Due Diligence Automation: Moderne Ventures x V7 Go

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Due Diligence Automation

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LP Quarterly Reporting

Reporting · Investor relations

Quarter ends - LP letters are already written.

Raw PortCo data to polished LP quarterly. Performance, narrative, and cited.

Request a demo

Watch a walkthrough

2 days → 4 hrs

Full LP quarterly close, per fund

Fund-level

NAV, IRR, MOIC consolidated

LP-ready

Your template, your voice, cited

Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures

Shaping the

future

of investment intelligence

Shaping the

future

of investment intelligence

Shaping the

future

of investment intelligence

S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
S&P Capital IQ
Market intelligence
DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Multi-document reasoning
CRM deal record
updated
Email
sent
Thesis-fit tag
classified
Financial model
created
  • Building this in-house would've cost us $2M and 18 months. V7 had us live in six weeks.

    Head of AI, Tech-Forward Insurance Brokerage

  • Our workflows were live in days, not months. The support is unlike anything we've seen from an enterprise vendor.

    Alaris Acquisitions

  • Every serious fund will be running AI-powered diligence within two years. V7 is the only platform we'd trust with that.

    Investment Firm Partner

  • We're processing hundreds of complex deal documents a week. What used to take a team now takes an afternoon.

    Pinsent Masons

  • We replaced three separate tools — and cut our workflow costs by 40%. One platform does it all.

    Real Estate Innovator

  • 21x faster processing. 54% fewer errors. We now screen 5x more opportunities with the same team.

    Star Mountain Capital ($5B alt asset firm)

  • We evaluated eight vendors. V7 wasn't close — it was the only one built for how private markets actually work.

    AI-First Insurance Brokerage

How it works

PortCo packs to LP letter, in one pass.

V7 Go ingests every PortCo quarterly, rolls up financials to fund level, reconciles NAV, and drafts the LP narrative: highlights, risks, and management commentary in your firm's voice.

1

Connect

Route all PortCo packs at quarter-close

Portal upload, email, or SharePoint. V7 Go ingests every PortCo quarterly alongside the NAV model, distribution waterfall, and your LP reporting template.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

1

Connect

Route all PortCo packs at quarter-close

Portal upload, email, or SharePoint. V7 Go ingests every PortCo quarterly alongside the NAV model, distribution waterfall, and your LP reporting template.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

2

Analyze

Fund performance consolidated, narrative drafted

V7 Go rolls up PortCo financials to fund level, reconciles NAV, computes net IRR and MOIC, and drafts the LP narrative in your firm's voice.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

2

Analyze

Fund performance consolidated, narrative drafted

V7 Go rolls up PortCo financials to fund level, reconciles NAV, computes net IRR and MOIC, and drafts the LP narrative in your firm's voice.

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

3

Generate

LP quarterly letter, ready to review

Full LP quarterly in your template: fund performance exhibit, PortCo summaries, NAV statement, and distribution notice. Reviewed, not drafted.

3

Generate

LP quarterly letter, ready to review

Full LP quarterly in your template: fund performance exhibit, PortCo summaries, NAV statement, and distribution notice. Reviewed, not drafted.

Built for investor relations teams

The quarterly push, tamed

32 PortCo packs turned into polished LP quarterlies without IR spending two weeks writing.

Agentic AI

AI that drafts, not just compiles
Workflows roll up performance, reconcile NAV, and draft narrative. IR reviews and approves, not writes from scratch.
Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Contract Audit Agent

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Zoning Consultants

Orange to pale yellow gradient background with a slightly blurred texture

AI agent for Treasury Management Sales Officers

Abstract gradient blending orange, green, and white hues in a blurred, amorphous shape

AI agent for Vendor Risk Managers

Grainy gradient background transitioning from orange to pale blue.

AI agent for Transfer Pricing Specialists

Abstract green gradient background with soft white highlights.

