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Case Studies

About

Your Entire Investor Relations Experience Just Got Upgraded

Your Entire Investor Relations Experience Just Got Upgraded

Your Entire Investor Relations Experience Just Got Upgraded

Bringing Order to the Chaos

Managing Investor Relations for Private Capital firms is challenging. As you grow, the complexity grows and compliance challenges become more daunting. We bring order to these challenges giving one platform to manage your entire Investor Lifecycle

Streamlined Capital Raising & Investor Onboarding

Online onboarding, data rooms, streamlined investment flows and eSignature allow investors to invest quickly and easily 24x7

One Portal, One Login for Your Investors

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

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Easily Onboard Investors With Our Digital Onboarding Flows

Make life easy for your investors with digital onboarding designed for todays modern investment firm

Digital Onboarding

Digital Onboarding

Easy Document Collection

Easy Document Collection

Feature Rich Data Rooms

Feature Rich Data Rooms

Pre-filled Subscription Documents

Pre-filled Subscription Documents

eSignature Integrated

eSignature Integrated

Streamlined In-app Signing

Streamlined In-app Signing

100% Digital End-to-End Subscription Management

100% Digital End-to-End Subscription Management

100% Digital End-to-End Subscription Management

100% Digital End-to-End Subscription Management

Make it easy for investors to subscribe to your fund with fully digital intelligent onboarding from Asset Class

DocuSign Integrated

DocuSign Integrated

Faster Funding

Faster Funding

Pre-filled Documents

Pre-filled Documents

Intelligent Flows

Intelligent Flows

Reduced Errors

Reduced Errors

Fully Secure

Fully Secure

Administer In-House or Externally

Administer In-House or Externally

Administer In-House or Externally

Administer In-House or Externally

You can administer your own fund or integrate with your existing fund administrator for straight-through processing

Subscription Management

Subscription Management

Distributions

Distributions

Document Management

Document Management

NAV Updates

NAV Updates

Capital Calls

Capital Calls

Fund Updates

Fund Updates

Capital Calls and Distributions Management Made Easy

Capital Calls and Distributions Management Made Easy

Capital Calls and Distributions Management Made Easy

Capital Calls and Distributions Management Made Easy

Issue capital calls and distributions quickly and efficiently, with direct-to-bank connectivity

Auto Calculation

Auto Calculation

LP Notifications

LP Notifications

Auto Reconciliation

Auto Reconciliation

Fund Admin Integrated

Fund Admin Integrated

Auto Mail Merge

Auto Mail Merge

Activity Reporting

Activity Reporting

Your Funds, Reportable in Real Time

Your Funds, Reportable in Real Time

Your Funds, Reportable in Real Time

Your Funds, Reportable in Real Time

With our suite of standard reports and dashboard template, and the ability to easily create your own, you've got a realtime view of your business

Real-time Dashboards

Real-time Dashboards

Powerful Reporting Engine

Powerful Reporting Engine

Report Templates

Report Templates

Customizable Reporting

Customizable Reporting

Excel/CSV Export

Excel/CSV Export

Mobile App

Mobile App

24/7 Online Access for Your LPs

24/7 Online Access for Your LPs

24/7 Online Access for Your LPs

24/7 Online Access for Your LPs

Give your LPs the experience they deserve, with a feature rich LP Portal. Allow them to easily access their investments, new offerings, documents, fund updates and more

Industry Leading LP Portal

Industry Leading LP Portal

Digital Onboarding

Digital Onboarding

Document Repository

Document Repository

Custom Data Rooms

Custom Data Rooms

New Funds Launch

New Funds Launch

Fully Branded Portal

Fully Branded Portal

Investor Relations transformed with Asset Class

Meeting Investor Needs

"Asset Class has brought our investor relations function to the next level by saving us time, enhancing communication, and giving our LPs a great experience. It has also enabled us to expand our investor base in connection with our new retail investor platform www.PassTheHat.com."

Sequoya Borgman

Sequoya Borgman

Founder & CEO, Borgman 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

  • "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

  • "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

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 © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy