Due Diligence Automation: Moderne Ventures x V7 Go

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Due Diligence Automation

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Portfolio Monitoring

Portfolio · Board reporting

QPRs arrive - Done before Monday morning.

Thesis drift and covenant risk flagged before any partner opens a PDF.

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Watch a walkthrough

2 hrs

Per PortCo per quarter, down from 30 hours of analyst time

3×

More portfolio companies per analyst, same diligence depth

T+1

Risk flags raised the day after quarterly receipt

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

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

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

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

Your underwriting already holds the answer.

V7 Go ingests each QPR alongside your original underwriting model. KPI deviations, covenant breaches, and thesis drift surface automatically before a partner opens the report.

Connect

V7 Go ingests each quarterly alongside the original underwriting

QPRs arrive via email, portal, or data room. V7 Go matches each one to its PortCo history and original underwriting model automatically.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

Connect

V7 Go ingests each quarterly alongside the original underwriting

QPRs arrive via email, portal, or data room. V7 Go matches each one to its PortCo history and original underwriting model automatically.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

Analyze

KPIs measured against entry thesis, not just the prior quarter

V7 Go extracts KPIs, computes variance to underwriting, tests every covenant, and flags thesis deviations before your first analyst opens a report.

1.5% management fee

8% preferred return (annual)

90-day termination notice

Analyze

KPIs measured against entry thesis, not just the prior quarter

V7 Go extracts KPIs, computes variance to underwriting, tests every covenant, and flags thesis deviations before your first analyst opens a report.

1.5% management fee

8% preferred return (annual)

90-day termination notice

Generate

Board-ready memos with thesis adherence and early warnings

Per-PortCo memo in your format: financial summary, thesis scorecard, covenant headroom, risk flags, and management commentary. Board-ready from day one.

Generate

Board-ready memos with thesis adherence and early warnings

Per-PortCo memo in your format: financial summary, thesis scorecard, covenant headroom, risk flags, and management commentary. Board-ready from day one.

Built for portfolio operations

No surprises at the board

Every PortCo tracked against entry thesis. KPI deviations and covenant risks surface before your partners ask.

Agentic AI

AI that monitors, not just compiles

Workflows ingest each quarterly, compute variance to underwriting, test covenants, and flag thesis drift. Portfolio teams review signals, not raw reports.

AI Contract Audit Agent

Deal Agreement Analysis Agent

AI Operational Due Diligence Agent

AI Tear Sheet Generation Agent

AI agent for Zoning Consultants

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Transfer Pricing Specialists

AI agent for Surety Bond Processors

AI agent for Structured Finance Analysts

AI agent for Revenue Recognition Accountants

AI agent for Real Estate Development Managers

AI agent for Real Estate Investment Sales Brokers

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Pension Liability Analysts

AI agent for Investor Relations Officers

AI Zoning Code Analysis Agent

AI Vendor Risk Assessment Agent

AI Portfolio Monitoring Agent

AI Broker Opinion of Value Agent

AI Marketing Material Compliance Agent

AI Intellectual Property Valuation Agent

AI agent for Trade Finance Officers

AI agent for Tenant Credit Analysts

AI agent for Title Examiners

AI agent for Trade Credit Insurers

AI agent for Reserving Actuaries

AI agent for Property Tax Consultants

AI agent for Political Risk Underwriters

Agentic AI

AI that monitors, not just compiles

Workflows ingest each quarterly, compute variance to underwriting, test covenants, and flag thesis drift. Portfolio teams review signals, not raw reports.

AI Contract Audit Agent

Deal Agreement Analysis Agent

AI Operational Due Diligence Agent

AI Tear Sheet Generation Agent

AI agent for Zoning Consultants

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Transfer Pricing Specialists

AI agent for Surety Bond Processors

AI agent for Structured Finance Analysts

AI agent for Revenue Recognition Accountants

AI agent for Real Estate Development Managers

AI agent for Real Estate Investment Sales Brokers

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Pension Liability Analysts

AI agent for Investor Relations Officers

AI Zoning Code Analysis Agent

AI Vendor Risk Assessment Agent

AI Portfolio Monitoring Agent

AI Broker Opinion of Value Agent

AI Marketing Material Compliance Agent

AI Intellectual Property Valuation Agent

AI agent for Trade Finance Officers

AI agent for Tenant Credit Analysts

AI agent for Title Examiners

AI agent for Trade Credit Insurers

AI agent for Reserving Actuaries

AI agent for Property Tax Consultants

AI agent for Political Risk Underwriters

Context Graphs

Every KPI, mapped to the entry thesis

V7 Go maps current KPIs against original underwriting across every PortCo. Thesis drift surfaces per company, not per analyst.

Context Graphs

Every KPI, mapped to the entry thesis

V7 Go maps current KPIs against original underwriting across every PortCo. Thesis drift surfaces per company, not per analyst.

AI Citations

Every finding tied to its source

Every covenant test and risk flag links to the exact PortCo quarterly it came from. Partners verify any conclusion 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 finding tied to its source

Every covenant test and risk flag links to the exact PortCo quarterly it came from. Partners verify any conclusion 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

Key person, concentration, ESG risks

Deteriorating trends, management changes, concentration shifts, and ESG deviations are flagged across every PortCo every quarter.

Ask go or

to run a skill

Auto

Discover

Analyze

Research

Skills

Key person, concentration, ESG risks

Deteriorating trends, management changes, concentration shifts, and ESG deviations are flagged across every PortCo every quarter.

Ask go or

to run a skill

Auto

Discover

Analyze

Research

MCP & Integrations

Portfolio data flows into your systems

KPIs and risk flags flow into your portfolio system automatically. No re-entry. Board-ready on day one.

MCP & Integrations

Portfolio data flows into your systems

KPIs and risk flags flow into your portfolio system automatically. No re-entry. Board-ready on day one.

Knowledge Hubs

Full QPR history, searchable over time

V7 Go indexes every QPR. Partners query any company's performance across any time period, in plain English.

Name

Summary

Knowledge Hubs

Full QPR history, searchable over time

V7 Go indexes every QPR. Partners query any company's performance across any time period, in plain English.

Name

Summary

What portfolio teams say

4 companies each. Now 12. Same depth.

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."
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
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."
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."
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
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."
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."
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
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."
Allen Darby
CEO of Alaris Acquisitions