AI Venture Capital Portfolio Management Agent
A single source of truth for your portfolio
A single source of truth for your portfolio
Delegate your portfolio monitoring to a specialized AI agent. It automatically reads monthly and quarterly investor updates from all your companies, extracts the key metrics you track, and consolidates the data into a centralized dashboard or report.
Why V7 Go
Why V7 Go
Automated Investor Update Processing
Automatically ingests and reads monthly or quarterly updates from your portfolio companies, whether they arrive as PDFs, emails, or docs.
Automated Investor Update Processing
Automatically ingests and reads monthly or quarterly updates from your portfolio companies, whether they arrive as PDFs, emails, or docs.
Automated Investor Update Processing
Automatically ingests and reads monthly or quarterly updates from your portfolio companies, whether they arrive as PDFs, emails, or docs.
Custom KPI Extraction
Define the key metrics you care about—MRR, runway, burn rate, headcount—and the agent will find and extract them from any update, regardless of format.
Custom KPI Extraction
Define the key metrics you care about—MRR, runway, burn rate, headcount—and the agent will find and extract them from any update, regardless of format.
Custom KPI Extraction
Define the key metrics you care about—MRR, runway, burn rate, headcount—and the agent will find and extract them from any update, regardless of format.
Centralized Data Consolidation
Populates your central tracking system—whether it's an Airtable base, a Google Sheet, or your CRM—with the latest data from every company.
Centralized Data Consolidation
Populates your central tracking system—whether it's an Airtable base, a Google Sheet, or your CRM—with the latest data from every company.
Centralized Data Consolidation
Populates your central tracking system—whether it's an Airtable base, a Google Sheet, or your CRM—with the latest data from every company.
Automated Red Flag Alerts
Set custom thresholds to get automatic alerts for potential issues, such as a cash runway dropping below a certain number of months or a significant dip in revenue.
Automated Red Flag Alerts
Set custom thresholds to get automatic alerts for potential issues, such as a cash runway dropping below a certain number of months or a significant dip in revenue.
Automated Red Flag Alerts
Set custom thresholds to get automatic alerts for potential issues, such as a cash runway dropping below a certain number of months or a significant dip in revenue.
Qualitative Insights Summary
Goes beyond numbers to summarize key qualitative updates from the CEO's commentary, such as major product milestones, key hires, or emerging challenges.
Qualitative Insights Summary
Goes beyond numbers to summarize key qualitative updates from the CEO's commentary, such as major product milestones, key hires, or emerging challenges.
Qualitative Insights Summary
Goes beyond numbers to summarize key qualitative updates from the CEO's commentary, such as major product milestones, key hires, or emerging challenges.
LP Report Generation
Drastically accelerates your quarterly reporting to Limited Partners by having all the necessary performance data and qualitative updates consolidated in one place.
LP Report Generation
Drastically accelerates your quarterly reporting to Limited Partners by having all the necessary performance data and qualitative updates consolidated in one place.
LP Report Generation
Drastically accelerates your quarterly reporting to Limited Partners by having all the necessary performance data and qualitative updates consolidated in one place.
Why V7 Go
Reads all of your portfolio company updates
To create a single, consolidated view.
Workflow
Workflow
Import your files
Airtable
,
Carta
,
Gmail
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 days per quarter
1-2 days per quarter
With V7 Go agents
30 minutes (automated)
30 minutes (automated)
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Spend your time advising your portfolio
not chasing down their data
As your portfolio grows, so does the administrative burden of tracking it. VC firms receive a constant stream of investor updates, financial reports, and board materials from dozens of portfolio companies, each in a different format. Manually reading every update and re-keying KPIs into a central tracking spreadsheet is a massive, ongoing time sink for analysts and partners. This reactive process means valuable insights are buried, and emerging problems are often spotted too late. V7 Go's Portfolio Management Agent automates this entire reporting workflow, creating a single, real-time view of your portfolio's health.
VC General Partners & Principals
Get a real-time, data-driven view of your entire portfolio's health at a glance. Proactively identify companies that need support and make more informed decisions about follow-on investments.
VC General Partners & Principals
Get a real-time, data-driven view of your entire portfolio's health at a glance. Proactively identify companies that need support and make more informed decisions about follow-on investments.
VC General Partners & Principals
Get a real-time, data-driven view of your entire portfolio's health at a glance. Proactively identify companies that need support and make more informed decisions about follow-on investments.
VC General Partners & Principals
Get a real-time, data-driven view of your entire portfolio's health at a glance. Proactively identify companies that need support and make more informed decisions about follow-on investments.
Portfolio Managers & Associates
Eliminate hours of tedious, manual data entry and report consolidation. Automate the entire KPI tracking process so you can focus on deeper analysis and preparing insights for partners and LPs.
Portfolio Managers & Associates
Eliminate hours of tedious, manual data entry and report consolidation. Automate the entire KPI tracking process so you can focus on deeper analysis and preparing insights for partners and LPs.
Portfolio Managers & Associates
Eliminate hours of tedious, manual data entry and report consolidation. Automate the entire KPI tracking process so you can focus on deeper analysis and preparing insights for partners and LPs.
