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For Business Development

Spend your week closing, not researching.

Asset Class scores your prospects on fit, drafts the outreach matched to the right fund, and keeps the pipeline maths current - so your time goes to the conversations most likely to commit, and the forecast is never stale.

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Concentrate the raise on who’ll commit.

The research, the drafting and the pipeline maths — done for you, so judgement goes to the relationship, not the busywork.

Score & prioritise

Every prospect scored on fund fit and likelihood, ranked into a queue, with a fit-based estimate of the likely ticket from comparable commitments.

Draft & engage

Personalised first-touch outreach drafted per lead and matched to their best-fit fund with a data-room link, plus DDQ and RFP answers drafted from your bank.

Forecast live

A probability-weighted view of the raise against target that updates itself, with coverage gaps and at-risk deals surfaced before they go cold.

A CRM that maintains itself

Every email, call and meeting logged automatically against the right investor, so the pipeline is current even for the relationships you didn't touch this week.

Score & prioritise

Every prospect scored on fund fit and likelihood, ranked into a queue, with a fit-based estimate of the likely ticket from comparable commitments.

Draft & engage

Personalised first-touch outreach drafted per lead and matched to their best-fit fund with a data-room link, plus DDQ and RFP answers drafted from your bank.

Forecast live

A probability-weighted view of the raise against target that updates itself, with coverage gaps and at-risk deals surfaced before they go cold.

A CRM that maintains itself

Every email, call and meeting logged automatically against the right investor, so the pipeline is current even for the relationships you didn't touch this week.

Score & prioritise

Every prospect scored on fund fit and likelihood, ranked into a queue, with a fit-based estimate of the likely ticket from comparable commitments.

Draft & engage

Personalised first-touch outreach drafted per lead and matched to their best-fit fund with a data-room link, plus DDQ and RFP answers drafted from your bank.

Forecast live

A probability-weighted view of the raise against target that updates itself, with coverage gaps and at-risk deals surfaced before they go cold.

A CRM that maintains itself

Every email, call and meeting logged automatically against the right investor, so the pipeline is current even for the relationships you didn't touch this week.

BY THE NUMBERS

A bigger pipeline, a faster close.


Zero

Data entry - That's our goal. AI ingests & maps data

Up to

90%+

less work in prospect follow-up activities


80%+

faster conversion from prospect to investor

PIPELINE & COMMITMENTS

Know exactly where every raise stands.

Track soft-circles, commitments, and documents against each investor and fund - with a live view of your pipeline that your whole team shares.

Commitment and allocation tracking

Document status against each investor

A live pipeline across every fund

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Fundraising pipeline

A ranked queue of who to call.

Asset Class scores each prospect on fund fit and engagement signals — data-room opens, clicks, meetings - weights the pipeline by probability against target, and surfaces the coverage gap, so you work the deals most likely to commit.

Fit score and probability-weighted forecast

Engagement scoring on opens, clicks, meetings

Stale-deal and at-risk flags

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“Asset Class has brought our investor relations function to the next level by saving us time, enhancing communication, and giving our LPs a great experience. It has also enabled us to expand our investor base.”

Sequoya Borgman

Founder & CEO, Borgman Capital

Business Development FAQs

What does Asset Class offer business development teams?

Asset Class provides BD teams with a purpose-built prospecting and campaign management platform. It tracks every prospect interaction across email, portal visits, meetings and calls, and delivers real-time engagement signals so teams can focus on the most active prospects and close faster. Athena, the AI layer of Asset Class, drafts DDQ and RFP answers from your answer bank and keeps a probability-weighted forecast of the raise current.

How does Asset Class help BD teams track prospective investors?

Asset Class tracks every touchpoint with prospective investors automatically, logging emails, calls, meetings and portal activity against each prospect record. Real-time engagement tracking shows which prospects are actively reviewing fund materials. Athena, the AI layer of Asset Class, scores each prospect on fund fit and engagement, ranks them into a queue and flags stalled opportunities, so BD teams can prioritize outreach and time their follow-ups.

