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
Time comparison
Traditional way
3-5 days per quarter
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Extracts KPIs from any board deck format
To deliver unified portfolio intelligence.


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
Connect AI to your portfolio monitoring workflow.
Finance
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Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













