Powering Fundraising, Deal Flow & Portfolio Management for VC
Powering Fundraising, Deal Flow & Portfolio Management for VC
Powering Fundraising, Deal Flow & Portfolio Management for VC
Fundraising and Investor Relations.
Streamlined for VC's
Take the challenges of Fundraising and supporting your LP's and streamline your Operations with Asset Class.
Easily Manage and Track your
Portfolio Assets
Online onboarding, data rooms, streamlined investment flows and eSignature allow investors to invest quickly and easily 24x7
A Best-in-Class Portal for 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
Create Funds and SPV's easily
Create Funds and SPV's easily
Create Funds and SPV's easily
Create Funds and SPV's easily
Create funds with our templated Fund Profiles. Easily control what you measure and report on
Debt, Equity, Hybrid
Debt, Equity, Hybrid
Onshore / Offshore
Onshore / Offshore
Fund of Funds
Fund of Funds
Custom DataRooms
Custom DataRooms
Master Feeder Funds
Master Feeder Funds
Unlimited Funds
Unlimited Funds
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
Calls, Emails, Meetings and Tasks instantly visible
Calls, Emails, Meetings and Tasks instantly visible
Calls, Emails, Meetings and Tasks instantly visible
Calls, Emails, Meetings and Tasks instantly visible
Review workloads and activity across your entire team, by department or at an individual level
Call Reports
Call Reports
Task Allocation
Task Allocation
Email Integration
Email Integration
Activity Reporting
Activity Reporting
Outlook & Gmail Integration
Outlook & Gmail
Integration
Calendar Integration
Calendar Integration
Portfolio collaboration and data sharing
Portfolio collaboration and data sharing
Portfolio collaboration and data sharing
Portfolio collaboration and data sharing
Easily request and share data and documents with your portfolio while keeping in-sync on performance
Portfolio Reporting
Portfolio Reporting
Asset Reporting
Asset Reporting
Self-Reporting Portal
Self-Reporting Portal
Portfolio Dashboards
Portfolio Dashboards
Document Exchange
Document Exchange
Checklist Management
Checklist Management
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
Custom Reporting
Custom Reporting
Pipeline reporting
Pipeline reporting
Departmental Dashboard
Departmental Dashboard
Deal Progress Tracking
Deal Progress Tracking
Tracking KPI's
Tracking KPI's
Mobile Enabled
Mobile Enabled
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 / AML
KYC / AML
Audit reporting
Audit reporting
PEP's & Sanctions
PEP's & Sanctions
Compliance Dashboards
Compliance Dashboards
Accreditation Tracking
Accreditation Tracking
Regulatory Compliance
Regulatory Compliance
Our objective is to have you as a Raving Fan
Meeting Investor Needs
"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: Communicating with our investor-partners. Integration with existing tools like email clients, calendar applications, and investor documents has reinforced Asset Class’s value proposition for us as we enter our 10th year of operations. Asset Class CRM has been an indispensable tool for our business and we would recommend it to any other venture manager looking for a tailored CRM solution."
"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: Communicating with our investor-partners. Integration with existing tools like email clients, calendar applications, and investor documents has reinforced Asset Class’s value proposition for us as we enter our 10th year of operations. Asset Class CRM has been an indispensable tool for our business and we would recommend it to any other venture manager looking for a tailored CRM solution."
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
"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
"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
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Keep Up To Date With Asset Class News and Announcements for the
Private Capital Markets
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Keep Up To Date With Asset Class
News and Announcements for the
Private Capital Markets
Our Modules
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