AI Private Equity Portfolio Reporting Agent
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.
Ideal for
Private Equity
Portfolio Operations
Investor Relations
See AI Private Equity Portfolio Reporting Agent in action
Play video
See AI Private Equity Portfolio Reporting Agent in action
Play video
Quarterly Portfolio Summary
See AI Private Equity Portfolio Reporting Agent in action
Play video
Time comparison
Traditional way
1-2 weeks per quarter
With V7 Go agents
Hours
Average time saved
95%
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.
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.
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.
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.
Consolidates data from all your portfolio company reports
To create a single, unified view of performance.
Get started
Import your files
Microsoft Excel
,
Tableau
,
SharePoint
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
More agents
Explore more agents to help you manage your investments from diligence to exit
More agents
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
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."
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."
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."
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."
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."
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."
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."
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."
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."
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
