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About

We help RIA's Diversify their Client Offerings with Private Capital Solutions.

We help RIA's Diversify their Client Offerings with Private Capital Solutions.

We help RIA's Diversify their Client Offerings with Private Capital Solutions.

Bring Private Capital Offerings
to Your Clients

As a Financial Advisor your clients are looking to you for advice on Private and Alternative Investments. We make it easy for your firm to bring these offerings to market.

Streamline the Investor
Onboarding and Investment process

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

Keep Investors Informed and Connected

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

Bring Private Capital Offerings to your Clients. Easily.

Bring Private Capital Offerings to your Clients. Easily.

Bring Private Capital Offerings to your Clients. Easily.

Bring Private Capital Offerings to your Clients. Easily.

Meet the needs of your clients byt offering portfolio diversification that includes Private Capital Offerings

Easily Promote Offerings

Easily Promote Offerings

Custom DataRooms

Custom DataRooms

Track Client Interest

Track Client Interest

Track Fundraising

Track Fundraising

Bulk Invite options

Bulk Invite options

Fully Branded for your Firm

Fully Branded for your Firm

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Dashboards to keep a real-time pulse on your Firm

Understand everything thats happening in every department, from Business Development to IR, from Compliance to Finance. All connected and visible in real-time

Real-time Dashboards

Real-time Dashboards

Business Development reporting

Business Development reporting

Instant visibility

Instant visibility

Fundraising Charts

Fundraising Charts

Department KPI's

Department KPI's

Mobile Enabled

Mobile Enabled

What gets measured, gets managed

What gets measured, gets managed

What gets measured, gets managed

What gets measured, gets managed

Share KPI performance across the firm with custom reporting and dashboards

Custom Reporting

Custom Reporting

Pipeline reporting

Pipeline reporting

Department Dashboards

Department Dashboards

Deal Progress tracking

Deal Progress tracking

Tracking KPI's

Tracking KPI's

Mobile Enabled

Mobile Enabled

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Calls, Emails, Meetings and Tasks instantly visible

Review workloads and activity across your entire team, by department or at an individual level

Call Reports

Call Reports

Task Allocation

Task Allocation

Email Integration

Email Integration

Activity Reporting

Activity Reporting

Outlook & Gmail Integration

Outlook & Gmail

Integration

Calendar Integration

Calendar Integration

Maintain regulatory compliance passively

Maintain regulatory compliance passively

Maintain regulatory compliance passively

Maintain regulatory compliance passively

We embed compliance in our software, ensuring regulatory standards are met

KYC / AML

KYC / AML

Audit Reporting

Audit Reporting

PEP's & Sanctions

PEP's & Sanctions

Compliance Dashboards

Compliance Dashboards

Accreditation Tracking

Accreditation Tracking

Regulatory Compliance

Regulatory Compliance

Don’t just take our word for it

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