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Welcome

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Vantage

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Dashboard

Portfolio overview ships in Phase 2. Account settings open from the avatar menu.

Companies

The companies directory ships in Phase 2.

Account settings

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Changing your email sends a confirmation link to both your current and new address. The change takes effect once both are confirmed.

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Notifications

Choose what Vantage notifies you about. Your workspace may also limit some categories — both must be on for a notification to reach you.

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Let's set up your workspace

1 About you
2 Workspace
3 First fund
4 Invite team

What best describes you? This helps us tailor Vantage to your workflow.

Tell us more (100 characters max)

Give your workspace a name. This is what your team and LPs will see — typically your firm's name.

You can update these details any time in Account Settings.

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Add your first fund. Just the name to get started — you can fill in the rest once fund details land in a later release.

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Invite your teammates by email. Press Enter or comma to add each address. Max 20 invites.

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Request to join a workspace

Confirm the workspace name. We'll ask its admins to approve your request — you'll keep working in your own workspace until then.

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Bugs, rough edges, feature requests — anything helps. Goes straight to the operator; replies show up in the thread below.

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Vantage

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10 Minute Valuation Analysis

A live walkthrough on Meridian Analytics — a hypothetical Series A SaaS company.

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We’ll send a friendly note from Vantage on your behalf.

Scenario Parameters

Configure how Bear and Bull cases are calculated relative to the Base case.

Bear case (% below base exit valuation)

Bull case (% above base exit valuation)

Terms & Privacy

Last updated: 25 May 2026

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