Portfolio Management made easy - with the reporting your board expects.

Asset Class gives corporate VC teams one structured, auditable platform to track portfolio companies, manage co-investor relationships and report on portfolio performance to internal stakeholders, designed for the complexity of CVC operations. Athena, the AI layer of Asset Class, maps data from company documents to the right records and assembles program status, performance and strategic impact into a draft board pack for committee review, with approvals and an audit trail built in.

Yes, Asset Class tracks strategic value and KPIs for CVC portfolio companies. CVC teams define custom KPI frameworks for each company in the portfolio management module and collect financial and strategic metrics through the Portfolio Portal. Athena, the AI layer of Asset Class, chases and validates each company's KPIs and strategic milestones and surfaces exposure by theme and stage, so the team can show corporate leadership the value of its CVC investments.

Yes, Asset Class supports co-investment management for CVC teams. Its deal and investor management modules handle co-investment structures, so teams can track external co-investors, manage their commitments and include them in LP-style investor communications and reporting where required. Athena, the AI layer of Asset Class, drafts those co-investor updates and reports from live records. Nothing reaches an investor without your sign-off.

Asset Class builds corporate-grade controls into a CVC program, with approvals, conflicts and an always-ready audit trail on one record. Athena, the AI layer of Asset Class, works only within each user's permissions and queues its work for review, so a person approves before anything is sent, posted or updated. Every decision is recorded with the approver and timestamp, ready for committee or audit questions.

Yes, Asset Class produces tear sheets and in-depth reports for each CVC portfolio company from the live portfolio record. Athena, the AI layer of Asset Class, assembles each tear sheet from validated KPI and milestone data, using your templates and branding, and queues it for your sign-off. The portfolio team and corporate stakeholders then see the same live picture of the program.

Yes, Asset Class tracks each CVC portfolio company's performance and surfaces hits, misses and anomalies in a live view your whole team shares. Athena, the AI layer of Asset Class, validates incoming KPIs and strategic milestones, flags anomalies and outliers for your review, and answers plain-language questions about the program. Every answer cited to source.