01
Co-investment monitoring lacks infrastructure
Direct co-investments require ongoing monitoring: founder updates, board materials, operational metrics. Without an operating system, they’re tracked in spreadsheets that no one fully trusts.
Vantage for sovereign wealth & pension fundsPublic grade operations.
Public grade operations.
For the private portfolio.
On the public side, every position runs through institutional grade operating systems: order management, custody, accounting, audit. The private side has been the exception. Vantage closes that exception.
Every read. Every write. Every mark. Logged, sourced, exportable.
The problem
Where institutional governance breaks down at scale
Sovereign and pension funds operate at the highest levels of institutional governance. Public holdings are structured, audited, and traceable. The private portfolio has always been the exception.
02
Fund manager data is inconsistent
Large allocators are LPs in dozens of funds. Each sends quarterly updates with different metrics, different definitions, different methodologies. Aggregation is never fully trustworthy.
03
Valuation marks lack a clean chain of custody
Marks pass through multiple hands between opinion letter and portfolio system. Vantage creates a documented chain from original letter to final mark. No gaps.
04
Audit and regulatory preparation is expensive
When an auditor asks where a figure came from, the answer needs to be immediate and documented. With Vantage, that answer is the starting point, not three days of research.
The operating systemInstitutional operations
Infrastructure Operations Operations Monitoring
Institutional operations
for the private book.
Structured log of every state transition
Every document ingested, every metric extracted, every mark recorded emits a structured log line. The same standard public market operating systems hold themselves to.
Valuation opinion letters read end to end
Full reading of Houlihan, Duff & Phelps, and Kroll. Including rasterized conclusion tables. Cross letter analysis. Every mark documented to its source before it enters your system of record.
Metrics extracted, not transcribed
Revenue, EBITDA, headcount, burn. Pulled directly from source documents into structured data. Every figure traces to the originating document, page, and timestamp. No manual entry anywhere.
Ongoing intelligence for the direct portfolio
Pulse briefings for any co-investment or direct holding. What changed, what it means, what to flag for the IC. Prepared before the meeting. Sourced to the documents that support it.
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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