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Onboarding & Fundraising

From first conversation to funded commitment.

Run the raise and the onboarding in one connected flow - AI scores prospects on fit, drafts the outreach, forecasts the raise, then turns a signed subscription into a clean, compliant investor record with nothing re-keyed between teams.

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One flow from raise to funded.

No re-keying between teams, no multi-week onboarding - every step works from the same record.

Score & prioritise

Every prospect scored on fit and likelihood, with a probability-weighted forecast against target so you see coverage gaps early and work the deals most likely to commit.

Draft & engage

Personalised first-touch outreach drafted per lead, matched to their best-fit fund with a data-room link, and stale prospects flagged before they go cold.

Subscribe & extract

Subscription packs issued and e-signed. AI extracts the key terms and party details from the sub and KYC documents so you review, not type.

Clear & activate

KYC routed to Compliance or Fund Admnistrator and chased to completion, a clean Investment record created with a full audit trail and a beautiful portal for the LP to track every step.

Score & prioritise

Every prospect scored on fit and likelihood, with a probability-weighted forecast against target so you see coverage gaps early and work the deals most likely to commit.

Draft & engage

Personalised first-touch outreach drafted per lead, matched to their best-fit fund with a data-room link, and stale prospects flagged before they go cold.

Subscribe & extract

Subscription packs issued and e-signed. AI extracts the key terms and party details from the sub and KYC documents so you review, not type.

Clear & activate

KYC routed to Compliance or Fund Admnistrator and chased to completion, a clean Investment record created with a full audit trail and a beautiful portal for the LP to track every step.

Score & prioritise

Every prospect scored on fit and likelihood, with a probability-weighted forecast against target so you see coverage gaps early and work the deals most likely to commit.

Draft & engage

Personalised first-touch outreach drafted per lead, matched to their best-fit fund with a data-room link, and stale prospects flagged before they go cold.

Subscribe & extract

Subscription packs issued and e-signed. AI extracts the key terms and party details from the sub and KYC documents so you review, not type.

Clear & activate

KYC routed to Compliance or Fund Admnistrator and chased to completion, a clean Investment record created with a full audit trail and a beautiful portal for the LP to track every step.

BY THE NUMBERS

A bigger pipeline, a faster close, a clean record.


300%

Faster pipeline building

Up to

98%

less manual data entry at intake


99.98%

scanning accuracy for document scanning

Fundraising pipeline

Concentrate the raise on who’ll commit.

Asset Class scores each prospect on fund fit and likelihood, weights the pipeline by probability against target, and surfaces the coverage gap - plus a fit-based estimate of the likely ticket from comparable commitments.

Fit score and probability-weighted forecast

Engagement scoring on opens, clicks, meetings

Stale prospect and at-risk flags

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Outreach

Personal at volume.

For every unworked lead, Asset Class drafts a first-touch email matched to the fund that best fits their stated interest, with a data-room link in the body and a suggested send window - ready to review and send - in seconds.

Per-lead drafts matched to best-fit communications

Data-room link embedded

Re-engagement drafts and tracking for stale prospects

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Onboarding

Prospect to funded, without the re-keying.

When a prospect commits, the subscription pack is issued and e-signed, AI merges data from supporting documents, KYC routes to Compliance or your fund admin, and a clean Investment record is created with portal access switched on.

Subscription issuance and e-sign

AI data extraction from supporting documents

KYC routing, chase and portal activation

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“The platform helps streamline our investor reporting and onboarding while allowing for customization. The Asset Class team has been great in helping us get going and is always available to support.”

Julian Schickel

Co-Founder & Managing Partner, Avellinia Capital

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo