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Case Studies

About

Powering Fundraising, Deal Flow & Portfolio Management for VC

Powering Fundraising, Deal Flow & Portfolio Management for VC

Powering Fundraising, Deal Flow & Portfolio Management for VC

Fundraising and Investor Relations.
Streamlined for VC's

Take the challenges of Fundraising and supporting your LP's and streamline your Operations with Asset Class.

Easily Manage and Track your
Portfolio Assets

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

A Best-in-Class Portal 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

Create Funds and SPV's easily

Create Funds and SPV's easily

Create Funds and SPV's easily

Create Funds and SPV's easily

Create funds with our templated Fund Profiles. Easily control what you measure and report on

Debt, Equity, Hybrid

Debt, Equity, Hybrid

Onshore / Offshore

Onshore / Offshore

Fund of Funds

Fund of Funds

Custom DataRooms

Custom DataRooms

Master Feeder Funds

Master Feeder Funds

Unlimited Funds

Unlimited Funds

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

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

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Portfolio collaboration and data sharing

Easily request and share data and documents with your portfolio while keeping in-sync on performance

Portfolio Reporting

Portfolio Reporting

Asset Reporting

Asset Reporting

Self-Reporting Portal

Self-Reporting Portal

Portfolio Dashboards

Portfolio Dashboards

Document Exchange

Document Exchange

Checklist Management

Checklist Management

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

Departmental Dashboard

Departmental Dashboard

Deal Progress Tracking

Deal Progress Tracking

Tracking KPI's

Tracking KPI's

Mobile Enabled

Mobile Enabled

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

Our objective is to have you as a Raving Fan

Meeting Investor Needs

"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: Communicating with our investor-partners. Integration with existing tools like email clients, calendar applications, and investor documents has reinforced Asset Class’s value proposition for us as we enter our 10th year of operations. Asset Class CRM has been an indispensable tool for our business and we would recommend it to any other venture manager looking for a tailored CRM solution."

"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: Communicating with our investor-partners. Integration with existing tools like email clients, calendar applications, and investor documents has reinforced Asset Class’s value proposition for us as we enter our 10th year of operations. Asset Class CRM has been an indispensable tool for our business and we would recommend it to any other venture manager looking for a tailored CRM solution."

Tom Munson

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 © 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