AI agents for asset management teams. Extract, structure and analyse data across research reports, filings and portfolio documents — so your team focuses on decisions, not document review.
Asset managers allocate capital across asset classes and depend on research, disclosures, performance data, and risk reporting to inform investment decisions.
Analysts spend hours manually reading earnings reports, SEC filings and third-party research before a single allocation decision is made. That lag compounds across positions, slowing the team's ability to act on time-sensitive signals.
Designed to work for your
FAQs
What types of documents can V7 process for asset management teams?
V7 agents process the full range of documents asset managers work with — earnings reports, 10-Ks, sell-side research, fund disclosures, portfolio statements and management presentations — in PDF, Excel or slide format. Each extracted data point is cited back to its source, so analysts can verify outputs without returning to the original document. Learn more about V7 agents.
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Can V7 process SEC filings and regulatory disclosures at scale?
V7 agents can work through large volumes of regulatory filings — 10-Ks, 10-Qs, proxy statements, fund prospectuses — extracting structured data across multiple documents in a single workflow. This makes it practical to monitor disclosures across an entire coverage universe rather than reading selectively. See the full range of agent capabilities.
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How does V7 fit into our existing portfolio management workflow?
V7 is built to sit alongside the tools portfolio teams already use, routing structured outputs directly into research trackers, OMS platforms and reporting systems without manual re-entry. Agents are configured without engineering resources, so investment teams can adopt them without IT involvement.
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How does V7 help streamline investor reporting?
V7 agents can extract performance data, populate report templates and draft LP commentary directly from source documents, reducing the manual effort that typically sits with analysts at reporting cycle-end. The result is consistent, traceable outputs that your team can review and approve rather than build from scratch. See examples in our customer stories.
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How does V7 ensure extracted data is accurate and auditable?
Every data point extracted by a V7 agent is linked back to its exact source location — page, section, and document — so your team can audit any output in seconds. The platform is designed for environments where traceability is non-negotiable, and all outputs can be reviewed and corrected to maintain a quality feedback loop.
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Can V7 handle the volume of research and filings a large asset manager processes?
V7 Go is built to scale across large document volumes, running multiple agents in parallel across an entire coverage universe or fund range. The platform handles the throughput that would otherwise require significant analyst time, without sacrificing citation quality or traceability.
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V7 Go update 2024