Single & Multi-family-office discipline, at any scale.

Asset Class gives family offices a single platform for fund management and portfolio monitoring, whether they manage third-party LP capital, invest in external deals or run a proprietary portfolio. Athena, the AI layer of Asset Class, chases and validates KPIs and valuations across funds, co-investments and direct holdings, then drafts consolidated reports for each family member or client, with every figure cited, for your team to review.

Yes, Asset Class tracks both sides of a family office's investment activity in a single system of record. Investor and fund management handles LP investor relationships and fund commitments, and the deal and portfolio management modules track direct investment deals and portfolio assets.

Yes, Asset Class suits a family office without a dedicated technology team, because it is a cloud-based SaaS platform that requires no in-house infrastructure or dedicated IT resource. The platform is intuitive and supported by a helpdesk staffed by specialist engineers. Asset Class also configures the platform for your office and trains your team as part of onboarding.

Yes, Asset Class keeps family office data private with enterprise-grade controls and a data-handling policy set for each client. Athena, the AI layer of Asset Class, runs under a zero-data-retention constraint and acts only within each user's permissions. Your data is never used to train AI models. Nothing Athena prepares reaches a family or client without your sign-off, and each approval is recorded with who approved it and when.

Yes, Asset Class supports single and multi-family offices. It consolidates each family's funds, co-investments and direct holdings on one live record, and strict per-client entitlements mean each family sees only its own positions, statements and documents in your white-label portal. Athena, the AI layer of Asset Class, works inside the same entitlements, so any report or reply it drafts for one family draws only on that family's data.

Yes, Asset Class shows family office exposure by asset class, manager and geography across every fund, co-investment and direct holding. Athena, the AI layer of Asset Class, refreshes the dashboards and proposes valuations using a consistent method for your team to approve, so the family sees one trusted view. Your team can also ask exposure questions in plain language, with every answer cited to source.