AI agents for endowment investment teams. Extract and structure data across DDQs, manager reports and allocation documents in minutes, not days.
Endowment funds allocate long-term capital across public equities, private markets, real assets and hedge funds, relying on external managers and committee governance to meet spending mandates.
Built for endowment teams managing complex multi-asset portfolios.
Investment teams manually review DDQs, financials and track records across dozens of manager relationships. That lag absorbs analyst time and slows every allocation and reporting cycle.
Designed to work for your
In numbers
FAQs
What documents can V7 process for endowment investment teams?
V7 agents process the full range of documents endowment teams work with — DDQs, audited financial statements, manager letters, track record reports, investment policy statements and board materials — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
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How does V7 help with manager due diligence?
V7 agents extract and structure data from DDQs, audited financials and track records, enabling analysts to compare managers against defined criteria without manually reading through each document. Risk flags, fee structures and strategy deviations are surfaced automatically, so the team can focus on judgment rather than document handling. See the full range of agent capabilities.
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Can V7 support investment policy statement compliance?
V7 agents can extract allocation data from portfolio reports and cross-reference it against the parameters defined in your investment policy statement, flagging drift or breaches before they reach committee review. This makes ongoing IPS compliance a continuous process rather than a periodic manual check.
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How does V7 help with investment committee and board reporting?
V7 agents extract performance data and manager updates from source documents and can draft IC and board pack sections directly, reducing the manual effort that typically falls on analysts at reporting cycle-end. Outputs are fully cited and traceable, so reviewers can verify any figure before it goes to committee. See examples in our customer stories.
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How does V7 handle sensitive fund and manager data?
V7 is designed for environments where confidentiality is non-negotiable, with deployment options that keep sensitive fund and manager data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs across all agent activity.
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Can V7 scale across a large number of external manager relationships?
V7 Go is built to run across large numbers of manager relationships in parallel, processing DDQs, letters and financials at a scale that would be impractical manually. The platform maintains citation quality and traceability regardless of volume, so nothing is lost as the portfolio grows.
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