AI Private Equity Risk Monitoring Agent
See the risks before they become problems
See the risks before they become problems
Delegate your portfolio surveillance to a specialized AI agent. It continuously monitors the reports and data from your portfolio companies, automatically tracking covenants and KPIs to provide proactive, real-time alerts on any emerging risks.
Why V7 Go
Why V7 Go
Automated Covenant Monitoring
Reads credit agreements and then automatically tracks the relevant KPIs from financial reports to continuously monitor compliance with debt covenants, providing early breach warnings.
Automated Covenant Monitoring
Reads credit agreements and then automatically tracks the relevant KPIs from financial reports to continuously monitor compliance with debt covenants, providing early breach warnings.
Automated Covenant Monitoring
Reads credit agreements and then automatically tracks the relevant KPIs from financial reports to continuously monitor compliance with debt covenants, providing early breach warnings.
Proactive KPI Alerting
Define your key risk indicators (KRIs). The agent monitors portfolio company data and sends real-time alerts when any metric—from cash runway to customer churn—crosses a warning threshold.
Proactive KPI Alerting
Define your key risk indicators (KRIs). The agent monitors portfolio company data and sends real-time alerts when any metric—from cash runway to customer churn—crosses a warning threshold.
Proactive KPI Alerting
Define your key risk indicators (KRIs). The agent monitors portfolio company data and sends real-time alerts when any metric—from cash runway to customer churn—crosses a warning threshold.
Negative Trend Detection
Goes beyond static thresholds to analyze trends over time. The agent can flag a company whose margins are consistently declining, even if they haven't yet missed a budget.
Negative Trend Detection
Goes beyond static thresholds to analyze trends over time. The agent can flag a company whose margins are consistently declining, even if they haven't yet missed a budget.
Negative Trend Detection
Goes beyond static thresholds to analyze trends over time. The agent can flag a company whose margins are consistently declining, even if they haven't yet missed a budget.
Qualitative Risk Flagging
Reads the narrative sections of board packs and management reports to identify qualitative risks, such as the loss of a key employee or negative commentary on market conditions.
Qualitative Risk Flagging
Reads the narrative sections of board packs and management reports to identify qualitative risks, such as the loss of a key employee or negative commentary on market conditions.
Qualitative Risk Flagging
Reads the narrative sections of board packs and management reports to identify qualitative risks, such as the loss of a key employee or negative commentary on market conditions.
Peer & Historical Benchmarking
Identifies risks by benchmarking a company's performance not just against its own budget, but against its historical performance and the performance of its peers within your portfolio.
Peer & Historical Benchmarking
Identifies risks by benchmarking a company's performance not just against its own budget, but against its historical performance and the performance of its peers within your portfolio.
Peer & Historical Benchmarking
Identifies risks by benchmarking a company's performance not just against its own budget, but against its historical performance and the performance of its peers within your portfolio.
Consolidated Risk Dashboard
Aggregates the key risk indicators and alerts from across your entire portfolio into a single, easy-to-read dashboard, allowing partners to see the big picture at a glance.
Consolidated Risk Dashboard
Aggregates the key risk indicators and alerts from across your entire portfolio into a single, easy-to-read dashboard, allowing partners to see the big picture at a glance.
Consolidated Risk Dashboard
Aggregates the key risk indicators and alerts from across your entire portfolio into a single, easy-to-read dashboard, allowing partners to see the big picture at a glance.
Why V7 Go
Monitors all your portfolio company data
To provide an automated, real-time early warning system.
Workflow
Workflow
Import your files
Tableau
,
Slack
,
Microsoft Excel
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Periodic manual checks
Periodic manual checks
With V7 Go agents
Continuous automated monitoring
Continuous automated monitoring
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
A proactive early warning system
for your entire investment portfolio
In private equity, risks often develop quietly and then escalate suddenly. Manually monitoring every portfolio company for early warning signs is an impossible task. Portfolio operations teams are swamped with data, making it difficult to proactively track covenant compliance, monitor cash runways, and spot negative trends until they show up as a big miss in the quarterly results. This reactive approach to risk management leaves your fund exposed and limits your ability to intervene before it's too late. It's time to build a proactive, automated defense system.
PE Portfolio Operations
Move from being a reactive firefighter to a proactive strategic partner. Let an AI agent monitor for risks 24/7 so you can focus your time on working with management teams to solve problems before they escalate.
PE Portfolio Operations
Move from being a reactive firefighter to a proactive strategic partner. Let an AI agent monitor for risks 24/7 so you can focus your time on working with management teams to solve problems before they escalate.
PE Portfolio Operations
Move from being a reactive firefighter to a proactive strategic partner. Let an AI agent monitor for risks 24/7 so you can focus your time on working with management teams to solve problems before they escalate.
PE Portfolio Operations
Move from being a reactive firefighter to a proactive strategic partner. Let an AI agent monitor for risks 24/7 so you can focus your time on working with management teams to solve problems before they escalate.
Private Credit & Direct Lending
Automate your most critical risk management task: covenant monitoring. Get real-time alerts on any potential breaches across your entire loan book, allowing you to protect your capital and engage with borrowers proactively.
Private Credit & Direct Lending
Automate your most critical risk management task: covenant monitoring. Get real-time alerts on any potential breaches across your entire loan book, allowing you to protect your capital and engage with borrowers proactively.
