Vantage Software makes it easy to run an Alternative Investment firm
Who we are
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. We specialize in investor portal, accounting and reporting, contact management, portfolio monitoring and deal flow solutions.
Jess Downer, CFA
Meketa Investment Group, Inc.
Recent updates to Vantage’s investor service platform have streamlined our processes significantly, especially during quarterly investor updates and annual tax reporting.”
- Manage investments and carryout due diligence with simple workflow
- Detailed analysis of value creation from initial investment through realization
- Performance attribution and analysis from multiple prespectives
- Supports investor participation in funds or directly in properties through complex vehicles
- Carryout complex waterfall calculation and generate accurate investor statements
- Analysis of property profitability, income yields and performance returns by region, strategy and unit size
- Client preference and mandate tracking for discretionary and non-discretionary investing
- Support for separately managed and funds-of-funds structures and family offices
- For advisers and family offices with institutional, high net worth and corporate clients