Vantage Retail Cloud
Publicly traded.
Activity
- NO MATERIAL CHANGE — Vantage Retail CloudYesterday
NO MATERIAL CHANGE
Research No Material Change · system
- Inbound phone — Vantage Retail Cloud4d ago
Marsh called to gauge reaction to the IOI
Communication Logged · The company Founder
- NO MATERIAL CHANGE — Vantage Retail Cloud4d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Vantage Retail Cloud6d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Vantage appoints a Chief AI Officer reporting to the CEO7d ago
A new executive with a build mandate could slow a buy decision — or accelerate one if they want a quick win.
Intelligence Captured · system
- Approved: Vantage Retail Cloud engagement → 808d ago
IOI received.
Approval Decided · The company Founder
- Approved: Vantage Retail Cloud transaction probability → 658d ago
A written IOI with an internal deadline (user conference) raises probability; the exclusivity ask signals urgency on their side.
Approval Decided · The company Founder
- NO MATERIAL CHANGE — Vantage Retail Cloud8d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Inbound email — Vantage Retail Cloud9d ago
IOI received
Communication Logged · The company Founder
- IOI recorded — Vantage Retail Cloud9d ago
Lower cash, exclusivity ask declined. Stock valued at their closing price on the letter date; no collar.
Offer Recorded · The company Founder
- Vantage Retail Cloud → Ioi Received9d ago
IOI received at $26.0M enterprise value
Stage Changed · The company Founder
- NO MATERIAL CHANGE — Vantage Retail Cloud11d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Vantage Retail Cloud13d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Vantage Retail Cloud15d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Reconcile the option ledger to the cap table16d ago
Task Completed · Legal Counsel
- Vantage Retail Cloud → Ioi Expected16d ago
IOI promised before month end
Stage Changed · The company Founder
- NO MATERIAL CHANGE — Vantage Retail Cloud17d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Diligence closed — Vantage Retail Cloud20d ago
Integration architecture: APIs, data model and the effort estimate to integrate with a cloud DMS.
Diligence Updated · The company CEO
- NO MATERIAL CHANGE — Vantage Retail Cloud20d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Diligence closed — Vantage Retail Cloud22d ago
Cohort analysis by acquisition year with NRR, GRR and logo retention.
Diligence Updated · The company CFO
- NO MATERIAL CHANGE — Vantage Retail Cloud22d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Diligence closed — Vantage Retail Cloud23d ago
Complete security policy set, most recent penetration test report and remediation status.
Diligence Updated · Internal Team
- NO MATERIAL CHANGE — Vantage Retail Cloud26d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Vantage Retail Cloud → Diligence1mo ago
Five information requests received
Stage Changed · The company Founder
- Vantage user conference set for January — 'AI supply' on the agenda1mo ago
A hard date with a session that needs a product behind it.
Intelligence Captured · system
- Vantage Retail Cloud → Preliminary Interest1mo ago
Whitfield confirmed they would bid
Stage Changed · The company Founder
- Vantage — management presentation (Pleasanton)1mo ago
Good session. Chen demonstrated our model against their own internal benchmark set — ours scored higher, and she said so in front of Marsh. The CISO asked for the Type II report; we offered a bridge letter. Whitfield said an IOI would follow 'before month end'.
Meeting Held · The company Founder
- Vantage Retail Cloud → Management Presentation1mo ago
Management presentation in Pleasanton
Stage Changed · The company Founder
- NDA signed — Elena Marsh3mo ago
NDA Status Changed · Legal Counsel
- NDA signed — Tom Whitfield3mo ago
NDA Status Changed · Legal Counsel
Stage history
- IOI ReceivedSep 2, 2026
7d in previous stage · IOI received at $26.0M enterprise value
- IOI ExpectedAug 26, 2026
15d in previous stage · IOI promised before month end
- Target IdentifiedAug 15, 2026
Entered pipeline · Seeded into the buyer universe
- DiligenceAug 11, 2026
14d in previous stage · Five information requests received
- Preliminary InterestJul 28, 2026
14d in previous stage · Whitfield confirmed they would bid
- Management PresentationJul 14, 2026
42d in previous stage · Management presentation in Pleasanton
- Materials SharedJun 2, 2026
9d in previous stage · CIM shared
- NDA SignedMay 24, 2026
6d in previous stage · NDA signed
- NDA RequestedMay 18, 2026
10d in previous stage · Whitfield sent their NDA
- Executive MeetingMay 8, 2026
35d in previous stage · Marsh brought Whitfield; deal framed internally
- Strategic ConversationApr 3, 2026
18d in previous stage · Product-led discussion with Chen and Marsh
- Contact EstablishedMar 16, 2026
6d in previous stage · Marsh replied within a day
- Initial OutreachMar 10, 2026
11d in previous stage · Introduction made
- Warm Introduction RequestedFeb 27, 2026
27d in previous stage · Introduction requested
- Contact IdentifiedJan 31, 2026
14d in previous stage · Marsh identified; warm path through a shared advisor
- Acquisition Thesis BuiltJan 17, 2026
32d in previous stage · Thesis built around their public AI roadmap
- ResearchingDec 16, 2025
15d in previous stage · Baseline research kicked off — Tier 1