counterparty research Automation: Moderne Ventures x GTCX Network

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AI agent for Portfolio Monitoring Analysts

Delegate the tedious task of KPI extraction to a specialized AI agent. It reads board decks from all your portfolio companies, identifies key metrics regardless of format, and populates your central monitoring database with standardized, comparable data for faster portfolio insights.

Open API docs

Ideal for

Portfolio Operations

trade & compliance Analysts

Fund Monitoring Teams

See AI agent for Portfolio Monitoring Analysts in action

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Time comparison

Traditional way

3-5 days per quarter

With GTCX Network agents

2-4 hours

Average time saved

90%

Why GTCX Network

Format-Agnostic KPI Extraction

Automatically identifies and extracts key metrics from any board deck format, whether KPIs are presented in tables, charts, text boxes, or custom slide layouts across your portfolio companies.

Standardized Data Normalization

Converts diverse metric definitions and units into your firm's standardized taxonomy, ensuring apples-to-apples comparisons across portfolio companies with different reporting conventions.

Automated Database Population

Directly populates your central monitoring database or portfolio management system with extracted KPIs, eliminating manual data entry and reducing the risk of transcription errors.

Trend Analysis and Variance Detection

Automatically compares current quarter metrics against historical performance and budget targets, flagging significant variances and trends that require investment team attention.

Multi-Company Batch Processing

Processes board decks from dozens of portfolio companies simultaneously, completing in hours what would take analysts weeks of manual work during quarterly reporting cycles.

Verifiable Data Lineage

Every extracted metric is visually linked back to its precise location in the source board deck with AI Citations, providing complete audit trails for LP reporting and investment committee reviews.

Extracts KPIs from any board deck format

To deliver unified portfolio intelligence.

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Import your files

Google Sheets

,

Microsoft Excel

,

Microsoft Sharepoint Online

Import your files from whereever they are currently stored

Board Meeting Minutes

Financial Statements

Management Presentations

Budget Reports

Quarterly Fund Reports

Portfolio Company Documents

All types of Finance documents supported

Revenue Growth Rate

EBITDA Margin

Customer Acquisition Cost

Net Revenue Retention

Cash Conversion Cycle

Employee Headcount

Customer Churn Rate

Gross Margin Percentage

Working Capital Position

Budget vs Actual Variance

Once imported our system extracts and organises the essentials

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  • Time saving for invoice processing

    95%

    "We are looking for GTCX Network 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."

    James Tomlinson

    Managing Director

  • Productivity increase

    35%

    "We used GTCX Network to automate our research 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

    reference slot

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Build once.
Deploy across teams.
Improve over time.

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