90% faster portfolio reporting

AI agent for Portfolio Monitoring Analysts

From scattered board decks to unified portfolio intelligence

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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    Foobar logo
    ABL logo
    Mercedes-Benz logo
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    Brotherhood Mutual logo
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    Paige logo
    Roche logo
    Mercedes-Benz logo
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See AI agent for Portfolio Monitoring Analysts in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
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See AI agent for Portfolio Monitoring Analysts in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Portfolio Monitoring Analysts in action

Play video

Q3 Portfolio KPI Update

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    SMC  logo
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    Centerline logo
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    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
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See AI agent for Portfolio Monitoring Analysts in action

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Time comparison

Time comparison

Traditional way

3-5 days per quarter

With V7 Go agents

2-4 hours

Average time saved

90%

Why V7 Go

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.

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.

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.

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.

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.

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.

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

Get started

Logo
Logo

Import your files

Google Sheets

,

Microsoft Excel

,

Microsoft Sharepoint Online

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your portfolio monitoring workflow.

Connect AI to your portfolio monitoring workflow.

Turn diverse board decks into unified portfolio intelligence.

Turn diverse board decks into unified portfolio intelligence.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

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.

Read the full story

Industrial equipment sales

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.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Portfolio companies present KPIs in wildly different formats. This agent handles everything from dense financial tables and custom chart layouts to narrative text summaries and mixed-format presentations, extracting metrics regardless of how they are displayed.

Input types

50+ languages

Custom Layouts

200 pages

Multi-modal

Document types

PowerPoint

PDFs

Complex Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Portfolio companies present KPIs in wildly different formats. This agent handles everything from dense financial tables and custom chart layouts to narrative text summaries and mixed-format presentations, extracting metrics regardless of how they are displayed.

Input types

50+ languages

Custom Layouts

200 pages

Multi-modal

Document types

PowerPoint

PDFs

Complex Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Portfolio companies present KPIs in wildly different formats. This agent handles everything from dense financial tables and custom chart layouts to narrative text summaries and mixed-format presentations, extracting metrics regardless of how they are displayed.

Input types

50+ languages

Custom Layouts

200 pages

Multi-modal

Document types

PowerPoint

PDFs

Complex Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio monitoring demands precision. The agent uses multi-step validation workflows to ensure financial metrics are extracted with exceptional accuracy, ready to populate your monitoring database without manual verification for most data points.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio monitoring demands precision. The agent uses multi-step validation workflows to ensure financial metrics are extracted with exceptional accuracy, ready to populate your monitoring database without manual verification for most data points.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Portfolio monitoring demands precision. The agent uses multi-step validation workflows to ensure financial metrics are extracted with exceptional accuracy, ready to populate your monitoring database without manual verification for most data points.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Build confidence in your portfolio data. Every extracted KPI is visually linked back to its exact location in the source board deck, providing complete transparency and enabling rapid spot-checks during quarterly reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Build confidence in your portfolio data. Every extracted KPI is visually linked back to its exact location in the source board deck, providing complete transparency and enabling rapid spot-checks during quarterly reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Build confidence in your portfolio data. Every extracted KPI is visually linked back to its exact location in the source board deck, providing complete transparency and enabling rapid spot-checks during quarterly reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Portfolio company board decks contain highly sensitive financial and strategic information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with data privacy standards required by LPs and regulators.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio company board decks contain highly sensitive financial and strategic information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with data privacy standards required by LPs and regulators.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio company board decks contain highly sensitive financial and strategic information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with data privacy standards required by LPs and regulators.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI agent for Portfolio Monitoring Analysts

How does it handle different KPI definitions across portfolio companies?

The agent uses your firm's KPI mapping rules stored in a Knowledge Hub to normalize diverse metric definitions. You define how each portfolio company's unique terminology maps to your standardized metrics, and the agent applies these rules consistently across all extractions.

+

How does it handle different KPI definitions across portfolio companies?

The agent uses your firm's KPI mapping rules stored in a Knowledge Hub to normalize diverse metric definitions. You define how each portfolio company's unique terminology maps to your standardized metrics, and the agent applies these rules consistently across all extractions.

