Use Cases

Where your entire organization executes and outperforms

Configured to every team inside your firm, from deal to back office

By Team

One platform configured to how each team inside your firm already works

Underwrite faster and with deeper conviction. The system reads the data room, builds the comps, and surfaces the pattern from prior deals.

VDR analysis
Data room indexed as it fills, with gaps and material changes flagged.
Presentation review
Decks cross-referenced against the data room in minutes.
Expert interviews
Operator and customer calls transcribed and synthesized into the deal record.
IC memo drafting
Sourced memos in your firm's format, ready for partner review.
Company profiles & strips
Standardized profiles built from filings, news, and primary research.
Financial benchmarking
Targets benchmarked against your prior deals and sector peers.
Public & private comps
Comparable sets assembled from live market data and transaction history.
Portfolio monitoring
Deviations from thesis surfaced before they appear in a board meeting.

LP communications drafted in your firm's voice and sourced from underlying fund data, with DDQs answered in hours not weeks

DDQ automation
Every question answered from prior responses and the firm's record, in hours instead of weeks.
Quarterly letters
Drafted to your template from current fund and portfolio data.
Capital calls & distributions
Notices generated and tied to the underlying schedule.
Fundraising materials
Pitch decks and data rooms updated against live performance.

Valuations, audit support, and capital tracking running against live source data. Data flowing into your portfolio management tools without manual entry.

Portfolio management automation
Portfolio data entered into iLEVEL, eFront, and other systems automatically.
Quarterly valuations
Models rebuilt from current financials and comparables.
Audit support
Every figure traced to source. Auditors review answers, not sourcing.
Capital tracking
Commitments, calls, and distributions reconciled automatically.
Management reporting
Fund performance, fees, and waterfall calculations on demand.

Contract review, regulatory filings, marketing material review, and KYC running with the speed and consistency of an extra senior associate that never sleeps.

NDA & contract review
Redlines against your firm's playbook in seconds.
SEC Marketing Rule review
Pitch decks, fund tearsheets, and LP materials checked against Rule 206(4)-1 before they go out.
Regulatory filings
Form ADV, PF, and ILPA reports drafted from fund data.
KYC / AML
Counterparty diligence aggregated, flagged, and tracked.
Side letter tracking
Every commitment indexed, searchable, and surfaced when relevant.

Deploy VectorShift inside your portfolio companies to accelerate top-line growth and strip cost out of the back office. The same platform that powers your firm becomes a lever inside every asset.

Revenue acceleration
Sales intelligence, customer research, and outbound enablement deployed across the portfolio.
Back-office automation
Finance, HR, and operations workflows automated to take cost out of SG&A.
Customer & market intelligence
Continuous research on customers, competitors, and market shifts across every company.
Standardized operating reporting
KPI reporting from each portco flowing into the fund's monitoring stack.

The day-to-day operational work that keeps a firm running, handled in the background. Less time on logistics, more time on judgment.

Scheduling & coordination
Meetings booked, availability checked, and follow-ups sent on your behalf.
Travel & expense
Itineraries booked, expenses categorized, and reports filed automatically.
Internal knowledge
Firm processes, policies, and prior decisions surfaced when anyone needs them.
Inbox & calendar triage
Priority items surfaced, routine threads handled, and time protected for the work that matters.

See VectorShift configured for your team

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