Deal Manager

Vantage’s Deal Manager (Vantage Deal Suite™) can streamline the stages of a deal, enhances due diligence, reduces costs, and expedites the deal flow process. Effective deal flow management can mean the difference between missing an opportunity and landing a lucrative investment.

Vantage Deal Suite

Vantage Deal Manager

By leveraging a specialized yet flexible deal management solution, investment professionals not only gain the tools needed to analyze potential investments and investors, but also gain efficient collaboration among deal team members.

Dynamic Functionality

Vantage Deal Manager helps you manage your 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 solution 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 a fully searchable deal database with saved searches
  • Automatically generate reports and distribute deal documents
  • Track deal team meetings, activities, and tasks

Powerful Reporting Capabilities

Vantage Deal Manager takes deal flow management to a whole new level. Using the embedded reporting tool or Microsoft Office products such as Word, you can create custom reports based on your preferred report templates. With scheduling capabilities, you can set user-defined alerts and trigger instant online notifications. Our comprehensive Web-enabled reporting allows you to meet increasingly rigorous compliance demands to document your investment activities on behalf of your firm and investors.
  • Investment valuation reports
  • Historical and syndicate investor activity
  • Fund manager strategy and fee structures for prospective fund investments
  • Demographic and performance information
  • Client allocation for investment advisors
  • Audit and archival capabilities
  • Import/export to Microsoft Excel for further analysis and graphical reporting
  • Automated report distribution by mail, e-mail, fax, etc…

Sophisticated Contact and Document Management

Vantage Deal Manager simplifies the process of tracking key company, manager, board member, and deal source contacts, all critical components to managing your deal pipeline. Track enhanced contact information such as employment history and education.

Our component-based solutions include powerful electronic document management tools for organizing and storing deal documents throughout the investment life cycle. Centralize and manage deal documents with version control and full text search. Streamline communications by integrating with Microsoft Outlook and your handheld wireless device.

Contact us to learn more about Vantage’ deal manager application.