Vantage Fundraising™
Simplify Your Capital Raising Process
Automate investor onboarding, streamline document preparation, and accelerate your fundraising efforts with ease.
Accelerate Fundraising Capabilities with Streamlined Marketing, Data Room, Document Preparation and Signing
Vantage Fundraising™ provides an automated investor onboarding process, streamlining your fundraising from start to finish. Our intuitive, robust, and secure platform integrates seamlessly with our powerful CRM, Accounting, and Investor Portal.
Raise capital faster by simplifying your marketing, document preparation, data room management, and document signing processes. Whether you are managing private or public fundraising efforts, Vantage Fundraising™ has you covered.
Key Features of Vantage Fundraising™
Modern and Powerful Fundraising
Our intuitive software simplifies your capital-raising process. Completely configurable and easy to use, it includes a secure deal room for sharing documents and historical returns. Benefit from a streamlined process that saves time and reduces errors, allowing you to focus on engaging with investors.
Add-on Features
Enhance your fundraising with features like verifying accredited investors, bank account verification, and ACH payments. These add-ons ensure that your processes are compliant and secure, providing peace of mind and reducing administrative burdens.
Electronic Signature
Go paperless with Vantage Fundraising™'s automated investor onboarding process. Digitally sign business documents, simplifying your workflow from marketing to closing. This feature accelerates your fundraising process, reduces manual errors, and ensures compliance.
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
Accelerate Your Fundraising Today
Maximize your fundraising potential with Vantage Fundraising™. Our intuitive platform automates investor onboarding, reduces clerical errors, and ensures compliance with KYC requirements. Simplify document preparation, streamline communication, and speed up funding to achieve your capital-raising goals.
Request a demo to see how Vantage Fundraising™ can revolutionize your fundraising process.
Request a Demo