AI Portfolio Monitoring Agent
Stop manually copying KPIs from board decks. This agent reads portfolio company presentations in any format, extracts standardized metrics, and populates your monitoring database automatically. Track performance across your entire portfolio with consistent, real-time data.
Ideal for
Portfolio Operations
Investment Monitoring
PE Operations Teams
See AI Portfolio Monitoring Agent in action
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See AI Portfolio Monitoring Agent in action
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Q3 Portfolio KPI Extraction
See AI Portfolio Monitoring Agent in action
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Time comparison
Traditional way
8-12 hours per quarter
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
Format-Agnostic Extraction
Reads board decks regardless of layout, template, or design. Whether companies use PowerPoint, PDF, or custom formats, the agent extracts the same KPIs consistently.
Format-Agnostic Extraction
Reads board decks regardless of layout, template, or design. Whether companies use PowerPoint, PDF, or custom formats, the agent extracts the same KPIs consistently.
Metric Standardization
Automatically maps company-specific metric definitions to your standardized monitoring schema, eliminating reconciliation work and ensuring apples-to-apples comparison.
Metric Standardization
Automatically maps company-specific metric definitions to your standardized monitoring schema, eliminating reconciliation work and ensuring apples-to-apples comparison.
Real-Time Database Population
Extracted KPIs flow directly into your monitoring database, eliminating manual copy-paste and keeping dashboards current without delay.
Real-Time Database Population
Extracted KPIs flow directly into your monitoring database, eliminating manual copy-paste and keeping dashboards current without delay.
Anomaly Detection
Flags unusual metric movements or missing data points that warrant investigation, surfacing potential issues before they become problems.
Anomaly Detection
Flags unusual metric movements or missing data points that warrant investigation, surfacing potential issues before they become problems.
Audit Trail & Traceability
Every extracted KPI is linked back to its source in the original deck, creating a complete record for compliance and verification.
Audit Trail & Traceability
Every extracted KPI is linked back to its source in the original deck, creating a complete record for compliance and verification.
Scalable Across Portfolio
Process dozens of portfolio companies simultaneously. The agent scales effortlessly, extracting metrics from 50 decks as easily as 5.
Scalable Across Portfolio
Process dozens of portfolio companies simultaneously. The agent scales effortlessly, extracting metrics from 50 decks as easily as 5.
Extracts KPIs from any board deck format
And standardizes them for your monitoring database.
Get started
Import your files
Salesforce
,
Google Sheets
,
Snowflake
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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
