Transparent pricing

Transparent pricing

Transparent pricing

Transparent pricing

Pay Monthly

Pay Yearly

Save up to 20% with yearly

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Pay Monthly

Pay Yearly

Save up to 20% with yearly

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Pay Monthly

Pay Yearly

Save up to 20% with our yearly plan

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Pay Monthly

Pay Yearly

Save up to 20% with our yearly plan

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Pay Monthly

Pay Yearly

Save up to 20% with yearly

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Pay Monthly

Pay Yearly

Save up to 20% with yearly

Price In

$ USD

Foundation

$375

per user / month (first 5)

$250 / each additional user

All the essentials to manage investors, build pipeline and publish your branded investor portal.

Account & Contact Management

Activity Tracking

Prospect Management

Pipeline & Forecast Management

Fund / SPV Data Rooms (Unlimited)

Investor Portal (Your Brand)

Capital Call & Distributions Management

Investor Reporting

Partner Management (RIA / Family office)

Team Communication / Collaboration

Email & Calendar sync

Mass Email & Campaign Management

Configurable Reports & Dashboards

Document Management & Collaboration

Custom Fields / Custom Tabs

Tablet & Mobile App

1,000's of 3rd Party Integrations

Growth

$450

per user / month (first 5)

$299 / each additional user

Add digital onboarding & fundraising to scale your operations with confidence.

Everything in Foundation, plus

Digital Onboarding for Investors

Digital Fundraising

DocuSign Integration

Enterprise

$525

per user / month (first 5)

$345 / each additional user

Add Deal Tracking, Due Diligence Support and Fund Asset Tracking capabilities to help manage your portfolio of investments.

Everything in Foundation & Growth, plus

Fund Asset Tracking

Deal Tracking

Due Diligence Support

Deal Pipeline Management

Portfolio Portal (Self-Reporting)

KPI Tracking (Financial Grids)

Trusted By The World's Leading Private Capital Firms

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