Portfolio Managers & Associates
Eliminate hours of tedious, manual data entry and report consolidation. Automate the entire KPI tracking process so you can focus on deeper analysis and preparing insights for partners and LPs.
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
A single source of truth for your portfolio
A single source of truth for your portfolio
A single source of truth for your portfolio
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.
Every one of our portfolio companies sends updates in a different format. How does it work?
The agent is built for this exact problem. It uses contextual AI to read and understand the reports like a human, so it can find 'MRR' or 'Cash Runway' no matter how the company has formatted its update.
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Every one of our portfolio companies sends updates in a different format. How does it work?
The agent is built for this exact problem. It uses contextual AI to read and understand the reports like a human, so it can find 'MRR' or 'Cash Runway' no matter how the company has formatted its update.
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Every one of our portfolio companies sends updates in a different format. How does it work?
The agent is built for this exact problem. It uses contextual AI to read and understand the reports like a human, so it can find 'MRR' or 'Cash Runway' no matter how the company has formatted its update.
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Every one of our portfolio companies sends updates in a different format. How does it work?
The agent is built for this exact problem. It uses contextual AI to read and understand the reports like a human, so it can find 'MRR' or 'Cash Runway' no matter how the company has formatted its update.
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How does the agent receive the investor updates?
You can set up a completely automated workflow. For instance, you can auto-forward emails from your portfolio companies to a dedicated V7 Go inbox, and the agent will process any attachments it receives.
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How does the agent receive the investor updates?
You can set up a completely automated workflow. For instance, you can auto-forward emails from your portfolio companies to a dedicated V7 Go inbox, and the agent will process any attachments it receives.
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How does the agent receive the investor updates?
You can set up a completely automated workflow. For instance, you can auto-forward emails from your portfolio companies to a dedicated V7 Go inbox, and the agent will process any attachments it receives.
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How does the agent receive the investor updates?
You can set up a completely automated workflow. For instance, you can auto-forward emails from your portfolio companies to a dedicated V7 Go inbox, and the agent will process any attachments it receives.
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Can it connect to our portfolio management tool?
Yes. V7 Go integrates with many platforms via API. The agent can be configured to push the extracted and structured data directly into your existing tools, such as Airtable, Salesforce, or other CRMs.
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Can it connect to our portfolio management tool?
Yes. V7 Go integrates with many platforms via API. The agent can be configured to push the extracted and structured data directly into your existing tools, such as Airtable, Salesforce, or other CRMs.
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Can it connect to our portfolio management tool?
Yes. V7 Go integrates with many platforms via API. The agent can be configured to push the extracted and structured data directly into your existing tools, such as Airtable, Salesforce, or other CRMs.
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Can it connect to our portfolio management tool?
Yes. V7 Go integrates with many platforms via API. The agent can be configured to push the extracted and structured data directly into your existing tools, such as Airtable, Salesforce, or other CRMs.
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What happens if a company doesn't report a specific KPI in one update?
The agent is configured to handle missing data gracefully. It will populate the fields it can find and can be set to leave the missing field blank or flag it for your team's attention.
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What happens if a company doesn't report a specific KPI in one update?
The agent is configured to handle missing data gracefully. It will populate the fields it can find and can be set to leave the missing field blank or flag it for your team's attention.
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What happens if a company doesn't report a specific KPI in one update?
The agent is configured to handle missing data gracefully. It will populate the fields it can find and can be set to leave the missing field blank or flag it for your team's attention.
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What happens if a company doesn't report a specific KPI in one update?
The agent is configured to handle missing data gracefully. It will populate the fields it can find and can be set to leave the missing field blank or flag it for your team's attention.
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Can we see performance trends over time?
Yes. By processing updates each month or quarter, the agent builds a historical dataset for each company. This allows you to easily track and visualize KPI trends directly in your consolidated dashboard.
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Can we see performance trends over time?
Yes. By processing updates each month or quarter, the agent builds a historical dataset for each company. This allows you to easily track and visualize KPI trends directly in your consolidated dashboard.
+
Can we see performance trends over time?
Yes. By processing updates each month or quarter, the agent builds a historical dataset for each company. This allows you to easily track and visualize KPI trends directly in your consolidated dashboard.
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Can we see performance trends over time?
Yes. By processing updates each month or quarter, the agent builds a historical dataset for each company. This allows you to easily track and visualize KPI trends directly in your consolidated dashboard.
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How do we know the extracted KPIs are accurate?
Through complete verifiability. Every KPI the agent populates in your tracker is linked back to the exact number or sentence in the original investor update, allowing for instant, one-click confirmation.
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How do we know the extracted KPIs are accurate?
Through complete verifiability. Every KPI the agent populates in your tracker is linked back to the exact number or sentence in the original investor update, allowing for instant, one-click confirmation.
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How do we know the extracted KPIs are accurate?
Through complete verifiability. Every KPI the agent populates in your tracker is linked back to the exact number or sentence in the original investor update, allowing for instant, one-click confirmation.
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How do we know the extracted KPIs are accurate?
Through complete verifiability. Every KPI the agent populates in your tracker is linked back to the exact number or sentence in the original investor update, allowing for instant, one-click confirmation.
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