Vantage Deal Suite™
Streamline Your Deal Flow Management
Win lucrative investment opportunities through enhanced due diligence, reduce costs, and an expedited deal flow process.
Optimize Your Deal Management with Vantage Deal Suite™
Vantage Deal Suite™ streamlines every stage of a deal, enhances due diligence, reduces costs, and expedites the deal flow process. Effective deal flow management can be the difference between missing an opportunity and landing a lucrative investment. By leveraging our specialized yet flexible deal management solution, investment professionals gain the tools needed to analyze potential investments and investors, as well as efficient collaboration among deal team members.
Key Features of Vantage Deal Suite™
Powerful Capabilities
Manage deal team communications with hierarchical permissions and personalized views. Track meetings, activities, and tasks with a search-friendly database, ensuring your team stays organized and aligned. This feature enhances collaboration and improves overall deal management efficiency.
Functional Reporting
Automatically generate and distribute reports with the push of a button, ensuring accurate and timely information is always available. Construct fund manager strategies and fee structures for prospective fund investments, streamlining your reporting processes and saving valuable time.
Revolutionary Contact & Document Management
Track all critical components of your deal pipeline with enhanced contact information such as employment history and education. Centralize and manage deal documents with version control and full-text search, ensuring all necessary information is easily accessible and up-to-date. This improves document management and enhances data integrity, making it easier to manage complex deals.
What Our Clients Are Saying
Hear from other industry professionals who have transformed their investment management with First Rate Vantage.
One stop platform to review existing and new 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 existing and new investment opportunities.
Krunal Patel
Founder and Managing Partner of Connected Capital Co.
Robust dashboard analytics to our clients....onto a single screen
With Vantage, we're thrilled to bring robust dashboard analytics to our clients that brings together all of the key portfolio metrics they want to see 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.
Focusing on what matters – managing our investments and achieving the highest returns
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. The technology and tools that Vantage software provides has allowed our firm to gain more trust and confidence from our investor network as they are able to stay up to date on our projects with recurring updates and performance indicators along with access to all their legal and tax documents at a click of a button. Finally, the efficiency the software has provided in terms of personnel costs and time savings has resulted in us focusing on what matters – managing our investments and achieving the highest returns for our investors!
Bhavin Patel
Founder, CEO, Managing Partner Shreem Capital
Transform Your Deal Management Today
Maximize the efficiency and effectiveness of your deal flow management with Vantage Deal Suite™. Our comprehensive platform provides powerful capabilities, functional reporting, and revolutionary contact and document management. Enhance due diligence, reduce costs, and expedite your deal flow process.
Request a demo to see how Vantage Deal Suite™ can optimize your deal management.
Request a Demo