential risk factors.
Why V7 Go
Why V7 Go
Risk Assessment
Automatically identify, categorize, and evaluate risk factors disclosed throughout prospectus documents. Detect subtle risk disclosures buried in footnotes or legal sections that might otherwise be overlooked during manual review.
Risk Assessment
Automatically identify, categorize, and evaluate risk factors disclosed throughout prospectus documents. Detect subtle risk disclosures buried in footnotes or legal sections that might otherwise be overlooked during manual review.
Risk Assessment
Automatically identify, categorize, and evaluate risk factors disclosed throughout prospectus documents. Detect subtle risk disclosures buried in footnotes or legal sections that might otherwise be overlooked during manual review.
Financial Summary Extraction
Extract key financial metrics, historical performance data, and projections from complex tables and narrative sections. Create standardized financial summaries that enable consistent comparison across multiple investment opportunities.
Financial Summary Extraction
Extract key financial metrics, historical performance data, and projections from complex tables and narrative sections. Create standardized financial summaries that enable consistent comparison across multiple investment opportunities.
Financial Summary Extraction
Extract key financial metrics, historical performance data, and projections from complex tables and narrative sections. Create standardized financial summaries that enable consistent comparison across multiple investment opportunities.
Legal Term Parsing
Analyze complex legal language to identify unusual terms, restrictive covenants, and potential shareholder limitations. Translate dense legal terminology into clear summaries of rights, obligations, and governance structures.
Legal Term Parsing
Analyze complex legal language to identify unusual terms, restrictive covenants, and potential shareholder limitations. Translate dense legal terminology into clear summaries of rights, obligations, and governance structures.
Legal Term Parsing
Analyze complex legal language to identify unusual terms, restrictive covenants, and potential shareholder limitations. Translate dense legal terminology into clear summaries of rights, obligations, and governance structures.
Use of Proceeds Analysis
Extract and analyze stated use of proceeds information to evaluate funding allocation plans. Identify vague language, unusual allocations, or misalignments with stated business objectives that may signal investment risks.
Use of Proceeds Analysis
Extract and analyze stated use of proceeds information to evaluate funding allocation plans. Identify vague language, unusual allocations, or misalignments with stated business objectives that may signal investment risks.
Use of Proceeds Analysis
Extract and analyze stated use of proceeds information to evaluate funding allocation plans. Identify vague language, unusual allocations, or misalignments with stated business objectives that may signal investment risks.
Competitive Landscape Mapping
Extract information about market positioning, competitive advantages, and industry challenges. Create comprehensive landscape analyses based on both explicit statements and implicit acknowledgments throughout the document.
Competitive Landscape Mapping
Extract information about market positioning, competitive advantages, and industry challenges. Create comprehensive landscape analyses based on both explicit statements and implicit acknowledgments throughout the document.
Competitive Landscape Mapping
Extract information about market positioning, competitive advantages, and industry challenges. Create comprehensive landscape analyses based on both explicit statements and implicit acknowledgments throughout the document.
Regulatory Compliance Verification
Verify that prospectuses contain all required disclosures for their offering type and jurisdiction. Flag potential compliance issues related to disclosure requirements, formatting standards, or regulatory submissions.
Regulatory Compliance Verification
Verify that prospectuses contain all required disclosures for their offering type and jurisdiction. Flag potential compliance issues related to disclosure requirements, formatting standards, or regulatory submissions.
Regulatory Compliance Verification
Verify that prospectuses contain all required disclosures for their offering type and jurisdiction. Flag potential compliance issues related to disclosure requirements, formatting standards, or regulatory submissions.
