90% ROI increase
AI Quarterly Fund Report Analysis
Monitor your portfolio performance at scale
V7 Go's agent automates the review of quarterly fund reports, extracting performance data, asset allocations, and manager insights to provide a consistent, portfolio-wide view of your investments.

Shareholder agreement review
See Quarterly Fund Reports in action
Play video

Shareholder agreement review
See Quarterly Fund Reports in action
Play video

Shareholder agreement review
See Quarterly Fund Reports in action
Play video

Shareholder agreement review
See Quarterly Fund Reports in action
Play video
Challenge
Challenge
Institutional investors receive hundreds of quarterly reports in inconsistent PDF formats making portfolio-wide analysis a nightmare.
Institutional investors receive hundreds of quarterly reports in inconsistent PDF formats making portfolio-wide analysis a nightmare.
V7 Go's AI agent automates the review of these reports. It accurately extracts performance data asset allocations and manager commentary from any format creating a structured database for instant analysis and reporting.
V7 Go's AI agent automates the review of these reports. It accurately extracts performance data asset allocations and manager commentary from any format creating a structured database for instant analysis and reporting.
Time comparison
Time comparison
Traditional review time
3-4 hours per report
3-4 hours per report
With V7 Go
5-10 minutes
5-10 minutes
Average time saved
95%
95%
Why V7 Go
Why V7 Go
Automated Performance Extraction
Extract key performance metrics like IRR, MOIC, and TVPI from any report format, standardizing data for portfolio-level analysis.
Automated Performance Extraction
Extract key performance metrics like IRR, MOIC, and TVPI from any report format, standardizing data for portfolio-level analysis.
Automated Performance Extraction
Extract key performance metrics like IRR, MOIC, and TVPI from any report format, standardizing data for portfolio-level analysis.
Automated Performance Extraction
Extract key performance metrics like IRR, MOIC, and TVPI from any report format, standardizing data for portfolio-level analysis.
Asset Allocation Tracking
Capture detailed asset allocation data, including breakdowns by geography, industry, and security type, across all funds.
Asset Allocation Tracking
Capture detailed asset allocation data, including breakdowns by geography, industry, and security type, across all funds.
Asset Allocation Tracking
Capture detailed asset allocation data, including breakdowns by geography, industry, and security type, across all funds.
Asset Allocation Tracking
Capture detailed asset allocation data, including breakdowns by geography, industry, and security type, across all funds.
Manager Commentary Analysis
Analyze the fund manager's narrative commentary to extract key themes, market outlook, and rationale for performance.
Manager Commentary Analysis
Analyze the fund manager's narrative commentary to extract key themes, market outlook, and rationale for performance.
Manager Commentary Analysis
Analyze the fund manager's narrative commentary to extract key themes, market outlook, and rationale for performance.
Manager Commentary Analysis
Analyze the fund manager's narrative commentary to extract key themes, market outlook, and rationale for performance.
Portfolio Company Data
Extract information on underlying portfolio companies, including valuations, descriptions, and significant events.
Portfolio Company Data
Extract information on underlying portfolio companies, including valuations, descriptions, and significant events.
Portfolio Company Data
Extract information on underlying portfolio companies, including valuations, descriptions, and significant events.
Portfolio Company Data
Extract information on underlying portfolio companies, including valuations, descriptions, and significant events.
Consistent Data Aggregation
Create a single, clean database of performance and allocation data from all your funds, regardless of their original reporting format.
Consistent Data Aggregation
Create a single, clean database of performance and allocation data from all your funds, regardless of their original reporting format.
Consistent Data Aggregation
Create a single, clean database of performance and allocation data from all your funds, regardless of their original reporting format.
Consistent Data Aggregation
Create a single, clean database of performance and allocation data from all your funds, regardless of their original reporting format.
Faster Portfolio Reviews
Reduce the time for quarterly portfolio reviews from weeks to days, allowing for more timely strategic allocation decisions.
Faster Portfolio Reviews
Reduce the time for quarterly portfolio reviews from weeks to days, allowing for more timely strategic allocation decisions.
Faster Portfolio Reviews
Reduce the time for quarterly portfolio reviews from weeks to days, allowing for more timely strategic allocation decisions.
Faster Portfolio Reviews
Reduce the time for quarterly portfolio reviews from weeks to days, allowing for more timely strategic allocation decisions.
Analyze quarterly fund reports and investor letters.
Extract IRR, TVPI, asset allocation, and manager commentary.
Get started
Get started
Import your files
Gmail
,
Google Drive
,
CoStar
