AI agent for Portfolio Monitoring Analysts
Delegate the tedious task of KPI extraction to a specialized AI agent. It reads board decks from all your portfolio companies, identifies key metrics regardless of format, and populates your central monitoring database with standardized, comparable data for faster portfolio insights.
Ideal for
Portfolio Operations
Private Equity Analysts
Fund Monitoring Teams
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Q3 Portfolio KPI Update
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Time comparison
Traditional way
3-5 days per quarter
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Format-Agnostic KPI Extraction
Automatically identifies and extracts key metrics from any board deck format, whether KPIs are presented in tables, charts, text boxes, or custom slide layouts across your portfolio companies.
Format-Agnostic KPI Extraction
Automatically identifies and extracts key metrics from any board deck format, whether KPIs are presented in tables, charts, text boxes, or custom slide layouts across your portfolio companies.
Standardized Data Normalization
Converts diverse metric definitions and units into your firm's standardized taxonomy, ensuring apples-to-apples comparisons across portfolio companies with different reporting conventions.
Standardized Data Normalization
Converts diverse metric definitions and units into your firm's standardized taxonomy, ensuring apples-to-apples comparisons across portfolio companies with different reporting conventions.
Automated Database Population
Directly populates your central monitoring database or portfolio management system with extracted KPIs, eliminating manual data entry and reducing the risk of transcription errors.
Automated Database Population
Directly populates your central monitoring database or portfolio management system with extracted KPIs, eliminating manual data entry and reducing the risk of transcription errors.
Trend Analysis and Variance Detection
Automatically compares current quarter metrics against historical performance and budget targets, flagging significant variances and trends that require investment team attention.
Trend Analysis and Variance Detection
Automatically compares current quarter metrics against historical performance and budget targets, flagging significant variances and trends that require investment team attention.
Multi-Company Batch Processing
Processes board decks from dozens of portfolio companies simultaneously, completing in hours what would take analysts weeks of manual work during quarterly reporting cycles.
Multi-Company Batch Processing
Processes board decks from dozens of portfolio companies simultaneously, completing in hours what would take analysts weeks of manual work during quarterly reporting cycles.
Verifiable Data Lineage
Every extracted metric is visually linked back to its precise location in the source board deck with AI Citations, providing complete audit trails for LP reporting and investment committee reviews.
Verifiable Data Lineage
Every extracted metric is visually linked back to its precise location in the source board deck with AI Citations, providing complete audit trails for LP reporting and investment committee reviews.
Extracts KPIs from any board deck format
To deliver unified portfolio intelligence.
Get started
Import your files
Google Sheets
,
Microsoft Excel
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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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
