Family Office
Single & Multi-family-office discipline, at any scale.
Complex portfolios across funds, direct holdings and asset classes, families and clients who expect discretion and clarity. Asset Class consolidates the portfolio onto one record, drafts the reporting, and validates every number — with AI doing the work up to the point your team signs off.
The whole portfolio, on one trusted record.
The operational discipline of a large institution, without the institutional overhead.
BY THE NUMBERS
Complexity, made legible.
Faster
time to raise with fully digitized onboarding
Shorter
prospect-to-investor cycles with AI propensity scores
Instant
Portfolio analysis and reporting
PIPELINE & COMMITMENTS
Know exactly where every raise stands.
Track soft-circles, commitments, and documents against each investor and fund - with a live view of your pipeline that your whole team shares.
Commitment and allocation tracking
Document status against each investor
A live pipeline across every fund
Portfolio
Every holding, in one place, validated.
Asset Class chases and validates the data behind every fund, co-investment and direct holding, proposes valuations on a consistent method, and refreshes the dashboards - so the family sees one trustworthy view across a genuinely complex portfolio.
Multi-asset consolidation
KPI & valuation validation
Exposure by asset class, manager, geography
“Asset Class gives us the operational foundation to manage complex client portfolios more efficiently while maintaining the transparency and service our clients expect.”
David Ward
Founder & COO, Stone Temple Partners
