Why we started Asset Class

We power the people that power private capital.

Fund and investor management is chaotic — we bring order to it

Coming from 25+ years in the financial services technology sector, our founder Ferdinand Roberts recognized — while leading Capital Markets for a Private Equity firm — how disjointed and chaotic the process of fundraising, investor relations, deal management and portfolio management can be.


Asset Class was created to address this chaos: to give private capital firms a single platform to manage every stage of the fund, investor, deal and portfolio management lifecycle. In other words, to tame the chaos and deliver industry-leading experiences for fund managers and their investors.

From dis-integration to re-integration — on a single platform

Look around your firm. The over-reliance on spreadsheets is just a symptom. You’ll recognize the constant exporting and importing of data, and the end-of-week, end-of-month, end-of-quarter scramble to understand exactly how your firm is performing. These are the symptoms of dis-integration — typically caused by multiple disconnected systems and islands of information.


Asset Class is the opposite. We’ve taken every key process — onboarding, accreditation, data rooms, investment onboarding, subscription management, eSignature, fund administration, investor communications and more — and streamlined and connected them on a single platform. One login for your firm, one portal for your investors. All connected.

Private capital — moving from offline to online

Today’s private capital investors have clear expectations when investing. They want quick and easy exposure to data, they want to self-educate, they want 24/7 access to materials, and when they’re ready to invest they want to do it online. No fuss, no paper — 100% digital, end to end.


If you’re a private capital firm making this move, you’re in the right place. Asset Class works with hundreds of funds globally, with hundreds of billions in AUM, representing tens of thousands of LPs. Take your firm online with the market’s leading platform — Asset Class One.

Put your investors at the center of everything you do

Private capital firms that are successful understand how important it is to put their investor and LP at the center of the firm’s efforts.


Focusing on your investor, at Asset Class we’ve built a range of tools that allow progressive firms to easily launch funds, promote new offerings, onboard investors, invest in deals, manage their assets, support their LPs and grow their firms — all on a single platform.


With Asset Class, your investors are at the center of everything we do. We provide support for them while giving you powerful insights on these incredibly important relationships.

About Asset Class FAQs

What is the mission of Asset Class?

Asset Class's mission is to be the number one company globally powering private capital. The company works with private equity, venture capital, hedge funds, family offices, wealth advisory firms, and fundraising sponsors to streamline their front, middle, and back office operations through a single connected platform.

Where is Asset Class based?

Asset Class is a global company serving private capital firms across the US, Europe, and Asia-Pacific. The platform's data centers are hosted through Salesforce.com infrastructure with locations in all three regions, ensuring firms can meet local data residency requirements wherever they operate.

What types of private capital firms does Asset Class work with?

Asset Class works with a wide range of private capital firms including private equity funds, venture capital firms, real estate funds, private debt managers, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to established institutions managing billions in assets.

Why was Asset Class founded?

Asset Class was founded by Ferdi Roberts, who brings more than 25 years in financial services technology. While leading Capital Markets for a private equity firm, he saw how disjointed fundraising, investor relations, deal management and portfolio management could be. He created Asset Class to give private capital firms a single platform for every stage of the fund, investor, deal and portfolio lifecycle.

How many funds and LPs use Asset Class?

Asset Class works with hundreds of funds globally, representing hundreds of billions in AUM and tens of thousands of LPs. Asset Class connects onboarding, accreditation, data rooms, subscription management, eSignature and investor communications on a single platform, with one login for your firm and one portal for your investors.

How does Asset Class onboard a new firm?

Asset Class onboards a new firm through a guided process, with its team working alongside yours. It maps your funds, roles, workflows and the systems you want connected, then configures permission profiles, portal branding and integrations. Your data is brought across and validated, with each record traceable to its source. Each team then learns how Athena, the AI layer of Asset Class, prepares work for their review and approval.

What is the mission of Asset Class?

Asset Class's mission is to be the number one company globally powering private capital. The company works with private equity, venture capital, hedge funds, family offices, wealth advisory firms, and fundraising sponsors to streamline their front, middle, and back office operations through a single connected platform.

Where is Asset Class based?

Asset Class is a global company serving private capital firms across the US, Europe, and Asia-Pacific. The platform's data centers are hosted through Salesforce.com infrastructure with locations in all three regions, ensuring firms can meet local data residency requirements wherever they operate.

What types of private capital firms does Asset Class work with?

Asset Class works with a wide range of private capital firms including private equity funds, venture capital firms, real estate funds, private debt managers, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to established institutions managing billions in assets.

Why was Asset Class founded?

Asset Class was founded by Ferdi Roberts, who brings more than 25 years in financial services technology. While leading Capital Markets for a private equity firm, he saw how disjointed fundraising, investor relations, deal management and portfolio management could be. He created Asset Class to give private capital firms a single platform for every stage of the fund, investor, deal and portfolio lifecycle.

How many funds and LPs use Asset Class?

Asset Class works with hundreds of funds globally, representing hundreds of billions in AUM and tens of thousands of LPs. Asset Class connects onboarding, accreditation, data rooms, subscription management, eSignature and investor communications on a single platform, with one login for your firm and one portal for your investors.

How does Asset Class onboard a new firm?

Asset Class onboards a new firm through a guided process, with its team working alongside yours. It maps your funds, roles, workflows and the systems you want connected, then configures permission profiles, portal branding and integrations. Your data is brought across and validated, with each record traceable to its source. Each team then learns how Athena, the AI layer of Asset Class, prepares work for their review and approval.

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall