Every firm runs differently.
The operating system is the same.
Direct deals, fund commitments, secondaries, public crossovers. Every firm holds them in a different mix. Vantage shapes around how your firm actually operates: the books you run, the cadence you keep, the work your team owes.
Founder updates, board materials, valuation letters, capital events. The work that runs your firm, finally on one system. No more managing 80 companies the way you used to manage 8.
Read more →Your public desk runs on full institutional infrastructure. Your private positions run on folders. Vantage is the operating system that closes the gap.
Read more →Direct holdings, fund commitments, public mandates, K-1s, capital calls. All in different formats, all hitting different inboxes. Vantage runs your operations on one layer.
Read more →Sixty managers, sixty formats, sixty inboxes. Vantage is the back office system that runs manager monitoring, capital events, and look through reporting on one layer.
Read more →Quarterly cycles, IC prep, manager updates, valuation reconciliation. The operations stack the alternatives team has been operating without.
Read more →Public holdings already run on full institutional infrastructure. Vantage extends the same operating standard to the private book.
Read more →A small number of
institutional firms.
Vantage is in early access with a limited number of institutional firms. Customer profiles below are anonymized. Specific firm names and reference calls are available under NDA during the procurement process.
Venture Fund
Uses Vantage for portfolio monitoring, IC preparation, and LP letter drafting. Reduced quarterly reporting prep from ~12 hours to 90 minutes per partner.
Family Office
Uses Vantage to consolidate household exposure across direct holdings, fund commitments, and outsourced public mandates. Year end audit prep cycle reduced by an estimated 60%.
Crossover Desk
Uses Vantage for secondary mark tracking, cap table reconstruction, and customer concentration analysis on private names. Compliance trail satisfies internal MNPI review on every model.