Trusted by 300+ Investment Firms Globally
Give your LPs the clarity, confidence, and transparency they expect from a world-class private equity fund manager. Our investor portal, Vantage Insight™, centralizes private equity performance data, automates capital calls & distributions, & streamlines investor reporting across all your funds.
Hours Saves every Quarter
Increase in LP Engagement
Average Go-Live Time
The First Rate Vantage Investor Portal gives private equity managers a centralized, purpose-built environment for investor reporting and communication. GPs can publish fund and deal-level performance, capital account details, and key documents in one secure, branded portal that scales from a first-time fund to a multi-strategy platform. LPs gain a clear, always-on view of their commitments across private equity, private credit, and real assets, while your team reduces manual work and builds stronger, more transparent relationships.
Trusted by leading firms across private equity, private credit, and real assets, our investor portal is built on years of domain experience and proven results.
25+
Years of Presence
Private equity relationships depend on trust, clarity, and responsiveness. First Rate Vantage’s investor portal is built for GP teams that manage complex portfolios, tight reporting cycles, and rising compliance demands, while serving LPs who expect a clean, always-on view of their commitments and performance. GPs get one secure place to prepare, publish, and track every update instead of wrestling with spreadsheets and email chains. LPs log in on their own time, see exactly where they stand across funds and vehicles, and experience your firm as organized, transparent, and easy to work with.
Turn recurring GP and LP reports into reusable templates, cutting manual work and quarter-end chaos.
Give LPs a clear, self-service view of commitments, cash flows, and performance across all funds and vehicles.
Explore real examples of firms transforming their investor reporting experience with Vantage Insight™
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.
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.
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.
Whether you’re managing $10M or $10B, our software adapts to your structure and workflow needs.
300+ Firms Globally
Used by top-performing firms across North America, the Middle East, and Asia.
Sync seamlessly with CRM systems, fund accounting platforms, or Excel workflows.
Give your investors on-the-go access without compromising the user experience.
99.9% Uptime
15+ Years Experience
Certified for global security standards
Security
Certified for Validated controls for data integrity
Compliance
Best-in-class development practices
Development
Brook Partners, Meketa, Connected Capital and others
Trusted
Everything you need to know about implementing Vantage Insight™ – the most trusted investor reporting software
The First Rate Vantage investor portal is a secure, web based platform designed for private equity firms, private credit and real asset managers. It helps GPs centralize reporting, documents and communications, and gives LPs a clear, self service view of their commitments and performance.
Implementation is scoped to your structure, data and systems. For a typical mid market private equity firm, setup is usually completed within a few weeks once data and branding assets are ready. Complex, multi strategy platforms may take longer, but the goal is always a staged, low friction rollout.
No. The portal is designed to sit on top of your existing stack. First Rate Vantage can consume exports and connect to fund accounting and performance systems so your team does not have to duplicate work or change core accounting workflows.
Yes. Your firm logo, colors and terminology are applied across the portal. You can control which funds, vehicles and documents each LP or LP group can access, and tailor views so investors see only what is relevant to them.
Pricing is structured to reflect your scale, number of entities and feature needs. Most private equity clients choose a subscription model that covers the portal, updates and support. During discovery, the team maps your structure and proposes a clear, transparent pricing plan.
Don’t settle for outdated investor communication tools. Book your free consultation to see how Vantage Insight™ can:
