Trusted By The World’s Leading Private Capital Firms
Our Claude-embedded AI agents provide secure, permission-based access to data, insights and actions for every role including investor relations, business development, finance, compliance and portfolio management. Your entire team working from a single source of truth, with AI doing the work up to the point your team signs off.
Fundraising
AI scores prospects, drafts tailored pitches, email follow-up, and keeps a live, probability-weighted view of your raise.
Investor Relations
Capital calls, distribution notices and quarterly LP reporting packs generated seamlessly - ready for your approval before they reach an investor.
Finance
Allocations arrive pre-calculated from your administrator; Asset Class helps you validate, issue and reconciles them
Portfolio Management
Support self-reporting from your portfolio. Upload unstructured data and documents. We scan, merge and support the analysis
Stop guessing. Asset Class AI (Athena) reads your entire firm's data and tells you what to do next - the actions, the call, the follow-up that actually moves the needle.
AI Actions
Scan email, documents, calendars and more to automate and queue up intelligent department specific actions
Zero Data Entry
Avoid data entry wherever possible, scanning documents, meeting transcripts, external data sources
A live command view of every fund - what’s raised, what’s deployable, where the risk sits. Ask in plain language; every figure is cited back to its source record.
Capital calls & distributions
Compliance screening
Ask-anything reporting
LP portal
Fund admin reconciliation
Know exactly where every relationship stands. Athena's AI Relationship Score reads the signals your team misses, ranking your book by opportunity so you engage the right LPs first
One source of truth
BD, IR, finance and compliance all work from the same records, with no re-keying between systems.
Decisions in real time
A live command view puts every fund's performance, risk and dry powder in front of partners on demand.
Built to scale
AI handles the repetitive work - notices, reporting packs, screening - and scales as you add funds and LPs.
AI to a human checkpoint
AI does the work and your team signs off - never autonomous, never unsupervised.
“Asset Class gives us a scalable solution that supports our commitment to delivering best-in-class service”
Nick Rosenthal
Co-CEO, Griffin Capital
“Asset Class lets us keep all our investor documents and communications in one place — the simplicity of a single platform frees us to focus on the rest of the business.”
John Patriarca
Director, Elite Franchise Capital
“Asset Class is leading the democratization of private capital — visionaries who understand PE and VC, with world-class technology built for investor needs.”
Sreeni Prabhu
Co-Founder & Co-CEO, Angel Oak
“We chose Asset Class to give our investors a state-of-the-art reporting portal — it's streamlined our reporting and onboarding while still allowing for customization.”
Julian Schickel
Co-Founder & Managing Partner, Avellinia Capital
“Asset Class lets us operate efficiently across three partner firms. Customization was critical for our fund structure, and their configurability set them apart in the market.”
Craig Cimoroni
Head of Business Development, Mission Driven Bank Fund
“Asset Class brought our investor relations to the next level — saving time, improving communication and giving our LPs a great experience.”
Sequoya Borgman
Founder & CEO, Borgman Capital
“One of our core values is 'Partnership-driven. Period.' With Asset Class as our operational partner, we expect a dramatically improved investor-relations experience — and a platform that scales as we grow.”
Scott Clark
Chairman & CEO, The True Life Companies
“Asset Class's investor and fund management solution lets us enhance our operational excellence while deepening investor relationships — and we value their hands-on partnership as we scale.”
Ross Haskell
Head of Investor Operations, The True Life Companies
“Asset Class aligns perfectly with our goals to improve efficiency and elevate the client experience — a more integrated approach that lets us deliver superior service and sustainable growth.”
Simon Glendenning
Chief Operations Officer, Partners Wealth Group
“Asset Class has streamlined our investor communications and reporting — a seamless, customizable platform that helps us grow our investor base while giving current investors the best possible service.”
John Herring
Managing Director & COO, Fidus Capital
“We evaluated many platforms and chose Asset Class for its state-of-the-art software and customization — coordinating fundraising, investor relations, compliance and asset management for thousands of PE clients.”
Greg Papazian
Managing Director, Brookwood
