Getting Started
VantedgeAI (FundOS) is the agentic OS for fund managers — connect your data, deploy agents across the fund lifecycle, and work from one place.
VantedgeAI (FundOS) connects your existing data sources and deploys AI agents across the full fund lifecycle — so the operational grind runs on autopilot while your team stays in control. These docs serve three audiences from one source:
- Use the product — guides for each module.
- Connect your stack — VantedgeAI is MCP-native; link Bloomberg, Salesforce, QuickBooks, Drive, email and more, and agents work across them.
- For agents — every page is available as clean markdown at
/llms.txt,/llms-full.txt, and by appending.mdto any page URL.
How the platform is organized
VantedgeAI is one platform made of modules. You enable the modules your firm needs; each one adds surfaces to your workspace and a set of agents that automate its busywork.
Data Rooms
Secure VDRs, the diligence agent, Q&A, document comparison, and intelligence.
Core concepts
Workspace, modules, agents, approvals, and MCP connections.
First steps
- Sign in to your workspace and confirm your firm profile.
- Enable the modules your team needs (Deal CRM, LP CRM, Data Rooms, Risk, CFO Center, and more).
- Connect your sources — link data via MCP connections (Bloomberg, Salesforce, QuickBooks, SharePoint, Google Drive, email, and others).
- Run your first agent — for example, kick off a diligence run in Data Rooms.
Who VantedgeAI is for
Hedge funds, private credit firms, and PE/VC firms — plus their LPs through a scoped investor portal. Each module maps to a real part of the fund lifecycle, from deal sourcing to NAV.