Platform

One model of the transaction. Three lenses on it.

Every claim, question, evidence item, decision, and owner exists once, presented through Position, Operations, and Reference.

Position

Is the story holding?

Every claim, the questions pressing on it, the evidence behind it, and the owner accountable for it. Each carries a state: holding, softening, or at risk.

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
Legal & structure
IP ownership is clean across all products2 questionssofteningLM
Claim of record

Recurring revenue is durable across cohorts

State
softening since cohort export
Tested by
“Monthly cohort retention, 8 quarters?”“Logo churn by segment, FY23”“Downgrade vs. cancellation split”
Evidence
Cohort model · churn export · 2 exhibits
Owner
R. Alvarez, VP Finance
History
Held in Q2 · softened Day 34

Fig. Position · Project Meridian, Day 34. State is the only colour on the surface.

Operations

Is the work moving?

Capacity, ownership, aging, and work across the transaction. The operating state of the transaction, as it stands.

Vantage
Project Meridian · Market and diligence
PositionOperationsReference
Day 34
Workstreams
Quality of earningsA. Chen
Legal & corporateL. Marsh
Commercial diligenceR. Alvarez2 parked
IT & securityD. Okoro
Management presentationM. Javier
Reference

Can every decision be explained?

The documents, evidence, decisions, and prior responses behind the company's position, held with the record of how each decision was reached.

Vantage
Project Meridian · Market and diligence
PositionOperationsReference
Day 34
Decision history · Revenue recognition
Apr 02Position set. Revenue recognized ratably over contract term · owner R. Alvarez
May 18Buyer challenged treatment of usage overages
May 21Position held, supported by auditor memo & 2 exhibits
Jun 09Re-confirmed in management presentation
The trace

How a single buyer question resolves.

Vantage identifies what a buyer question is testing and proposes the relationship to the claim under pressure, the evidence, the last answer, and the owner. A named user reviews and confirms consequential relationships before they become part of the transaction record.

Buyer question“Monthly cohort retention, last 8 quarters?”
What it testsDurability of recurring revenue · confirmed by R. Alvarez
Claim of recordRecurring revenue is durable across cohorts  softening
EvidenceCohort model · churn export · 2 board exhibits
Prior response · ownerAnswered Q2; retrieved, not rebuilt · VP Finance
Continuity

Maintained across the life of the transaction.

The same transaction record continues from preparation through diligence, negotiation, close, and the transition that follows.

01
Preparation
02
Market and Diligence
03
Negotiation and Close
04
Transition and Continuity

See Vantage in under ninety seconds.

A short introduction to the problem, the product, and how it supports transaction execution.

Watch the film · 1:13
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