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About

Powering Fund Management, Deal Flow & Portfolio Solutions for Family Offices

Powering Fund Management, Deal Flow & Portfolio Solutions for Family Offices

Powering Fund Management, Deal Flow & Portfolio Solutions for Family Offices

Fund Raising for Family Offices.
Made Easy

We help Family offices who wish to bring Private Capital offerings to market by providing a single platform to manage every step in the Fund Management and Investor Management lifecycle

Track and Report on
Portfolio Assets

As investments are made in Hard Assets or Portco's you can easily track performance with our suite of Portfolio and Asset Management tools

Keep Investors informed with Your Branded Portal

Give your LP’s online access to your investment offerings, with a feature-rich investor portal. Easy access to their investments and to your newest funds, all while meeting the needs of ever more demanding clients

Create Funds and SPV's easily

Create Funds and SPV's easily

Create Funds and SPV's easily

Create Funds and SPV's easily

Create funds with our templated Fund Profiles. Easily control what you measure and report on

Debt, Equity, Hybrid

Debt, Equity, Hybrid

Onshore / Offshore

Onshore / Offshore

Fund of Funds

Fund of Funds

Custom DataRooms

Custom DataRooms

Master Feeder Funds

Master Feeder Funds

Unlimited Funds

Unlimited Funds

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Easily request and share data and documents with your portfolio while keeping in-sync on performance

Portfolio Reporting

Portfolio Reporting

Asset reporting

Asset reporting

Self-Reporting Portal

Self-Reporting Portal

Portfolio Dashboards

Portfolio Dashboards

Document Exchange

Document Exchange

Checklist Management

Checklist Management

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Understand everything thats happening in every department, from Business Development to IR, from Compliance to Finance. All connected and visible in real-time

Real-time Dashboards

Real-time Dashboards

Business Development reporting

Business Development reporting

Instant visibility

Instant visibility

Fundraising Charts

Fundraising Charts

Department KPI's

Department KPI's

Mobile Enabled

Mobile Enabled

What gets measured, gets managed

What gets measured, gets managed

What gets measured, gets managed

What gets measured, gets managed

Share KPI performance across the firm with custom reporting and dashboards

Custom Reporting

Custom Reporting

Pipeline Reporting

Pipeline Reporting

Department Dashboards

Department Dashboards

Deal Progress Tracking

Deal Progress Tracking

Tracking KPI's

Tracking KPI's

Mobile Enabled

Mobile Enabled

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Review workloads and activity across your entire team, by department or at an individual level

Call Reports

Call Reports

Task Allocation

Task Allocation

Email Integration

Email Integration

Activity Reporting

Activity Reporting

Outlook & Gmail Integration

Outlook & Gmail Integration

Calendar Integration

Calendar Integration

Maintain regulatory compliance passively

Maintain regulatory compliance passively

Maintain regulatory compliance passively

Maintain regulatory compliance passively

We embed compliance in our software, ensuring regulatory standards are met

KYC / AML

KYC / AML

Audit Reporting

Audit Reporting

PEP's & Sanctions

PEP's & Sanctions

Compliance Dashboards

Compliance Dashboards

Accreditation Tracking

Accreditation Tracking

Regulatory Compliance

Regulatory Compliance

Powering Firms just like yours - Globally

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

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