AI Private Equity Portfolio Reporting Agent
Your automated portfolio operations team
Your automated portfolio operations team
Delegate the entire portfolio reporting cycle to a specialized AI agent. It automatically ingests the monthly and quarterly reports from all your portfolio companies, consolidates KPIs, and generates a comprehensive performance review for your team and your LPs.
Why V7 Go
Why V7 Go
Automated Data Consolidation
Reads and extracts data from the inconsistent monthly and quarterly reports of all your portfolio companies, automatically consolidating them into a single, standardized format.
Automated Data Consolidation
Reads and extracts data from the inconsistent monthly and quarterly reports of all your portfolio companies, automatically consolidating them into a single, standardized format.
Automated Data Consolidation
Reads and extracts data from the inconsistent monthly and quarterly reports of all your portfolio companies, automatically consolidating them into a single, standardized format.
Standardized KPI Tracking
Normalizes and tracks your fund's standard set of KPIs—like Revenue Growth, EBITDA Margin, and Cash Conversion—across the entire portfolio for true apples-to-apples comparison.
Standardized KPI Tracking
Normalizes and tracks your fund's standard set of KPIs—like Revenue Growth, EBITDA Margin, and Cash Conversion—across the entire portfolio for true apples-to-apples comparison.
Standardized KPI Tracking
Normalizes and tracks your fund's standard set of KPIs—like Revenue Growth, EBITDA Margin, and Cash Conversion—across the entire portfolio for true apples-to-apples comparison.
Covenant & Performance Monitoring
Continuously tracks performance against budget and monitors debt covenant compliance, providing proactive alerts to the deal team when a company is trending off-plan.
Covenant & Performance Monitoring
Continuously tracks performance against budget and monitors debt covenant compliance, providing proactive alerts to the deal team when a company is trending off-plan.
Covenant & Performance Monitoring
Continuously tracks performance against budget and monitors debt covenant compliance, providing proactive alerts to the deal team when a company is trending off-plan.
Qualitative Insight Extraction
Goes beyond the numbers to read the narrative commentary in board decks and management reports, summarizing key strategic initiatives, risks, and opportunities.
Qualitative Insight Extraction
Goes beyond the numbers to read the narrative commentary in board decks and management reports, summarizing key strategic initiatives, risks, and opportunities.
Qualitative Insight Extraction
Goes beyond the numbers to read the narrative commentary in board decks and management reports, summarizing key strategic initiatives, risks, and opportunities.
LP & Valuation Reporting
Automates the data aggregation needed for your quarterly LP reports and valuation processes, ensuring the data is timely, accurate, and consistent.
LP & Valuation Reporting
Automates the data aggregation needed for your quarterly LP reports and valuation processes, ensuring the data is timely, accurate, and consistent.
LP & Valuation Reporting
Automates the data aggregation needed for your quarterly LP reports and valuation processes, ensuring the data is timely, accurate, and consistent.
Fully Cited & Auditable
Every KPI and summary point in your consolidated report is visually linked to the source page in the original portfolio company document, creating a perfect audit trail.
Fully Cited & Auditable
Every KPI and summary point in your consolidated report is visually linked to the source page in the original portfolio company document, creating a perfect audit trail.
Fully Cited & Auditable
Every KPI and summary point in your consolidated report is visually linked to the source page in the original portfolio company document, creating a perfect audit trail.
Why V7 Go
Consolidates data from all your portfolio company reports
To create a single, unified view of performance.
Workflow
Workflow
Import your files
Microsoft Excel
,
Tableau
,
SharePoint
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 portfolio monitoring.
Focus your team on value creation.
For a lean private equity firm, the quarterly reporting cycle is an all-hands-on-deck fire drill of manual data wrangling. The portfolio operations team is drowning in a sea of inconsistent Excel reports, board decks, and PDF statements from dozens of portfolio companies. Manually consolidating this data to track KPIs, monitor performance, and prepare reports for LPs is a slow, error-prone, and unsustainable process. Remember the last time you hated the quarterly close? It's time to make that the last time.
PE Portfolio Operations Teams
Stop wasting the first two weeks of every quarter chasing down and consolidating data. Automate your entire reporting process so you can focus on what matters: working with your portfolio companies to drive growth.
PE Portfolio Operations Teams
Stop wasting the first two weeks of every quarter chasing down and consolidating data. Automate your entire reporting process so you can focus on what matters: working with your portfolio companies to drive growth.
PE Portfolio Operations Teams
Stop wasting the first two weeks of every quarter chasing down and consolidating data. Automate your entire reporting process so you can focus on what matters: working with your portfolio companies to drive growth.
PE Portfolio Operations Teams
Stop wasting the first two weeks of every quarter chasing down and consolidating data. Automate your entire reporting process so you can focus on what matters: working with your portfolio companies to drive growth.
Deal Partners & Investment Committees
Get a clearer, more timely, and more consistent view of your entire portfolio's health. Make better decisions about capital allocation and follow-on investments with reliable, real-time data at your fingertips.
Deal Partners & Investment Committees
Get a clearer, more timely, and more consistent view of your entire portfolio's health. Make better decisions about capital allocation and follow-on investments with reliable, real-time data at your fingertips.
Deal Partners & Investment Committees
Get a clearer, more timely, and more consistent view of your entire portfolio's health. Make better decisions about capital allocation and follow-on investments with reliable, real-time data at your fingertips.
