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Solutions

Resources

Case Studies

About

Everything you need as a General Partner to Manage your Firm

Everything you need as a General Partner to Manage your Firm

Everything you need as a General Partner to Manage your Firm

Launching New Funds.
Made Easy

With our 100% online platform, you can quickly launch new funds, inform target Investors and start raising - in hours, rather than weeks

Raise Capital Quickly
& Cost Effectively

Online onboarding, data rooms, streamlined investment flows and eSignature allow investors to invest quickly and easily 24x7

Delight Your Investors

Give your LP’s online access to your investment offerings, with a feature-rich investor portal. Easy access to their investments and to your newest funds, all while meeting the needs of ever more demanding clients

Dashboards to Keep a Real-Time Pulse on Your Firm

Dashboards to Keep a Real-Time Pulse on Your Firm

Dashboards to Keep a Real-Time Pulse on Your Firm

Dashboards to Keep a Real-Time Pulse on Your Firm

Understand everything thats happening in every department, from Business Development to IR, from Compliance to Finance. All connected and visible in real-time

Real-time Dashboards

Real-time Dashboards

Business Development reporting

Business Development reporting

Instant visibility

Instant visibility

Fundraising Charts

Fundraising Charts

Department KPI's

Department KPI's

Mobile Enabled

Mobile Enabled

Create & Launch Funds Easily

Create & Launch Funds Easily

Create & Launch Funds Easily

Create & Launch Funds Easily

Create funds with our templated Fund Profiles. Easily control what you measure and report on

Fund Templates

Fund Templates

Real-Time Dashboards

Real-Time Dashboards

Custom Reporting

Custom Reporting

Fund Admin Integration

Fund Admin Integration

Capital Raising Funnel

Capital Raising Funnel

Feature Rich Deal Room

Feature Rich Deal Room

What Gets Measured, Gets Managed

What Gets Measured, Gets Managed

What Gets Measured, Gets Managed

What Gets Measured, Gets Managed

Share KPI performance across the firm with custom reporting and dashboards

Real-Time Reporting

Real-Time

Reporting

Mobile Enabled

Mobile Enabled

Custom KPI's

Custom KPI's

Work Queues

Work Queues

Department Dashboards

Department Dashboards

Firm-Wide Alignment

Firm-Wide Alignment

Calls, Emails, Meetings & Tasks Instantly Visible

Calls, Emails, Meetings & Tasks Instantly Visible

Calls, Emails, Meetings & Tasks Instantly Visible

Calls, Emails, Meetings & Tasks Instantly Visible

Review workloads and activity across your entire team, by department or at an individual level

Email Sync

Email Sync

Gmail Integrated

Gmail Integrated

Calendar Sync

Calendar Sync

Team Productivity

Team Productivity

Outlook Integrated

Outlook Integrated

Work Flow Management

Work Flow Management

Portfolio Collaboration & Data Sharing

Portfolio Collaboration & Data Sharing

Portfolio Collaboration & Data Sharing

Portfolio Collaboration & Data Sharing

Easily request and share data and documents with your portfolio while keeping in-sync on performance

Portfolio Portal

Portfolio Portal

Deal Flow Management

Deal Flow Management

Document Sharing

Document Sharing

Due Diligence

Due Diligence

Self Reporting

Self Reporting

Performance Analysis

Performance Analysis

Maintain Regulatory Compliance Passively

Maintain Regulatory Compliance Passively

Maintain Regulatory Compliance Passively

Maintain Regulatory Compliance Passively

We embed compliance in our software, ensuring regulatory standards are met

KYC Management

KYC Management

Accreditations Tracking

Accreditations Tracking

AML Management

AML Management

Activity Audits

Activity Audits

Compliance Dashboards

Compliance Dashboards

Broker Dealer Reporting

Broker Dealer Reporting

What do our clients say about Asset Class?

Meeting Investor Needs

"Asset Class is leading the charge in the democratization of Private Capital. They are visionaries that understand the Private Equity and Venture capital sectors and have brought world-class technology to address the challenges we face in meeting Investor needs, head on"

"Asset Class is leading the charge in the democratization of Private Capital. They are visionaries that understand the Private Equity and Venture capital sectors and have brought world-class technology to address the challenges we face in meeting Investor needs, head on"

Sreeni Prabhu

Sreeni Prabhu

Co-Founder & Co-CEO, Angel Oak

  • "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

  • “The adoption of Asset Class is the beginning of Explorer Investments' digital transformation journey, which will allow us to simplify processes, collect and process data, as well as improve the way we communicate with our investors, namely through the Asset Class Investor Portal”

    Helder Duarte Costa

    Chief Operating Officer

    Explorer Investments

  • "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

  • "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

  • “The adoption of Asset Class is the beginning of Explorer Investments' digital transformation journey, which will allow us to simplify processes, collect and process data, as well as improve the way we communicate with our investors, namely through the Asset Class Investor Portal”

    Helder Duarte Costa

    Chief Operating Officer

    Explorer Investments

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

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

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy