One Secure Data Room for Every Stage of Your Fund
One Secure Data Room for Every Stage of Your Fund
One Secure Data Room for Every Stage of Your Fund
Give your investors instant, secure access to everything they need, while you stay in complete control of who sees what, and when.
Give your investors instant, secure access to everything they need, while you stay in complete control of who sees what, and when.
Give your investors instant, secure access to everything they need, while you stay in complete control of who sees what, and when.
Your Offering.
Instantly Available.
All your fund materials live in a single, secure data room, providing easy access for LPs to review and invest.
Your team and your LPs always know exactly where to find the latest materials, without searching inboxes, shared drives, or outdated folders.
Your Investors.
Always Informed.
Give LPs and prospective investors 24/7 access to your investment offerings through a fully branded investor portal.
Share fund documents, updates, and offering materials at the right time, to the right audience, all within your branded portal.
Secure Document Sharing,
Without the back-and-forth.
Decide exactly who sees what, and when.
Granular access controls let you share materials with all investors, a specific group, or a single LP, ensuring complete confidentiality at every stage of your raise.
Share the Right Materials with the Right Investors
Secure, targeted document sharing with full control over every interaction
Granular Access Controls
Granular Access Controls
Document Watermarking
Document Watermarking
LP-Specific Permissions
LP-Specific Permissions
Interaction Tracking
Interaction Tracking
Group & Tier Sharing
Group & Tier Sharing
Fully Secure Delivery
Fully Secure Delivery
Customize Every Data Room to Match Your Brand
Build a data room experience that reflects your firm’s identity and meets your investors’ expectations
Fully Branded Portal
Fully Branded Portal
Video & Rich Media Support
Video & Rich Media Support
Custom Fund Profiles
Custom Fund Profiles
Editable Content Blocks
Editable Content Blocks
Custom Labels & Terminology
Custom Labels & Terminology
All Vehicle Types Supported
All Vehicle Types Supported
Stay prepared for diligence at every stage of fundraising.
From first raise to final close, your data room remains structured, searchable, and ready to support LP diligence.
Subscription Management
Subscription Management
Distributions
Distributions
Document Management
Document Management
NAV Updates
NAV Updates
Capital Calls
Capital Calls
Fund Updates
Fund Updates
One Platform. Unlimited Funds.
Manage data rooms across all your funds, vehicles, and investor types without limits or per-fund fees.
Unlimited Fund Data Rooms
Unlimited Fund Data Rooms
Open & Evergreen Funds
Open & Evergreen Funds
Debt, Equity & SPV Support
Debt, Equity & SPV Support
Closed-End Fund Support
Closed-End Fund Support
Multi-Fund Visibility
Multi-Fund Visibility
Single Investor Login
Single Investor Login
Every Interaction. Audit Ready
A complete audit trail keeps your firm audit-ready at all times, no scrambling if regulators or investors come calling.
Full Audit Trail
Full Audit Trail
Document Version Control
Document Version Control
Access Logs & Timestamps
Access Logs & Timestamps
Compliance-Ready Records
Compliance-Ready Records
Bank-Grade Encryption
Bank-Grade Encryption
SOC 2 Type II Certified
SOC 2 Type II Certified
Streamlining Private Capital, one firm at a time
Keeping Everything in One Place
“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
John Patriarca
Director, Elite Franchise Capital
"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
"At The True Life Companies, we have five core values that drive every decision we make. One of them is: ‘Partnership-driven. Period.’ With Asset Class as our newest operational partner, we are looking forward to an exponentially improved investor-relations experience for our valued stakeholders. And we know that as we scale, Asset Class will have the ability to scale with us to drive our growth into the future"
Scott Clark
Chairman & CEO
The True Life Companies
“Our mission is to create attainable housing and thriving communities by unlocking the potential in underutilized properties. Asset Class’s Investor & Fund Management solution allows us to enhance our operational excellence while deepening our investor relationships. We greatly appreciate their hands-on partnership as we scale toward our goal of becoming the leading supplier of entitled land to residential homebuilders,”
Ross Haskell
Head of Investor Operations
The True Life Companies
“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
“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience. By streamlining processes and offering a more integrated approach, we can deliver superior service and drive sustainable growth”
Simon Glendenning
Chief Operations Officer
Partners Wealth Group
“Partnering with Asset Class has allowed us to streamline our investor communications and improve our reporting efficiency. Their platform provides a seamless and customizable solution that helps us focus on growing our investor base while ensuring our current investors receive the best possible service.”
John Herring
Managing Director, COO, and CLO
Fidus Capital
“Brookwood evaluated many different technology platforms and we selected Asset Class PE because of its state-of-the-art software solution coupled with its unique customization for our thousands of private equity clients. Their solution will seamlessly coordinate our operations across fundraising, investor relations, compliance, and asset management. We are excited to implement this solution for our investors, and our client, IT, and compliance representatives,”
Greg Papazian
Managing Director & Director of Retail Sales
Brookwood.
