Solutions

Resources

Case Studies

About

Solutions

Resources

Case Studies

About

Our Pricing

Choose the Modules you need and the number of users for indicative pricing

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140/ per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Happy Customers? We've got them

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

  • "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

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