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About

Solutions

Resources

Case Studies

About

Wealth Managers want Private Market Offerings for your Clients.

Wealth Managers want Private Market Offerings for your Clients.

Wealth Managers want Private Market Offerings for your Clients.

Private Capital Offerings for your Clients. Made Easy

Bring Private Capital & Alternative Investment offerings to your clients easily via the Asset Class platform.

Making it easy to Onboard and
Invest with your Firm

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

A single Portal Login 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

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

Feedback from our clients says it all

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

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital

  • "We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."

    Julian Schickel

    Co-Founder & Managing Partner

    Avellinia Capital

  • "Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."

    Craig Cimoroni

    Head of business development

    Mission Driven Bank Fund

  • "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"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "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"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital


  • "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"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital

  • "We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."

    Julian Schickel

    Co-Founder & Managing Partner

    Avellinia Capital

  • "Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."

    Craig Cimoroni

    Head of business development

    Mission Driven Bank Fund

  • "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"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "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"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital


  • "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"

    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 © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy