24 March 2026
[New York, NEW YORK] - Asset Class, a leading provider of digital private capital management software, today announced that Montage Partners has selected its Investor & Fund Management (IFM) platform to support its investor relations and fund administration operations.
Supporting the Growth of a Leading Lower Middle Market Private Equity Platform
Montage Partners, a people-first private equity firm headquartered in Scottsdale, Arizona, focuses on investing in lower middle market companies across the United States. With a strong track record of partnering with entrepreneurs and management teams to accelerate growth, Montage has built a reputation for operational expertise and long-term value creation.
As the firm continues to expand its investment platform and deepen relationships with its investor base, Montage Partners sought a modern technology infrastructure capable of supporting the full lifecycle of investor engagement. By implementing Asset Class's integrated platform, the firm will strengthen its operational capabilities while continuing to deliver institutional-quality service to its limited partners.
Modernizing Investor and Fund Operations
Through the implementation of Asset Class's Investor & Fund Management solution, Montage Partners will streamline digital investor onboarding, distribution workflows, and centralize investor reporting and communications within a unified platform.
The system will provide Montage Partners with real-time visibility into investor activity and investment performance while offering limited partners a secure digital portal to access investment documents, reporting, and updates.
By consolidating operational processes into a single integrated platform, Montage Partners will gain improved efficiency, data accuracy, and reporting consistency across its operations. The technology will allow the firm to reduce manual administrative work while delivering a more seamless and transparent experience for its investors.
Enhancing Efficiency and Investor Experience
The partnership reflects a broader shift across the private capital industry as investment firms adopt modern digital infrastructure to improve operational efficiency and investor engagement.
Asset Class enables firms to strengthen investor communications and transparency while maintaining strong compliance and governance frameworks. Built on leading enterprise technologies including Salesforce and DocuSign, and supported by a comprehensive integrations ecosystem, the platform provides private capital firms with a scalable foundation for managing investor and fund operations.
Executive Commentary
"Montage Partners has built a strong reputation for partnering with founders and management teams to drive meaningful growth across the companies they invest in," said Ferdi Roberts, Chief Executive Officer at Asset Class.
"This partnership reflects a shared commitment to innovation and operational excellence in private markets. By implementing a unified platform for investor onboarding, reporting, and administration, Montage is positioning itself to deliver an even stronger experience for its limited partners while continuing to scale its platform efficiently. We look forward to supporting the team at Montage Partners as they pursue their ambitious growth objectives."
"Operational excellence and transparency are core to how we serve our investors," said Chris Young, CFO & Director of Operations at Montage Partners.
"As our platform continues to grow, we wanted to ensure our investor operations and reporting infrastructure evolves with us. Asset Class provides an integrated solution that allows us to streamline our processes while delivering a modern, intuitive experience for our limited partners."
About Montage Partners
Founded in 2004, with offices in Scottsdale, Arizona and Salt Lake City, Utah, Montage Partners is a people-first private equity firm dedicated to helping established businesses reach transformative growth. Managing $80M in capital, Montage Partners invests in companies headquartered in the U.S. or Canada with $1.5 million to $7 million in EBITDA in the technology and professional services, healthcare, industrial products and services, and consumer sectors. Above all other investment criteria, Montage Partners invests in exceptional people.
About Asset Class
Asset Class is a leading platform for firms in the private capital industry. Its mission is to become the global leader powering private capital by delivering best-in-class solutions for fundraising and onboarding, investor relations, investor portals, deal flow management, portfolio management, fund administration, and regulatory compliance.
Asset Class's solutions leverage leading technologies including Salesforce (CRM) and DocuSign (eSignature), seamlessly integrated to provide a comprehensive product suite supporting the entire investment lifecycle for firms worldwide, including private equity, venture capital, family offices, RIAs, real estate, and private debt.
Established in 2019, Asset Class has offices in Sydney, New York, London, and Dublin. With a commitment to innovation and to powering private capital, the company's front-, middle-, and back-office solutions enable firms to digitize their operations, enhance investor engagement, and maintain compliance with confidence.
Press Contacts for Asset Class
Sam Roberts
Asset Class
Press@assetclass.com
