01
The firm runs on glue
Spreadsheets, inbox forwards, shared drives, a Slack channel, a CRM no one updates. Every workflow lives somewhere different. Nothing is the system of record.
Where Portfolio Intelligence Never Sleeps.
Whether you're a venture fund, family office, or crossover desk, Vantage gives your firm both: an AI native operating system that runs across every position, and a Vantage-powered bench of analysts and experts.
Audit grade by construction.
Your portfolio grew.
Your infrastructure didn't.
Venture funds, family offices, and crossover desks are running diverse books of direct deals, funds, secondaries, and public crossovers on tooling assembled in the pre-AI era. The work always scales. The leverage doesn't. Vantage is your new AI native operating system and your bench, when the work needs hands.
02
Decisions are slow
By the time the partner has reconciled the numbers across the spreadsheet, the email, and the back channel, the meeting is half over. The position has already moved.
03
Context leaves with people
The analyst who read that board deck six months ago has left. The model in their head went with them. The next analyst rebuilds from zero.
04
Scale breaks the process
A book of eighty positions across direct deals, funds, and secondaries cannot be run the way you ran a single fund of eight. But that’s exactly what most firms still try.
Vantage at work
Watch a briefing assemble itself.
Agents read every document the firm has on file and write the briefing your partner needs before they ask. This is the actual output, not a marketing approximation.
Morning briefing · Q1 2026Helix Bio · Portfolio update
Live
Sourced from 3 documents · 11 citations
Generate this for your portfolio
The firms that win the next decade won't have bigger teams. They'll have better infrastructure. Vantage is both: the AI native OS for your portfolio and the Vantage powered bench you reach for when the moment matters. So you can focus on conviction, not coverage.
One operating system. Every workflow your firm runs.
Vantage for
Eighty companies. Monitored the way you used to monitor eight.
Founder updates, board materials, valuation letters, and news, ingested and synthesized into a partner grade briefing per company. Material developments flagged. Source documents one click away. No more "I’ll review it before the LP call."
Pulse briefings on demand
Source trace on every metric
Material event detection
The Operating TeamSoftware when you need it.
Software when you need it.
Operators when you need them.
Vantage is built and maintained by a bench of analysts and experts who work inside the same platform you do. When the work calls for people, the team you reach for is already loaded with your portfolio's full context. No onboarding, no recap calls.
- FinanceQuarterly close, capital account reconciliation, audit support, drafted from the same data your IC sees, never rekeyed from a spreadsheet.
- Technical DiligenceCode review, architecture audit, security posture. Run by operators who already have full context on the position and its competitive set.
- IR & LP CommunicationsQuarterly letters, capital call drafts, LP inquiry response. Sourced and citation anchored, in your firm’s voice.
- Market ResearchCompetitive scans, customer interviews, sector mapping. Every claim defended, every figure traced to a source.
Run the platform. Or have Vantage run alongside you. Same operating system underneath.
Every number traces back
to its source.
Every number in Vantage carries the document, the page, the paragraph, and the timestamp it came from. The same evidence trail your IC asks for, built into the operating system.
01 · Source
helix-bio-q1-2026-update.pdf · p.2
02 · Extraction
{ "metric": "arr_quarter_close", "value": 1500000, "unit": "USD", "confidence": 0.96, "source_offset": 2147, "verbatim": "$1.5M ARR" }
vision-pass · structured output
03 · In Vantage
ARR
$1.5M1
▲ 36% QoQ
Citation 1 → founder update · p.2
Every metric in Vantage carries this trail. Click any number, see the source, in one click. Audit grade by construction.
AI native infrastructure, typeset.
The operating system underneath the firm. Five layers of purpose built infrastructure: ingestion, agents, knowledge graph, workflows, surfaces, designed for the scale of a modern venture book. Per tenant isolation. Zero retention inference.
Built for your firmEvery firm runs differently.
Every firm runs differently.
The operating system is the same.
Vantage shapes around how your firm actually works. The books you run, the cadence you keep, the questions your partners ask.
Venture capital
The operating layer for a modern venture firm
Crossover & growth funds
The back office your private book never had
Family offices
One back office for the entire household
Fund of funds
The operations layer for the LP business
Endowments
The back office for the alternatives team
Sovereign wealth & pensions
Institutional operations for the private portfolio
Every position.
Its own live workspace.
Vantage opens to the position you're working on. Live figures, current signals, and the documents the firm has on file, surfaced in one place. The partner, the analyst, and the IC all looking at the same thing.
H
Portfolio · Series B
Helix Bio
Total Invested
$12.0M
Current FMV
$48.4M
MOIC
4.0x
Ownership
8.4%
ARR
$3.4M
▲ 42%
Runway
22 mo
AboutInsightsNewsUpdatesThesisMetricsFinanceValuationsLiquidityDecksTeam
⚡ Pulse · Analyst BriefingGenerated 4h ago · 18 items
Helix's lead asset cleared FDA Phase II readout with a 38% response rate, 9 points above the analyst consensus.
The May 14 readout, paired with last quarter's $42M Series B extension, materially de-risks the path to Phase III. Two competitors (Velora Therapeutics, Synapse Bio) reported weaker readouts in the same indication this month, opening commercial daylight.
The board accelerated commercial hiring 60 days early; runway to Phase III completion is now 22 months at current burn. Two strategic partnerships in pre-LOI for ex-US territories.
Founder OutreachConfirm Phase III timelineIC FlagMaterial readout for May ICMonitorVelora pipeline rerun
ARR$3.4M← Q1 2026 Founder Update · Apr 14 · p.3
FMV$48.4M← Houlihan Capital Q1 2026 Valuation Letter · Mar 31
Phase II readout38% RR← Helix press release · May 14 (cross-checked NEJM Online)
A representative company brief. Real Vantage company pages render with the same fidelity, populated by your portfolio's data and your team's notes.
Built for institutional procurement
Enterprise grade security and controls.
Vantage is built for institutional security and compliance: passwordless authentication, role based access control with per tenant isolation, per tenant audit logging, and inference only AI. Vantage does not train models on customer data.
SOC 2 Type II
In progress · Q3 2026
CCPA Compliant
California opt out
ISO 27001
Targeted · Q4 2026
GDPR Compliant
DPA on request