Why V7 Go
Documents processed by the Prospectus Analysis Agent
Key data extracted during prospectus analysis
Workflow
Workflow
Import your files
Bloomberg Terminal
,
FactSet
,
Capital IQ
IPO Prospectuses
IPO Prospectuses
IPO Prospectuses
IPO Prospectuses
Fund Offering Documents
Fund Offering Documents
Fund Offering Documents
Fund Offering Documents
SPAC Registration Statements
SPAC Registration Statements
SPAC Registration Statements
SPAC Registration Statements
Private Placement Memoranda
Private Placement Memoranda
Private Placement Memoranda
Private Placement Memoranda
Bond Offering Circulars
Bond Offering Circulars
Bond Offering Circulars
Bond Offering Circulars
Quarterly/Annual Reports
Quarterly/Annual Reports
Quarterly/Annual Reports
Quarterly/Annual Reports
Historical financial performance metrics
Historical financial performance metrics
Historical financial performance metrics
Historical financial performance metrics
Growth projections and assumptions
Growth projections and assumptions
Growth projections and assumptions
Growth projections and assumptions
Risk factors by category and severity
Risk factors by category and severity
Risk factors by category and severity
Risk factors by category and severity
Management team backgrounds
Management team backgrounds
Management team backgrounds
Management team backgrounds
Use of proceeds allocations
Use of proceeds allocations
Use of proceeds allocations
Use of proceeds allocations
Offering terms and valuation metrics
Offering terms and valuation metrics
Offering terms and valuation metrics
Offering terms and valuation metrics
Ownership structure and insider holdings
Ownership structure and insider holdings
Ownership structure and insider holdings
Ownership structure and insider holdings
Competitive positioning statements
Competitive positioning statements
Competitive positioning statements
Competitive positioning statements
Legal rights and governance provisions
Legal rights and governance provisions
Legal rights and governance provisions
Legal rights and governance provisions
Regulatory disclosures and compliance status
Regulatory disclosures and compliance status
Regulatory disclosures and compliance status
Regulatory disclosures and compliance status
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
12-15 hours per prospectus
12-15 hours per prospectus
With V7 Go agents
1-2 hours per prospectus
1-2 hours per prospectus
Average time saved
85-90%
85-90%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered solutions
for investment professionals
Investment professionals spend 12+ hours per prospectus manually reviewing hundreds of pages of dense financial and legal content, often missing critical risks buried in fine print. This time-consuming process limits the number of opportunities that can be evaluated and creates inconsistency in analysis depth. V7 Go's prospectus analysis agent automates this process by extracting financial data, identifying disclosed risks, and parsing complex legal terms with every insight linked directly to source documentation.
Investment Analysts
Analyze more prospectuses in less time with greater consistency. Focus your expertise on evaluating opportunities rather than extracting basic information from lengthy documents.
Investment Analysts
Analyze more prospectuses in less time with greater consistency. Focus your expertise on evaluating opportunities rather than extracting basic information from lengthy documents.
Investment Analysts
Analyze more prospectuses in less time with greater consistency. Focus your expertise on evaluating opportunities rather than extracting basic information from lengthy documents.
Investment Analysts
Analyze more prospectuses in less time with greater consistency. Focus your expertise on evaluating opportunities rather than extracting basic information from lengthy documents.
Risk Management Teams
Identify and assess disclosed risks with comprehensive coverage across the entire prospectus. Ensure no material risk factors are overlooked during the investment evaluation process.
Risk Management Teams
Identify and assess disclosed risks with comprehensive coverage across the entire prospectus. Ensure no material risk factors are overlooked during the investment evaluation process.
Risk Management Teams
Identify and assess disclosed risks with comprehensive coverage across the entire prospectus. Ensure no material risk factors are overlooked during the investment evaluation process.
Risk Management Teams
Identify and assess disclosed risks with comprehensive coverage across the entire prospectus. Ensure no material risk factors are overlooked during the investment evaluation process.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does the prospectus analysis agent handle complex financial tables and data presentations?
The agent employs advanced document intelligence designed specifically for financial tables and data formats. It recognizes complex table structures including nested hierarchies, multi-year comparisons, and footnote references. The system handles non-standard formats like waterfall charts, balance sheet presentations, and segment breakdowns. For financial data spread across multiple sections, the agent creates consolidated views that connect related information. It even extracts financial details embedded within narrative text, such as key metrics mentioned in the Management Discussion & Analysis section. Each extracted data point is normalized for consistent comparison while maintaining links to its original context and presentation format.
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How does the prospectus analysis agent handle complex financial tables and data presentations?
The agent employs advanced document intelligence designed specifically for financial tables and data formats. It recognizes complex table structures including nested hierarchies, multi-year comparisons, and footnote references. The system handles non-standard formats like waterfall charts, balance sheet presentations, and segment breakdowns. For financial data spread across multiple sections, the agent creates consolidated views that connect related information. It even extracts financial details embedded within narrative text, such as key metrics mentioned in the Management Discussion & Analysis section. Each extracted data point is normalized for consistent comparison while maintaining links to its original context and presentation format.
+
How does the prospectus analysis agent handle complex financial tables and data presentations?
The agent employs advanced document intelligence designed specifically for financial tables and data formats. It recognizes complex table structures including nested hierarchies, multi-year comparisons, and footnote references. The system handles non-standard formats like waterfall charts, balance sheet presentations, and segment breakdowns. For financial data spread across multiple sections, the agent creates consolidated views that connect related information. It even extracts financial details embedded within narrative text, such as key metrics mentioned in the Management Discussion & Analysis section. Each extracted data point is normalized for consistent comparison while maintaining links to its original context and presentation format.
+
How does the prospectus analysis agent handle complex financial tables and data presentations?
The agent employs advanced document intelligence designed specifically for financial tables and data formats. It recognizes complex table structures including nested hierarchies, multi-year comparisons, and footnote references. The system handles non-standard formats like waterfall charts, balance sheet presentations, and segment breakdowns. For financial data spread across multiple sections, the agent creates consolidated views that connect related information. It even extracts financial details embedded within narrative text, such as key metrics mentioned in the Management Discussion & Analysis section. Each extracted data point is normalized for consistent comparison while maintaining links to its original context and presentation format.
+
How does the agent identify risks that might be buried deep in prospectus documents?
The agent uses multiple detection methods to identify both explicit and implicit risk factors throughout prospectuses. Beyond the obvious Risk Factors section, it analyzes footnotes, legal disclosures, management commentary, and business descriptions for subtle risk indicators. The system recognizes cautionary language patterns, contingent liability disclosures, and tentative phrasing that often signal undisclosed concerns. It correlates financial data with narrative claims to detect inconsistencies that may indicate heightened risk. The agent employs industry-specific risk models that know where to look for sector-relevant issues, such as regulatory concerns in healthcare or intellectual property risks in technology offerings. This comprehensive approach typically identifies 25-35% more material risks than manual review alone.
+
How does the agent identify risks that might be buried deep in prospectus documents?
The agent uses multiple detection methods to identify both explicit and implicit risk factors throughout prospectuses. Beyond the obvious Risk Factors section, it analyzes footnotes, legal disclosures, management commentary, and business descriptions for subtle risk indicators. The system recognizes cautionary language patterns, contingent liability disclosures, and tentative phrasing that often signal undisclosed concerns. It correlates financial data with narrative claims to detect inconsistencies that may indicate heightened risk. The agent employs industry-specific risk models that know where to look for sector-relevant issues, such as regulatory concerns in healthcare or intellectual property risks in technology offerings. This comprehensive approach typically identifies 25-35% more material risks than manual review alone.
+
How does the agent identify risks that might be buried deep in prospectus documents?
The agent uses multiple detection methods to identify both explicit and implicit risk factors throughout prospectuses. Beyond the obvious Risk Factors section, it analyzes footnotes, legal disclosures, management commentary, and business descriptions for subtle risk indicators. The system recognizes cautionary language patterns, contingent liability disclosures, and tentative phrasing that often signal undisclosed concerns. It correlates financial data with narrative claims to detect inconsistencies that may indicate heightened risk. The agent employs industry-specific risk models that know where to look for sector-relevant issues, such as regulatory concerns in healthcare or intellectual property risks in technology offerings. This comprehensive approach typically identifies 25-35% more material risks than manual review alone.
+
How does the agent identify risks that might be buried deep in prospectus documents?
The agent uses multiple detection methods to identify both explicit and implicit risk factors throughout prospectuses. Beyond the obvious Risk Factors section, it analyzes footnotes, legal disclosures, management commentary, and business descriptions for subtle risk indicators. The system recognizes cautionary language patterns, contingent liability disclosures, and tentative phrasing that often signal undisclosed concerns. It correlates financial data with narrative claims to detect inconsistencies that may indicate heightened risk. The agent employs industry-specific risk models that know where to look for sector-relevant issues, such as regulatory concerns in healthcare or intellectual property risks in technology offerings. This comprehensive approach typically identifies 25-35% more material risks than manual review alone.
+
Can the prospectus analysis agent compare offerings against similar historical investments?
Yes, the agent creates standardized profiles of each analyzed offering that can be compared against your historical investment database. It extracts normalized metrics including valuation multiples, growth projections, cost structures, and risk profiles, enabling apples-to-apples comparison despite different disclosure formats. The system identifies statistical outliers compared to similar historical offerings, such as unusually high growth projections or atypical margin structures. For emerging industries with limited historical precedent, the agent adapts comparison frameworks to focus on relevant operating metrics rather than traditional financial ratios. This comparative analysis typically identifies 3-5 critical differentiation points that might not be apparent from the prospectus alone.
+
Can the prospectus analysis agent compare offerings against similar historical investments?
Yes, the agent creates standardized profiles of each analyzed offering that can be compared against your historical investment database. It extracts normalized metrics including valuation multiples, growth projections, cost structures, and risk profiles, enabling apples-to-apples comparison despite different disclosure formats. The system identifies statistical outliers compared to similar historical offerings, such as unusually high growth projections or atypical margin structures. For emerging industries with limited historical precedent, the agent adapts comparison frameworks to focus on relevant operating metrics rather than traditional financial ratios. This comparative analysis typically identifies 3-5 critical differentiation points that might not be apparent from the prospectus alone.
+
Can the prospectus analysis agent compare offerings against similar historical investments?
Yes, the agent creates standardized profiles of each analyzed offering that can be compared against your historical investment database. It extracts normalized metrics including valuation multiples, growth projections, cost structures, and risk profiles, enabling apples-to-apples comparison despite different disclosure formats. The system identifies statistical outliers compared to similar historical offerings, such as unusually high growth projections or atypical margin structures. For emerging industries with limited historical precedent, the agent adapts comparison frameworks to focus on relevant operating metrics rather than traditional financial ratios. This comparative analysis typically identifies 3-5 critical differentiation points that might not be apparent from the prospectus alone.
+
Can the prospectus analysis agent compare offerings against similar historical investments?
Yes, the agent creates standardized profiles of each analyzed offering that can be compared against your historical investment database. It extracts normalized metrics including valuation multiples, growth projections, cost structures, and risk profiles, enabling apples-to-apples comparison despite different disclosure formats. The system identifies statistical outliers compared to similar historical offerings, such as unusually high growth projections or atypical margin structures. For emerging industries with limited historical precedent, the agent adapts comparison frameworks to focus on relevant operating metrics rather than traditional financial ratios. This comparative analysis typically identifies 3-5 critical differentiation points that might not be apparent from the prospectus alone.
+
How does the agent handle different types of offering documents?
The agent is trained on diverse offering documents including IPO prospectuses, SPAC registration statements, private placement memoranda, mutual fund prospectuses, and bond offerings. It recognizes the unique structure and disclosure requirements of each document type and adapts its extraction and analysis accordingly. For international offerings, the system accommodates different reporting standards including IFRS, UK GAAP, and country-specific disclosure requirements. The agent even processes supplemental materials like roadshow presentations, analyst reports, and amended filings to create a comprehensive view of each offering. This flexibility ensures consistent analysis quality regardless of offering type or jurisdiction.
+
How does the agent handle different types of offering documents?
The agent is trained on diverse offering documents including IPO prospectuses, SPAC registration statements, private placement memoranda, mutual fund prospectuses, and bond offerings. It recognizes the unique structure and disclosure requirements of each document type and adapts its extraction and analysis accordingly. For international offerings, the system accommodates different reporting standards including IFRS, UK GAAP, and country-specific disclosure requirements. The agent even processes supplemental materials like roadshow presentations, analyst reports, and amended filings to create a comprehensive view of each offering. This flexibility ensures consistent analysis quality regardless of offering type or jurisdiction.
+
How does the agent handle different types of offering documents?
The agent is trained on diverse offering documents including IPO prospectuses, SPAC registration statements, private placement memoranda, mutual fund prospectuses, and bond offerings. It recognizes the unique structure and disclosure requirements of each document type and adapts its extraction and analysis accordingly. For international offerings, the system accommodates different reporting standards including IFRS, UK GAAP, and country-specific disclosure requirements. The agent even processes supplemental materials like roadshow presentations, analyst reports, and amended filings to create a comprehensive view of each offering. This flexibility ensures consistent analysis quality regardless of offering type or jurisdiction.
+
How does the agent handle different types of offering documents?
The agent is trained on diverse offering documents including IPO prospectuses, SPAC registration statements, private placement memoranda, mutual fund prospectuses, and bond offerings. It recognizes the unique structure and disclosure requirements of each document type and adapts its extraction and analysis accordingly. For international offerings, the system accommodates different reporting standards including IFRS, UK GAAP, and country-specific disclosure requirements. The agent even processes supplemental materials like roadshow presentations, analyst reports, and amended filings to create a comprehensive view of each offering. This flexibility ensures consistent analysis quality regardless of offering type or jurisdiction.
+
Can the prospectus analysis agent integrate with our investment management platforms?
Yes, the agent integrates with major investment platforms including Bloomberg Terminal, FactSet, Capital IQ, and proprietary investment management systems. It can export structured data in formats compatible with your financial modeling tools and portfolio management software. The API supports custom integration with proprietary research databases, compliance systems, and client reporting platforms. For firms using document management systems like iManage or NetDocuments, the agent can store analysis results alongside original prospectuses with bidirectional linking. Most customers implement their first integration within 2-3 weeks using our pre-built connectors.
+
Can the prospectus analysis agent integrate with our investment management platforms?
Yes, the agent integrates with major investment platforms including Bloomberg Terminal, FactSet, Capital IQ, and proprietary investment management systems. It can export structured data in formats compatible with your financial modeling tools and portfolio management software. The API supports custom integration with proprietary research databases, compliance systems, and client reporting platforms. For firms using document management systems like iManage or NetDocuments, the agent can store analysis results alongside original prospectuses with bidirectional linking. Most customers implement their first integration within 2-3 weeks using our pre-built connectors.