Import your files from whereever they are currently stored
Import your files from whereever they are currently stored
Quarterly & Annual Fund Reports
Quarterly & Annual Fund Reports
Limited Partner Capital Account Statements
Limited Partner Capital Account Statements
Schedule of Investments
Schedule of Investments
Investor Letters & Updates
Investor Letters & Updates
Due Diligence Questionnaires (DDQs)
Due Diligence Questionnaires (DDQs)
Private Placement Memorandums (PPMs)
Private Placement Memorandums (PPMs)
All types of documents supported
All types of documents supported
Net Asset Value (NAV)
Net Asset Value (NAV)
Internal Rate of Return (IRR)
Internal Rate of Return (IRR)
Total Value to Paid-In (TVPI) Multiple
Total Value to Paid-In (TVPI) Multiple
Distributed to Paid-In (DPI) Multiple
Distributed to Paid-In (DPI) Multiple
Asset Allocation by Sector/Geography
Asset Allocation by Sector/Geography
Top Portfolio Holdings
Top Portfolio Holdings
Manager's Commentary on Performance
Manager's Commentary on Performance
Fund-Level Fees & Expenses
Fund-Level Fees & Expenses
Capital Calls & Distributions
Capital Calls & Distributions
Unfunded Commitments
Unfunded Commitments
Once imported our system extracts and organises the essentials
Once imported our system extracts and organises the essentials
The difference
The difference
AI-powered fund performance analysis
for institutional investors
The difference
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze quarterly fund performance reports. Automate the extraction of returns, asset allocation, and manager commentary.
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze quarterly fund performance reports. Automate the extraction of returns, asset allocation, and manager commentary.
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze quarterly fund performance reports. Automate the extraction of returns, asset allocation, and manager commentary.
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Quarterly Fund Reports
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Quarterly Fund Reports
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Quarterly Fund Reports
The difference
AI-powered fund performance analysis
for institutional investors
The difference
Finance teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use an AI agent to analyze quarterly fund performance reports. Automate the extraction of returns, asset allocation, and manager commentary.
Play video
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Quarterly Fund Reports
Play video
Customer Voices
Customer Voices
Building trustworthy AI, trained on your data
Join the world's best teams and Fortune 500s
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Customer Voices
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
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
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
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
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
Read the full story
Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
Read the full story
Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
Read the full story
Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
Read the full story
Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
Read the full story
Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
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
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Workflow
Delegate fund report analysis
to an investment AI agent
Get started
How is it solved today?
Analysts manually read hundreds of inconsistent PDF reports and transcribe performance data into spreadsheets a slow and error-prone process.
How is it solved today?
Analysts manually read hundreds of inconsistent PDF reports and transcribe performance data into spreadsheets a slow and error-prone process.
How is it solved today?
Analysts manually read hundreds of inconsistent PDF reports and transcribe performance data into spreadsheets a slow and error-prone process.
Why V7 Go
V7 Go automates the review of any fund report extracting all key performance and allocation data into a structured database for instant analysis.
Why V7 Go
V7 Go automates the review of any fund report extracting all key performance and allocation data into a structured database for instant analysis.
Why V7 Go
V7 Go automates the review of any fund report extracting all key performance and allocation data into a structured database for instant analysis.
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.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Pilot
Pilot
Curious how we can realise 90% ROI increase for you?
Curious how we can realise 90% ROI increase for you?
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
You’ll hear back in less than 24 hours
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Teams
AI-powered fund performance analysis
AI-powered fund performance analysis
for institutional investors
Institutional investors and fund-of-funds managers receive hundreds of quarterly reports in inconsistent PDF formats, making portfolio-wide analysis a nightmare. Analysts spend weeks manually transcribing performance data, asset allocations, and manager commentary into spreadsheets, a process that is slow, error-prone, and prevents timely strategic decisions.



