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 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.
- 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
- 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.