Private Capital Software to
 Delight your Investors
and Supercharge your Team

fund type
fund name
capital calls
reporting
open offerings
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A modular solution for Investors & Fund Management

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Powering 650+ Private Capital Funds globally

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Managing $110BN+ in AUM on platform

CRM & Pipeline Management

CRM for Private Capital Firms

Engage contacts and prospects easily with custom workflows and campaigns for fundraising, deal flow or due diligence, while auto-syncing with your email and calendar

Fundraising & Onboarding

Onboard Investors easily while accelerating your Fundraising

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

Fundraising & Onboarding
Investor Relations

Investor Relations

A single solution for Investor Relations

Your single source of truth for Investor records, documents, LP communications, compliance and reporting

Your full-feature branded Investor Portal with secure sharing

Moving you from offline to online

Meet the needs of your investors with a feature-rich LP portal giving them 24x7 access to their documents, investments and performance data

full-feature branded Investor Portal
Money Movement 1Money Movement 2

Money Movement

Capital calls and Distributions securely managed

Deeply integrated with Plaid, we allow investors to link their bank accounts seamlessly, enabling you to pull capital for Capital Calls and push distributions to their connected bank account

FundOS logo

A modular solution to Power your firm

Combining the world’s leading CRM Platform (Salesforce) with our private capital know-how. Three modules - one platform, and one source of truth for your firm

Don’t just take our word for it...

  • 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
    Angel Oak logoAngel Oak Sreeni

    Sreeni Prabhu

    Co-Founder & Co-CEO, Angel Oak

  • Our needs were unique as we work with several sub-advisors and interested parties. The reporting includes typical LP financial information and impact and regulatory reports. Asset Class’s solution hit the mark with an easy-to-use, customizable solution with a fantastic user interface that makes the investing process fluid. The upside surprise has been the incredibly responsive team with timely and accurate implementation
    MDBFv

    Craig Cimoroni, CFA

    Director of Business Development & Investor Relations of Elizabeth Park Capital Management

  • Asset Class has helped us streamline and digitize internal processes while providing investors with a complete picture of their investments with Borgman Capital in a secure portal" Marit Harm, Fund Administrator and Marketing Manager
    Borgman Capitaltestimonials Borgman - Marit Harm

    Marit Harm

    Fund Administrator and Marketing Manager

  • Utilizing Asset Class, our investors and our team know we are providing best in class service
    Argyle logoGlenn Gatcliffe

    Glenn Gatcliffe

    Partner, Argyle Capital

  • We decided to partner with asset class because we wanted an easy to use CRM/platform for us and our investors. The onboarding process has been smooth and easy, and Anthony very helpful and responsive
    Elite Franchise CapitalJohn Patriarca

    John Patriarca

    Director, Elite Franchise Capital

Trusted By The World's Leading Funds

ArgyleGrassi logoBrookstoneBarwoodShard CapitalAditBrookwoodBCI
ArgyleGrassi logoBrookstoneBarwoodShard CapitalAditBrookwoodBCI
Amplify CapitalEpiphanlySIAFinlightFletchersHighcrest CapitalFIDUSPlatform Capital
Amplify CapitalEpiphanlySIAFinlightFletchersHighcrest CapitalFIDUSPlatform Capital
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