Vantage Performance for Private Equity
advanced tools to analyze your investment portfolios and transactions
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Dynamic Functionality
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Vantage Performance provides powerfully advanced tools to analyze your investment portfolios and transactions. Our component-based software delivers comprehensive reporting and investment analysis capabilities, enabling private equity managers to
- Evaluate deals throughout their life cycle from investment through realization
- Monitor performance by company, fund, industry, region, strategy and deal professional
- Track projections for follow-on investments and prospective new deals
- Integrate functionality with most 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
- Track out of cash, exit valuation and cash burn projections
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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.
- Investment strategy, demographic, diligence and contact information
- Summary investment analysis and "dashboard" reports
- Flexible portfolio company financial import and on-line data entry capabilities
- Portfolio reporting of operating results (budgeted, actual, financing plan, etc.)
- Historical and projected IRR analysis
- Import/export to Microsoft Word or Microsoft Excel to create charts and graphs
- Ability to generate PDF reports for viewing on any platform
- Electronic document management and sharing
