New York, NY - Asset Class, a leading provider of digital private capital management solutions, is pleased to announce an agreement with Borgman Capital to implement the Asset Class Fund Operating System (FOS).
Borgman Capital, a prominent investment management firm with offices in Milwaukee & Minneapolis, will enhance their operations utilizing Asset Class FOS to streamline digital onboarding for investors, provide comprehensive reporting, and efficient handling of their investment management processes. Additionally, real-time investor activity tracking and enhanced data functions will lead to greater operational efficiency and accuracy.
This solution also includes robust deal flow tracking, due diligence management, and portfolio self-reporting capabilities, ensuring that Borgman Capital can manage all aspects of their investment lifecycle with ease.
“Asset Class has brought our investor relations function to the next level by saving us time, enhancing communication, and giving our LPs a great experience” said Sequoya Borgman, Founder & CEO at Borgman Capital. “It has also enabled us to expand our investor base in connection with our new retail investor platform www.PassTheHat.com”
“It’s an absolute pleasure to work with the team at Borgman. We’re aligned around the desire to provide outstanding support to their Investors, as well as streamlining their front, middle and back-office with the industry-leading Asset Class Fund Operating system (Fund OS)” said Ferdi Roberts, CEO & Founder at Asset Class. “Fund OS is designed to meet the evolving needs of the private capital market by providing comprehensive tools for investor management and deal tracking. This partnership will enable Borgman to enhance their operational efficiency and deliver exceptional value to their investors.”
The Fund OS platform, which combines Asset Class’s IFM, DPM, and CRM modules, is designed to streamline the entire fund lifecycle and optimize the investment process. It enables users to monitor deals from initial engagement to term sheet, centralizes all due diligence documents with comprehensive checklists, and simplifies data collection through portfolio self-reporting and a dedicated portal.
About Asset Class:
Asset Class is a leading platform for firms in the private capital industry. Its mission is to become the global leader in powering private capital by delivering best-in-class solutions for fundraising, investor relations, investor portals, deal flow management, portfolio management, and fund administration.
Asset Class’s solutions leverage the world’s top technologies, including Salesforce (CRM), DocuSign (eSignature), and Plaid (bank-connected solution). These technologies are seamlessly integrated to provide a comprehensive product suite, serving the entire investment lifecycle for firms worldwide, including private equity, venture capital, family offices, RIAs, Real Estate, Fund of Funds, and private debt.
Established in 2019, Asset Class has locations in New York, London, Dublin, and Atlanta. With a commitment to innovation and powering private capital, their front, middle, and back-office solutions enable clients to securely digitize and grow their firms more effectively, delight their investors, and maintain compliance effortlessly.
Press Contacts for Asset Class
Sam Roberts
Asset Class
email: press@assetclass.com
