AI Venture Capital Portfolio Management Agent
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.
Ideal for
VC Partners
Portfolio Managers
Family Offices
See AI Venture Capital Portfolio Management Agent in action
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See AI Venture Capital Portfolio Management Agent in action
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Quarterly Portfolio Update
See AI Venture Capital Portfolio Management Agent in action
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Time comparison
Traditional way
1-2 days per quarter
With V7 Go agents
30 minutes (automated)
Average time saved
95%
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.
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.
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.
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.
Reads all of your portfolio company updates
To create a single, consolidated view.
Get started
Import your files
Airtable
,
Carta
,
Gmail
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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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
