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First Rate Vantage
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investor portal and accounting platform
Table of Contents
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First Rate Vantage - 2026 Pricing, Features, Reviews & Alternatives
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First Rate Vantage overview
What is First Rate Vantage?
Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle. From deal sourcing and management to investment accounting, the Vantage software suite provides the tools needed to efficiently manage a fund’s portfolio. The suite includes an end-to-end investment management solution that automates deal flow, investor reporting, performance tracking and analysis, cash flow management, and more
Key benefits of using First Rate Vantage
• Provides investor portal for real-time performance monitoring and document access
• Streamlines deal flow with tools to enhance due diligence and reporting
• Accelerates fundraising with platform to onboard investors
• Enables customizable reporting to generate insights across portfolios
Starting price
per year
Alternatives
with better value for money
First Rate Vantage’s user interface
First Rate Vantage reviews
Overall rating
4.9
/5
18
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.11/10
5
4
3
2
1
16
2
0
0
0
Ola A.
Investor Relations Manager
Kayla R.
Fund Accountant
Destinee B.
IR Manager
Judy E.
Executive Vice President
Jason H.
Director of Finance and Tax
Jessica A.
Director of Investor Relations
Who uses First Rate Vantage?
Based on 18 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
First Rate Vantage's key features
Most critical features, based on insights from First Rate Vantage users:
All First Rate Vantage features
Features rating:
First Rate Vantage alternatives
First Rate Vantage
Starting from
3000
Per year
Macabacus
Starting from
200
Per year
Fund EZ
Starting from
140
Per month
Aplos
Starting from
79
Per month
First Rate Vantage pricing
Value for money rating:
Starting from
3000
Per year
Per Feature
User opinions about First Rate Vantage price and value
Value for money rating:
To see what individual users think of First Rate Vantage's price and value, check out the review snippets below.
Ola A.
Investor Relations Manager
Kayla R.
Fund Accountant
First Rate Vantage integrations (1)
Top integrations
First Rate Vantage support options
Typical customers
Platforms supported
Support options
Training options
First Rate Vantage FAQs
First Rate Vantage has the following pricing plans:
Starting from: $3000.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of First Rate Vantage?
First Rate Vantage has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does First Rate Vantage support?
First Rate Vantage supports the following languages:
English
Q. Does First Rate Vantage offer an API?
Yes, First Rate Vantage has an API available for use.
Q. What other apps does First Rate Vantage integrate with?
First Rate Vantage integrates with the following applications:
Microsoft Outlook
Q. What level of support does First Rate Vantage offer?
First Rate Vantage offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base