AI agent for Surety Bond Processors

Pink and blue gradient shapes overlay a black background, creating an abstract visual effect

AI agent for Structured Finance Analysts

A soft gradient background fading from light blue to purple.

AI agent for Revenue Recognition Accountants

Blue-purple gradient background with a textured, slightly grainy appearance

AI agent for Real Estate Development Managers

Pink and green gradient blend, creating a blurred, abstract background effect

AI agent for Real Estate Investment Sales Brokers

Abstract green gradient background with soft white highlights.

AI agent for Public Finance Bankers

Abstract pink and purple gradients flowing across a white background.

AI agent for Prime Brokerage Relationship Managers

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI agent for Portfolio Monitoring Analysts

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Pension Liability Analysts

Grainy purple and blue gradient background texture.

AI agent for Investor Relations Officers

Orange to red gradient background with a slightly textured surface

AI Zoning Code Analysis Agent

Abstract background with soft pink, white, and green gradients.

AI Vendor Risk Assessment Agent

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Portfolio Monitoring Agent

Blue gradient background with a subtle textured appearance

AI Broker Opinion of Value Agent

Grainy purple and blue gradient background texture.

AI Marketing Material Compliance Agent

Red to orange gradient background with a slightly textured surface

AI Intellectual Property Valuation Agent

Abstract blue and white gradient with smooth, flowing shapes.

AI agent for Trade Finance Officers

Color gradient transitions from teal to peach, featuring a subtle textured effect

AI agent for Tenant Credit Analysts

Grainy gradient background transitioning from orange to pale blue.

AI agent for Title Examiners

Solid green background with subtle texture and a slight gradient effect

AI agent for Trade Credit Insurers

Abstract green gradient background with soft white highlights.

AI agent for Reserving Actuaries

Blue gradient background with a subtle textured appearance

AI agent for Property Tax Consultants

Red to pink gradient background with a textured, grainy appearance

AI agent for Political Risk Underwriters

Agentic AI

AI that drafts, not just compiles
Workflows roll up performance, reconcile NAV, and draft narrative. IR reviews and approves, not writes from scratch.
Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Contract Audit Agent

Red to orange gradient background with a slightly textured surface

Deal Agreement Analysis Agent

Blurred gradient featuring red, white, and light blue hues against a black background

AI Operational Due Diligence Agent

Grainy gradient background transitioning from orange to pale blue.

AI Tear Sheet Generation Agent

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Zoning Consultants

Orange to pale yellow gradient background with a slightly blurred texture

AI agent for Treasury Management Sales Officers

Abstract gradient blending orange, green, and white hues in a blurred, amorphous shape

AI agent for Vendor Risk Managers

Grainy gradient background transitioning from orange to pale blue.

AI agent for Transfer Pricing Specialists

Abstract green gradient background with soft white highlights.

AI agent for Surety Bond Processors

Pink and blue gradient shapes overlay a black background, creating an abstract visual effect

AI agent for Structured Finance Analysts

A soft gradient background fading from light blue to purple.

AI agent for Revenue Recognition Accountants

Blue-purple gradient background with a textured, slightly grainy appearance

AI agent for Real Estate Development Managers

Pink and green gradient blend, creating a blurred, abstract background effect

AI agent for Real Estate Investment Sales Brokers

Abstract green gradient background with soft white highlights.

AI agent for Public Finance Bankers

Abstract pink and purple gradients flowing across a white background.

AI agent for Prime Brokerage Relationship Managers

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI agent for Portfolio Monitoring Analysts

Abstract gradient background featuring turquoise, purple, and white hues in blurred shapes against a black backdrop

AI agent for Pension Liability Analysts

Grainy purple and blue gradient background texture.

AI agent for Investor Relations Officers

Orange to red gradient background with a slightly textured surface

AI Zoning Code Analysis Agent

Abstract background with soft pink, white, and green gradients.

