Everything your family office runs on. One platform.
Portfolio management, document processing, relationship tracking, compliance reporting, and AI copilots — unified with shared data and shared context.
Total AUM
$847M
Active Agents
10
Pending Alerts
3
Portfolio Performance
Recent Activity
Every document, automatically extracted.
PDFs, emails, and portal downloads flow into Vintage. AI extracts structured data with full provenance — so you know exactly where every number came from.
- •Capital calls, distributions, statements, K-1s, PPMs
- •Side-by-side PDF viewer with provenance highlighting
- •Bulk upload and auto-classification
- •Approval workflows with audit trail
Your entire portfolio, unified.
Holdings, commitments, and performance across every asset class. Real-time analytics, custom views, and drill-down capability from total AUM to individual positions.
- •Multi-asset class support: PE, HF, RE, public equities
- •Configurable performance benchmarks
- •Commitment pacing and liquidity modeling
- •Custom attributes and tagging
Total AUM
$847M
Holdings
42
YTD Return
+12.4%
IRR
18.2%
Every GP and contact, tracked.
Maintain relationships with GPs, fund managers, and advisors. Track communication history, meeting notes, and document flow in one place.
- •GP and manager profiles with AUM and strategy data
- •Communication history and meeting notes
- •Document linkage per relationship
- •Co-investment and relationship scoring
Blackstone
GP
KKR
GP
First Republic
Advisor
Everything at a glance.
A single dashboard for portfolio health, agent activity, pending alerts, and recent documents. Customizable widgets and role-based views.
- •Portfolio summary with key metrics
- •Agent status and recent activity
- •Alert queue with severity ranking
- •Quick actions and shortcuts
3
Alerts
10
Agents
7
Docs Today
Configure once, apply everywhere.
Set thresholds, alert preferences, workflow rules, and team permissions at the platform level. Changes propagate instantly across all agents and views.
- •Threshold configuration for all monitoring agents
- •Email and notification preferences
- •Role-based access control
- •Custom branding and white-labeling
Connect your existing systems.
Vintage integrates with custodians, portfolio systems, accounting platforms, and communication tools.
Northern Trust
Custodian
State Street
Custodian
BNY Mellon
Custodian
Addepar
Portfolio
iCapital
Alternative Investments
CAIS
Alternative Investments
QuickBooks
Accounting
Sage Intacct
Accounting
Salesforce
CRM
Coming SoonDocuSign
Documents
Coming SoonGmail
Outlook
Your entire operation, in one place.
Stop switching between spreadsheets, emails, and portals. Run your family office from a single, unified platform.