At Last - A CRM built for Private Capital Firms
At Last - A CRM built for
Private Capital Firms
At Last - A CRM built for Private Capital Firms
Your Contacts Engaged
Leverage the world's number one CRM system, now optimized for Private Capital firms like yours. Engage and track every call, task, email, meeting and interaction you have with your Investors, Partners and Colleagues with Asset Class CRM
Your Prospects Tracked
Engage Prospective Investors, Deals and Partners with our in-built campaign management, mass email and Prospect tracking capabilities. Track every prospect's interaction across your Portal, on Email, their calls and meetings for a complete view of their interest in your offerings.
Email & Calendar Synced
For Google or Outlook users, connect your email and calendar to Asset Class for an auto-sync of all contact with each prospect or deal. See your entire interaction historyt as it gets centralised against your prospects contact record. We make it easy for you and your team to keep everything centrally available and collaboratively viewable as needed
Keep Track of all Activities across your Team
Keep Track of all Activities across your Team
Keep Track of all Activities across your Team
Keep Track of all Activities across your Team
Track Calls, Meetings, Emails and more with our comprehensive CRM activity tracking
Call Tracking
Call Tracking
Team messaging
Team messaging
Calendar Integration
Calendar Integration
Google & Outlook Integrated
Google & Outlook Integrated
eMail Integration
eMail Integration
Actvity Reports & Dashboards
Actvity Reports & Dashboards
Engage Clients & Prospects with Powerful Campaign Features
Engage Clients & Prospects with Powerful Campaign Features
Engage Clients & Prospects with Powerful Campaign Features
Engage Clients & Prospects with Powerful Campaign Features
Engage Prospects quickly and Easily with our comprehensive Campaign management tools
Mass eMail
Mass eMail
Prospect Tracking
Prospect Tracking
Event Tracking
Event Tracking
Pipeline Tracking
Pipeline Tracking
Prospecting Tools
Prospecting Tools
Compliant Communication
Compliant Communication
Team KPI's Measured & Tracked
Team KPI's Measured & Tracked
Team KPI's Measured & Tracked
Team KPI's Measured & Tracked
Easily manage and track workload performance across your team with configurable Reports & Dashboards
Target Tracking
Target Tracking
Exception Reporting
Exception Reporting
Real-time Insights
Real-time Insights
Departmental Reporting
Departmental Reporting
Custimizable KPI's
Custimizable KPI's
Firm wide Visibility
Firm wide Visibility
Mobile Enabled visibility of all Team & Client Activities
Mobile Enabled visibility of all Team & Client Activities
Mobile Enabled visibility of all Team & Client Activities
Mobile Enabled visibility of all Team & Client Activities
Keep informed even when out of office with our Mobile Apps providing real-time visibility of everything that's happening at your firm
iOS & Android
iOS & Android
Reports & Dashboards on the go
Reports & Dashboards on the go
Bank-grade Security
Bank-grade Security
Permission Based views
Permission Based views
Real-time Data
Real-time Data
Phone or Tablet
Phone or Tablet
Integrated with Your Favorite Apps
Integrated with Your Favorite Apps
Integrated with Your Favorite Apps
Integrated with Your Favorite Apps
Easily integrate external Apps that you use with 1000's of connectors already available
Pitchbook
Pitchbook
DocuSign
DocuSign
Google & Outlook
Google & Outlook
Plaid
Plaid
Slack
Slack
1000's of others
1000's of others
Firms around the world using Asset Class
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
"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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
"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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
“Our team has conducted in-depth research in technological infrastructure solutions to innovate and improve our existing systems globally. Ensuring a long-term Partner that is both in line with current cutting-edge tech advancements and displaying a clear path of development in the years to come is critical for us. Asset Class is by far the stand-out in this space, both meeting and surpassing our requirements."
Omar Jackson
Partner – MENA & Far East
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
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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