AI Portfolio Reporting Agent
Your quarterly reports, on autopilot
Your quarterly reports, on autopilot
Delegate the entire portfolio reporting process to a specialized AI agent. It automatically connects to your data sources, consolidates performance across all your holdings, and generates a complete, accurate, and presentation-ready report in your firm's custom template.
Why V7 Go
Why V7 Go
Multi-Asset Data Consolidation
Automates the aggregation of performance data from all your holdings—public securities, private funds, direct investments—by reading custodial statements, manager reports, and internal spreadsheets.
Multi-Asset Data Consolidation
Automates the aggregation of performance data from all your holdings—public securities, private funds, direct investments—by reading custodial statements, manager reports, and internal spreadsheets.
Multi-Asset Data Consolidation
Automates the aggregation of performance data from all your holdings—public securities, private funds, direct investments—by reading custodial statements, manager reports, and internal spreadsheets.
Custom Template Population
Works with your firm's proprietary, highly-formatted reporting templates in PowerPoint, Excel, or Word, ensuring every report is perfectly on-brand and consistent.
Custom Template Population
Works with your firm's proprietary, highly-formatted reporting templates in PowerPoint, Excel, or Word, ensuring every report is perfectly on-brand and consistent.
Custom Template Population
Works with your firm's proprietary, highly-formatted reporting templates in PowerPoint, Excel, or Word, ensuring every report is perfectly on-brand and consistent.
Automated KPI & Performance Calculation
Calculates all key performance metrics for your portfolio, including time-weighted returns, IRR, MOIC, and provides attribution and exposure analysis by sector or strategy.
Automated KPI & Performance Calculation
Calculates all key performance metrics for your portfolio, including time-weighted returns, IRR, MOIC, and provides attribution and exposure analysis by sector or strategy.
Automated KPI & Performance Calculation
Calculates all key performance metrics for your portfolio, including time-weighted returns, IRR, MOIC, and provides attribution and exposure analysis by sector or strategy.
Narrative Summary Generation
Doesn't just populate tables. The agent analyzes the performance and synthesizes a plain English executive summary of the key drivers and detractors for the period.
Narrative Summary Generation
Doesn't just populate tables. The agent analyzes the performance and synthesizes a plain English executive summary of the key drivers and detractors for the period.
Narrative Summary Generation
Doesn't just populate tables. The agent analyzes the performance and synthesizes a plain English executive summary of the key drivers and detractors for the period.
Scheduled & On-Demand Reporting
Set your quarterly and monthly reports to generate automatically on a schedule, or run them on-demand at any time to get an up-to-the-minute view of performance.
Scheduled & On-Demand Reporting
Set your quarterly and monthly reports to generate automatically on a schedule, or run them on-demand at any time to get an up-to-the-minute view of performance.
Scheduled & On-Demand Reporting
Set your quarterly and monthly reports to generate automatically on a schedule, or run them on-demand at any time to get an up-to-the-minute view of performance.
Verifiable Data Integrity
Build reports you can trust. Every single number in your final report is supported by a visual citation that links directly back to the source document or data feed.
Verifiable Data Integrity
Build reports you can trust. Every single number in your final report is supported by a visual citation that links directly back to the source document or data feed.
Verifiable Data Integrity
Build reports you can trust. Every single number in your final report is supported by a visual citation that links directly back to the source document or data feed.
Why V7 Go
Consolidates performance data from across your entire portfolio
To generate a single, comprehensive performance report.
Workflow
Workflow
Import your files
Tableau
,
Microsoft PowerPoint
,
Advent Portfolio Exchange
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 weeks per quarter
1-2 weeks per quarter
With V7 Go agents
Hours
Hours
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Automate your most important deliverable.
Deliver faster insights to your stakeholders.
Remember the last quarterly report you hated building? That process of chasing down data and manually populating slides is a universal pain point. For investors with complex portfolios, generating performance reports is a slow, error-prone cycle of data aggregation from dozens of sources. Teams spend weeks consolidating data from custodial statements, internal systems, and portfolio company updates, just to create a report that's stale on arrival. You chose a career to manage assets and build relationships, not to be a report builder. For everything else, there's V7 Go.
Family Offices & Endowments
Empower your lean team with institutional-grade reporting capabilities. Automate the aggregation of data from your complex, multi-asset class portfolio to generate timely reports for your board and stakeholders.
Family Offices & Endowments
Empower your lean team with institutional-grade reporting capabilities. Automate the aggregation of data from your complex, multi-asset class portfolio to generate timely reports for your board and stakeholders.
Family Offices & Endowments
Empower your lean team with institutional-grade reporting capabilities. Automate the aggregation of data from your complex, multi-asset class portfolio to generate timely reports for your board and stakeholders.
Family Offices & Endowments
Empower your lean team with institutional-grade reporting capabilities. Automate the aggregation of data from your complex, multi-asset class portfolio to generate timely reports for your board and stakeholders.
Venture Capital & Private Equity
Streamline your quarterly LP reporting process. Automate the consolidation of portfolio company updates and performance data to generate accurate, on-brand investor reports in a fraction of the time.
Venture Capital & Private Equity
Streamline your quarterly LP reporting process. Automate the consolidation of portfolio company updates and performance data to generate accurate, on-brand investor reports in a fraction of the time.
Venture Capital & Private Equity
Streamline your quarterly LP reporting process. Automate the consolidation of portfolio company updates and performance data to generate accurate, on-brand investor reports in a fraction of the time.
