Vantage for family offices

Four generations of holdings.
One operations layer.

A multi asset family office runs a back office of K-1s, capital calls, manager letters, direct investment updates, and household reports. All in different formats, on different cadences, in different inboxes. Vantage is the operating system that runs them as one.

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Direct, fund, and public. One back office, one source of truth.

The problem

Where the household balance sheet falls apart

A multi generational portfolio is held across direct deals, fund commitments, co-investments, and public mandates. Each format, each cadence, each custodian. The reconciliation problem grows with the family, not the AUM.

No single view across the household

Direct holdings in one folder, fund stakes in another, public mandates in a custodian portal. Total exposure is reconstructed by hand each quarter, and only approximately.

K-1s and capital calls land on every cadence imaginable

Each manager sends differently formatted documents on its own schedule. Tracking unfunded commitments across thirty funds is a job no one fully owns.

Principals ask questions analysts can’t answer in the meeting

"What’s our total exposure to enterprise software?" A simple question that requires three days of spreadsheet work and a footnoted answer the next week.

Continuity across generations is fragile

When the office staffs over, the institutional memory of each manager relationship and each direct holding leaves with the people who held it.

The operating system

Every position. Every document.
One household view.

Vantage reads what the office already receives. Manager letters, K-1s, capital calls, valuation opinions, direct investment updates. And runs the operations layer on top.

Ingestion

Direct, fund, and public on one structured view

Every position type ingested into one operations layer. Total exposure by sector, geography, manager, or vintage on demand. No spreadsheet underneath.

Operations

K-1s and capital events, structured automatically

Every K-1, every capital call, every distribution. Extracted, structured, tracked. Tax preparation begins with structured data instead of folders of PDFs.

Monitoring

Pulse briefings for every direct holding

For any direct investment or co-investment: what changed, what it means, what to flag for the principals. Prepared before the family meeting, not during it.

Governance