Trusted by 300+ Investment Firms Globally
Transform your fundraising process with our comprehensive portal that streamlines investor onboarding, automates compliance workflows, and builds unshakeable investor trust through transparency.
Fundraising shouldn’t be slowed down by scattered emails, outdated data rooms, or manual onboarding. With Vantage Fundraising, you get one connected platform that brings your entire capital-raising process together – from first LP touchpoint to final close.
Vantage replaces fragmented processes with a frictionless, professional experience that helps GPs move faster and gives LPs the clarity and confidence they expect. Create polished, personalized data rooms in minutes. Share documents securely. Give each investor a seamless path to diligence and onboarding. And manage your fundraising pipeline with real-time visibility into every LP’s progress.
Unify your entire fundraising workflow in one connected system, bringing more clarity, faster execution, and complete visibility across every LP.
Give LPs a modern, intuitive portal with personalized access, cleaner document flow, and real-time updates that make diligence effortless and engaging.
Organize every vehicle in a single view, making it easier to track investor interest, coordinate allocations, and manage multiple strategies efficiently.
Customize secure data rooms for each investor with granular permission controls and branded experiences.
Real-time visibility into your fundraising progress with automated reporting and investor engagement metrics.
Seamlessly sync with your existing CRM systems to maintain unified investor relationship management.
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.
Encrypted Document Sharing with watermarking and access controls
Integrated AML/KYC Tools with automated verification and audit trails
Automated Deal Room Distribution with real-time notifications and reminders
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.
Yes, our configurable virtual data rooms allow you to create personalized experiences with custom branding, tailored document sets, and specific permission levels for each investor.
Our platform integrates with leading CRM systems including Salesforce, HubSpot, and Affinity, ensuring seamless data flow and unified investor management.
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