[New York, NY] - Asset Class, a leading provider of digital private capital management solutions, is pleased to announce an agreement with Explorer Investments to implement Asset Class’s Fund OS consisting of the Investor & Fund Management and Deal & Portfolio Management solutions.
Explorer Investments: A Leader in Private Equity and Real Estate
Explorer Investments, a prominent independent private equity and real estate management company with offices in Lisbon, Portugal, will benefit from this comprehensive solution as it upgrades and enhances its capabilities in the Portuguese Private Capital Markets.
Asset Class’s Fund OS platform will enhance Explorer Investments operations by providing streamlined digital onboarding for investors, comprehensive reporting, and efficient fund and LP management. 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 Explorer Investments can manage all aspects of their investment lifecycle with ease.
Explorer Investments COO, Helder Duarte Costa on the Firm’s Digital Transformation
“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,” said Helder Duarte Costa, Chief Operating Officer at Explorer Investments.
Asset Class CEO Ferdi Roberts Welcomes Explorer Investments
“We are delighted to welcome Explorer Investments as a client. As the leading Indigenous Private Equity Firm in Portugal, Explorer Investments have established themselves as forward-thinking, progressive and adaptive. This investment in meeting the needs of its clients in a digital realm is a continuation of this trend for Explorer Investments and we are proud to partner with them in this endeavour,” said Ferdi Roberts, Chief Executive Officer at Asset Class.
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
Press@assetclass.com
