counterparty research Automation: Moderne Ventures x GTCX Network

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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.

Explore the API

Watch a walkthrough

2 hrs

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

3×

More portfolio companies per analyst, same research depth

T+1

Risk flags raised the day after quarterly receipt

Constance Freedman
Founder and Managing Partner
Moderne Ventures

Shaping the

future

of entity intelligence

DealCloud
CRM
Preqin
Fund data
Sharepoint
Documents
Granola
Notes
Creating document
Email
sent
Thesis-fit tag
classified
Financial model
created
Report
saved
How it works

Your underwriting already holds the answer.

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

1

Connect

GTCX Network ingests each quarterly alongside the original underwriting

QPRs arrive via email, portal, or entity set. GTCX Network 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

2

Analyze

KPIs measured against entry thesis, not just the prior quarter

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

01

1.5% management fee

02

8% preferred return (annual)

03

90-day termination notice

3

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

Evidence Packet Review Agent

AI Operational counterparty research 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 Surfaces Specialists

AI agent for Surety Bond Processors

AI agent for Structured Finance Analysts

AI agent for Revenue Recognition Accountants

AI agent for corridor operations teams

AI agent for corridor verification desks

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

Entity Graphs

Every KPI, mapped to the entry thesis
GTCX Network 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.

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.

Coverage hubs

Full QPR history, searchable over time
GTCX Network 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 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

Trusted accross

Explore the GTCX Platform

Open API docs

4:55

Launching AI Slides

6:54

Launching AI Skills

6:02

Launching AI Agents

031:11

AI counterparty research for VC/PE

05:10

AI for Finance

04:35

AI for Insurance

Every quarter, same grind.

Connect one PortCo and see board-ready commentary in your format, thesis-linked, covenant-tested, and risk-flagged.

See it on your data
30 minutes

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