AI Cross-Portfolio Analysis Agent
Turn your portfolio data into an alpha engine
Turn your portfolio data into an alpha engine
Delegate your portfolio intelligence to a specialized AI agent. Connect it to your data rooms and reporting systems to ask complex questions across all your investments. Identify top performers, spot early warning signs, and leverage your entire firm's knowledge on every deal.
Why V7 Go
Why V7 Go
Systemic Risk Identification
Analyzes performance and commentary across all your portfolio companies to spot systemic risks, such as widespread margin compression or a shared supply chain vulnerability.
Systemic Risk Identification
Analyzes performance and commentary across all your portfolio companies to spot systemic risks, such as widespread margin compression or a shared supply chain vulnerability.
Systemic Risk Identification
Analyzes performance and commentary across all your portfolio companies to spot systemic risks, such as widespread margin compression or a shared supply chain vulnerability.
Best Practice & Synergy Discovery
Identifies best practices from your top-performing companies that could be applied to others and uncovers potential cross-selling or operational synergies within the portfolio.
Best Practice & Synergy Discovery
Identifies best practices from your top-performing companies that could be applied to others and uncovers potential cross-selling or operational synergies within the portfolio.
Best Practice & Synergy Discovery
Identifies best practices from your top-performing companies that could be applied to others and uncovers potential cross-selling or operational synergies within the portfolio.
Performance Benchmarking
Creates a structured database of KPIs from across your portfolio, allowing you to benchmark companies against each other on metrics like growth, profitability, and cash conversion.
Performance Benchmarking
Creates a structured database of KPIs from across your portfolio, allowing you to benchmark companies against each other on metrics like growth, profitability, and cash conversion.
Performance Benchmarking
Creates a structured database of KPIs from across your portfolio, allowing you to benchmark companies against each other on metrics like growth, profitability, and cash conversion.
Diligence against Historicals
Automatically compare current deal metrics against your firm's historical investment performance to identify patterns, outliers, and potential red flags
Diligence against Historicals
Automatically compare current deal metrics against your firm's historical investment performance to identify patterns, outliers, and potential red flags
Diligence against Historicals
Automatically compare current deal metrics against your firm's historical investment performance to identify patterns, outliers, and potential red flags
Natural Language Portfolio Q&A
Ask complex questions in plain English, such as, 'Which of our portfolio companies have exposure to the European market?' and get an instant, cited answer from all relevant reports.
Natural Language Portfolio Q&A
Ask complex questions in plain English, such as, 'Which of our portfolio companies have exposure to the European market?' and get an instant, cited answer from all relevant reports.
Natural Language Portfolio Q&A
Ask complex questions in plain English, such as, 'Which of our portfolio companies have exposure to the European market?' and get an instant, cited answer from all relevant reports.
Automated LP & Board Reporting
Automates the data aggregation for quarterly LP updates and board presentations, delivering a consolidated view of portfolio health with verifiable data points.
Automated LP & Board Reporting
Automates the data aggregation for quarterly LP updates and board presentations, delivering a consolidated view of portfolio health with verifiable data points.
Automated LP & Board Reporting
Automates the data aggregation for quarterly LP updates and board presentations, delivering a consolidated view of portfolio health with verifiable data points.
Why V7 Go
Synthesizes data across all your investment reports
To provide a single, unified source of intelligence.
Workflow
Workflow
Import your files
DealCloud
,
SharePoint
,
Tableau
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Weeks of manual analysis
Weeks of manual analysis
With V7 Go agents
Minutes
Minutes
Average time saved
99%
99%
V7 Go
V7 Go
V7 Go
V7 Go
Leverage the collective intelligence
of your entire portfolio
Your firm’s most valuable data—its collective experience across dozens of investments—is trapped in scattered reports and disconnected systems. Partners and investment committees can't easily compare performance across portfolio companies or identify systemic risks without a massive manual data consolidation effort. This makes it impossible to leverage your institutional knowledge at scale, turning every new challenge into a new research project. V7 Go's Cross-Portfolio Analysis Agent unifies this data, giving you an army of analysts to find the patterns in your portfolio.
Private Equity & VC Partners
Make more data-driven capital allocation and strategy decisions. Get an instant, synthesized view of risks and opportunities across your entire portfolio without relying on manual analyst reports.
Private Equity & VC Partners
Make more data-driven capital allocation and strategy decisions. Get an instant, synthesized view of risks and opportunities across your entire portfolio without relying on manual analyst reports.
Private Equity & VC Partners
Make more data-driven capital allocation and strategy decisions. Get an instant, synthesized view of risks and opportunities across your entire portfolio without relying on manual analyst reports.
Private Equity & VC Partners
Make more data-driven capital allocation and strategy decisions. Get an instant, synthesized view of risks and opportunities across your entire portfolio without relying on manual analyst reports.
Portfolio Operations & Monitoring Teams
Move from reactive to proactive portfolio management. Automate the aggregation of performance data to spot trends early, identify underperformers, and share best practices.
Portfolio Operations & Monitoring Teams
Move from reactive to proactive portfolio management. Automate the aggregation of performance data to spot trends early, identify underperformers, and share best practices.
Portfolio Operations & Monitoring Teams
Move from reactive to proactive portfolio management. Automate the aggregation of performance data to spot trends early, identify underperformers, and share best practices.
Portfolio Operations & Monitoring Teams
Move from reactive to proactive portfolio management. Automate the aggregation of performance data to spot trends early, identify underperformers, and share best practices.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Deal Sourcing Agent
Automate your private equity deal sourcing. This V7 Go agent monitors the market for your custom investment triggers to find proprietary, off-market investment opportunities.
