Three Bridge Wealth Advisors is an independent advisory firm known for its sophisticated investment approach and deep commitment to client outcomes. As the firm grew, the research team found itself overwhelmed by the volume of private fund opportunities arriving weekly. They turned to Vantager to scale their diligence, streamline document workflows, and generate high-quality reports with a fraction of the effort.

Challenge: Inundated with Opportunities, Limited by Time

Three Bridge’s investment team was grappling with a common challenge: more fund opportunities than their small team could feasibly evaluate. According to Rich Cheever, Director of Investments,

“We were simply overwhelmed with inbound investment opportunities to review. As a firm with a small research staff, there was no way for us to keep up.”

Despite a strong process, the team lacked tools that could translate volume into clarity—especially when evaluating funds across asset classes and managers. Their legacy tools served more as digital filing cabinets than true research systems.

Solution: Vantager’s AI-Powered Platform for Diligence and Reporting

The Three Bridge team implemented Vantager to overhaul their diligence workflow. From automatic data extraction to customizable report generation, Vantager transformed their ability to respond to opportunities and maintain institutional-grade records.

“Vantager gives a firm of our size the ability to punch above our weight,” Cheever explained. “We’re now able to conduct due diligence faster and more thoroughly than we ever did in the past. It also gives us the ability to produce high-quality research documents and due diligence reports in a way that was painstakingly tedious previously.”

Impact: Speed, Clarity, and Institutional-Grade Research

• Efficiency gains: “We now spend our time evaluating investments instead of scraping together information.”
• Research coverage: Nearly all active investments now have complete research files.
• Time-to-insight: Reports can be compiled within hours of uploading fund documents.

“The research report generation templates have made the most noticeable difference,” Cheever noted. “What used to take days now takes minutes.”

Vantager has also fully integrated into Rich’s daily work:

“Our previous research platform archived documents, but it was really just a filing system. Vantager processes documents and synthesizes information into something actionable. I can generate updates on existing investments and conduct research on new opportunities so much more efficiently than ever before.”

From Analyst to Builder

One of the more compelling elements of this partnership is its full-circle nature. Charlie Brockmeier, who began his career as an analyst at Three Bridge, now helps lead product and growth at Vantager. His firsthand experience with the firm’s diligence challenges uniquely positions him to help build solutions that matter most to the investment team. ”Having worked at Three Bridge, I experienced firsthand how Vantager’s technology could transform early-stage fund evaluation and ongoing research. Today, it’s incredibly rewarding to build the very tools that would have catapulted my work light‑years ahead back then.”

Looking Ahead

Three Bridge views Vantager not just as a point solution, but as a long-term partner.“We’ve been incredibly impressed with the speed at which suggested new features have been incorporated into the Vantager platform.”

With Vantager, Three Bridge has redefined what a lean, high-performing investment team can accomplish. By turning fund documents into actionable insights, Vantager has empowered them to scale diligence, accelerate research, and elevate the quality of their investment decisions.