Venture Capital & Private Equity
Streamline your quarterly LP reporting process. Automate the consolidation of portfolio company updates and performance data to generate accurate, on-brand investor reports in a fraction of the time.
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
Your quarterly reports, on autopilot
Your quarterly reports, on autopilot
Your quarterly reports, on autopilot
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.
Our portfolio is complex, with dozens of data sources. Can it handle that?
Yes, this agent is designed for exactly that complexity. It can be configured to pull data from any source—custodial data feeds, PDF statements, unstructured manager letters, and your own internal Excel files—and consolidate it all.
+
Our portfolio is complex, with dozens of data sources. Can it handle that?
Yes, this agent is designed for exactly that complexity. It can be configured to pull data from any source—custodial data feeds, PDF statements, unstructured manager letters, and your own internal Excel files—and consolidate it all.
+
Our portfolio is complex, with dozens of data sources. Can it handle that?
Yes, this agent is designed for exactly that complexity. It can be configured to pull data from any source—custodial data feeds, PDF statements, unstructured manager letters, and your own internal Excel files—and consolidate it all.
+
Our portfolio is complex, with dozens of data sources. Can it handle that?
Yes, this agent is designed for exactly that complexity. It can be configured to pull data from any source—custodial data feeds, PDF statements, unstructured manager letters, and your own internal Excel files—and consolidate it all.
+
How does it handle our firm's very specific PowerPoint reporting template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific tables, charts, and text boxes in your PowerPoint file, ensuring the final output is pixel-perfect.
+
How does it handle our firm's very specific PowerPoint reporting template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific tables, charts, and text boxes in your PowerPoint file, ensuring the final output is pixel-perfect.
+
How does it handle our firm's very specific PowerPoint reporting template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific tables, charts, and text boxes in your PowerPoint file, ensuring the final output is pixel-perfect.
+
How does it handle our firm's very specific PowerPoint reporting template?
Your template is the core of the workflow. During a one-time setup, we map the agent's data outputs to the specific tables, charts, and text boxes in your PowerPoint file, ensuring the final output is pixel-perfect.
+
Can it handle illiquid assets like direct investments or real estate?
Yes. The agent can ingest performance updates for illiquid assets from any source you provide, such as valuation reports, board updates, or capital account statements, and integrate them into the overall portfolio view.
+
Can it handle illiquid assets like direct investments or real estate?
Yes. The agent can ingest performance updates for illiquid assets from any source you provide, such as valuation reports, board updates, or capital account statements, and integrate them into the overall portfolio view.
+
Can it handle illiquid assets like direct investments or real estate?
Yes. The agent can ingest performance updates for illiquid assets from any source you provide, such as valuation reports, board updates, or capital account statements, and integrate them into the overall portfolio view.
+
Can it handle illiquid assets like direct investments or real estate?
Yes. The agent can ingest performance updates for illiquid assets from any source you provide, such as valuation reports, board updates, or capital account statements, and integrate them into the overall portfolio view.
+
What's the difference between this and a BI tool like Tableau?
BI tools are great for interactive dashboards. This agent is designed to automate the creation of the static, presentation-ready reports that are essential for client meetings and investment committees, complete with narrative and your specific branding.
+
What's the difference between this and a BI tool like Tableau?
BI tools are great for interactive dashboards. This agent is designed to automate the creation of the static, presentation-ready reports that are essential for client meetings and investment committees, complete with narrative and your specific branding.
+
What's the difference between this and a BI tool like Tableau?
BI tools are great for interactive dashboards. This agent is designed to automate the creation of the static, presentation-ready reports that are essential for client meetings and investment committees, complete with narrative and your specific branding.
+
What's the difference between this and a BI tool like Tableau?
BI tools are great for interactive dashboards. This agent is designed to automate the creation of the static, presentation-ready reports that are essential for client meetings and investment committees, complete with narrative and your specific branding.
+
Does it handle performance calculations, or just data aggregation?
It can do both. The workflow can be configured to perform a wide range of performance and risk calculations, or it can simply provide clean, consolidated data to your existing financial models to perform the calculations there.
+
Does it handle performance calculations, or just data aggregation?
It can do both. The workflow can be configured to perform a wide range of performance and risk calculations, or it can simply provide clean, consolidated data to your existing financial models to perform the calculations there.
+
Does it handle performance calculations, or just data aggregation?
It can do both. The workflow can be configured to perform a wide range of performance and risk calculations, or it can simply provide clean, consolidated data to your existing financial models to perform the calculations there.
+
Does it handle performance calculations, or just data aggregation?
It can do both. The workflow can be configured to perform a wide range of performance and risk calculations, or it can simply provide clean, consolidated data to your existing financial models to perform the calculations there.
+
How can we trust the final report is accurate?
Through complete transparency. Every data point is cited. A standard part of the workflow is to deliver not just the final report, but also a detailed backup file showing the source for every number, allowing for a fast and efficient audit.
+
How can we trust the final report is accurate?
Through complete transparency. Every data point is cited. A standard part of the workflow is to deliver not just the final report, but also a detailed backup file showing the source for every number, allowing for a fast and efficient audit.
+
How can we trust the final report is accurate?
Through complete transparency. Every data point is cited. A standard part of the workflow is to deliver not just the final report, but also a detailed backup file showing the source for every number, allowing for a fast and efficient audit.
+
How can we trust the final report is accurate?
Through complete transparency. Every data point is cited. A standard part of the workflow is to deliver not just the final report, but also a detailed backup file showing the source for every number, allowing for a fast and efficient audit.
+