FAQ
Investor Relations
Just upgraded
FAQ
Features
Features
Features
Features
Investor CRM
What is the Asset Class Investor CRM?
How is an investor CRM different from a standard sales CRM?
Can the CRM track prospective investor outreach and campaigns?
Does the CRM sync with email and calendar?
What is the Asset Class Investor CRM?
How is an investor CRM different from a standard sales CRM?
Can the CRM track prospective investor outreach and campaigns?
Does the CRM sync with email and calendar?
Investor Portal
What is the Asset Class Investor Portal?
Is the Investor Portal white-labelled and branded?
Can investors re-invest or subscribe to new funds through the portal?
Is the Investor Portal secure?
Does the Investor Portal work on mobile?
What is the Asset Class Investor Portal?
Is the Investor Portal white-labelled and branded?
Can investors re-invest or subscribe to new funds through the portal?
Is the Investor Portal secure?
Does the Investor Portal work on mobile?
Investor Communications
What is Investor & Fund Management in Asset Class?
How does Asset Class streamline investor onboarding?
Does Asset Class support multiple funds and SPVs?
Can investors access their documents and reports through the platform?
Is Asset Class suitable for first-time fund managers?
What is Investor & Fund Management in Asset Class?
How does Asset Class streamline investor onboarding?
Does Asset Class support multiple funds and SPVs?
Can investors access their documents and reports through the platform?
Is Asset Class suitable for first-time fund managers?
Onboarding & Fundraising
How does Asset Class streamline fundraising and investor onboarding?
What is a data room in Asset Class and how does it work?
Does Asset Class support digital subscription documents and eSignature?
Can Asset Class handle investor onboarding across multiple fund closings?
How does Asset Class streamline fundraising and investor onboarding?
What is a data room in Asset Class and how does it work?
Does Asset Class support digital subscription documents and eSignature?
Can Asset Class handle investor onboarding across multiple fund closings?
Data Rooms
What is a data room in Asset Class?
How does Asset Class control document access in a data room?
Can I brand my data room to match my firm's identity?
Does Asset Class support multiple funds in one data room platform?
Is Asset Class's data room audit-ready and compliant?
What is a data room in Asset Class?
How does Asset Class control document access in a data room?
Can I brand my data room to match my firm's identity?
Does Asset Class support multiple funds in one data room platform?
Is Asset Class's data room audit-ready and compliant?
Fund Management
What is Investor & Fund Management in Asset Class?
How does Asset Class streamline investor onboarding?
Does Asset Class support multiple funds and SPVs?
Can investors access their documents and reports through the platform?
Is Asset Class suitable for first-time fund managers?
What is Investor & Fund Management in Asset Class?
How does Asset Class streamline investor onboarding?
Does Asset Class support multiple funds and SPVs?
Can investors access their documents and reports through the platform?
Is Asset Class suitable for first-time fund managers?
Reporting & Analytics
What reporting and analytics does Asset Class provide?
Can I build custom dashboards for different teams in my firm?
How does Asset Class report on fund performance metrics like IRR and MOIC?
Can LPs access their own reporting dashboard in Asset Class?
Does Asset Class support ESG and asset-level reporting?
What reporting and analytics does Asset Class provide?
Can I build custom dashboards for different teams in my firm?
How does Asset Class report on fund performance metrics like IRR and MOIC?
Can LPs access their own reporting dashboard in Asset Class?
Does Asset Class support ESG and asset-level reporting?
Asset Class Mobile
What is the Asset Class mobile app?
What can you do in the Asset Class mobile app?
Is the Asset Class mobile app available on both iOS and Android?
Is the Asset Class mobile app secure?
What is the Asset Class mobile app?
What can you do in the Asset Class mobile app?
Is the Asset Class mobile app available on both iOS and Android?
Is the Asset Class mobile app secure?
Portfolio KPI Tracking
What is Portfolio KPI Tracking in Asset Class?
How does Asset Class handle portfolio company reporting?
What types of assets can Asset Class track?
Can Asset Class generate investor reports directly from portfolio data?
What is Portfolio KPI Tracking in Asset Class?
How does Asset Class handle portfolio company reporting?
What types of assets can Asset Class track?
Can Asset Class generate investor reports directly from portfolio data?
Platform
Platform
Platform
Platform
Integrations
What integrations does Asset Class support?
Does Asset Class integrate with DocuSign?
Can Asset Class integrate with my existing Salesforce environment?
What integrations does Asset Class support?
Does Asset Class integrate with DocuSign?
Can Asset Class integrate with my existing Salesforce environment?
Compliance
How does Asset Class help private capital firms manage regulatory compliance?
Is every action in Asset Class fully auditable?
