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

Vantage Dashboard

Industries We Serve

Different Markets. Similar Needs. Same System

Private Equity

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

Venture Capital
Venture Capital

Manage investments and carry out due diligence with simple workflow.

Consulting Firms
Consulting Firms

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

Real Estate
Real Estate

Account and report on all phases of both direct and fund investments

Clients who Trust us

Solutions

Comprehensive Solutions for Every Investment Need

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.

Years
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Experts
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Clients
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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.

Key Benefits

Redefining Alternative Investment Management

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 enabling smarter, data-driven decisions.
Unified Data Hub

Unified Data Hub – A Single Source of Truth

Unify your alternative investment data into a centralized platform, eliminating redundant systems and ensuring a single source of truth for accurate, real-time insights.

Seamless Investor Communication

Seamless Investor Communication

Enhance investor relations with real-time updates, automated notifications, and a secure portal, ensuring transparent, seamless communication with stakeholders.
Enhanced Reporting & Analytics

Enhanced Reporting & Analytics

Leverage advanced reporting tools to generate detailed, data-rich reports effortlessly, ensuring you always have the most accurate investment insights at your fingertips.
Optimized Operational Efficiency

Optimized Operational Efficiency

Automate complex investment workflows, reduce manual errors, and streamline processes, allowing your team to focus on strategic growth and value creation.

Client Testimonials

What Clients Say About Us

Hear from industry professionals who have transformed their investment management with Vantage Insight™

Vantage has helped our firm to streamline our investor relations!

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.

Bhavin Patel
Founder, CEO, Managing Partner Shreem Capital
Bhavin Patel
Seven Studio - artist

Robust dashboard analytics to our clients....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.

Jess Downer, CFA
Principal, Meketa Investment Group, Inc.
Jess Downer
Seven Studio - artist

One stop platform to review all 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 all investment opportunities.

Krunal Patel
Founder & Managing Partner of Connected Capital Co.
Krunal Patel
Seven Studio - artist

Why Choose Us?

Why First Rate Vantage?

25+ Years of Expertise

Proven investment-focused solutions designed for investors and fund managers.

Fully Customizable Tools

Tailor-made solutions that adapt to your unique investment needs.

24/7 Dedicated Support

Ensuring seamless operations, real-time assistance, and continuous improvements.

Industry-Leading Security

Certified compliance and robust protection for data integrity and trust.

Our Certifications

Certified for Excellence and Security

ISO 27001

Certified for top-tier security management

SOC 2 TYPE 2

Verified standards for operational and data integrity.

OWASP Guidelines

Built with robust security measures for peace of mind.

FAQ

Got Questions? We’ve Got Answers

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

Yes, our solutions automate fund accounting and streamline capital allocation processes, reducing errors and saving time.

We are ISO 27001 and SOC 2 TYPE 2 certified, implementing the highest standards in data security and integrity.

Our tools are fully customizable to align with your unique business processes and investment strategies.

Absolutely, we provide 24/7 support to ensure smooth operations and help with continuous improvements.

Click on the “Get Free Demo” button to schedule your personalized demo session today.

Get Started Today

Ready to Elevate Your Investment Operations?

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.

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.

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.

Contact us

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!
+1 (888) 393-7283
vantage@firstrate.com

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Fill out the form below to get our proposal.

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