Live, real-time visibility into your portfolio
AI Private Equity Portfolio Reporting Agent
Your always-on portfolio ops team
Hand off the full portfolio reporting cycle to a dedicated AI agent. It automatically collects monthly and quarterly reports from every portfolio company, standardizes and consolidates key KPIs, and produces a complete performance review for your internal team and your LPs.
Ideal for
Risk & Compliance
Time comparison
Traditional way
1-2 weeks per
quarter
With ASSIST AI agents
Hours
Average time saved
95%
Why Assist AI
Automated Data Consolidation
Ingests messy, inconsistent monthly and quarterly reports from every portfolio company, extracts the required data, and unifies it into one clean, standardized dataset.
Standardized KPI Tracking
Aligns reporting to your fund’s core KPIs—such as Revenue Growth, EBITDA Margin, and Cash Conversion—so you can compare performance consistently across the portfolio.
Covenant & Performance Monitoring
Monitors results versus budget and tracks debt covenant compliance on an ongoing basis, sending early warnings to the deal team when performance starts drifting off plan.
Qualitative Insight Extraction
Analyzes the narrative sections of board decks and management reports, surfacing concise summaries of major initiatives, key risks, and emerging opportunities.
LP & Valuation Reporting
Automates the underlying data rollups required for quarterly LP reporting and valuation work, keeping inputs timely, accurate, and consistent.
Fully Cited & Auditable
Links every KPI and narrative insight back to its exact source page in the original document, giving you a clear end-to-end audit trail.
Combines data from every portfolio company report
To deliver one consolidated, end-to-end view
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
Private Equity Portfolio Company Reports
Financial Statements
Board Decks and Presentations
Investor Updates
Quarterly fund reports
All types of Finance documents
supported
Consolidated Portfolio Dashboard
Standardised KPI Tracking
Performance vs. Budget Analysisi
Revenue and EBIDTA Consolidation
Cash Runway and Liquidity Analysis
Debt Covenant Analyysis
Once imported our system
extracts and organises the
essentials
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automate your financial analysis
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AI Financial Due Diligence Agent
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normalize data, and identify red flags for faster M&A.
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Data Room Automation
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AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
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•
Investment Thesis Synthesis
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Earnings Call Analysis
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Bull/Bear Case Generation
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Financial Valuation Agent
Automates DCF and comps analysis by pulling data,
finding comparables, and populating valuation models.
Finance
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DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct
rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
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AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
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AI Financial Reconciliation Agent
Automates financial reconciliation by matching
transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
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Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
AI Private Equity Portfolio Reporting Agent
Your always-on portfolio ops team
Hand off the full portfolio reporting cycle to a dedicated AI agent. It automatically collects monthly and quarterly reports from every portfolio company, standardizes and consolidates key KPIs, and produces a complete performance review for your internal team and your LPs.
Book a demo
Ideal for
Investment Analysts
Quarterly 10-Q Review
Acme Corp just filed their 10-Q.
Can you compare it to last
quarter's filing and summarize
any new or modified risk factors?
I also need a summary of the
MD&A section, focusing on any
commentary about supply chain
issues.
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
1-2 weeks per quarter
With V7 Go agents
Hours
Average time saved
95%
Why Assist AI
Automated Data Consolidation
Ingests messy, inconsistent monthly and
quarterly reports from every portfolio
company, extracts the required data, and
unifies it into one clean, standardized
dataset.
Standardized KPI Tracking
Aligns reporting to your fund’s core KPIs—
such as Revenue Growth, EBITDA Margin,
and Cash Conversion—so you can compare
performance consistently across the portfolio.
Covenant & Performance Monitoring
Monitors results versus budget and tracks
debt covenant compliance on an ongoing
basis, sending early warnings to the deal
team when performance starts drifting off plan.
Qualitative Insight Extraction
Analyzes the narrative sections of board
decks and management reports, surfacing
concise summaries of major initiatives,
key risks, and emerging opportunities.
LP & Valuation Reporting
Automates the underlying data rollups
required for quarterly LP reporting and
valuation work, keeping inputs timely,
accurate, and consistent.
Fully Cited & Auditable
Links every KPI and narrative insight back to
its exact source page in the original document,
giving you a clear end-to-end audit trail.
Combines data from every portfolio
company report
To deliver one consolidated, end-to-
end view
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
automate your financial analysis
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
