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Vantage Deal Suite

A software system designed by Vantage Software.
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The Vantage Deal Suite provides full deal lifecycle support for both Fund and Company investments through powerful online collaboration and reporting tools. The Deal Suite allows you to find and manage investments more effectively through leading-edge pipeline management, due diligence, and portfolio performance monitoring. Our modular software enables direct investors, funds-of-funds and investment advisors to

  • Evaluate deals throughout their life cycle from idea through realization
  • Easily capture, track and manage deal pipeline data and incorporate your unique due diligence processes
  • Monitor performance metrics and operating results for portfolio companies
  • Integrate functionality with back-office accounting systems and administrators
  • Track, analyze and report on individual client investment activity
  • Record manager and portfolio company news events and quarterly comments for investors

Powerful Reporting Capabilities

Our comprehensive Web-enabled reporting enables you to meet increasingly rigorous compliance demands to document your investment activities on behalf of your firm and investors.

  • Valuation reports plus historical and syndicate investor activity for prospective companies
  • Reports highlighting prospective manager strategies and fee structures
  • Demographic and performance information
  • Client allocation for investment advisers
  • Audit and archival capabilities
  • Import/export to PDF, Word or Excel for flexible reporting
  • Integration with Vantage Insight for interactive deal pipeline and investment reporting dashboards

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