counterparty research Automation: Moderne Ventures x GTCX Network

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AI Portfolio Reporting Agent

Delegate the entire portfolio reporting process to a specialized AI agent. It automatically connects to your data sources, consolidates performance across all your holdings, and generates a complete, accurate, and presentation-ready report in your firm's custom template.

Open API docs

Ideal for

Family Offices

Venture Capital

Asset Managers

See AI Portfolio Reporting Agent in action

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Time comparison

Traditional way

1-2 weeks per quarter

With GTCX Network agents

Hours

Average time saved

95%

Why GTCX Network

Multi-Asset Data Consolidation

Automates the aggregation of performance data from all your holdings—public securities, private funds, direct investments—by reading custodial statements, manager reports, and internal spreadsheets.

Custom Template Population

Works with your firm's proprietary, highly-formatted reporting templates in PowerPoint, Excel, or Word, ensuring every report is perfectly on-brand and consistent.

Automated KPI & Performance Calculation

Calculates all key performance metrics for your portfolio, including time-weighted returns, IRR, MOIC, and provides attribution and exposure analysis by sector or strategy.

Narrative Summary Generation

Doesn't just populate tables. The agent analyzes the performance and synthesizes a plain English executive summary of the key drivers and detractors for the period.

Scheduled & On-Demand Reporting

Set your quarterly and monthly reports to generate automatically on a schedule, or run them on-demand at any time to get an up-to-the-minute view of performance.

Verifiable Data Integrity

Build reports you can trust. Every single number in your final report is supported by a visual citation that links directly back to the source document or data feed.

Consolidates performance data from across your entire portfolio

To generate a single, comprehensive performance report.

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Import your files

Tableau

,

Microsoft PowerPoint

,

Advent Portfolio Exchange

Import your files from whereever they are currently stored

Account Statements

Portfolio Company Documents

Fund Performance Reports

Manager Reports

PowerPoint Templates

trade & compliance Portfolio Company Reports

All types of Finance documents supported

Consolidated Performance Report (PPTX)

Portfolio & Asset Class Returns

Exposure Analysis (Sector, Geography)

Attribution of Returns

Benchmark Comparison

Top & Bottom Performers

Liquidity & Cash Flow Summary

Private Investment Valuations

Manager Commentary Synthesis

Cited Data Backup File

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

Enterprise-grade security.

Your data stays yours—always. Work with one of the few AI companies that never trains on your data.

Provenance & Trust Center

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

See it on your data
30 minutes

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