How investment professionals use finvantage.
Two realistic scenarios that show how finvantage works in practice — from a single family office to a multi-mandant asset manager.
The situation
Dr. Berger manages the private wealth of her family through a single family office in Munich. The portfolio includes 12 direct investments — from early-stage VC to established mid-market companies — plus three fund commitments and a real estate portfolio.
Until now, the team of two tracked everything in Excel: valuations in one spreadsheet, cap tables in another, distribution dates in a shared calendar, and due diligence documents across personal email accounts and a NAS drive.
The challenge
- No consolidated view of the entire portfolio — every analysis starts with merging spreadsheets
- IRR and MOIC calculated manually, prone to formula errors, never fully up to date
- Quarterly reporting takes two full days of copy-paste and formatting
- Cap tables maintained as static PDFs — no dilution modeling, no what-if analysis
- Due diligence documents scattered across email, NAS and personal folders
The solution with finvantage
- All 12 investments imported via CSV — portfolio cockpit live within one afternoon
- KPIs like IRR, MOIC and portfolio value calculated automatically and always current
- Quarterly PDF reports generated in seconds — branded, consistent, ready to share
- Cap tables with full dilution modeling and historical snapshots per round
- All documents in a central data room with categorization and version control
- Calendar with AGMs, board meetings and distribution dates — synced with Outlook
The situation
Keller & Richter manages private equity portfolios for eight wealthy families. Each mandant has between three and nine direct investments — a total of 47 positions across industries from HealthTech to industrial manufacturing.
The team of six handles deal sourcing, due diligence, portfolio monitoring and quarterly reporting. Each family expects branded reports in their own CI, strict data isolation from other mandants, and the ability to view their portfolio online at any time.
The challenge
- Eight separate Excel models — one per mandant — with no standardized KPI calculations
- White-label reporting requires manual formatting with each family's logo and colors
- No mandant isolation — internal staff can accidentally access the wrong client's data
- Deal flow tracked in a shared spreadsheet with no clear stage gates or audit trail
- Compliance reviews require pulling data from multiple systems with no single audit log
The solution with finvantage
- Eight mandants with strict data isolation — each family sees only their own portfolio
- White-label reports with individual branding per mandant — generated automatically
- Role and permission management: analysts see data, partners approve, families view reports
- Kanban-based deal flow with stage gates, checklists and full audit trail
- API integration with their existing CRM to sync contact and deal data
- Complete audit log for compliance reviews — every access and change documented
Recognize your own situation?
Every family office and asset manager has unique requirements. Book a demo and we will show you how finvantage fits your specific workflow.