AI Vendor Risk Assessment Agent

Soft gradient background blends peach to beige tones, exhibiting a textured surface

AI Portfolio Monitoring Agent

Blue gradient background with a subtle textured appearance

AI Broker Opinion of Value Agent

Grainy purple and blue gradient background texture.

AI Marketing Material Compliance Agent

Red to orange gradient background with a slightly textured surface

AI Intellectual Property Valuation Agent

Abstract blue and white gradient with smooth, flowing shapes.

AI agent for Trade Finance Officers

Color gradient transitions from teal to peach, featuring a subtle textured effect

AI agent for Tenant Credit Analysts

Grainy gradient background transitioning from orange to pale blue.

AI agent for Title Examiners

Solid green background with subtle texture and a slight gradient effect

AI agent for Trade Credit Insurers

Abstract green gradient background with soft white highlights.

AI agent for Reserving Actuaries

Blue gradient background with a subtle textured appearance

AI agent for Property Tax Consultants

Red to pink gradient background with a textured, grainy appearance

AI agent for Political Risk Underwriters

Context Graphs

Fund-level rollup from every PortCo
IRR, MOIC, TVPI, DPI, and NAV consolidated from every PortCo quarterly into a clean fund-level performance table.

Context Graphs

Fund-level rollup from every PortCo
IRR, MOIC, TVPI, DPI, and NAV consolidated from every PortCo quarterly into a clean fund-level performance table.

AI Citations

Every figure tied to the source pack
Every figure in the LP letter links to the PortCo quarterly it came from. Verify any claim in one click.

¹ Late-payment penalty: An additional 2% interest per month will accrue on overdue balances beyond 15 days.

The Service Provider shall issue monthly invoices, payable within 30 days of receipt.
In case of disputes, both parties agree to first attempt mediation before resorting to litigation.

AI Citations

Every figure tied to the source pack
Every figure in the LP letter links to the PortCo quarterly it came from. Verify any claim in one click.

¹ Late-payment penalty: An additional 2% interest per month will accrue on overdue balances beyond 15 days.

The Service Provider shall issue monthly invoices, payable within 30 days of receipt.
In case of disputes, both parties agree to first attempt mediation before resorting to litigation.

Skills

Your LP template applied every cycle
Encode your LP quarterly template and voice guidelines once. V7 Go applies them to every fund, every cycle.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

Skills

Your LP template applied every cycle
Encode your LP quarterly template and voice guidelines once. V7 Go applies them to every fund, every cycle.

Ask go or

/

to run a skill

Auto

Discover

Analyze

Research

MCP & Integrations

Fund portals and drives connected
Native connections to your fund portal, SharePoint, and email. No manual file routing at quarter-close.

MCP & Integrations

Fund portals and drives connected
Native connections to your fund portal, SharePoint, and email. No manual file routing at quarter-close.

Knowledge Hubs

All prior quarterlies, searchable
Every LP quarterly indexed. Prior-period comparisons and trend charts available in plain English.

Name

Summary

Knowledge Hubs

All prior quarterlies, searchable
Every LP quarterly indexed. Prior-period comparisons and trend charts available in plain English.

Name

Summary

What IR teams say

Two weeks of writing. Now three days.

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

  • 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."

    Man in a dark suit and tie smiles at the camera against a teal background

    James Tomlinson

    Managing Director

  • 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."

    Trey Heath Headshot

    Trey Heath

    CEO of Centerline

  • 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."

    Smiling man with short brown hair in a dark shirt.

    Allen Darby

    CEO of Alaris Acquisitions

Trusted accross

Explore the V7 Platform

Book a demo

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

031:11

AI Due Diligence for VC/PE

05:10

AI for Finance

04:35

AI for Insurance

Explore the V7 Platform

Book a demo

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

031:11

AI Due Diligence for VC/PE

05:10

AI for Finance

04:35

AI for Insurance

The quarterly push should not

Connect one fund's QPR pack. See the LP quarterly appear in your template.

See it on your data
30 minutes