Now in beta

Visibility and insight — the first steps to value creation.

Financial diagnostics, working capital analytics, and AI-powered insights for middle market private equity firms and their portfolio companies.

Private beta · Request an invite to get started

Up and running in minutes.

No implementation project. No consultant. No waiting.

01Step 01

Get your invite

Request beta access or use your invite code to create your account. Add your fund, invite your portco CFOs or controllers, and you’re ready. No implementation project. No onboarding call required.

02Step 02

Upload financial statements

Upload via our standard Excel template, a manual form, or paste directly from a common ERP export. Balance sheet, income statement, and cash flow — that’s all we need to get started.

03Step 03

Get your diagnostic

Vantage automatically computes every KPI, benchmarks each metric against industry peers, flags risks and opportunities, and generates a board-ready diagnostic. No configuration required.

Most funds complete their first diagnostic within one business day of onboarding.

Vantage is in Private Beta

We're onboarding select PE firms and their portfolio companies. Request access to get started, or sign in with an invite code.

Have an invite code? Use it on the sign-up page.