+
Can the prospectus analysis agent integrate with our investment management platforms?
Yes, the agent integrates with major investment platforms including Bloomberg Terminal, FactSet, Capital IQ, and proprietary investment management systems. It can export structured data in formats compatible with your financial modeling tools and portfolio management software. The API supports custom integration with proprietary research databases, compliance systems, and client reporting platforms. For firms using document management systems like iManage or NetDocuments, the agent can store analysis results alongside original prospectuses with bidirectional linking. Most customers implement their first integration within 2-3 weeks using our pre-built connectors.
+
Can the prospectus analysis agent integrate with our investment management platforms?
Yes, the agent integrates with major investment platforms including Bloomberg Terminal, FactSet, Capital IQ, and proprietary investment management systems. It can export structured data in formats compatible with your financial modeling tools and portfolio management software. The API supports custom integration with proprietary research databases, compliance systems, and client reporting platforms. For firms using document management systems like iManage or NetDocuments, the agent can store analysis results alongside original prospectuses with bidirectional linking. Most customers implement their first integration within 2-3 weeks using our pre-built connectors.
+
What measurable benefits do investment firms see from implementing the prospectus analysis agent?
Investment firms typically report three categories of measurable benefits. First, efficiency gains include 80-85% reduction in time spent on initial prospectus review, enabling analysis of 3-4x more potential investments with the same team. Second, quality improvements include identification of 25-35% more material risk factors and 15-20% more accurate financial projections compared to manual review. Third, decision advantage benefits include 40% faster time-to-decision on investment opportunities and 15-25% improvement in portfolio performance through better risk-adjusted selection. Beyond these metrics, most firms report significant analyst satisfaction improvements as team members shift from tedious document reading to higher-value analytical work that leverages their expertise and judgment.
+
What measurable benefits do investment firms see from implementing the prospectus analysis agent?
Investment firms typically report three categories of measurable benefits. First, efficiency gains include 80-85% reduction in time spent on initial prospectus review, enabling analysis of 3-4x more potential investments with the same team. Second, quality improvements include identification of 25-35% more material risk factors and 15-20% more accurate financial projections compared to manual review. Third, decision advantage benefits include 40% faster time-to-decision on investment opportunities and 15-25% improvement in portfolio performance through better risk-adjusted selection. Beyond these metrics, most firms report significant analyst satisfaction improvements as team members shift from tedious document reading to higher-value analytical work that leverages their expertise and judgment.
+
What measurable benefits do investment firms see from implementing the prospectus analysis agent?
Investment firms typically report three categories of measurable benefits. First, efficiency gains include 80-85% reduction in time spent on initial prospectus review, enabling analysis of 3-4x more potential investments with the same team. Second, quality improvements include identification of 25-35% more material risk factors and 15-20% more accurate financial projections compared to manual review. Third, decision advantage benefits include 40% faster time-to-decision on investment opportunities and 15-25% improvement in portfolio performance through better risk-adjusted selection. Beyond these metrics, most firms report significant analyst satisfaction improvements as team members shift from tedious document reading to higher-value analytical work that leverages their expertise and judgment.
+
What measurable benefits do investment firms see from implementing the prospectus analysis agent?
Investment firms typically report three categories of measurable benefits. First, efficiency gains include 80-85% reduction in time spent on initial prospectus review, enabling analysis of 3-4x more potential investments with the same team. Second, quality improvements include identification of 25-35% more material risk factors and 15-20% more accurate financial projections compared to manual review. Third, decision advantage benefits include 40% faster time-to-decision on investment opportunities and 15-25% improvement in portfolio performance through better risk-adjusted selection. Beyond these metrics, most firms report significant analyst satisfaction improvements as team members shift from tedious document reading to higher-value analytical work that leverages their expertise and judgment.
+
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Next steps
Evaluate more investment opportunities with greater precision
Join leading investment firms finding hidden risks and opportunities in prospectus documents
You’ll hear back in less than 24 hours
Next steps
Evaluate more investment opportunities with greater precision
Join leading investment firms finding hidden risks and opportunities in prospectus documents
You’ll hear back in less than 24 hours
Next steps
Evaluate more investment opportunities with greater precision
Join leading investment firms finding hidden risks and opportunities in prospectus documents
You’ll hear back in less than 24 hours
Next steps
Evaluate more investment opportunities with greater precision
Join leading investment firms finding hidden risks and opportunities in prospectus documents