About Vantage

Launch of Vantage Insight

About

Empowering Alternative Investment Firms with Innovative Solutions

At First Rate Vantage, we specialize in delivering comprehensive, intuitive solutions tailored for alternative investment firms, including private equity, venture capital, and real estate advisors. Our platform serves as a unified source of truth, streamlining the entire fund lifecycle—from deal sourcing and partnership accounting to investor reporting.​

With over 25 years of industry experience, we are committed to providing tools that enhance transparency, improve operational efficiency, and empower smarter, data-driven decisions. Our suite of products is designed to meet the unique needs of general partners (GPs) and limited partners (LPs), ensuring seamless collaboration and effective fund management.

Milestones

Discover Our History

Proin posuere dapibus magna laoreet posuere. Lorem ipsum dolor sit amet, adipiscing elit. Proin dignissim. Maecenas commodo –  tellut consectetur dapibus leo nibh tellut dapibus magna laoreet posuere.

1999
Founded with a Vision for Better Investment Tools

Founded with a Vision for Better Investment Tools

First Rate Vantage was established by a former PwC executive, driven by firsthand frustration with the inefficiencies of managing private equity deals, investor accounting, and reporting using fragmented systems. The goal: build an integrated, reliable platform to streamline alternative investment operations.

2004
Launch of Vantage Deal Suite & Fund of Funds Solution

Launch of Vantage Deal Suite & Fund of Funds Solution

We expanded our offering with the Vantage Deal Suite, empowering investment teams to manage deal pipelines with more structure and visibility. Our Fund of Funds solution addressed the complex needs of multi-layered investment strategies.

2011
Launch of Vantage Insight

Launch of Vantage Insight

As investor expectations evolved, so did we. We introduced Vantage Insight, a modern investor portal delivering real-time performance tracking, automated reporting, and transparent communication—elevating the investor experience and reinforcing trust between GPs and LPs.
2012
Scalable Productization Begins

Scalable Productization Begins

Vantage transitioned from custom applications to a product licensing model, enabling broader adoption, quicker onboarding, and a scalable, standardized experience across clients.

2019
Introducing Vantage Research

Introducing Vantage Research

To support the increasing importance of internal collaboration and informed decision-making, we launched Vantage Research—a centralized platform for storing, sharing, and organizing research data across teams, ensuring everyone operated from a common base of insight.
2020
Vantage Fundraising Goes Live

Vantage Fundraising Goes Live

We introduced Vantage Fundraising, a purpose-built solution to simplify investor onboarding, ensure compliance, and accelerate the capital-raising journey. It brought greater transparency, security, and automation to one of the most critical stages of the investment lifecycle.
2021
A Strategic Leap with First Rate, Inc

A Strategic Leap with First Rate, Inc.

We became First Rate Vantage after being acquired by First Rate, Inc., combining our alternative investment expertise with their decades of experience in wealth tech. This milestone marked a new chapter of growth, innovation, and global impact.

Why Choose Us ?

Why Leading Investment Firms Trust First Rate Vantage

With over two decades of experience, First Rate Vantage empowers alternative investment firms with trusted, scalable, and secure solutions—designed to simplify operations, enhance investor engagement, and drive data-driven decision-making with confidence.
Scalable Productization Begins

Who We Are

We are First Rate, a global WealthTech firm with over three decades of experience delivering innovative technology solutions to the financial services industry. Unlike many of our peers, we remain privately held, with a vision of operating as a permanent holding company that exists to serve its co-workers, customers, and communities worldwide. Our future does not involve an exit but is focused on our 300-year mission to reflect God’s character and positively impact business practices in the communities we operate through modeling our values of love, give, serve, and enjoy.

We call our relational corporate philosophy, First Rate Living, enabling us to provide long-term access to technology and world class service, all created to help you build and scale your business. This philosophy underpins our commitment to fostering lasting relationships and delivering exceptional value to our clients.

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
Ready to Transform Your Alternative Investment Management?
Experience the precision and confidence that private equity, venture capital, and real estate fund managers worldwide trust First Rate Vantage to provide.