Vantom provides AI-driven due diligence and portfolio intelligence software tailored for Limited Partners such as family offices, endowments, and pensions. The platform ingests data from sources like Dropbox and SEC filings, then generates concise, digestible reports that make analysts 47% more efficient. It also offers real-time portfolio tracking across NAV, commitments, distributions, and performance metrics.
Funding
Funding not disclosed
Founders
Product
Problem
Limited Partners (LPs) such as family offices and endowments face a heavy burden when conducting due diligence on funds, real estate, and direct investments. Managing the vast amounts of unstructured data in data rooms, tracking deal pipelines, and maintaining a clear view of portfolio performance across multiple asset classes is time-consuming and often leads to inefficiencies and slower decision-making.
Solution
Vantom offers a specialized AI-driven due diligence automation platform that streamlines the entire LP workflow. The system ingests documents from sources like Dropbox, SharePoint, and the web, automatically generating concise, analyst-ready reports from the data room. It provides a centralized deal pipeline management interface with stages for screening, due diligence, IC review, and approval. Beyond individual deals, Vantom delivers portfolio intelligence dashboards that give a real-time view of NAV, cash flows, TVPI, IRR, and unfunded commitments, enabling LPs to monitor all holdings with clear data visualization.
Target Audience
Primary customers are Limited Partners, specifically family offices, endowments, pensions, fund of funds, and institutional investors who need to manage due diligence and track portfolio intelligence across private market investments.
Features
- Automated data ingestion from multiple sources including Dropbox, SharePoint, Web, and SEC filings
- AI-generated due diligence summaries highlighting key financial metrics, risks, and growth trends
- Visual deal pipeline management with customizable stages for Screening, Due Diligence, IC Review, Approved, and Closed deals
- Real-time portfolio intelligence dashboard tracking Total NAV, unfunded commitments, net cash flows, TVPI, and DPI
- Portfolio breakdowns by asset class, geography, vintage year, sponsor, and strategy
- Holdings table with detailed fund-level data including NAV, TVPI, and IRR