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Case Studies

About

Every Deal tracked and Managed with Deal Flow Management (DFM)

Every Deal tracked and Managed with Deal Flow Management (DFM)

Every Deal tracked and Managed with Deal Flow Management (DFM)

Every Deal, Every Activity, Easily Tracked

Deal Flow Management from Asset Class ensures that every deal is tracked and managed through a structured flow. Every call, meeting, task, document, relationship is tracked and easiy viewed on your Deal Flow dashboard.

Due Diligence
Centralized, and Streamlined

With Deal Templates, you can ensure that every item of Due Diligence is actioned quickly. Our Deal 'Tear Sheets' allow you to quickly assess where you are in the DD process, and every deal team member is in sync.

Relationship Insights to Drive Deals Forward

Automatically sync data from your eMail, Calendar and 3rd Party data sources to provide you with an intelligent, informed view of each deal.

Frictionless Deal Pipeline Management

Frictionless Deal Pipeline Management

Frictionless Deal Pipeline Management

Frictionless Deal Pipeline Management

Sourcing, progressing and closing deals is easier when you have a single system of record for all deal details

Auto-sync of email

Auto-sync of email

Easy Deal 'Tear Sheet' generation

Easy Deal 'Tear Sheet'

generation

Calendar integration

Calendar integration

Pitchbook / Crunchbase Integration

Pitchbook / Crunchbase

Integration

Due Diligence Templates

Due Diligence

Templates

Deal Flow CRM / Activity Tracking

Deal Flow CRM /

Activity Tracking

Your Digital Deal Assistant

Your Digital Deal Assistant

Your Digital Deal Assistant

Your Digital Deal Assistant

Managing Deal Flow is easier when you apply the intelligence of Asset Class DFM (Deal Flow Management)

Task Manager / Reminders

Task Manager /

Reminders

Custom Checklists

Custom

Checklists

Deal Flow Stage Aging Alerts

Deal Flow Stage

Aging Alerts

Intelligent Deal Flows

Intelligent

Deal Flows

Auto-sync emails / meetings

Auto-sync emails

/ meetings

Automations Engine

Automations

Engine

One System of Record for All Deals

One System of Record for All Deals

One System of Record for All Deals

One System of Record for All Deals

No more spreadsheet wrangling for your weekly deal reviews. With DFM from Asset Class you have one source of truth for all deals.

Calls, Meetings, Notes

Calls, Meetings, Notes

Powerful Reporting

Powerful Reporting

Team Messaging (Chatter)

Team Messaging (Chatter)

Customizable Dashboards

Customizable Dashboards

Deal Kanban

Deal Kanban

Task Manager / Workflow Manager

Task Manager / Workflow

Manager

Due Diligence Optimized and Centralized

Due Diligence Optimized and Centralized

Due Diligence Optimized and Centralized

Due Diligence Optimized and Centralized

Manage the complexity of Due Diligence with our powerful Diligence Checklist templates, Document Management, and intiuitive Kanban Tools

Due Diligence Checklists

Due Diligence Checklists

Approvals Management

Approvals Management

Document Management

Document Management

Task Management

Task Management

Deal Flow Kanban

Deal Flow Kanban

Activity Reporting

Activity Reporting

Document Management Streamlined

Document Management Streamlined

Document Management Streamlined

Document Management Streamlined

Easily manage hundreds of Deal-related documents with our integrated and Powerful Document Management capabilities

Document Tagging

Document Tagging

Contextual Tagging

Contextual Tagging

Upload via Portal

Upload via Portal

Powerful Search Filtering

Powerful Search Filtering

Permissions Management

Permissions Management

Bank Grade Security

Bank Grade Security

Powerful Reporting & Dashboards

Powerful Reporting & Dashboards

Powerful Reporting & Dashboards

Powerful Reporting & Dashboards

Leverage Real-time Reports and Dashboards to get an up-to-the-minute pulse on all of your deals, your teams activities and KPI's for your firm

Customizable Reporting

Customizable Reporting

Team Activity Reporting

Team Activity Reporting

Customizable Dashboards

Customizable Dashboards

Deal Analytics

Deal Analytics

Pipeline Reporting

Pipeline Reporting

KPI Tracking

KPI Tracking

Don’t just take our word for it...

Focus On What Matters Most

"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"

"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

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 © 2025, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2025, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2025, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2025, All Rights Reserved - Company Reg: 685299 - Privacy Policy