Can BD teams run investor outreach campaigns in Asset Class?

Yes, BD teams can run investor outreach campaigns in Asset Class through the Athena Mail add-on. Teams segment prospect lists, personalize outreach at scale, track open rates and responses, and log campaign activity against each prospect record in the CRM automatically. Athena, the AI layer of Asset Class, drafts outreach matched to each prospect's best-fit fund, and your team signs off before anything is sent.

Can Asset Class manage deal origination and investor outreach for BD?

Yes, Asset Class manages deal origination and investor outreach in one system. The same platform that handles investor prospecting also runs pipeline management, so BD teams track all relationships, opportunities and activities in one place. Deal pipeline and diligence tracking come from the Deal and Portfolio Management add-on, which works alongside the investor CRM.

Can Asset Class draft DDQ and RFP responses?

Yes, Asset Class drafts due diligence questionnaire (DDQ) and RFP responses. Athena, the AI layer of Asset Class, writes each answer from your firm's answer bank and puts the draft in the right team member's queue to accept, amend or reject. Nothing reaches an investor without your sign-off, and the approver and timestamp for every response are recorded on the audit trail.

Can Asset Class prepare a briefing before an investor call?

Yes, Asset Class prepares pre-call briefings for investor meetings. Athena, the AI layer of Asset Class, summarizes the relationship history, scores the prospect, enriches the record with recent news and recommends talking points. After the call, Athena captures the meeting notes on the investor record and drafts the follow-up, which your team reviews and approves before it is sent.

What does Asset Class offer business development teams?

Asset Class provides BD teams with a purpose-built prospecting and campaign management platform. It tracks every prospect interaction across email, portal visits, meetings and calls, and delivers real-time engagement signals so teams can focus on the most active prospects and close faster. Athena, the AI layer of Asset Class, drafts DDQ and RFP answers from your answer bank and keeps a probability-weighted forecast of the raise current.

How does Asset Class help BD teams track prospective investors?

Asset Class tracks every touchpoint with prospective investors automatically, logging emails, calls, meetings and portal activity against each prospect record. Real-time engagement tracking shows which prospects are actively reviewing fund materials. Athena, the AI layer of Asset Class, scores each prospect on fund fit and engagement, ranks them into a queue and flags stalled opportunities, so BD teams can prioritize outreach and time their follow-ups.

Can BD teams run investor outreach campaigns in Asset Class?

Yes, BD teams can run investor outreach campaigns in Asset Class through the Athena Mail add-on. Teams segment prospect lists, personalize outreach at scale, track open rates and responses, and log campaign activity against each prospect record in the CRM automatically. Athena, the AI layer of Asset Class, drafts outreach matched to each prospect's best-fit fund, and your team signs off before anything is sent.

Can Asset Class manage deal origination and investor outreach for BD?

Yes, Asset Class manages deal origination and investor outreach in one system. The same platform that handles investor prospecting also runs pipeline management, so BD teams track all relationships, opportunities and activities in one place. Deal pipeline and diligence tracking come from the Deal and Portfolio Management add-on, which works alongside the investor CRM.

Can Asset Class draft DDQ and RFP responses?

Yes, Asset Class drafts due diligence questionnaire (DDQ) and RFP responses. Athena, the AI layer of Asset Class, writes each answer from your firm's answer bank and puts the draft in the right team member's queue to accept, amend or reject. Nothing reaches an investor without your sign-off, and the approver and timestamp for every response are recorded on the audit trail.

Can Asset Class prepare a briefing before an investor call?

Yes, Asset Class prepares pre-call briefings for investor meetings. Athena, the AI layer of Asset Class, summarizes the relationship history, scores the prospect, enriches the record with recent news and recommends talking points. After the call, Athena captures the meeting notes on the investor record and drafts the follow-up, which your team reviews and approves before it is sent.

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

Request a Demo

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

Request a Demo