Endowments
Endowments
Manual manager review delays capital allocation
AI agents for endowment investment teams. Extract and structure data across DDQs, manager reports and allocation documents in minutes, not days.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
For roles like
Automating the endowment investment lifecycle
From manager sourcing to board reporting, V7 agents handle the document-heavy steps across the endowment investment process.
Manager sourcing
Due diligence
Allocation
IC reporting
Board reporting
DDQ triage
Track record extraction
Strategy screening
Mandate fit scoring
Pipeline deduplication
Home
Endow Return Grid
Build
Review
Workflow
Export
Share
Asset Class
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Equity Allocation
Fixed Income %
Alt Allocation %
Liquidity Ratio
YTD Return
5Y Return
Volatility
Spending Rate
Infl Adj Return
Manager Alpha
Portfolio Beta
Drawdown Risk
Rebal Gap
38.5
22.7
28.4
14.6
7.9
8.6
11.2
4.5
3.4
1.8
0.82
12.4
6.1
Alloc Report
Alloc Report
Alloc Report
Liquidity Report
Perf Report
Perf Report
Risk Report
Spend Policy
Real Return
Manager Review
Risk Report
Drawdown Review
Rebalance Plan
Equity overweight
FI allocation stable
Alt exposure high
Liquidity tight
Return positive
Return stable
Volatility moderate
Spend pressure
Real return thin
Manager alpha weak
Beta controlled
Drawdown risk
Rebalance pending
Manager sourcing
Due diligence
Allocation
IC reporting
Board reporting
DDQ triage
Track record extraction
Strategy screening
Mandate fit scoring
Pipeline deduplication
Home
Endow Return Grid
Asset Class
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Equity Allocation
Fixed Income %
Alt Allocation %
Liquidity Ratio
YTD Return
5Y Return
Volatility
Spending Rate
Infl Adj Return
Manager Alpha
Portfolio Beta
Drawdown Risk
Rebal Gap
Equity overweight
FI allocation stable
Alt exposure high
Liquidity tight
Return positive
Return stable
Volatility moderate
Spend pressure
Real return thin
Manager alpha weak
Beta controlled
Drawdown risk
Rebalance pending
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Have questions?
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.
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.
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.
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.
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.
Have questions?
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.
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.
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.
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.
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.
Have questions?
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.
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.
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.
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.
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.