Family Office
Family Office
Fragmented reporting slows family principal decisions
AI agents for family office investment teams. Extract, consolidate and structure data across manager reports, investment statements and tax documents. Less paperwork. More strategy.
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 family office investment cycle
From manager oversight to principal reporting, V7 agents cover the document-heavy steps across the family office investment process.
Manager oversight
Due diligence
Portfolio monitoring
Tax & estate coordination
Principal reporting
Manager letter extraction
Track record review
Fee structure analysis
Strategy alignment check
Subscription doc processing
Manager oversight
Due diligence
Portfolio monitoring
Tax & estate coordination
Principal reporting
Manager letter extraction
Track record review
Fee structure analysis
Strategy alignment check
Subscription doc processing
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 family office investment teams?
V7 agents process the full range of documents family office teams work with — manager letters, audited financials, K-1s, DDQs, investment statements and estate documents — 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 and oversight?
V7 agents extract and structure data from DDQs, audited financials and track records, enabling the investment team to evaluate managers against defined criteria without manually reading through each document. Risk flags, fee deviations and strategy misalignments are surfaced automatically. See the full range of agent capabilities.
Can V7 handle consolidated portfolio reporting across asset classes?
V7 agents consolidate holdings and performance data across managers and asset classes, producing structured portfolio views without manual aggregation. This makes it practical to maintain an accurate, up-to-date picture of the total portfolio for principal review at any point in the reporting cycle.
How does V7 support tax and estate document processing?
V7 agents process K-1s, tax schedules, trust documents and estate planning materials, extracting structured data and summarizing key obligations without manual document review. This reduces the coordination time between the investment team and tax and legal advisors at year-end.
How does V7 protect sensitive family and investment data?
V7 is designed for environments where confidentiality is non-negotiable, with deployment options that keep sensitive family and investment data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and full audit logs across all agent activity.
Have questions?
What documents can V7 process for family office investment teams?
V7 agents process the full range of documents family office teams work with — manager letters, audited financials, K-1s, DDQs, investment statements and estate documents — 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 and oversight?
V7 agents extract and structure data from DDQs, audited financials and track records, enabling the investment team to evaluate managers against defined criteria without manually reading through each document. Risk flags, fee deviations and strategy misalignments are surfaced automatically. See the full range of agent capabilities.
Can V7 handle consolidated portfolio reporting across asset classes?
V7 agents consolidate holdings and performance data across managers and asset classes, producing structured portfolio views without manual aggregation. This makes it practical to maintain an accurate, up-to-date picture of the total portfolio for principal review at any point in the reporting cycle.
How does V7 support tax and estate document processing?
V7 agents process K-1s, tax schedules, trust documents and estate planning materials, extracting structured data and summarizing key obligations without manual document review. This reduces the coordination time between the investment team and tax and legal advisors at year-end.
How does V7 protect sensitive family and investment data?
V7 is designed for environments where confidentiality is non-negotiable, with deployment options that keep sensitive family and investment data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and full audit logs across all agent activity.
Have questions?
What documents can V7 process for family office investment teams?
V7 agents process the full range of documents family office teams work with — manager letters, audited financials, K-1s, DDQs, investment statements and estate documents — 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 and oversight?
V7 agents extract and structure data from DDQs, audited financials and track records, enabling the investment team to evaluate managers against defined criteria without manually reading through each document. Risk flags, fee deviations and strategy misalignments are surfaced automatically. See the full range of agent capabilities.
Can V7 handle consolidated portfolio reporting across asset classes?
V7 agents consolidate holdings and performance data across managers and asset classes, producing structured portfolio views without manual aggregation. This makes it practical to maintain an accurate, up-to-date picture of the total portfolio for principal review at any point in the reporting cycle.
How does V7 support tax and estate document processing?
V7 agents process K-1s, tax schedules, trust documents and estate planning materials, extracting structured data and summarizing key obligations without manual document review. This reduces the coordination time between the investment team and tax and legal advisors at year-end.
How does V7 protect sensitive family and investment data?
V7 is designed for environments where confidentiality is non-negotiable, with deployment options that keep sensitive family and investment data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and full audit logs across all agent activity.