Solutions

Resources

Case Studies

About

Solutions

Resources

Case Studies

About

Is Asset Class the right solution for your Firm?

Is Asset Class the right solution for your Firm?

Is Asset Class the right solution for your Firm?

Asset Class VS Juniper Square

Asset Class VS Juniper Square

Asset Class VS Juniper Square

Asset Class
Juniper Square
Main Features

Single Platform that manages the needs of your entire firm

Support for Multiple Asset Classes (Real Estate, Tech, Energy..etc)

Fully Configurable Fund Profiles for Fundraising

Configurable Investor Portal (Multiple Assets)

Due Diligence Checklist / Tear Sheets for Deal Flow

3rd Party Integrations (Pitchbook, Preqin, S&P Global)

Fully Digital end-to-end onboarding of Investors

Built on the World's No.1 CRM Platform (Salesforce)

Deals integrated with Portfolio & Asset Management

Deals & Assets linked to originating fund for seamless, end-to-end reporting

'Financial Grid' reporting allowing custom KPI Capture for each Asset

Pipeline & Deal Flow Management

Campaign Management tools for Contact Engagement

Google Workspace & Outlook Integration

Don’t just take our word for it...

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