Every Deal tracked and Managed with Deal Flow Management (DFM)
Every Deal tracked and Managed with Deal Flow Management (DFM)
Every Deal tracked and Managed with Deal Flow Management (DFM)
Every Deal, Every Activity, Easily Tracked
Deal Flow Management from Asset Class ensures that every deal is tracked and managed through a structured flow. Every call, meeting, task, document, relationship is tracked and easiy viewed on your Deal Flow dashboard.
Due Diligence
Centralized, and Streamlined
With Deal Templates, you can ensure that every item of Due Diligence is actioned quickly. Our Deal 'Tear Sheets' allow you to quickly assess where you are in the DD process, and every deal team member is in sync.
Relationship Insights to Drive Deals Forward
Automatically sync data from your eMail, Calendar and 3rd Party data sources to provide you with an intelligent, informed view of each deal.
Frictionless Deal Pipeline Management
Frictionless Deal Pipeline Management
Frictionless Deal Pipeline Management
Frictionless Deal Pipeline Management
Sourcing, progressing and closing deals is easier when you have a single system of record for all deal details
Auto-sync of email
Auto-sync of email
Easy Deal 'Tear Sheet' generation
Easy Deal 'Tear Sheet'
generation
Calendar integration
Calendar integration
Pitchbook / Crunchbase Integration
Pitchbook / Crunchbase
Integration
Due Diligence Templates
Due Diligence
Templates
Deal Flow CRM / Activity Tracking
Deal Flow CRM /
Activity Tracking
Your Digital Deal Assistant
Your Digital Deal Assistant
Your Digital Deal Assistant
Your Digital Deal Assistant
Managing Deal Flow is easier when you apply the intelligence of Asset Class DFM (Deal Flow Management)
Task Manager / Reminders
Task Manager /
Reminders
Custom Checklists
Custom
Checklists
Deal Flow Stage Aging Alerts
Deal Flow Stage
Aging Alerts
Intelligent Deal Flows
Intelligent
Deal Flows
Auto-sync emails / meetings
Auto-sync emails
/ meetings
Automations Engine
Automations
Engine
One System of Record for All Deals
One System of Record for All Deals
One System of Record for All Deals
One System of Record for All Deals
No more spreadsheet wrangling for your weekly deal reviews. With DFM from Asset Class you have one source of truth for all deals.
Calls, Meetings, Notes
Calls, Meetings, Notes
Powerful Reporting
Powerful Reporting
Team Messaging (Chatter)
Team Messaging (Chatter)
Customizable Dashboards
Customizable Dashboards
Deal Kanban
Deal Kanban
Task Manager / Workflow Manager
Task Manager / Workflow
Manager
Due Diligence Optimized and Centralized
Due Diligence Optimized and Centralized
Due Diligence Optimized and Centralized
Due Diligence Optimized and Centralized
Manage the complexity of Due Diligence with our powerful Diligence Checklist templates, Document Management, and intiuitive Kanban Tools
Due Diligence Checklists
Due Diligence Checklists
Approvals Management
Approvals Management
Document Management
Document Management
Task Management
Task Management
Deal Flow Kanban
Deal Flow Kanban
Activity Reporting
Activity Reporting
Document Management Streamlined
Document Management Streamlined
Document Management Streamlined
Document Management Streamlined
Easily manage hundreds of Deal-related documents with our integrated and Powerful Document Management capabilities
Document Tagging
Document Tagging
Contextual Tagging
Contextual Tagging
Upload via Portal
Upload via Portal
Powerful Search Filtering
Powerful Search Filtering
Permissions Management
Permissions Management
Bank Grade Security
Bank Grade Security
Powerful Reporting & Dashboards
Powerful Reporting & Dashboards
Powerful Reporting & Dashboards
Powerful Reporting & Dashboards
Leverage Real-time Reports and Dashboards to get an up-to-the-minute pulse on all of your deals, your teams activities and KPI's for your firm
Customizable Reporting
Customizable Reporting
Team Activity Reporting
Team Activity Reporting
Customizable Dashboards
Customizable Dashboards
Deal Analytics
Deal Analytics
Pipeline Reporting
Pipeline Reporting
KPI Tracking
KPI Tracking
Don’t just take our word for it...
Focus On What Matters Most
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Tom Munson
Senior Associate, ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."
Julian Schickel
Co-Founder & Managing Partner
Avellinia Capital
"Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."
Craig Cimoroni
Head of business development
Mission Driven Bank Fund
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
"Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”
Sequoya Borgman
Founder & CEO
Borgman Capital
"We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".
John Patriarca
Director
Elite Franchise Capital
"Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"
Tom Munson
Senior Associate
ADIT Ventures
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Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy
Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy
Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy