Vantage Deal Manager
manage deal pipeline with powerful online collaboration and document management tools
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Dynamic Functionality
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Vantage Deal Manager solution helps you manage deal pipeline with powerful online collaboration and document management tools. Now you can spend more time on quality deals that meet your requirements. Our modular software enables direct investors, funds-of-funds and investment advisors to
- Manage deal team communications with hierarchical permissions
- Personalize views of pipeline deals for each investment professional
- Leverage fully searchable deal database with saved searches
- Automatically generate reports and distribute deal documents
- Share documents online via electronic document management
- Track deal team meetings, activities and tasks
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Powerful Reporting Capabilities
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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 propsective manager strategies and fee structures
- Demographic and performance information
- Client allocation for investment advisors
- Audit and archival capabilities
- Import/export to Microsoft Word or Microsoft Excel to create charts and graphs
- Ability to generate PDF reports for viewing on any platform
