01
Pre IPO modeling without structured data
You’re building a financial model two years before listing, but the underlying data lives in founder PDFs, not a feed. Every analyst rebuilds the same structure from scratch.
Vantage for crossover & growth fundsYour public desk has a back office.
Your public desk has a back office.
Your private book deserves one too.
On the public side, every position has a system of record, a data feed, and a clean P&L. On the private side, the names you have the most conviction on live in a folder. Vantage is the operating layer that gives your private book the operational rigor your public desk takes for granted.
One operating system across the public and private book.
The problem
Where the asymmetry actually hurts
Your public infrastructure was built for institutional discipline. Your private book wasn’t. The names you have the most conviction on are the ones with the least operational support.
02
Marks moved through email and spreadsheets
Opinion letter to portfolio system passes through three hands and two spreadsheets. The chain of custody is real work, and right now no one fully owns it.
03
No system of record across the private book
Public positions have a dashboard. Private positions have a shared drive. Aggregate exposure across the private book is reconstructed by hand each quarter.
04
Monitoring at private company velocity
Public companies update on a clock. Private companies update sporadically. Vantage reads everything that arrives and surfaces what changed.
The operating systemBuilt for the
Ingestion Monitoring Operations Research
Built for the
full pre-IPO lifecycle.
Every private company document, structured
Founder updates, valuation opinions, cap tables, secondary marks. Ingested into one layer the desk can query like a feed.
Pulse briefings: what changed, what it means
For any private name, on demand: a one line headline, a synthesis of what’s changed, material items flagged, suggested next actions. Synthesized from every document on file.
Cross letter valuation analysis
Houlihan, Duff & Phelps, Kroll. Read end to end, conclusion tables and all. Cross letter analysis flags inconsistencies before they reach an LP report.
Thesis tracked across every private position
Every update, every deck, every data point filed against the original thesis. The firm’s conviction is documented, not remembered.
No model training on customer data
Inference-only pipelines. Your investment data is never used to train, fine-tune, or improve AI models.
No data sold or shared
No third-party trackers on this site. No customer data sold to data brokers, advertisers, or any third party.
Audit log customer-exportable
Every read and write logged with timestamp, user, and source. Exportable on demand for internal audit, external auditors, or board review.
Built on SOC 2 certified infrastructure
Vantage runs on MindStudio, a SOC 2 Type I and Type II certified platform, and inherits its certified controls. See the Trust Center.
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