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Pricing

Annual licensing for funds and operators.

Two self-serve tiers for individual operators. Two fund-level tiers for PE firms running multiple portcos. Annual billing saves 25%; price you pay in Year 1 is the price you pay in Year 10.

Free forever
Draft
$0
1 portco
1 seat

For searchers and first-time operators drafting their playbook. Starter templates and the AI parser included.

Start free
  • ✓Full 6-stage lifecycle playbook catalog
  • ✓AI playbook parser (PDF, Excel, PowerPoint)
  • ✓Knowledge Library + Acquisition Almanac
  • ✓Starter templates (Dental DSO, HVAC, B2B SaaS, generic)
  • ✓Forever free — no credit card
For single-company CEOs
Operator
$159/mo
Billed annually at $1,908/yr · $199/mo if monthly
1 portco
5 seats

For the CEO or exec running one company day-to-day with their full team.

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  • ✓Everything in Draft
  • ✓Firm template authoring (author your own playbook)
  • ✓Manager and staff workflow ownership
  • ✓Scorecard with KPI target/actual + history
  • ✓Retro review across past stages
  • ✓Weekly AI-synthesized exec memo
  • ✓Email + Slack reminders
For independent sponsors + early MM PE
Fund Starter
$1,500/mo
Billed annually at $18,000/yr · $2,000/mo if monthly
Up to 10 active portcos
25 seats

For funds operating a small portfolio who need cross-portco visibility and one-click playbook deployment.

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  • ✓Everything in Operator, across up to 10 portcos
  • ✓Cross-portco benchmark heat map
  • ✓Multi-portco template deployment (deploy once to many)
  • ✓Weekly fund memo (AI-synthesized, portfolio-wide)
  • ✓Portco-scoped RBAC (portco CEOs see only their own)
  • ✓Read-only share links for boards and LPs
  • ✓Replaces $300k+ of annual consulting
For middle-market PE firms
Fund Platform
$4,167/mo
Billed annually at $50,000/yr · $5,500/mo if monthly
Up to 30 active portcos
100 seats

The anchor tier for MM PE value creation teams. Author your firm’s playbook once, run it across every portco.

Recommended for $200M–$1B AUM funds

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  • ✓Everything in Fund Starter
  • ✓White-label branding (your logo, your firm name)
  • ✓Scoped read API (/api/v1 for your BI + LP reporting)
  • ✓Firm-level service accounts + key management
  • ✓Priority support + dedicated Slack channel
  • ✓Quarterly product roadmap review
  • ✓90-day money-back guarantee
For upper-mid + large PE
Enterprise
Custom
Unlimited portcos
Unlimited seats

For funds with complex hierarchies, regulatory needs, or custom deployments. SOC 2, SSO, dedicated infrastructure.

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  • ✓Everything in Fund Platform
  • ✓SSO / SAML
  • ✓SOC 2 Type II readiness
  • ✓Custom DPA + data residency options
  • ✓Dedicated CSM + onboarding engineer
  • ✓Multi-fund hierarchies (for platforms)
  • ✓Custom integrations (Dealcloud, iLevel, Allvue)

Lifetime price lock · No overage fees · 90-day money back on Fund tiers · Cancel anytime

Feature comparison

FeatureDraftOperatorFund StarterFund PlatformEnterprise
Portcos111030Unlimited
Seats1525100Unlimited
Starter templates✓✓✓✓✓
AI playbook parser✓✓✓✓✓
Firm template authoring—✓✓✓✓
Cross-portco benchmark——✓✓✓
Multi-portco deployment——✓✓✓
Weekly fund memo——✓✓✓
Portco-scoped RBAC——✓✓✓
Share links (board/LP)——✓✓✓
White-label branding———✓✓
Read API (/api/v1)———✓✓
Service accounts + scopes———✓✓
Priority support———✓✓
SSO / SAML————✓
SOC 2 Type II————✓
Custom DPA + data residency————✓
Dedicated CSM————✓
The math

A 12-portco MM PE firm wastes ~$700k/year in status reporting and consulting.

VantageOS Fund Platform is $50k/year. The payback window is 3-6 weeks. The productivity lift compounds every quarter your firm keeps using it.

See how it works for PE
VantageOS

The operating layer for value creation in private investments. Designed for funds, sponsors, and the operators who run their portfolio companies.

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