How the Best IR Teams in Private Capital Are Using AI

26 August 2026

2:30–3:15pm BST · 9:30–10:15am ET

About this session

Investor relations is the most labour-intensive function in most private capital firms. Every LP wants their own cut of the data, on their own timetable. Quarterly reporting takes weeks of senior time and produces nothing proprietary. The ad-hoc query asking for a look-through exposure figure or a restated IRR arrives without warning and takes three people to answer. This is the work AI is now doing inside IR teams.

In 45 minutes we cover what those teams have built: capital call and distribution notices drafted and checked at a fraction of the effort, quarterly letters assembled from source data, and LP queries answered from a system that knows what has already been disclosed. We also cover what has not worked, and the questions that stop IR teams: how you keep a model from inventing a number, how you hold one version of the truth across bespoke reporting formats, what you tell an LP who asks whether their data has been near an AI model, and where human sign-off stays absolute.

Agenda

Why IR came first. How bespoke reporting and LP service expectations built a workload no headcount plan can fix.
The workflows these teams automated. Onboarding, capital calls and notices, quarterly reporting, and ad-hoc LP queries.
The answer library. Why the highest-return AI project in IR is usually the approved, source-linked record a model draws on.
Accuracy, disclosure and control. Preventing fabricated figures, keeping an audit trail, handling LP questions about AI use, and what a human must approve.
Where these teams are in twelve months. Faster cycles, fewer errors, and senior IR time back on relationships.
Live Q&A

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.