Data Rooms

Rich, secure data rooms & fund profiles.

Store, share and control every fund document, video, webinar recording and more in a feature rich data room for potential investors to view with auditable access, and the engagement signals that tells your team who’s engaging and who's not.

Set up your Fund in minutes with AI-driven Fund Profile creation

Upload your documents and watch the magic happen

Automatic Fund Profile creation

You upload your fund documents, your PPM, your LPA, your supporting data and we instantly create a rich, engaging fund profile for you to review and approve.

Track interactions for prospect scoring

We track every user to see what documnets they are interacting with, how often and for how long. These intent signals feed our 'Prospect' scoring model which you see on every prospect record.

Data extracted and automatically mapped

We automatically review every document uploaded, pull out the most relevant points complete the key data fields associated with your fund record and ask you to review it.

Like a data room - but better

Secure document sharing of course, but our data rooms allow you to do so much more - embed image galleries, data tables, video carousels and more to make the investor experience rich and engaging.

Automatic Fund Profile creation

You upload your fund documents, your PPM, your LPA, your supporting data and we instantly create a rich, engaging fund profile for you to review and approve.

Track interactions for prospect scoring

We track every user to see what documnets they are interacting with, how often and for how long. These intent signals feed our 'Prospect' scoring model which you see on every prospect record.

Data extracted and automatically mapped

We automatically review every document uploaded, pull out the most relevant points complete the key data fields associated with your fund record and ask you to review it.

Like a data room - but better

Secure document sharing of course, but our data rooms allow you to do so much more - embed image galleries, data tables, video carousels and more to make the investor experience rich and engaging.

Automatic Fund Profile creation

You upload your fund documents, your PPM, your LPA, your supporting data and we instantly create a rich, engaging fund profile for you to review and approve.

Track interactions for prospect scoring

We track every user to see what documnets they are interacting with, how often and for how long. These intent signals feed our 'Prospect' scoring model which you see on every prospect record.

Data extracted and automatically mapped

We automatically review every document uploaded, pull out the most relevant points complete the key data fields associated with your fund record and ask you to review it.

Like a data room - but better

Secure document sharing of course, but our data rooms allow you to do so much more - embed image galleries, data tables, video carousels and more to make the investor experience rich and engaging.

Access control

1-click invites for easy sharing

Grant access to chosen prospects with a single click. The data room is instantly permissioned with a personalised invite to the prospective investor.

Per-investment and per-investor entitlements

Full access audit log

One-click invitation

Fundraising rooms

Share the Data Room, see the interest.

Spin up a data room for a live raise with the PPM, subscription pack and supporting materials - and the opens and time-on-document feed straight into prospect engagement scoring, so BD knows exactly who’s serious.

PPM, subscription and diligence materials

Per-prospect access tracking and reporting

Open and engagement analytics feed scoring

“The platform gave us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only one platform allows us to focus on other areas of our business.”

John Patriarca

Director, Elite Franchise Capital

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