Deal Partners & Investment Committees
Get a clearer, more timely, and more consistent view of your entire portfolio's health. Make better decisions about capital allocation and follow-on investments with reliable, real-time data at your fingertips.
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 automated portfolio operations team
Your automated portfolio operations team
Your automated portfolio operations team
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 companies all use different reporting formats. How does the agent handle that?
V7 Go's AI is specifically designed for this inconsistency. It uses contextual understanding to find and extract the right data (e.g., 'Revenue') from any Excel or PDF report, regardless of the company's specific chart of accounts or template.
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Our portfolio companies all use different reporting formats. How does the agent handle that?
V7 Go's AI is specifically designed for this inconsistency. It uses contextual understanding to find and extract the right data (e.g., 'Revenue') from any Excel or PDF report, regardless of the company's specific chart of accounts or template.
+
Our portfolio companies all use different reporting formats. How does the agent handle that?
V7 Go's AI is specifically designed for this inconsistency. It uses contextual understanding to find and extract the right data (e.g., 'Revenue') from any Excel or PDF report, regardless of the company's specific chart of accounts or template.
+
Our portfolio companies all use different reporting formats. How does the agent handle that?
V7 Go's AI is specifically designed for this inconsistency. It uses contextual understanding to find and extract the right data (e.g., 'Revenue') from any Excel or PDF report, regardless of the company's specific chart of accounts or template.
+
Can it populate our fund's proprietary portfolio monitoring dashboard in Excel?
Yes. We configure the agent to deliver the consolidated data directly into your existing, highly-customized Excel or BI dashboard templates, preserving all your calculations and visualizations.
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Can it populate our fund's proprietary portfolio monitoring dashboard in Excel?
Yes. We configure the agent to deliver the consolidated data directly into your existing, highly-customized Excel or BI dashboard templates, preserving all your calculations and visualizations.
+
Can it populate our fund's proprietary portfolio monitoring dashboard in Excel?
Yes. We configure the agent to deliver the consolidated data directly into your existing, highly-customized Excel or BI dashboard templates, preserving all your calculations and visualizations.
+
Can it populate our fund's proprietary portfolio monitoring dashboard in Excel?
Yes. We configure the agent to deliver the consolidated data directly into your existing, highly-customized Excel or BI dashboard templates, preserving all your calculations and visualizations.
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Where does it get the portfolio company reports from?
The agent can be configured to monitor a dedicated SharePoint folder or email inbox where your portfolio companies submit their reports, allowing for a fully automated intake and consolidation process.
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Where does it get the portfolio company reports from?
The agent can be configured to monitor a dedicated SharePoint folder or email inbox where your portfolio companies submit their reports, allowing for a fully automated intake and consolidation process.
+
Where does it get the portfolio company reports from?
The agent can be configured to monitor a dedicated SharePoint folder or email inbox where your portfolio companies submit their reports, allowing for a fully automated intake and consolidation process.
+
Where does it get the portfolio company reports from?
The agent can be configured to monitor a dedicated SharePoint folder or email inbox where your portfolio companies submit their reports, allowing for a fully automated intake and consolidation process.
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What kind of KPIs can it track?
It can track any KPI that can be found in or calculated from the source documents. This includes standard financial metrics as well as bespoke operational KPIs that are unique to your fund's industry focus.
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What kind of KPIs can it track?
It can track any KPI that can be found in or calculated from the source documents. This includes standard financial metrics as well as bespoke operational KPIs that are unique to your fund's industry focus.
+
What kind of KPIs can it track?
It can track any KPI that can be found in or calculated from the source documents. This includes standard financial metrics as well as bespoke operational KPIs that are unique to your fund's industry focus.
+
What kind of KPIs can it track?
It can track any KPI that can be found in or calculated from the source documents. This includes standard financial metrics as well as bespoke operational KPIs that are unique to your fund's industry focus.
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How does this help our LPs?
By automating the data aggregation, this agent enables you to provide your Limited Partners with faster, more accurate, and more detailed reporting on the health and performance of the underlying portfolio.
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How does this help our LPs?
By automating the data aggregation, this agent enables you to provide your Limited Partners with faster, more accurate, and more detailed reporting on the health and performance of the underlying portfolio.
+
How does this help our LPs?
By automating the data aggregation, this agent enables you to provide your Limited Partners with faster, more accurate, and more detailed reporting on the health and performance of the underlying portfolio.
+
How does this help our LPs?
By automating the data aggregation, this agent enables you to provide your Limited Partners with faster, more accurate, and more detailed reporting on the health and performance of the underlying portfolio.
+
Can we trust the data in the consolidated report?
Yes, because it is 100% verifiable. The platform provides a transparent audit trail, allowing you to click on any number in the consolidated dashboard and instantly see a visual citation of where it came from in the original portfolio company's report.
+
Can we trust the data in the consolidated report?
Yes, because it is 100% verifiable. The platform provides a transparent audit trail, allowing you to click on any number in the consolidated dashboard and instantly see a visual citation of where it came from in the original portfolio company's report.
+
Can we trust the data in the consolidated report?
Yes, because it is 100% verifiable. The platform provides a transparent audit trail, allowing you to click on any number in the consolidated dashboard and instantly see a visual citation of where it came from in the original portfolio company's report.
+
Can we trust the data in the consolidated report?
Yes, because it is 100% verifiable. The platform provides a transparent audit trail, allowing you to click on any number in the consolidated dashboard and instantly see a visual citation of where it came from in the original portfolio company's report.
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