VantageOS is the infrastructure PE firms use to run their proprietary value creation playbooks. You keep the IP. We give you the authoring, deployment, and portfolio visibility to make it real in every company.
Every MM PE firm has a 30-page value creation framework. It gets handed to a new CEO on Day 1, opened three times, and never seen again. The consulting firms you hire to “operationalize” it bill $300k-$1M per engagement and leave behind a PowerPoint.
VantageOS makes your playbook the operating system every portco actually runs on.
Drop in your 40-page playbook PDF. Our AI parses it into workstreams, goals, steps, and KPIs in seconds. Edit anything. Save as your firm's canonical template.
Select 12 portcos. Deploy your template. Every portco gets the same goals, steps, guidance, and KPIs, with acquisition-date-aware scheduling built in.
Cross-portco benchmark heat map. Fund-level weekly memo. Know on Monday morning which portcos are at risk on which workstreams.
Upload your playbook (PDF, DOCX, or your investment memo). The AI parses it into a structured template you own. Add, edit, or remove goals. Name your KPIs. Ship your proprietary framework as a first-class artifact, not a file in SharePoint.
Pick the portcos you want to roll it out to. VantageOS schedules every goal against each portco's acquisition date, assigns workstream owners, and hands each CEO a task list with the guidance you wrote. Portco CEOs can only see their own company. You see everything.
Every portco runs on the same Monday L10 rhythm. Weekly check-ins flow up to your cross-portco benchmark view. Friday morning, the entire team gets a fund memo: who's on pace, who's at risk, which blockers need your attention. No more chasing status updates in email.
Built specifically for VPs of Portfolio Operations, Operating Partners, and Heads of Value Creation at middle-market PE firms.
Book a 20-minute walkthrough. Bring one of your portcos. We'll load your playbook onto it live and show you what the operating-partner view looks like.
Design-partner pricing available for the first 5 firms. Fixed-price Year-1 contract in exchange for product feedback and a signed case study.