Solution introduction

Automate Your Fundraising Process from Start to Finish

Accelerate Fundraising Capabilities with Streamlined Marketing, Data Room, Document Preparation, & Signing

Vantage’s Fundraising Portal – Vantage Fundraising ™ provides an automated investor onboarding process. Our Fundraising portal streamlines your Fundraising process from start to finish. An intuitive, robust, and secure platform, Vantage Fundraising Software integrates with our powerful CRM, Accounting, and Investor Portal.

The Fundraising portal will help you to raise capital faster by streamlining your marketing, document preparation, data room, and document signing process. We offer both private and public fundraising capabilities.

Modern and Powerful Fundraising
Intuitive software solution to simplify your capital raising process. Completely configurable and easy to use software. Secure deal room to share documents and historical returns.

Add-on Features
Verify Accredited Investors. Verify Bank Account. ACH payment.

Electronic Signature
Vantage Fundraising automates the investor onboarding process. Go paperless and digitally sign business documents. Simplified workflow from marketing to closing.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.