From first conversation to funded commitment.

Asset Class digitizes the entire fundraising and onboarding process, from secure data rooms that showcase new fund offerings, through online KYC/AML collection, to fully digital subscription execution via eSignature. Investors can complete the journey online at any time, reducing what previously took weeks to days or hours. Athena, the AI layer of Asset Class, also scores prospects on fit, drafts first-touch outreach for your review and turns each signed subscription into a clean investor record.

A data room in Asset Class is a secure, customizable online environment where fund managers present a fund or SPV to prospective investors. You can upload documents, add imagery, include fund performance data, and control which investors can access it. Prospects can review all materials and initiate their subscription directly from the data room.

Yes, Asset Class supports digital subscription documents and eSignature through its DocuSign integration. Investors execute subscription agreements, side letters and other investor documents fully online, and every executed agreement carries a complete, timestamped audit trail. Once a pack is signed, Athena, the AI layer of Asset Class, extracts the key terms and party details from subscription and KYC documents and stages them on the investor record for your team to check.

Yes, Asset Class handles investor onboarding across multiple fund closings and supports the full lifecycle of the fund. You can manage closing tranches, track investor commitments by closing date, and configure different onboarding workflows or document packs for each closing, all within the same fund record. As each closing's subscriptions come in, Athena, the AI layer of Asset Class, reads the signed packs, populates each investor record and routes KYC to compliance or your fund administrator.

Asset Class forecasts a fundraise as a probability-weighted pipeline measured against your target. Athena, the AI layer of Asset Class, scores each prospect on fund fit and engagement, such as data-room opens, clicks and meetings, and estimates their likely ticket size from comparable commitments. The forecast updates itself, and coverage gaps, stale prospects and at-risk deals are flagged early, so your team works the deals most likely to commit.

Yes, Asset Class lets each investor follow every step of their onboarding in the LP Portal. After they commit, they e-sign the subscription pack through DocuSign. Athena, the AI layer of Asset Class, extracts data from supporting documents for your team to review, routes KYC to compliance or your fund administrator and chases it to completion. Once KYC clears, their investment record is created with portal access switched on.