"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
"At The True Life Companies, we have five core values that drive every decision we make. One of them is: ‘Partnership-driven. Period.’ With Asset Class as our newest operational partner, we are looking forward to an exponentially improved investor-relations experience for our valued stakeholders. And we know that as we scale, Asset Class will have the ability to scale with us to drive our growth into the future"
Scott Clark
Chairman & CEO
The True Life Companies
“Our mission is to create attainable housing and thriving communities by unlocking the potential in underutilized properties. Asset Class’s Investor & Fund Management solution allows us to enhance our operational excellence while deepening our investor relationships. We greatly appreciate their hands-on partnership as we scale toward our goal of becoming the leading supplier of entitled land to residential homebuilders,”
Ross Haskell
Head of Investor Operations
The True Life Companies
“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
“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience. By streamlining processes and offering a more integrated approach, we can deliver superior service and drive sustainable growth”
Simon Glendenning
Chief Operations Officer
Partners Wealth Group
“Partnering with Asset Class has allowed us to streamline our investor communications and improve our reporting efficiency. Their platform provides a seamless and customizable solution that helps us focus on growing our investor base while ensuring our current investors receive the best possible service.”
John Herring
Managing Director, COO, and CLO
Fidus Capital
“Brookwood evaluated many different technology platforms and we selected Asset Class PE because of its state-of-the-art software solution coupled with its unique customization for our thousands of private equity clients. Their solution will seamlessly coordinate our operations across fundraising, investor relations, compliance, and asset management. We are excited to implement this solution for our investors, and our client, IT, and compliance representatives,”
Greg Papazian
Managing Director & Director of Retail Sales
Brookwood.
"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
"At The True Life Companies, we have five core values that drive every decision we make. One of them is: ‘Partnership-driven. Period.’ With Asset Class as our newest operational partner, we are looking forward to an exponentially improved investor-relations experience for our valued stakeholders. And we know that as we scale, Asset Class will have the ability to scale with us to drive our growth into the future"
Scott Clark
Chairman & CEO
The True Life Companies
“Our mission is to create attainable housing and thriving communities by unlocking the potential in underutilized properties. Asset Class’s Investor & Fund Management solution allows us to enhance our operational excellence while deepening our investor relationships. We greatly appreciate their hands-on partnership as we scale toward our goal of becoming the leading supplier of entitled land to residential homebuilders,”
Ross Haskell
Head of Investor Operations
The True Life Companies
“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
“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience. By streamlining processes and offering a more integrated approach, we can deliver superior service and drive sustainable growth”
Simon Glendenning
Chief Operations Officer
Partners Wealth Group
“Partnering with Asset Class has allowed us to streamline our investor communications and improve our reporting efficiency. Their platform provides a seamless and customizable solution that helps us focus on growing our investor base while ensuring our current investors receive the best possible service.”
John Herring
Managing Director, COO, and CLO
Fidus Capital
“Brookwood evaluated many different technology platforms and we selected Asset Class PE because of its state-of-the-art software solution coupled with its unique customization for our thousands of private equity clients. Their solution will seamlessly coordinate our operations across fundraising, investor relations, compliance, and asset management. We are excited to implement this solution for our investors, and our client, IT, and compliance representatives,”
Greg Papazian
Managing Director & Director of Retail Sales
Brookwood.
"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
"At The True Life Companies, we have five core values that drive every decision we make. One of them is: ‘Partnership-driven. Period.’ With Asset Class as our newest operational partner, we are looking forward to an exponentially improved investor-relations experience for our valued stakeholders. And we know that as we scale, Asset Class will have the ability to scale with us to drive our growth into the future"
Scott Clark
Chairman & CEO
The True Life Companies
“Our mission is to create attainable housing and thriving communities by unlocking the potential in underutilized properties. Asset Class’s Investor & Fund Management solution allows us to enhance our operational excellence while deepening our investor relationships. We greatly appreciate their hands-on partnership as we scale toward our goal of becoming the leading supplier of entitled land to residential homebuilders,”
Ross Haskell
Head of Investor Operations
The True Life Companies
“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
“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience. By streamlining processes and offering a more integrated approach, we can deliver superior service and drive sustainable growth”
Simon Glendenning
Chief Operations Officer
Partners Wealth Group
“Partnering with Asset Class has allowed us to streamline our investor communications and improve our reporting efficiency. Their platform provides a seamless and customizable solution that helps us focus on growing our investor base while ensuring our current investors receive the best possible service.”
John Herring
Managing Director, COO, and CLO
Fidus Capital
“Brookwood evaluated many different technology platforms and we selected Asset Class PE because of its state-of-the-art software solution coupled with its unique customization for our thousands of private equity clients. Their solution will seamlessly coordinate our operations across fundraising, investor relations, compliance, and asset management. We are excited to implement this solution for our investors, and our client, IT, and compliance representatives,”
Greg Papazian
Managing Director & Director of Retail Sales
Brookwood.
"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
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Asset Class © 2026. All Rights Reserved - Company Reg: 685299 - Privacy Policy
Asset Class © 2026. All Rights Reserved - Company Reg: 685299 - Privacy Policy
Asset Class © 2026. All Rights Reserved - Company Reg: 685299 - Privacy Policy
Asset Class © 2026. All Rights Reserved - Company Reg: 685299 - Privacy Policy