Trusted by 500+ Investment Firms Globally
Deliver secure, transparent, and investor-first experiences across private equity, venture capital, and real estate funds. Vantage Investor™ is the all-in-one portal that centralizes reporting, simplifies communication, and scales with your firm.
Hours Saved/Quarter
LP Satisfaction Rate
Average Go-Live Time
Whether you’re managing $10M or $10B, our software adapts to your structure and workflow needs.
Streamline LP communications and performance reporting for your PE portfolio
Scale investor relations as you grow from seed to Series C and beyond
Comprehensive reporting for real estate investments and property portfolios
White-label solutions for serving multiple fund clients efficiently
Professional-grade tools for client reporting and relationship management
A trusted portal solution for both emerging fund managers and established asset managers.
Every feature is designed to save time, increase transparency, and strengthen investor relationships.
Dashboard Features:
Track and present KPIs such as IRR, TVPI, DPI, and MOIC in real time with advanced, automated calculations.
Dashboard Features:
Compare fund-wide performance, investor commitments, distributions, and individual asset performance — all in one place.
Dashboard Features:
Use encrypted messaging, alerts, and notifications to maintain real-time, compliant communication with your investors.
Dashboard Features:
Effortlessly share K-1s, capital calls, quarterly reports, and subscription docs. Permission-based access ensures the right LPs get the right files.
Dashboard Features:
Built with enterprise-grade protocols: end-to-end encryption, multi-factor authentication, and alignment with SOC 2 Type 2, ISO 27001, and OWASP security standards.
Dashboard Features:
Whether you’re managing $10M or $10B, our software adapts to your structure and workflow needs.
500+ 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
See how industry leaders are transforming their investor relations with Vantage Investor™.
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.
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, Sandton, and others
Trusted
Yes — it’s highly scalable and user-friendly, with zero developer dependency. Whether you’re managing your first fund or your tenth, our platform adapts to your needs and grows with your firm.
Absolutely. Dashboards, logos, themes, and even investor views are fully configurable. You can create a white-label experience that perfectly matches your firm’s brand and investor preferences.
Most firms are live in 2–4 weeks, supported by our dedicated onboarding team. We handle data migration, setup, and training to ensure a smooth transition with minimal disruption to your operations.
Yes. We use Azure-hosted infrastructure with encryption, MFA, and certified data governance protocols. Our platform is SOC 2 Type 2 certified and ISO 27001 compliant, meeting the highest security standards in the industry.
Yes — including CRM, accounting tools, and BI dashboards via API or custom syncs. Our platform is designed to work seamlessly with your existing technology stack, not replace it.
Click on the “Get Free Demo” button to schedule your personalized demo session today.