Does Asset Class support KYC and AML compliance?
Is Asset Class compliant with GDPR and US data privacy regulations?
How does Asset Class help private capital firms manage regulatory compliance?
Is every action in Asset Class fully auditable?
Does Asset Class support KYC and AML compliance?
Is Asset Class compliant with GDPR and US data privacy regulations?
Security
How secure is the Asset Class platform?
What security certifications does Asset Class hold?
Where is Asset Class data stored?
Does Asset Class support multi-factor authentication?
What backup and recovery options does Asset Class offer?
How secure is the Asset Class platform?
What security certifications does Asset Class hold?
Where is Asset Class data stored?
Does Asset Class support multi-factor authentication?
What backup and recovery options does Asset Class offer?
Solutions - By Role
Solutions - By Role
Solutions - By Role
Solutions - By Role
General Partner
What does Asset Class do for General Partners?
How does Asset Class help GPs raise capital faster?
Can GPs manage all investor relations activity in Asset Class?
Does Asset Class help GPs maintain oversight of their portfolio?
What does Asset Class do for General Partners?
How does Asset Class help GPs raise capital faster?
Can GPs manage all investor relations activity in Asset Class?
Does Asset Class help GPs maintain oversight of their portfolio?
Chief Financial Officer
What does Asset Class offer CFOs of private capital firms?
How does Asset Class help CFOs with fund reporting?
Can CFOs use Asset Class to track firm-wide performance across funds?
Does Asset Class help CFOs with compliance and audit readiness?
What does Asset Class offer CFOs of private capital firms?
How does Asset Class help CFOs with fund reporting?
Can CFOs use Asset Class to track firm-wide performance across funds?
Does Asset Class help CFOs with compliance and audit readiness?
Investor Relations
What does Asset Class offer investor relations teams?
How does Asset Class improve LP communications?
Can IR teams track all investor interactions in Asset Class?
Does Asset Class support investor reporting and capital account statements?
What does Asset Class offer investor relations teams?
How does Asset Class improve LP communications?
Can IR teams track all investor interactions in Asset Class?
Does Asset Class support investor reporting and capital account statements?
Business Development
What does Asset Class offer business development teams?
How does Asset Class help BD teams track prospective investors?
Can BD teams run investor outreach campaigns in Asset Class?
Does Asset Class help BD teams manage deal origination as well as investor outreach?
What does Asset Class offer business development teams?
How does Asset Class help BD teams track prospective investors?
Can BD teams run investor outreach campaigns in Asset Class?
Does Asset Class help BD teams manage deal origination as well as investor outreach?
Solutions - By Sector
Solutions - By Sector
Solutions - By Sector
Solutions - By Sector
Real Estate
How does Asset Class support real estate fund managers?
Can Asset Class manage multiple real estate funds and SPVs?
How does Asset Class handle property-level reporting for real estate funds?
Does Asset Class support both open-ended and closed-ended real estate funds?
How does Asset Class support real estate fund managers?
Can Asset Class manage multiple real estate funds and SPVs?
How does Asset Class handle property-level reporting for real estate funds?
Does Asset Class support both open-ended and closed-ended real estate funds?
Private Equity
How does Asset Class support private equity firms?
What specific PE workflows does Asset Class automate?
Can Asset Class handle multi-fund or fund-of-funds PE structures?
Is Asset Class compliant with SEC reporting requirements for PE firms?
How does Asset Class support private equity firms?
What specific PE workflows does Asset Class automate?
Can Asset Class handle multi-fund or fund-of-funds PE structures?
Is Asset Class compliant with SEC reporting requirements for PE firms?
Private Debt
How does Asset Class support private debt fund managers?
Can Asset Class track loan-level performance for private debt funds?
How does Asset Class help private debt firms compete for LP capital?
How does Asset Class support private debt fund managers?
Can Asset Class track loan-level performance for private debt funds?
How does Asset Class help private debt firms compete for LP capital?
Venture Capital
How does Asset Class help venture capital firms?
How does Asset Class help VC firms manage LP onboarding?
Can a VC firm track deals and portfolio companies in the same platform?
Does Asset Class support emerging VC fund managers?
How does Asset Class help venture capital firms?
How does Asset Class help VC firms manage LP onboarding?
Can a VC firm track deals and portfolio companies in the same platform?
Does Asset Class support emerging VC fund managers?
Corporate Venture Capital
How does Asset Class support corporate venture capital teams?
Can Asset Class track strategic value and KPIs for CVC portfolio companies?
Does Asset Class support co-investment management for CVC?
How does Asset Class support corporate venture capital teams?
Can Asset Class track strategic value and KPIs for CVC portfolio companies?
Does Asset Class support co-investment management for CVC?