Private Credit & Direct Lending
Automate your most critical risk management task: covenant monitoring. Get real-time alerts on any potential breaches across your entire loan book, allowing you to protect your capital and engage with borrowers proactively.
Private Credit & Direct Lending
Automate your most critical risk management task: covenant monitoring. Get real-time alerts on any potential breaches across your entire loan book, allowing you to protect your capital and engage with borrowers proactively.
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
See the risks before they become problems
See the risks before they become problems
See the risks before they become problems
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.
How does the agent know what our debt covenants are?
You provide the credit agreement for each portfolio company to a V7 Go Knowledge Hub. An agent reads the agreements, extracts the specific covenant definitions (e.g., 'Total Leverage Ratio must not exceed 4.0x'), and uses these as its rules.
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How does the agent know what our debt covenants are?
You provide the credit agreement for each portfolio company to a V7 Go Knowledge Hub. An agent reads the agreements, extracts the specific covenant definitions (e.g., 'Total Leverage Ratio must not exceed 4.0x'), and uses these as its rules.
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How does the agent know what our debt covenants are?
You provide the credit agreement for each portfolio company to a V7 Go Knowledge Hub. An agent reads the agreements, extracts the specific covenant definitions (e.g., 'Total Leverage Ratio must not exceed 4.0x'), and uses these as its rules.
+
How does the agent know what our debt covenants are?
You provide the credit agreement for each portfolio company to a V7 Go Knowledge Hub. An agent reads the agreements, extracts the specific covenant definitions (e.g., 'Total Leverage Ratio must not exceed 4.0x'), and uses these as its rules.
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What kind of data does it need from our portfolio companies?
It needs the standard monthly or quarterly reporting packages, which typically include financial statements, KPI dashboards, and management commentary. It is designed to work with the inconsistent formats these often come in.
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What kind of data does it need from our portfolio companies?
It needs the standard monthly or quarterly reporting packages, which typically include financial statements, KPI dashboards, and management commentary. It is designed to work with the inconsistent formats these often come in.
+
What kind of data does it need from our portfolio companies?
It needs the standard monthly or quarterly reporting packages, which typically include financial statements, KPI dashboards, and management commentary. It is designed to work with the inconsistent formats these often come in.
+
What kind of data does it need from our portfolio companies?
It needs the standard monthly or quarterly reporting packages, which typically include financial statements, KPI dashboards, and management commentary. It is designed to work with the inconsistent formats these often come in.
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How are alerts delivered?
Alerts are delivered in real-time to the channels your team uses most, such as a dedicated Slack channel or an email to the relevant deal team members, ensuring immediate visibility.
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How are alerts delivered?
Alerts are delivered in real-time to the channels your team uses most, such as a dedicated Slack channel or an email to the relevant deal team members, ensuring immediate visibility.
+
How are alerts delivered?
Alerts are delivered in real-time to the channels your team uses most, such as a dedicated Slack channel or an email to the relevant deal team members, ensuring immediate visibility.
+
How are alerts delivered?
Alerts are delivered in real-time to the channels your team uses most, such as a dedicated Slack channel or an email to the relevant deal team members, ensuring immediate visibility.
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Can we customize the risk thresholds for each company?
Yes. You have complete control. You can set different KPI thresholds and covenant limits for each individual portfolio company based on its specific business plan and capital structure.
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Can we customize the risk thresholds for each company?
Yes. You have complete control. You can set different KPI thresholds and covenant limits for each individual portfolio company based on its specific business plan and capital structure.
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Can we customize the risk thresholds for each company?
Yes. You have complete control. You can set different KPI thresholds and covenant limits for each individual portfolio company based on its specific business plan and capital structure.
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Can we customize the risk thresholds for each company?
Yes. You have complete control. You can set different KPI thresholds and covenant limits for each individual portfolio company based on its specific business plan and capital structure.
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How is this different from our portfolio reporting agent?
The reporting agent is for looking backwards—consolidating what *has* happened. This risk agent is for looking forwards—using the latest data to predict and provide early warnings about what *might* happen, allowing you to intervene proactively.
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How is this different from our portfolio reporting agent?
The reporting agent is for looking backwards—consolidating what *has* happened. This risk agent is for looking forwards—using the latest data to predict and provide early warnings about what *might* happen, allowing you to intervene proactively.
+
How is this different from our portfolio reporting agent?
The reporting agent is for looking backwards—consolidating what *has* happened. This risk agent is for looking forwards—using the latest data to predict and provide early warnings about what *might* happen, allowing you to intervene proactively.
+
How is this different from our portfolio reporting agent?
The reporting agent is for looking backwards—consolidating what *has* happened. This risk agent is for looking forwards—using the latest data to predict and provide early warnings about what *might* happen, allowing you to intervene proactively.
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How much setup is required?
The initial setup involves configuring the agent to understand your standard KPIs and risk thresholds. Once this playbook is built, the agent can run automatically with minimal ongoing maintenance.
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How much setup is required?
The initial setup involves configuring the agent to understand your standard KPIs and risk thresholds. Once this playbook is built, the agent can run automatically with minimal ongoing maintenance.
+
How much setup is required?
The initial setup involves configuring the agent to understand your standard KPIs and risk thresholds. Once this playbook is built, the agent can run automatically with minimal ongoing maintenance.
+
How much setup is required?
The initial setup involves configuring the agent to understand your standard KPIs and risk thresholds. Once this playbook is built, the agent can run automatically with minimal ongoing maintenance.
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