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About

Solutions

Resources

Case Studies

About

Our Pricing

Choose the Modules you need and the number of users for indicative pricing

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140/ per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Every Module includes Asset Class CRM

Account and Contact Management

Activity Tracking (Calls, Emails, Tasks, Meetings)

Work Queue Management

Prospect Management

Pipeline & Forecast Management

Team Communication / Collaboration

Email & Calendar sync with Gmail or Outlook

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Roles & Permissions Management

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations (via AppExchange)

USD

GBP

EUR

AUD

Monthly

Yearly

Save 15%

Investor & Fund Management (IFM)

$5,000/

month

Most Popular

Everything in Asset Class CRM

Digital Onboarding for Investors

Digital Fundraising

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Fund Administrator Integration

DocuSign pre-integrated

Investor Reporting & Dashboards

Investor Activity Tracking

Waterfall Management

Partner Management (RIA / Family office)

Approvals Management

Plaid Integration (Money Movement)

AIC Integration

$140 / per user

Deal Flow Management (DFM)

$2,500/

month

Everything in Asset Class CRM

Deal Contact CRM

Deal Teams

Due Diligence Management

Document Management

Deals Checklist Management

Deals Pipeline Management

Approvals Management

Prospect Management

Deal Flow Reporting & Dashboards

Deal 'Tear Sheets'

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Portfolio & Asset Management (PAM)

$2,500/

month

Everything in Asset Class CRM

Portfolio Reporting

Portfolio Portal (Self-Reporting)

Document Exchange

Document Management

Financial Grids (Reporting)

Portfolio KPI Tracking

Multi-Asset Class Support

Cohort Comparisons

Portfolio Reporting & Dashboards

Fund/Asset Tracking

Pitchbook Integration

Crunchbase Integration

Email & Calendar Integration

Email Campaign Management

$140 / per user

Happy Customers? We've got them

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