Private beta

Your vision,
running live across your portfolio.

Upload your integration playbook, investment thesis, or business plan. VantageOS turns it into workstreams, milestones, and weekly check-ins the whole team runs on. No playbook yet? Start from one of our industry templates.

Portfolio · Week 73 portcos
Summit Dental Group
+18% MRR
72%
Ridgeline HVAC
-3% EBITDA
48%
Harbor Logistics
+22% gross margin
81%
Weekly memo: Summit on pace for Day 100 targets. Ridgeline flagged for EBITDA compression; recommend pricing review.
How it works

Three steps to a live operating system

01

Upload your plan

An integration playbook, thesis memo, 100-day plan, or business plan. PDF or Word. Our AI parses it into structured workstreams, milestones with due dates, KPIs, and suggested owner roles. No document yet? Load an industry template and edit.

Upload plan Parsed in 52s
PDF
investment-thesis.pdf
287 KB · 24 pages
Parsed workstreams
Financial Controls6 milestones
Commercial / Go-to-Market5 milestones
Talent & Organization7 milestones
Technology & Data4 milestones
02

Run it with your team

Managers see a clean task list with your guidance attached. They submit structured weekly check-ins. The executive team reviews in one place. No more chasing updates in email.

My tasks · This week3 of 5 complete
Meet with top 5 customers
Day 14
Complete leadership GWC assessment
Day 14
Submit Week 3 check-in
Today
Define monthly close SLA
Day 21
Draft Accountability Chart
Day 45
03

See the whole portfolio

Cross-portfolio dashboard with RAG status, KPI trends, and an AI-synthesized weekly memo. You get five minutes of signal instead of an hour of digging through Excel.

Portfolio · Week 73 portcos
Summit Dental Group
+18% MRR
72%
Ridgeline HVAC
-3% EBITDA
48%
Harbor Logistics
+22% gross margin
81%
Weekly memo: Summit on pace for Day 100 targets. Ridgeline flagged for EBITDA compression; recommend pricing review.
Built for

Operators who ship

Designed for the workflow between signing the SPA and the Day 100 board review, then onward through the hold period. No consultants in the room. No Excel trackers.

Searchers
First deal. One portco. Solo operator.
Independent Sponsors
Two to five portcos. No ops team.
Private Equity
Platform operators and rollups.
Knowledge library

Proprietary insights, written in-house

Original briefs and frameworks distilled from public research, podcasts, and industry reports. Each article is curated, written internally, and cited. Searcher-grade, sponsor-grade, and PE-grade insight in one place.

Searchers & ETA
Inside the Stanford Search Fund Study
What the bimodal returns distribution actually means for your search.
Independent Sponsors
How independent sponsor economics work
Closing fees, management fees, and carry, demystified.
Private Equity
Vista VSOP, decoded
How operating standardization compounds across a portfolio.
Sign in to access14+ briefs and growing. Members only.

Your IP is the brain.
VantageOS is the nervous system.

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