AI agents for family office investment teams. Extract, consolidate and structure data across manager reports, investment statements and tax documents. Less paperwork. More strategy.
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Family offices manage multi-generational capital across private equity, real estate, public markets and alternatives. Multiple managers, tax advisors and legal entities sit under one investment structure.
Investment teams manually consolidate reports, statements and tax documents across fragmented sources. That admin load absorbs time that should go toward principal communication and reallocation.
Designed to work for your
FAQs
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.
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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.
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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.
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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.
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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.
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Can V7 scale across a multi-manager, multi-asset family office?
V7 Go is built to run across complex, multi-manager portfolios in parallel, processing manager reports, financials and tax documents at a scale that would be impractical manually. The platform maintains citation quality and traceability regardless of portfolio complexity. See examples in our customer stories.
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