# Documentation

- [Getting Started](/docs): VantedgeAI (FundOS) is the agentic OS for fund managers — connect your data, deploy agents across the fund lifecycle, and work from one place.
- [Core Concepts](/docs/concepts): The mental model behind VantedgeAI — workspace, modules, agents, approvals, and MCP connections.

- **Modules**
- Deal CRM
  - [Deal CRM](/docs/deal-crm): Pipeline, contacts, screening, and deal-room handoff — the front of the deal lifecycle.
- LP CRM
  - [LP CRM](/docs/lp-crm): Fundraising meetings, inbox, follow-ups, and consultant relationships — the LP side of the house.
- ODD / DDQ
  - [ODD / DDQ](/docs/odd-ddq): Answer bank, questionnaire generation, imports, and review — operational due diligence questionnaires, on autopilot.
- Data Rooms
  - [Data Rooms Overview](/docs/data-rooms): Secure virtual data rooms (VDR/ODD) with a diligence agent, document Q&A, comparison, and intelligence — built for fund operational due diligence.
  - [Data Rooms Workflows](/docs/data-rooms/workflows): Step-by-step — create a room, run the diligence agent, ask questions, compare documents, and generate reports.
  - [Data Rooms Reference](/docs/data-rooms/reference): Rooms, access & watermarking, BYOD sources, ODD on Drive, Intelligence, and Analytics — the surfaces and settings in Data Rooms.
  - [Data Rooms — Agents & MCP](/docs/data-rooms/agents-and-mcp): The diligence agent, agent runs and approvals, and connecting external sources to Data Rooms via MCP.
- Transactions
  - [Transactions](/docs/transactions): Term sheets, closing checklists, parties, CP extraction, and tasks — getting a deal to close.
- Pricer
  - [Pricer](/docs/pricer): IRR, MOIC, WAL, and waterfall pricing workflows for credit and equity deals.
- Risk
  - [Risk](/docs/risk): Covenants, DSRI, alerts, and risk scans — monitoring portfolio and credit risk continuously.
- CIM Builder
  - [CIM Builder](/docs/cim-builder): Section editor, regenerate, suggest edits, and artifact review — draft and refine confidential information memoranda.
- Investor Portal
  - [Investor Portal](/docs/investor-portal): Capital calls, reminders, documents, and LP self-service — the LP-facing side of the platform.
- CFO Center
  - [CFO Center](/docs/cfo-center): Fund accounts, journal, trial balance, and waterfall — the GL engine for fund accounting.
- Syndication
  - [Syndication](/docs/syndication): Allocation matrix, KYC, and funds-flow coordination for syndicated deals.
- Investors
  - [Investors](/docs/investors): Legal investor entities, funds, and capital distributions — the system of record.
- MCP Connections
  - [MCP Connections](/docs/mcp-connections): Model Context Protocol — bring your own data sources for the FundOS agents.
- Vantedge
  - [Vantedge](/docs/vantedge): Research agent and AI analyst embedded into the FundOS shell.
- HF Ops
  - [HF Ops](/docs/hf-ops): Daily reconciliation, breaks, settlement, NAV, and trade capture for hedge fund GPs.