First Rate Vantage™

Alternative Investment Management, Made Easy!

Streamline your Alternative Investment operations with First Rate Vantage. Designed for private equity, venture capital, advisory and real estate firms. We deliver White label tailored, secure solutions to meet your unique needs.

25+

Years of Presence

8.8

Customer Rating

69%

NPS Score

First Rate Vantage G2 Rating 4.9 out of 5
First Rate Vantage Capterra Rating 4.9 out of 5
First Rate Vantage Get App Rating 4.9 out of 5
Vantage Insight Dashboard
Industries We Serve

DIFFERENT MARKETS. SIMILAR NEEDS. SAME SYSTEM

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Private Equity

Manage the life-cycle of a fund with tools and reporting for both GPs and LPs
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Venture Capital

Manage investments and carry out due diligence with simple workflow.
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Consulting Firms

Monitor and report on mandates, manage fund-of-funds for institutional clients
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Real Estate

Account and report on all phases of both direct and fund investments
Trusted By
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    Solutions

    Comprehensive Solutions for Every Investment Need

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    Vantage’s investor portal enables investors & investment managers to monitor activity and report on investments while providing near real-time communication between investor & manager.

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    About First Rate

    Who We Are

    First Rate Vantage, is a division of First Rate, Inc. First Rate is a global leader in WealthTech with over 30+ years of experience, specializing in innovative technology solutions for wealth management firms. Through it's First Rate Vantage division, it extends tailored services to private equity, venture capital, advisory and real estate investment managers.

    From automating complex accounting to delivering cutting-edge performance reporting, First Rate Vantage streamlines operations, fosters transparency, and empowers financial institutions to achieve their goals on a global scale.

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    Key Benefits

    The Vantage Suite of products delivers a wide range of benefits, from streamlining investor management and automating processes to enhancing reporting accuracy, improving efficiency, and empowering smarter, data-driven decisions.

    Single Source of Truth

    Eliminate the need for multiple systems with a unified alternative investments platform that consolidates all your data, providing you with a single source of truth.

    Enhanced Reporting

    Generate accurate, comprehensive reports effortlessly using our advanced reporting software. Our platform ensures you have all the information you need at your fingertips.

    Streamlined Communication

    Improve communication with investors and stakeholders through our robust investor portal, enabling real-time updates and transparency.

    Operational Efficiency

    Automate complex tasks and reduce manual errors, allowing your team to focus on strategic growth and investment opportunities.

    Client Testimonials

    Hear from industry professionals who have transformed their investment management with Vantage Insight™
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    One stop platform to review existing and new investment opportunities
    Vantage is an excellent partner to enhance the credibility and growth of my investment firm. Their tool provides every detailed KPI for my customers and has created a one stop platform to review existing and new investment opportunities.
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    Krunal Patel

    Founder and Managing Partner of Connected Capital Co.
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    Robust dashboard analytics to our clients....onto a single screen
    With Vantage, we're thrilled to bring robust dashboard analytics to our clients that brings together all of the key portfolio metrics they want to see onto a single screen. Vantage invests considerable time and effort to configure each enhancement of its applications to our unique requirements and has been a great partner to our firm as we continuously seek to improve our client service experience.
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    Jess Downer, CFA

    Principal, Meketa Investment Group, Inc.
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    Focusing on what matters – managing our investments and achieving the highest returns
    Vantage and its team have been great value-add partners which has allowed our firm to streamline our investor relations and expedite our fundraising process seamlessly without the headache of manual work. The technology and tools that Vantage software provides has allowed our firm to gain more trust and confidence from our investor network as they are able to stay up to date on our projects with recurring updates and performance indicators along with access to all their legal and tax documents at a click of a button. Finally, the efficiency the software has provided in terms of personnel costs and time savings has resulted in us focusing on what matters – managing our investments and achieving the highest returns for our investors!
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    Bhavin Patel

    Founder, CEO, Managing Partner Shreem Capital
      Why Choose Us?

      Why First Rate Vantage?

      • 25+ Years Expertise in investment-focused solutions for investors and fund managers.
      • Fully customizable tools designed to meet your unique needs.
      • 24/7 support to ensure seamless operations and continuous improvements.
      • Industry-leading certifications that guarantee security and trust.
      Request a Demo
      Investor Accounting
      Our Certifications

      Certified for Excellence and Security

      ISO 27001 Certified

      ISO 27001: Certified for top-tier security management

      ISO 27001 Certified

      SOC 2 TYPE 2: Verified standards for operational and data integrity.

      ISO 27001 Certified

      OWASP Guidelines: Built with robust security measures for peace of mind.

      Explore Our Latest Case Studies

      Discover Insights from Our Latest Case Studies

      Effortless Investor Management

      Problem

      Our client faced challenges managing investor accounts and accessing updated information in real time.

      Solution

      Vantage Investor provided a centralized system for investor profiles, offering 24/7 secure access and improved efficiency.

      Results

      • Centralized investor profiles with real-time updates.

      • 24/7 Access: Seamless support for 500+ investors.

      View Case Study

      Streamlined Investor Accounting:

      Problem

      Manual Excel-based accounting processes caused delays and were prone to errors.

      Solution

      Vantage Investor streamlined accounting, simplified capital allocation and handles intricate waterfall calculations with precision.

      Results

      • 95% Faster Processes: Reduced time from 1 week to just a couple of hours for accessing and updating investor information.
      • Elimination of errors and reduced time spent on manual tasks.
      View Case Study

      Timely Reporting

      Problem

      Generating investor reports was slow and costly, leading to delays.

      Solution

      Vantage Investor automated report generation, offering self-service capabilities for investors and streamlined internal reporting.

      Results

      • 95% Faster Reporting: Ensured timely communication.

      • Centralized repository for seamless compliance and analysis.

      View Case Study
      FAQ

      Got Questions? We’ve Got Answers

      Our secure Investor Portal provides real-time updates, transparent performance reporting, and seamless access to essential documents.
      Get Started Today

      Ready to Elevate Your Investment Operations?

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      Schedule A Demo

      Book a personalized demo with our experts to see how our alternative investments platform and fund reporting software can meet your specific needs.
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      Configure Your Solution

      Work with our team to tailor First Rate Vantage to fit your unique requirements. We’ll configure the platform to align with your workflows.
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      Optimize Fund Management

      Once your solution is set up, you’ll experience the full benefits of our platform - from streamlined operations to enhanced reporting and improved efficiency.

      Request a Demo

      Get in touch with us

      Do you want to engage investors with real-time updates, secure document access, and transparent performance reporting?

      Request a demo today to see how we can help foster trust and connection!

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