90% less manual data entry
AI Portfolio Monitoring Agent
From scattered decks to unified dashboards
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
Play video
See AI Portfolio Monitoring Agent in action
Play video
See AI Portfolio Monitoring Agent in action
Play video
Q3 Portfolio KPI Extraction
See AI Portfolio Monitoring Agent in action
Play video
Time comparison
Time comparison
Traditional way
8-12 hours per quarter
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
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.
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.
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.
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.
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.
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.
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
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
Customer voices
Customer voices
Connect AI to your portfolio operations.
Connect AI to your portfolio operations.
Standardize metrics across your entire portfolio.
Standardize metrics across your entire portfolio.
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
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
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
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
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.
Board decks come in every format imaginable. This agent handles dense financial tables, embedded charts, narrative text, and visual graphics. It extracts metrics from anywhere in the deck, regardless of layout or design.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
PowerPoint
Graphs
Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Board decks come in every format imaginable. This agent handles dense financial tables, embedded charts, narrative text, and visual graphics. It extracts metrics from anywhere in the deck, regardless of layout or design.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
PowerPoint
Graphs
Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Board decks come in every format imaginable. This agent handles dense financial tables, embedded charts, narrative text, and visual graphics. It extracts metrics from anywhere in the deck, regardless of layout or design.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
PowerPoint
Graphs
Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 98%+ accuracy rate
on numeric KPI extraction.
Portfolio monitoring demands precision. This agent extracts numeric KPIs with exceptional accuracy, using multi-step validation to catch transposition errors and ensure data integrity before it reaches your database.
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 98%+ accuracy rate
on numeric KPI extraction.
Portfolio monitoring demands precision. This agent extracts numeric KPIs with exceptional accuracy, using multi-step validation to catch transposition errors and ensure data integrity before it reaches your database.
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 98%+ accuracy rate
on numeric KPI extraction.
Portfolio monitoring demands precision. This agent extracts numeric KPIs with exceptional accuracy, using multi-step validation to catch transposition errors and ensure data integrity before it reaches your database.
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.
Every extracted KPI is visually linked to its source location in the original deck. Your team can verify any metric in seconds, creating a complete audit trail for compliance and governance.
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
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every extracted KPI is visually linked to its source location in the original deck. Your team can verify any metric in seconds, creating a complete audit trail for compliance and governance.
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.
Every extracted KPI is visually linked to its source location in the original deck. Your team can verify any metric in seconds, creating a complete audit trail for compliance and governance.
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 sensitive portfolio data.
Portfolio company data is confidential. V7 Go processes all board decks within your secure environment, ensuring sensitive financial and operational metrics remain protected. Your data is never used for external model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for sensitive portfolio data.
Portfolio company data is confidential. V7 Go processes all board decks within your secure environment, ensuring sensitive financial and operational metrics remain protected. Your data is never used for external model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for sensitive portfolio data.
Portfolio company data is confidential. V7 Go processes all board decks within your secure environment, ensuring sensitive financial and operational metrics remain protected. Your data is never used for external model training.
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 Portfolio Monitoring Agent
How does the agent handle different metric definitions across companies?
You define your standardized KPI schema once in the Knowledge Hub. The agent learns your definitions and automatically maps each company's metrics to your standard, handling variations in naming and calculation methodology.
+
How does the agent handle different metric definitions across companies?
You define your standardized KPI schema once in the Knowledge Hub. The agent learns your definitions and automatically maps each company's metrics to your standard, handling variations in naming and calculation methodology.
+
How does the agent handle different metric definitions across companies?
You define your standardized KPI schema once in the Knowledge Hub. The agent learns your definitions and automatically maps each company's metrics to your standard, handling variations in naming and calculation methodology.
+
What if a company's board deck is missing a KPI we track?
The agent flags missing metrics and notes them in the output. This alerts your team to follow up with the company, ensuring you catch data gaps early.
+
What if a company's board deck is missing a KPI we track?
The agent flags missing metrics and notes them in the output. This alerts your team to follow up with the company, ensuring you catch data gaps early.
+
What if a company's board deck is missing a KPI we track?
The agent flags missing metrics and notes them in the output. This alerts your team to follow up with the company, ensuring you catch data gaps early.
+
Can it handle decks in different languages?
Yes. The agent processes board decks in 50+ languages, translating and standardizing metrics regardless of the original language.
+
Can it handle decks in different languages?
Yes. The agent processes board decks in 50+ languages, translating and standardizing metrics regardless of the original language.
+
Can it handle decks in different languages?
Yes. The agent processes board decks in 50+ languages, translating and standardizing metrics regardless of the original language.
+
How does it integrate with our monitoring database?
The agent outputs structured data (JSON, CSV, or direct API calls) that maps directly to your database schema. We can configure it to push data to your existing monitoring system automatically.
+
How does it integrate with our monitoring database?
The agent outputs structured data (JSON, CSV, or direct API calls) that maps directly to your database schema. We can configure it to push data to your existing monitoring system automatically.
+
How does it integrate with our monitoring database?
The agent outputs structured data (JSON, CSV, or direct API calls) that maps directly to your database schema. We can configure it to push data to your existing monitoring system automatically.
+
What happens if a metric appears in an unusual location in the deck?
The agent uses semantic understanding to find metrics regardless of where they appear in the deck—whether in a table, chart, narrative text, or appendix. It doesn't rely on fixed locations.
+
What happens if a metric appears in an unusual location in the deck?
The agent uses semantic understanding to find metrics regardless of where they appear in the deck—whether in a table, chart, narrative text, or appendix. It doesn't rely on fixed locations.
+
What happens if a metric appears in an unusual location in the deck?
The agent uses semantic understanding to find metrics regardless of where they appear in the deck—whether in a table, chart, narrative text, or appendix. It doesn't rely on fixed locations.
+
How accurate is the extraction?
The agent achieves 98%+ accuracy on numeric KPIs. Every extracted value is visually linked to its source in the deck, allowing your team to verify and correct any outliers in seconds.
+
How accurate is the extraction?
The agent achieves 98%+ accuracy on numeric KPIs. Every extracted value is visually linked to its source in the deck, allowing your team to verify and correct any outliers in seconds.
+
How accurate is the extraction?
The agent achieves 98%+ accuracy on numeric KPIs. Every extracted value is visually linked to its source in the deck, allowing your team to verify and correct any outliers in seconds.
+
Next steps
Next steps
Still manually extracting KPIs from board decks?
Send us a few recent board decks from your portfolio companies. We'll show you how to automate the entire extraction and standardization 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: