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Alternative Investment Management Made Simple

Manage your fund’s lifecycle, streamline the stages of a deal, and report on investments with Vantage Software—an intuitive investment management solution.

25+

Years of Presence

8.8

Customer Rating

Fund Accounting

Trusted By Investment Managers Around the World

Solutions

Our Specialized Fund Accounting Solutions

Comprehensive Tools for Flexible Investment Management

Expedite Deal Flow Processes

Track and manage deal team tasks and communication with a search-friendly database and distribute deal documents with automatically generated reports.

Manage Portfolios

Monitor your portfolio investments and perform analysis with detailed reports and interactive dashboards to accurately track your data and workflow.
 

Monitor Investments

Securely access all investment activities and get quick summaries or drill-down analyses of specific investments with our Insight Investor Portal.
 

Client Testimonials

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

Win Investment Opportunities with Ease

Obtain a single truth source, leverage portfolio performance, and improve your investment management with Vantage Software.

Contact us

Get in touch with us
Learn more about how Vantage Deal Suite™ can support your business.
+1 (888) 393-7283
vantage@firstrate.com

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