Vantedge AI
Connects to existing data sources and uses AI agents to automate fund operations across the full lifecycle, from deal sourcing to K-1, with modules for CRM, risk, pricing, and reporting.
Launch screenshots from Product Hunt, Apr 2025
An agentic operating system for fund managers that connects to existing sources like prime brokers, CRMs, GLs, document stores, and market data, using AI agents to automate workflows across the fund lifecycle from deal sourcing to K-1. It targets hedge funds, private credit, and PE/VC firms, with configurations for each. The platform sits on top of existing systems, requiring no migration, and offers modules for deal CRM, LP CRM, ODD, risk, pricing, and more, with audit-logged agent actions.
Key features
- Deal CRM with pipeline kanban
- LP CRM with fundraising autopilot
- ODD + VDR with diligence agent
- Investor portal with K-1s and capital calls
- DSRI risk with covenant monitoring
- Pricer with IRR/MOIC/WAL calculations
- Transaction manager with term sheet drafting
- CIM builder with memo drafting
- CFO center with NAV and fund accounting
- Syndication engine with allocation matrix
- HF ops with daily recon and NAV pack
- No social media activity within the last 30 days
GTM channels
- Blog
- API
- Docs
- Changelog
ICP
- Financial services firms
- Operations teams
- Executives founders