Hedge Fund
How can Asset Class help a hedge fund add private capital offerings?
What does Asset Class offer hedge funds new to private capital?
Can Asset Class support closed-end private fund structures within a hedge fund platform?
How can Asset Class help a hedge fund add private capital offerings?
What does Asset Class offer hedge funds new to private capital?
Can Asset Class support closed-end private fund structures within a hedge fund platform?
Family Office
How does Asset Class serve family offices?
Can Asset Class track both LP commitments and direct investments for a family office?
Is Asset Class suitable for a family office without a dedicated technology team?
How does Asset Class serve family offices?
Can Asset Class track both LP commitments and direct investments for a family office?
Is Asset Class suitable for a family office without a dedicated technology team?
RIA
How does Asset Class help RIAs offer private capital investments to clients?
Can an RIA use Asset Class to manage multiple private offerings for different clients?
Does Asset Class help RIAs meet their compliance and record-keeping obligations?
How does Asset Class help RIAs offer private capital investments to clients?
Can an RIA use Asset Class to manage multiple private offerings for different clients?
Does Asset Class help RIAs meet their compliance and record-keeping obligations?
Wealth Management
How does Asset Class help wealth managers offer private market investments?
Can wealth managers use Asset Class alongside their existing CRM?
What investor experience does Asset Class provide for wealth management clients?
How does Asset Class help wealth managers offer private market investments?
Can wealth managers use Asset Class alongside their existing CRM?
What investor experience does Asset Class provide for wealth management clients?
Fund Administrators
How does Asset Class support fund administrators?
Can fund administrators use Asset Class alongside their GP clients?
Does Asset Class support KYC and AML compliance for fund administrators?
What reporting does Asset Class offer for fund administration?
How does Asset Class support fund administrators?
Can fund administrators use Asset Class alongside their GP clients?
Does Asset Class support KYC and AML compliance for fund administrators?
What reporting does Asset Class offer for fund administration?
Buyer Tools
Buyer Tools
Buyer Tools
Buyer Tools
Asset Class vs Deal Cloud
How does Asset Class compare to DealCloud?
Does Asset Class offer better investor management than DealCloud?
Can firms migrate from DealCloud to Asset Class?
How does Asset Class compare to DealCloud?
Does Asset Class offer better investor management than DealCloud?
Can firms migrate from DealCloud to Asset Class?
Asset Class vs Juniper Square
How does Asset Class compare to Juniper Square?
Is Asset Class a good alternative to Juniper Square for real estate funds?
What does Asset Class offer that Juniper Square does not?
How does Asset Class compare to Juniper Square?
Is Asset Class a good alternative to Juniper Square for real estate funds?
What does Asset Class offer that Juniper Square does not?
Asset Class vs Investor Flow
How does Asset Class compare to Investor Flow?
Does Asset Class offer more features than Investor Flow?
How does Asset Class compare to Investor Flow?
Does Asset Class offer more features than Investor Flow?
Asset Class vs Navatar
How does Asset Class compare to Navatar?
Why should a private capital firm choose Asset Class over Navatar?
How does Asset Class compare to Navatar?
Why should a private capital firm choose Asset Class over Navatar?
Asset Class vs Altvia
How does Asset Class compare to Altvia?
What does Asset Class offer that Altvia does not?
How does Asset Class compare to Altvia?
What does Asset Class offer that Altvia does not?
Asset Class vs Appfolio
How does Asset Class compare to AppFolio?
Is Asset Class a better option than AppFolio for real estate fund managers?
How does Asset Class compare to AppFolio?
Is Asset Class a better option than AppFolio for real estate fund managers?
Asset Class vs Intralinks
How does Asset Class compare to Intralinks?
Can Asset Class replace Intralinks for private capital firms?
How does Asset Class compare to Intralinks?
Can Asset Class replace Intralinks for private capital firms?
Asset Class vs eFront
How does Asset Class compare to eFront?
Why should firms consider switching from eFront to Asset Class?
How does Asset Class compare to eFront?
Why should firms consider switching from eFront to Asset Class?
Asset Class vs Affinity
How does Asset Class compare to Affinity?
Does Asset Class offer more than Affinity for private capital firms?
How does Asset Class compare to Affinity?
Does Asset Class offer more than Affinity for private capital firms?
Pricing
Pricing
Pricing
Pricing
Pricing
How much does Asset Class cost?
What is included in the Asset Class Foundation plan?
What does the Asset Class Growth plan add?
What is included in the Investor Portal add-on?
How much does Asset Class cost?
What is included in the Asset Class Foundation plan?
What does the Asset Class Growth plan add?
What is included in the Investor Portal add-on?
Resources
About
Resources
About
Resources
About
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