Adopt or Die: How Private Capital is Adopting AI

4 August 2026

3:30–4:15pm BST · 10:30–11:15am ET

About this session

Private capital has never been an early adopter, and for the most part that caution has served the industry well. But something has changed. Over the last eighteen months, AI has moved into the operating core of real firms: drafting capital call notices and quarterly letters, answering LP due diligence questionnaires in hours, extracting terms from side letters and LPAs, reconciling portfolio company reporting, and monitoring compliance across jurisdictions. The firms doing this are simply the ones who started, and a gap is opening. When one GP answers an LP in a day and another takes three weeks, that difference becomes a fundraising problem.

Adopt or Die is a candid, vendor-neutral 45-minute session on what AI adoption actually looks like inside private capital firms today. We'll cover concrete use cases across investor relations, fund finance, compliance, and portfolio management, address the questions that stop most firms in their tracks (data security, LP consent, auditability), and set out where a firm with limited time and no dedicated technology team should start. If your partners, LPs, or board are asking what your firm is doing about AI, this session is designed to give you a defensible answer.

Agenda

Welcome and framing: why the adoption gap is widening, and why it is now a commercial issue
Where the industry actually is: an honest baseline, and the difference between AI experiments and AI in production
Real-world use cases by function: IR and LP servicing, fund finance and administration, compliance and regulatory reporting, and diligence
What goes wrong: the failure patterns we see repeatedly, from unclean data to pilots that never leave the pilot
The hard questions: data security, LP consent, auditability, and where human accountability has to sit
Starting from zero: a practical first-90-days plan for firms without a dedicated technology function
Live Q&A: open floor

For IR: Will AI kill Investor Relations in Private Capital?

Frequently asked questions

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.