The Best Investment You Can Make
Right Now
The Best Investment You Can Make
Right Now
The Best Investment You Can Make
Right Now
Isn’t just in your next deal.
It’s in your team and your investors.
Isn’t just in your next deal.
It’s in your team and your investors.
Isn’t just in your next deal.
It’s in your team and your investors.
Trusted By The World's Leading Private Capital Firms
EVERYTHING CONNECTED
Because your firm works best when it works together.
Asset Class unites your data, your people, and your investors on one platform. Helping you to launch new funds, onboard investors and start raising - in hours, rather than weeks.
Asset Class unites your data, your people, and your investors on one platform. Helping you to launch new funds, onboard investors and start raising - in hours, rather than weeks.
Asset Class unites your data, your people, and your investors on one platform. Helping you to launch new funds, onboard investors and start raising - in hours, rather than weeks.
Investor Relations Management
Keep every LP informed and engaged with real-time updates, secure document sharing, and branded investor portals that reflect your firm’s standards.
Workflow Automation & Efficiency
Automate capital calls, distributions, approvals, and reporting—freeing your team from manual work so you can focus on growth, not administration.
Deal & Fundraising Management
Track every opportunity from first contact to close. Manage pipelines, diligence, and investor commitments in one connected system.
Performance & Portfolio Visibility
View performance across funds and assets instantly. Custom dashboards and reports give teams and investors clarity at every level.
Investor Relations Management
Keep every LP informed and engaged with real-time updates, secure document sharing, and branded investor portals that reflect your firm’s standards.
Workflow Automation & Efficiency
Automate capital calls, distributions, approvals, and reporting—freeing your team from manual work so you can focus on growth, not administration.
Deal & Fundraising Management
Track every opportunity from first contact to close. Manage pipelines, diligence, and investor commitments in one connected system.
Performance & Portfolio Visibility
View performance across funds and assets instantly. Custom dashboards and reports give teams and investors clarity at every level.
Investor Relations Management
Keep every LP informed and engaged with real-time updates, secure document sharing, and branded investor portals that reflect your firm’s standards.
Workflow Automation & Efficiency
Automate capital calls, distributions, approvals, and reporting—freeing your team from manual work so you can focus on growth, not administration.
Deal & Fundraising Management
Track every opportunity from first contact to close. Manage pipelines, diligence, and investor commitments in one connected system.
Performance & Portfolio Visibility
View performance across funds and assets instantly. Custom dashboards and reports give teams and investors clarity at every level.
Investor Relations Management
Keep every LP informed and engaged with real-time updates, secure document sharing, and branded investor portals that reflect your firm’s standards.
Workflow Automation & Efficiency
Automate capital calls, distributions, approvals, and reporting—freeing your team from manual work so you can focus on growth, not administration.
Deal & Fundraising Management
Track every opportunity from first contact to close. Manage pipelines, diligence, and investor commitments in one connected system.
Performance & Portfolio Visibility
View performance across funds and assets instantly. Custom dashboards and reports give teams and investors clarity at every level.
PROVEN RESULTS
Trusted By The World's Leading Private Capital Firms
$22.4 Billion
Assets Under Management
10+
Departments connected with Asset Class
Products used
Investor & Fund Management
Workflow Automation
Reporting
"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
Co-Founder & Co-CEO, Angel Oak
$22.4 Billion
Assets Under Management
10+
Departments connected with Asset Class
Products used
Investor & Fund Management
Workflow Automation
Reporting
"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
Co-Founder & Co-CEO, Angel Oak
$22.4 Billion
Assets Under Management
10+
Departments connected with Asset Class
Products used
Investor & Fund Management
Workflow Automation
Reporting
"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
Co-Founder & Co-CEO, Angel Oak
$22.4 Billion
Assets Under Management
10+
Departments connected with Asset Class
Products used
Investor & Fund Management
Workflow Automation
Reporting
"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
Co-Founder & Co-CEO, Angel Oak
INTEGRATIONS
One platform
Thousands of integrations
Built on Salesforce’s trusted Force.com platform, Asset Class gives you instant access to thousands of pre-integrated apps on the AppExchange, so your system works seamlessly from day one.
Built on Salesforce’s trusted Force.com platform, Asset Class gives you instant access to thousands of pre-integrated apps on the AppExchange, so your system works seamlessly from day one.
Built on Salesforce’s trusted Force.com platform, Asset Class gives you instant access to thousands of pre-integrated apps on the AppExchange, so your system works seamlessly from day one.
Salesforce
We're built on Force.com, so you get the World's best CRM! If you are an existing Salesforce client - we can deploy in your existing org.
Slack
Integrated Slack Channels transform Asset Class into a truly connected workspace - where fund teams, investors, and partners communicate in real time without ever leaving the platform.
Outlook
Sync your Outlook Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Gmail
Sync your Gmail Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Pitchbook
Augment Company and Contact data directly from Pitchbook into your Deal and Portfolio Records in Asset Class
Docusign
Collect signatures, automate approvals, and execute legally binding documents directly within Asset Class, no printing, scanning, or chasing needed.
Salesforce
We're built on Force.com, so you get the World's best CRM! If you are an existing Salesforce client - we can deploy in your existing org.
Slack
Integrated Slack Channels transform Asset Class into a truly connected workspace - where fund teams, investors, and partners communicate in real time without ever leaving the platform.
Outlook
Sync your Outlook Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Gmail
Sync your Gmail Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Pitchbook
Augment Company and Contact data directly from Pitchbook into your Deal and Portfolio Records in Asset Class
Docusign
Collect signatures, automate approvals, and execute legally binding documents directly within Asset Class, no printing, scanning, or chasing needed.
Salesforce
We're built on Force.com, so you get the World's best CRM! If you are an existing Salesforce client - we can deploy in your existing org.
Slack
Integrated Slack Channels transform Asset Class into a truly connected workspace - where fund teams, investors, and partners communicate in real time without ever leaving the platform.
Outlook
Sync your Outlook Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Gmail
Sync your Gmail Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Pitchbook
Augment Company and Contact data directly from Pitchbook into your Deal and Portfolio Records in Asset Class
Docusign
Collect signatures, automate approvals, and execute legally binding documents directly within Asset Class, no printing, scanning, or chasing needed.
Salesforce
We're built on Force.com, so you get the World's best CRM! If you are an existing Salesforce client - we can deploy in your existing org.
Slack
Integrated Slack Channels transform Asset Class into a truly connected workspace - where fund teams, investors, and partners communicate in real time without ever leaving the platform.
Outlook
Sync your Outlook Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Gmail
Sync your Gmail Account with Asset Class to easily and automatically consolidate all of your contact & events with Prospect and Investor records in Asset Class
Pitchbook
Augment Company and Contact data directly from Pitchbook into your Deal and Portfolio Records in Asset Class
Docusign
Collect signatures, automate approvals, and execute legally binding documents directly within Asset Class, no printing, scanning, or chasing needed.
PRICING
Transparent Pricing
Pay Monthly
Pay Yearly
Save up to 20% with our yearly plan
Price In
$ USD
Foundation
$375
per user / month
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
Add digital onboarding, fundraising and portfolio management to scale your operations with confidence.
Everything in Foundation
Digital Onboarding for Investors
Digital Fundraising
DocuSign Integration
Deal Contact CRM
Due Diligence Management
Deal Document Management
Deals Checklist Management
Deals Pipeline Management
Deal Flow Reporting & Dashboards
Portfolio Portal (Self-Reporting)
Financial Grids (Reporting)
Portfolio Reporting & Dashboards
Fund/Asset Tracking
Enterprise
Custom
Request Pricing
Tailored for complex firms with custom workflows, custom onboarding, integrations, and global support.
Talk to us if your needs include
Custom Workflows
Custom Onboarding
Customer Success Manager
Scalability for Complex Structures
Advanced Security & Compliance (SSO, MFA, audit logs, role hierarchies)
Enterprise-Grade Integrations (fund admins, accounting systems, Plaid, DocuSign, custom APIs)
Pay Monthly
Pay Yearly
Save up to 20% with our yearly plan
Price In
$ USD
Foundation
$375
per user / month
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
Add digital onboarding, fundraising and portfolio management to scale your operations with confidence.
Everything in Foundation
Digital Onboarding for Investors
Digital Fundraising
DocuSign Integration
Deal Contact CRM
Due Diligence Management
Deal Document Management
Deals Checklist Management
Deals Pipeline Management
Deal Flow Reporting & Dashboards
Portfolio Portal (Self-Reporting)
Financial Grids (Reporting)
Portfolio Reporting & Dashboards
Fund/Asset Tracking
Enterprise
Custom
Request Pricing
Tailored for complex firms with custom workflows, custom onboarding, integrations, and global support.
Talk to us if your needs include
Custom Workflows
Custom Onboarding
Customer Success Manager
Scalability for Complex Structures
Advanced Security & Compliance (SSO, MFA, audit logs, role hierarchies)
Enterprise-Grade Integrations (fund admins, accounting systems, Plaid, DocuSign, custom APIs)
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