+

How does it handle different KPI definitions across portfolio companies?

The agent uses your firm's KPI mapping rules stored in a Knowledge Hub to normalize diverse metric definitions. You define how each portfolio company's unique terminology maps to your standardized metrics, and the agent applies these rules consistently across all extractions.

+

Can it extract data from charts and graphs in board decks?

Yes. The agent uses advanced computer vision to extract numerical data from bar charts, line graphs, waterfall charts, and other visual representations commonly found in board presentations, not just from tables and text.

+

Can it extract data from charts and graphs in board decks?

Yes. The agent uses advanced computer vision to extract numerical data from bar charts, line graphs, waterfall charts, and other visual representations commonly found in board presentations, not just from tables and text.

+

Can it extract data from charts and graphs in board decks?

Yes. The agent uses advanced computer vision to extract numerical data from bar charts, line graphs, waterfall charts, and other visual representations commonly found in board presentations, not just from tables and text.

+

What happens when a portfolio company changes its board deck format?

The agent adapts to format changes automatically. It uses semantic understanding to identify KPIs based on meaning and context, not rigid template matching, so it continues to extract the correct metrics even when slide layouts or presentation structures change.

+

What happens when a portfolio company changes its board deck format?

The agent adapts to format changes automatically. It uses semantic understanding to identify KPIs based on meaning and context, not rigid template matching, so it continues to extract the correct metrics even when slide layouts or presentation structures change.

+

What happens when a portfolio company changes its board deck format?

The agent adapts to format changes automatically. It uses semantic understanding to identify KPIs based on meaning and context, not rigid template matching, so it continues to extract the correct metrics even when slide layouts or presentation structures change.

+

How does it integrate with our existing portfolio monitoring systems?

The agent outputs structured data in formats compatible with major portfolio management platforms like Chronograph, Cobalt, and custom Excel-based systems. It can also write directly to databases via API integrations for seamless workflow automation.

+

How does it integrate with our existing portfolio monitoring systems?

The agent outputs structured data in formats compatible with major portfolio management platforms like Chronograph, Cobalt, and custom Excel-based systems. It can also write directly to databases via API integrations for seamless workflow automation.

+

How does it integrate with our existing portfolio monitoring systems?

The agent outputs structured data in formats compatible with major portfolio management platforms like Chronograph, Cobalt, and custom Excel-based systems. It can also write directly to databases via API integrations for seamless workflow automation.

+

Can it identify missing or incomplete KPIs in board decks?

Absolutely. The agent cross-references each board deck against your firm's required KPI checklist and flags any missing metrics, enabling you to follow up with portfolio companies before quarterly reporting deadlines.

+

Can it identify missing or incomplete KPIs in board decks?

Absolutely. The agent cross-references each board deck against your firm's required KPI checklist and flags any missing metrics, enabling you to follow up with portfolio companies before quarterly reporting deadlines.

+

Can it identify missing or incomplete KPIs in board decks?

Absolutely. The agent cross-references each board deck against your firm's required KPI checklist and flags any missing metrics, enabling you to follow up with portfolio companies before quarterly reporting deadlines.

+

How accurate is the extraction for financial metrics?

The agent achieves high accuracy through multi-step validation workflows. For critical financial metrics, every extracted value is visually linked to its source with AI Citations, allowing analysts to quickly verify any data point that requires additional scrutiny.

+

How accurate is the extraction for financial metrics?

The agent achieves high accuracy through multi-step validation workflows. For critical financial metrics, every extracted value is visually linked to its source with AI Citations, allowing analysts to quickly verify any data point that requires additional scrutiny.

+

How accurate is the extraction for financial metrics?

The agent achieves high accuracy through multi-step validation workflows. For critical financial metrics, every extracted value is visually linked to its source with AI Citations, allowing analysts to quickly verify any data point that requires additional scrutiny.

+

Next steps

Next steps

Still manually copying KPIs from PowerPoint to Excel every quarter?

Send us a few sample board decks from your portfolio companies, and we'll show you how to automate your entire quarterly monitoring process.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: