For a management team inside a live transaction

Complex transactions become harder to hold together as the process accelerates.

As the process accelerates, decisions drift, evidence fragments, and ownership becomes harder to maintain.

Watch the film See the platform

Vantage maintains the company's position, operating state, and decision history across the transaction, so the people running the process can see what has been decided, what has changed, and what requires attention.

Vantage
Project Meridian · Market and diligence
PositionOperationsReference
Q3 close · Day 34
Position31 holding8 softening3 at risk42 material claims of record
Revenue & growth
Recurring revenue is durable across cohorts3 questionssofteningRA
Net revenue retention above 110% for two years2 questionsholdingRA
Customer base
Top-10 customer concentration is declining4 questionsat riskRA
No customer contract has change-of-control risk2 questionsholdingLM
Claim of record

Recurring revenue is durable across cohorts

State
softening
Tested by
“Monthly cohort retention, 8 quarters?”“Logo churn by segment, FY23”
Evidence
Cohort model · churn export · 2 exhibits
Owner
R. Alvarez, VP Finance
Coverage42 material claims
State31 holding · 8 softening · 3 at risk
PhaseMarket and diligence · Day 34
ContinuityMaintained since preparation

Position · Project Meridian, Day 34. Every claim the company has made, and its state today.  See how it works →

A short introduction to Vantage

See Vantage in under ninety seconds.

An introduction to the problem Vantage addresses, the operating model behind it, and how the platform supports a live transaction.

Watch the film
Introducing Vantage · narrated by M. Javier 1:13
Go deeper

Three ways to understand Vantage before we speak.

Platform

What the product does

The model, shown. Position, Operations, and Reference as working surfaces, and how a single buyer question resolves through them.

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Approach

Why it works this way

How transactions lose coherence under pressure, and the operating method Vantage is built on. The thinking beneath the software.

Read the approach →
Company

Who built it

LosAltos Advisory, the founder, how Vantage is used today, and how a company's most sensitive data is handled.

About the company →
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Bring it into your deal

Vantage is brought into a small number of live processes at a time. Tell us about yours.

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