LosAltos Advisory provides Vantage, a transaction-operating platform that gives management teams a single, living record of claims, evidence, questions, and owners during complex M&A and diligence processes. The software tracks the status of every material claim and preserves decision history, helping teams maintain coherence and defensibility as deals accelerate. It is currently in active use in management-side transaction work, with an investment-side workflow in development.
Funding
Funding not disclosed
Founders
Product
Problem
Complex transactions, such as M&A and diligence processes, become harder to manage as they accelerate. Decisions drift, evidence becomes fragmented, and ownership of key claims is lost, making it difficult for management teams to maintain a consistent, defensible position.
Solution
Vantage, developed by LosAltos Advisory, provides a platform that creates and maintains a single, coherent model of an entire transaction. It centralizes every claim, question, evidence item, decision, and owner in one place, with the state of each claim tracked as holding, softening, or at risk. The platform presents this information through three lenses—Position, Operations, and Reference—enabling teams to see if the story is holding, if work is moving, and if every decision can be explained. Vantage maintains continuity of the record across all transaction phases, from preparation through transition, and ensures that all consequential relationships are confirmed by named users.
Target Audience
Primary users are management teams and advisors involved in complex transaction processes, including preparation, diligence, and negotiation. The product is also being extended to support investment-side professionals determining whether new evidence changes an investment case.
Features
- One model of the transaction presented through three views: Position (is the story holding?), Operations (is work moving?), and Reference (can every decision be explained?)
- Tracks the state of every material claim (holding, softening, at risk) with associated questions, evidence, owners, and full decision history
- The "trace" feature automatically identifies what a buyer question is testing and proposes its relationship to the claim, evidence, prior response, and owner
- Continuity feature maintains the same transaction record across preparation, diligence, negotiation, close, and transition
- Built for data security with deal isolation, attributable owners for all changes, and a complete audit trail that records every modification
- Designed for long-term archival use, with reports readable a decade later without the original author present