Deal Sourcing
Proprietary Deal Flow
Qualitative Screening
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Finance
AI Private Equity Due Diligence Agent
Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
Private Equity Due Diligence
VDR Automation
Investment Memo Automation
Welcome Go
Welcome Go
Welcome Go
Welcome Go
Turn your portfolio data into an alpha engine
Turn your portfolio data into an alpha engine
Turn your portfolio data into an alpha engine
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:
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:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
What data sources does this agent connect to?
It connects to your firm's central document repositories, such as SharePoint, and can integrate with your CRM (like DealCloud) and portfolio monitoring systems. It can analyze any text-based document or structured data source you provide.
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What data sources does this agent connect to?
It connects to your firm's central document repositories, such as SharePoint, and can integrate with your CRM (like DealCloud) and portfolio monitoring systems. It can analyze any text-based document or structured data source you provide.
+
What data sources does this agent connect to?
It connects to your firm's central document repositories, such as SharePoint, and can integrate with your CRM (like DealCloud) and portfolio monitoring systems. It can analyze any text-based document or structured data source you provide.
+
What data sources does this agent connect to?
It connects to your firm's central document repositories, such as SharePoint, and can integrate with your CRM (like DealCloud) and portfolio monitoring systems. It can analyze any text-based document or structured data source you provide.
+
How does it handle inconsistent reporting formats from different companies?
V7 Go is built for this exact challenge. It uses AI to understand the context and structure of each report, allowing it to find and normalize key data points (like 'Revenue' or 'EBITDA') even if they are named or presented differently.
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How does it handle inconsistent reporting formats from different companies?
V7 Go is built for this exact challenge. It uses AI to understand the context and structure of each report, allowing it to find and normalize key data points (like 'Revenue' or 'EBITDA') even if they are named or presented differently.
+
How does it handle inconsistent reporting formats from different companies?
V7 Go is built for this exact challenge. It uses AI to understand the context and structure of each report, allowing it to find and normalize key data points (like 'Revenue' or 'EBITDA') even if they are named or presented differently.
+
How does it handle inconsistent reporting formats from different companies?
V7 Go is built for this exact challenge. It uses AI to understand the context and structure of each report, allowing it to find and normalize key data points (like 'Revenue' or 'EBITDA') even if they are named or presented differently.
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Can it work with both financial data and unstructured text?
Yes, this is a core strength. The agent synthesizes quantitative data from financial tables with qualitative insights from narrative sections (like management commentary or risk factors) to provide a complete picture.
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Can it work with both financial data and unstructured text?
Yes, this is a core strength. The agent synthesizes quantitative data from financial tables with qualitative insights from narrative sections (like management commentary or risk factors) to provide a complete picture.
+
Can it work with both financial data and unstructured text?
Yes, this is a core strength. The agent synthesizes quantitative data from financial tables with qualitative insights from narrative sections (like management commentary or risk factors) to provide a complete picture.
+
Can it work with both financial data and unstructured text?
Yes, this is a core strength. The agent synthesizes quantitative data from financial tables with qualitative insights from narrative sections (like management commentary or risk factors) to provide a complete picture.
+
How do we know we can trust the analysis?
Every insight is fully verifiable. When the agent provides a consolidated finding, it also provides citations that link back to the specific source documents and passages from each portfolio company that support the conclusion.
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How do we know we can trust the analysis?
Every insight is fully verifiable. When the agent provides a consolidated finding, it also provides citations that link back to the specific source documents and passages from each portfolio company that support the conclusion.
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How do we know we can trust the analysis?
Every insight is fully verifiable. When the agent provides a consolidated finding, it also provides citations that link back to the specific source documents and passages from each portfolio company that support the conclusion.
+
How do we know we can trust the analysis?
Every insight is fully verifiable. When the agent provides a consolidated finding, it also provides citations that link back to the specific source documents and passages from each portfolio company that support the conclusion.
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Can this help us source new deals?
Indirectly, yes. By analyzing your historical deals (both won and lost), the agent can help you build a data-driven profile of the characteristics that define your most successful investments, which can then sharpen your future sourcing strategy.
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Can this help us source new deals?
Indirectly, yes. By analyzing your historical deals (both won and lost), the agent can help you build a data-driven profile of the characteristics that define your most successful investments, which can then sharpen your future sourcing strategy.
+
Can this help us source new deals?
Indirectly, yes. By analyzing your historical deals (both won and lost), the agent can help you build a data-driven profile of the characteristics that define your most successful investments, which can then sharpen your future sourcing strategy.
+
Can this help us source new deals?
Indirectly, yes. By analyzing your historical deals (both won and lost), the agent can help you build a data-driven profile of the characteristics that define your most successful investments, which can then sharpen your future sourcing strategy.
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How does it handle confidential portfolio company data?
Security is paramount. All analysis is performed within your firm's private, secure V7 Go environment. Your proprietary portfolio data is never shared or used to train external models, ensuring complete confidentiality.
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How does it handle confidential portfolio company data?
Security is paramount. All analysis is performed within your firm's private, secure V7 Go environment. Your proprietary portfolio data is never shared or used to train external models, ensuring complete confidentiality.
+
How does it handle confidential portfolio company data?
Security is paramount. All analysis is performed within your firm's private, secure V7 Go environment. Your proprietary portfolio data is never shared or used to train external models, ensuring complete confidentiality.
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How does it handle confidential portfolio company data?
Security is paramount. All analysis is performed within your firm's private, secure V7 Go environment. Your proprietary portfolio data is never shared or used to train external models, ensuring complete confidentiality.
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