Picking winning deals while lowering your investment risk
Managing the deal lifecycle combines both art and science
Opportunities abound in today’s challenging
times, however it's critical to leverage every
possible advantage when identifying, evaluating,
and managing deals that will prove to be winners for your
investors. Whether you invest in funds, companies or real assets,
turmoil in the financial markets has made those diamonds in
the rough difficult to find and even harder to realize.
Leading firms recognize that effective deal diligence,
information management and communication are key ingredients
to identify winning opportunities. And once the investment
has been made, staying current on your risks and exposure
through effective portfolio monitoring is more important
Tools to help you pick winners, maximize your returns and lower investment risk
Vantage has the tools to provide you with the best information and workflow for picking winning deals according to your firm's unique strategy, culture and methodology. Flexible in their design, our software tools can be readily tailored to the qualities that give you a competitive edge in the marketplace
The Vantage Deal Suite facilitates your pipeline and selection process, supporting the 3 legs of the deal process: diligence process, contacts and document managements. As deals become investments, Deal Suite supports the required data collection, valuation and reporting process, allowing you the competitive advantage to analyze your portfolio's operating performance and identify any surprises, pleasant and unpleasant, at the earliest possible moment. Vantage Insight provides an interactive analytical view across your firm of portfolio performance and exposure, from high-level strategic view down to the granular performance of individual positions, and everything in between. Insight also provides increased visibility into deal prospecting activities and results, allowing deal team and senior management to better understand and direct team focus for increased visibility and results.
Vantage Alternative Data Services offers operational support services to complement our suite of software applications, to enable efficient and cost-effective management of the manually-intensive processes that limit the effective scaling-up of your organization.
Call us today on 617-454-1400 to discuss how we may assist you achieve superior returns with lower risk to your team and investors.