Limited Partners (LPs)
Automate the processing of quarterly reports from all your fund managers to get a fast, accurate, and aggregated view of your entire investment portfolio.
Limited Partners (LPs)
Automate the processing of quarterly reports from all your fund managers to get a fast, accurate, and aggregated view of your entire investment portfolio.
Limited Partners (LPs)
Automate the processing of quarterly reports from all your fund managers to get a fast, accurate, and aggregated view of your entire investment portfolio.
Fund-of-Funds Managers
Streamline your analysis and reporting process. Focus your time on manager selection and strategic allocation, not on manual data aggregation.
Fund-of-Funds Managers
Streamline your analysis and reporting process. Focus your time on manager selection and strategic allocation, not on manual data aggregation.
Fund-of-Funds Managers
Streamline your analysis and reporting process. Focus your time on manager selection and strategic allocation, not on manual data aggregation.
Testimonials
Testimonials
Secure and trustworthy AI.
Hear what customers say.
Secure and trustworthy AI.
Hear what customers say.
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Answers
Answers
What you need to know about our
Quarterly Fund Reports
What is a quarterly fund report?
It is a document provided by a fund manager (like a VC or PE firm) to its investors (LPs) that details the fund's performance, holdings, and activities for the quarter.
+
What is a quarterly fund report?
It is a document provided by a fund manager (like a VC or PE firm) to its investors (LPs) that details the fund's performance, holdings, and activities for the quarter.
+
What is a quarterly fund report?
It is a document provided by a fund manager (like a VC or PE firm) to its investors (LPs) that details the fund's performance, holdings, and activities for the quarter.
+
How does the agent handle the different formats from various fund managers?
V7 Go's AI is format-agnostic. It understands the context of financial reporting and can extract the necessary data from any PDF layout without requiring custom templates for each manager.
+
How does the agent handle the different formats from various fund managers?
V7 Go's AI is format-agnostic. It understands the context of financial reporting and can extract the necessary data from any PDF layout without requiring custom templates for each manager.
+
How does the agent handle the different formats from various fund managers?
V7 Go's AI is format-agnostic. It understands the context of financial reporting and can extract the necessary data from any PDF layout without requiring custom templates for each manager.
+
Can it capture data from both tables and text?
Yes, it extracts structured data from performance tables and asset allocation charts, while also analyzing the unstructured text of the manager's commentary to identify key insights.
+
Can it capture data from both tables and text?
Yes, it extracts structured data from performance tables and asset allocation charts, while also analyzing the unstructured text of the manager's commentary to identify key insights.
+
Can it capture data from both tables and text?
Yes, it extracts structured data from performance tables and asset allocation charts, while also analyzing the unstructured text of the manager's commentary to identify key insights.
+
How does this help a Limited Partner (LP) or allocator?
It allows them to move beyond a fund-by-fund manual review to a true portfolio-level analysis, comparing performance and exposures across their entire portfolio in a consistent way.
+
How does this help a Limited Partner (LP) or allocator?
It allows them to move beyond a fund-by-fund manual review to a true portfolio-level analysis, comparing performance and exposures across their entire portfolio in a consistent way.
+
How does this help a Limited Partner (LP) or allocator?
It allows them to move beyond a fund-by-fund manual review to a true portfolio-level analysis, comparing performance and exposures across their entire portfolio in a consistent way.
+
What can be done with the extracted data?
The structured data can be exported to Excel, a database, or a BI tool like Tableau to create portfolio performance dashboards, track exposures, and conduct trend analysis.
+
What can be done with the extracted data?
The structured data can be exported to Excel, a database, or a BI tool like Tableau to create portfolio performance dashboards, track exposures, and conduct trend analysis.
+
What can be done with the extracted data?
The structured data can be exported to Excel, a database, or a BI tool like Tableau to create portfolio performance dashboards, track exposures, and conduct trend analysis.
+
How is the accuracy of the extracted data ensured?
Every extracted data point is linked back to the source page and location in the original PDF report, allowing for instant, one-click verification by an analyst.
+
How is the accuracy of the extracted data ensured?
Every extracted data point is linked back to the source page and location in the original PDF report, allowing for instant, one-click verification by an analyst.
+
How is the accuracy of the extracted data ensured?
Every extracted data point is linked back to the source page and location in the original PDF report, allowing for instant, one-click verification by an analyst.
+
More Documents
More Documents
Explore more agents to help you
boost productivity of your work
More agents

10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

Finance
Comparative Analysis
Risk Factor Extraction
MD&A Insight Extraction
10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10-K Disclosure Analysis
Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Finance
Long document support
AI citations
Table & graph analysis
10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

10Q Reports
AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Finance
Rapid Data Extraction
AI Citations
Table & Chart Analysis
Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Cap Tables
AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Finance
Long document support
AI citations
Table & graph analysis
Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Confidential Information Memorandum
AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Finance
Long document support
AI citations
Table & graph analysis
Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Fund Performance Reports
AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Finance
Rapid Data Extraction
AI Citations
Financial Analysis
Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Investment Memos
AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.
Next Step
Next Step
Stop manually keying in data from fund reports.
Stop manually keying in data from fund reports.
Stop manually keying in data from fund reports.
Delegate the analysis to an AI agent and get a true portfolio view.
Delegate the analysis to an AI agent and get a true portfolio view.
Delegate the analysis to an AI agent and get a true portfolio view.
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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: