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About

Solutions

Resources

Case Studies

About

One Platform for your Firm. One Login for your Investors.

One Platform for your Firm. One Login for your Investors.

One Platform for your Firm. One Login for your Investors.

Fundraising, Deal-Flow and Portfolio Management
On a Single Platform

Having a single system of record means you don't have to waste time data-wrangling, emailing spreadsheets and wasting valuable time when you really want to focus on growing your firm.

Choose the Modules you Need as Your Firm's Needs Evolve

Future Proof your investment by choosing just the modules you need right now, and adding the additional modules as you need them. Fundraising, Deal Flow Management, Portfolio Management or all three?

Investor Relations for The New Generation of Investors

The demands and expectations of Investors are getting every more advanced. Stay ahead of your Investors needs with the Industry-leading suite of tools from Asset Class, from Raising capital, to Fund Administration, Deal-flow and Asset Management. All on a single Platform.

A Single Platform for Your Entire Firm

A Single Platform for Your Entire Firm

A Single Platform for Your Entire Firm

A Single Platform for Your Entire Firm

Every major function of your firm - connected via a single system. How Powerful is that!

Investor Onboarding

Investor Onboarding

Business Development & Prospecting

Business Development & Prospecting

Digital Investment Flows

Digital Investment Flows

Deal Flow Management

Deal Flow Management

Investor Relations Suite

Investor Relations Suite

Portfolio & Asset Management

Portfolio & Asset Management

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

Work Queues

Work Queues

Pipeline Management

Pipeline Management

Activity Monitoring

Activity Monitoring

Fundraising Charts

Fundraising Charts

Department KPI's

Department KPI's

Mobile Enabled

Mobile Enabled

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

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 Activity Reporting

Call Activity Reporting

Business Development Tasks

Business Development Tasks

Centralized visibility

Centralized visibility

Investor Relations Task Management

Investor Relations Task Management

Department Visibility

Department Visibility

Mobile Enabled

Mobile Enabled

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

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

Activity Audit

Activity Audit

Compliance reporting

Compliance reporting

Accreditation Checks

Accreditation Checks

PEP's & Sanctions

PEP's & Sanctions

AML / KYC

AML / KYC

Broker Dealer Compliance

Broker Dealer Compliance

Powering the Firms that Power Private Capital

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

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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