Company Overview

Brookwood Financial Partners, LLC is a leading investment firm specializing in commercial real estate and real estate-related operating businesses. With a client base that includes sovereign wealth funds, public and private pension funds, family offices, and high-net-worth individuals, Brookwood has managed a diverse portfolio valued at over $4.2 billion.

Challenges

Brookwood’s continued growth highlighted the need for more efficient investor management. The firm faced manual, paper-based processes, fragmented operations across departments, and a lack of real-time investor insights, all of which limited their ability to scale effectively and maintain high-quality investor relations.

Solution: Transforming Investor Management for Brookwood Financial Partners

To tackle these challenges, Asset Class implemented its Investor and Fund Management (IFM) module to transform Brookwood’s investor management process.

Eliminating Manual Workflows and Automating Key Processes

Prior to adopting Asset Class, Brookwood’s team spent countless hours managing investor documents and compliance tracking. Asset Class automated these tasks, including investor onboarding and reporting, reducing the time spent on administrative work.

“By digitizing the process, all of our clients will have dynamic, on-demand access to statements, asset performance information, tax documents, and more,” said Greg Papazian, Managing Director and Director of Retail Sales at Brookwood.

This automation allowed the team to focus on strengthening client relationships and pursuing new investment opportunities.

A Unified Platform for Investor Relations and Compliance

Asset Class enabled Brookwood to bring all departments onto one unified platform, enhancing communication and operational efficiency. The platform integrates with existing tools such as Salesforce for CRM, DocuSign for eSignatures, and Plaid for bank connectivity, ensuring seamless data flow across systems.

Customizing the Solution to Fit Brookwood’s Needs

The custom reporting templates and compliance tracking features allowed Brookwood to automate processes that were previously manual, ensuring that the firm stayed compliant with evolving regulatory requirements.

“Asset Class provides everything we need in one centralized place, allowing us to make informed decisions quickly and efficiently.” – Greg Papazian

Data-Driven Decision-Making with Real-Time Insights

Asset Class's real-time data tracking allowed Brookwood to monitor investor behavior and capital flows as they happened, providing valuable insights for proactive decision-making. Integration with platforms like PitchBook and LinkedIn further enhanced Brookwood’s decision-making capabilities.

Results: A Streamlined, Scalable, and Secure Solution

Since adopting Asset Class, Brookwood has seen significant operational improvements. These include:

• Significant time savings with automated investor onboarding and reporting.

• A customizable investor portal offering real-time access to performance data, which has enhanced the investor experience.

• A scalable solution that will adapt as Brookwood grows its portfolio.

By adopting Asset Class , Brookwood Financial Partners has modernized its operations and is well-positioned for continued growth.

For more information on how Asset Class can support your fund management needs, contact us today or book a demo.