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.

14-day free trial · No credit card required

Up and running in minutes.

No implementation project. No consultant. No waiting.

01Step 01

Create your R8 Labs account

Sign up in under two minutes. 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 signing up.

Simple, Transparent Pricing

Start with a 14-day free trial. No credit card required.

Freemium

Playbooks only

Free
  • Access to Meridian playbook library
  • Email-gated content
  • Community benchmarks

Starter

1 fund, up to 3 portcos

$499/mo
  • Full Vantage platform access
  • 1 fund, 3 portfolio companies
  • Financial diagnostics & KPIs
  • Working capital analytics
  • Benchmark comparisons
  • AI-generated diagnostic memos
  • PDF export
  • Email alerts

Growth

Most Popular

1 fund, up to 10 portcos

$1,499/mo
  • Everything in Starter
  • 1 fund, 10 portfolio companies
  • PE-branded reports (your logo)
  • Custom benchmark peer groups
  • Priority support

Platform

Unlimited portcos, multi-fund

$3,500/mo
  • Everything in Growth
  • Unlimited portfolio companies
  • Multi-fund support
  • White-label reports
  • API access
  • Dedicated CSM

Enterprise

Custom pricing for large PE platforms. Dedicated infrastructure, SLA, custom integrations.