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
Data Room FAQs
What is a data room in Asset Class?
A data room in Asset Class is a secure, branded space for each fund where LPs and prospective investors can access fund documents, offering materials, updates and performance reports 24/7. All materials are centralized, so your team and investors always find the latest version. Athena, the AI layer of Asset Class, reads each uploaded document, fills the key fields on the fund record for your review, and scores prospects on the documents they open.
How does Asset Class control document access in a data room?
Asset Class uses granular, LP-level access controls so you decide precisely who sees each document and when. You can share materials with all investors, a defined group, or a single LP. Features include document watermarking, LP-specific permissions, interaction tracking, and group-tier sharing, giving you complete confidentiality at every stage of a raise without any back-and-forth.
Can I brand my data room to match my firm's identity?
Yes, Asset Class lets you brand every data room to match your firm's identity. Each data room is fully white-labeled and customizable: you can apply your firm's branding, add a custom fund profile, embed video and rich media, edit content blocks, and set custom labels and terminology. Your investors get a professional experience that carries your firm's brand throughout.
Does Asset Class support multiple funds in one data room platform?
Yes, Asset Class supports unlimited fund data rooms within a single platform at no per-fund cost. You can manage closed-end funds, open-end and evergreen vehicles, debt, equity and SPV structures at the same time. Investors log in once to see all their relevant funds, and your team sees every vehicle from one dashboard. For each new fund, Athena, the AI layer of Asset Class, drafts the fund profile from your PPM and LPA for your review.
Is Asset Class's data room audit-ready and compliant?
Yes, Asset Class keeps a full audit trail for every data room interaction: access logs, timestamps, document version history and compliance-ready records are captured automatically. The platform is SOC 2 Type II certified and uses bank-grade encryption for all document delivery. When your team approves work prepared by Athena, the AI layer of Asset Class, the approver and timestamp are added to the same trail, so your firm is ready if regulators or investors ask how materials were shared.
Can I see who viewed documents in an Asset Class data room?
Yes, Asset Class shows which documents each data room user opens, how often and for how long. You also get per-prospect access reports and a full access audit log. Athena, the AI layer of Asset Class, feeds these engagement signals into the prospect score shown on every prospect record, so your BD team knows who is most engaged with the raise.
What is a data room in Asset Class?
A data room in Asset Class is a secure, branded space for each fund where LPs and prospective investors can access fund documents, offering materials, updates and performance reports 24/7. All materials are centralized, so your team and investors always find the latest version. Athena, the AI layer of Asset Class, reads each uploaded document, fills the key fields on the fund record for your review, and scores prospects on the documents they open.
How does Asset Class control document access in a data room?
Asset Class uses granular, LP-level access controls so you decide precisely who sees each document and when. You can share materials with all investors, a defined group, or a single LP. Features include document watermarking, LP-specific permissions, interaction tracking, and group-tier sharing, giving you complete confidentiality at every stage of a raise without any back-and-forth.
Can I brand my data room to match my firm's identity?
Yes, Asset Class lets you brand every data room to match your firm's identity. Each data room is fully white-labeled and customizable: you can apply your firm's branding, add a custom fund profile, embed video and rich media, edit content blocks, and set custom labels and terminology. Your investors get a professional experience that carries your firm's brand throughout.
Does Asset Class support multiple funds in one data room platform?
Yes, Asset Class supports unlimited fund data rooms within a single platform at no per-fund cost. You can manage closed-end funds, open-end and evergreen vehicles, debt, equity and SPV structures at the same time. Investors log in once to see all their relevant funds, and your team sees every vehicle from one dashboard. For each new fund, Athena, the AI layer of Asset Class, drafts the fund profile from your PPM and LPA for your review.
Is Asset Class's data room audit-ready and compliant?
Yes, Asset Class keeps a full audit trail for every data room interaction: access logs, timestamps, document version history and compliance-ready records are captured automatically. The platform is SOC 2 Type II certified and uses bank-grade encryption for all document delivery. When your team approves work prepared by Athena, the AI layer of Asset Class, the approver and timestamp are added to the same trail, so your firm is ready if regulators or investors ask how materials were shared.
Can I see who viewed documents in an Asset Class data room?
Yes, Asset Class shows which documents each data room user opens, how often and for how long. You also get per-prospect access reports and a full access audit log. Athena, the AI layer of Asset Class, feeds these engagement signals into the prospect score shown on every prospect record, so your BD team knows who is most engaged with the raise.
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