Structured diligence for your clients — on either side of the deal.
Whether you're advising a buyer through diligence or helping a seller get ready, Vantage gives you a structured, benchmarked, defensible operational workpaper — faster and more consistently than a bespoke spreadsheet every time.
Invite the target to be evaluated, run Physicals on what's known, request the data room under NDA, and hand your client a documented deal file.
See the buy-side journey →Run the diagnostics a buyer will run, surface what they'd flag, and get your client diligence-ready with evidence before the data room opens.
See the sell-side journey →Every Physical and decision is timestamped and organized into an exportable file — the operational workpaper that backs your recommendation when a client, their board, or a lender asks how it was assessed.
Work from what your client knows, fill gaps from public sources, and surface exactly what to request next. One engagement can span multiple targets while the deal takes shape.
Deliver the findings under your own brand. Manage several active engagements at once from a single workspace, each isolated and confidential.
Build Vantage into your practice.
Advisors and diligence firms are core design partners. Get free early access, white-label options, and a direct line into the roadmap.