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About

Solutions

Resources

Case Studies

About

Engage, Track & Close Prospects & Deals Faster

Engage, Track & Close Prospects & Deals Faster

Engage, Track & Close Prospects & Deals Faster

Prospecting, But Better

Digitally supercharge your outreach for fundraising and deal flow. Whether you're raising capital or looking for deal flow to deploy it, you need prospecting and campaign management built for private capital firms like yours

Tracking Interest In Real-Time

Focus on prospects that are actively engaging. With our advanced real-time activity tracking, we allow you to see everything your prospects are doing so you can close quickly

Powerful Reporting

Powerful reporting and engaging, customizable dashboards provide you with a real-time view of your fundraising and deal flow activities

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Make life easy for your investors with digital onboarding designed for todays modern investment firm

Digital Onboarding

Digital Onboarding

Faster Fundraising

Faster Fundraising

Powerful Data Rooms

Powerful Data Rooms

Real-Time Reporting

Real-Time Reporting

eSignature Integration

eSignature Integration

Mobile Enabled

Mobile Enabled

Launch Funds Quickly & Easily

Launch Funds Quickly & Easily

Launch Funds Quickly & Easily

Launch Funds Quickly & Easily

Launch funds with our templated fund profiles and instantly promote them via campaigns and on your branded LP portal

Fund Data Rooms

Fund Data Rooms

Fund Templates

Fund Templates

Campaign Management

Campaign Management

Portal Promotion

Portal Promotion

LP Portal

LP Portal

Debt, Equity & Hybrid

Debt, Equity & Hybrid

Easy Outreach Across Your Prospects & Deals

Easy Outreach Across Your Prospects & Deals

Easy Outreach Across Your Prospects & Deals

Easy Outreach Across Your Prospects & Deals

Engage your prospects with email campaigns and feature rich CRM. Automatically sync contacts from email and your calendar for seamless management of all of your contacts

Mass Email

Mass Email

Campaign Reporting

Campaign Reporting

Campaign Management

Campaign Management

Deal Tracking

Deal Tracking

Prospect Tracking

Prospect Tracking

Pipeline Management

Pipeline Management

Robust Deal Management With Powerful CRM

Robust Deal Management With Powerful CRM

Robust Deal Management With Powerful CRM

Robust Deal Management With Powerful CRM

Keep the entire deal team on the same page with our deal flow management module. Manage your entire due diligence process, document management and deal reporting in a single system.

Deal Tracking

Deal Tracking

Pipeline Tracking

Pipeline Tracking

Due Diligence

Due Diligence

CRM Activity Tracking

CRM Activity Tracking

Document Management

Document Management

Pitchbook/Crunchbase Integration

Pitchbook/Crunchbase Integration

Real-Time Prospect Reporting & Dashboards

Real-Time Prospect Reporting & Dashboards

Real-Time Prospect Reporting & Dashboards

Real-Time Prospect Reporting & Dashboards

With expertly designed reports and dashboards, and the ability to easily create your own, our powerful reporting engine provides a real-time pulse on your prospecting activites

Real-Time Dashboards

Real-Time Dashboards

Business Development Reporting

Business Development Reporting

Reporting Templates

Reporting Templates

Fundraising Charts

Fundraising Charts

Prospect Pipeline

Prospect Pipeline

Excel/CSV Exportable

Excel/CSV Exportable

Easily Promote Your Funds to Potential Investors

Easily Promote Your Funds to Potential Investors

Easily Promote Your Funds to Potential Investors

Easily Promote Your Funds to Potential Investors

With feature rich data rooms, your fund is only one click away for your LPs in the Asset Class investor portal

Feature Rich Data Rooms

Feature Rich Data Rooms

Engagement Tracking

Engagement Tracking

New Fund Notifications

New Fund Notifications

Campaign Management

Campaign Management

Document Watermarking

Document Watermarking

Mass Email

Mass Email

Your Investors will love us as much as our Clients do

Meeting Investor Needs

"Asset Class provided an exceptional solution that allowed the Mission Driven Bank Fund 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 versus other solutions in the marketplace. Importantly, their response time and service allowed us to go to market in a timely manner.”

Craig Cimoroni

Craig Cimoroni

Head of business development, investor relations, and marketing, The Mission Driven Bank Fund

  • "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

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