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.
Ideal for
Family Offices
Venture Capital
Asset Managers
See AI Portfolio Reporting Agent in action
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See AI Portfolio Reporting Agent in action
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Quarterly Performance Review
See AI Portfolio Reporting Agent in action
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Time comparison
Traditional way
1-2 weeks per quarter
With V7 Go agents
Hours
Average time saved
95%
Why V7 Go
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.
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.
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.
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.
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.
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.
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
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Automates portfolio performance reporting by consolidating data and generating custom reports.
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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
