Asset Class integrates deeply with the tools private capital firms already run on. DocuSign handles e-signature inside investor onboarding. SendGrid delivers Athena Mail campaigns at volume. JTC connects fund administration end to end through JTC ONE, so subscriptions and capital activity move between both platforms without re-keying. Asset Class also connects to Salesforce, Gmail, Outlook, Slack, Plaid, Pitchbook, Crunchbase, AWS and thousands of other pre-integrated apps via the Salesforce AppExchange.

Yes, Asset Class has a native DocuSign integration that lets fund managers send, track and execute subscription agreements, investor documents and other contracts digitally, directly within the platform. Signed documents are automatically attached to the relevant investor or fund record. Athena, the AI layer of Asset Class, then reads each signed subscription agreement or side letter, extracts its fields into the record and routes KYC to compliance for review.

Yes, Asset Class can be deployed within your existing Salesforce organization if your firm already uses Salesforce. You do not need a separate system. Asset Class extends your existing Salesforce investment with private-capital-specific modules for investor management and portfolio reporting. Athena, the AI layer of Asset Class, then reads your team's email and calendar and files each meeting and message to the right investor record.

Asset Class connects to JTC fund administration end to end through JTC ONE, so subscriptions and capital activity move between both platforms without re-keying. Athena, the AI layer of Asset Class, validates the administrator's allocations, flags any breaks and drafts the per-LP notices, which your team approves before anything reaches an investor.

Yes, Asset Class connects to the systems your firm already runs through the Model Context Protocol (MCP), an open standard. Athena, the AI layer of Asset Class, can read from and write to connected tools, such as fund administration systems, document repositories, email and calendar, within the same approved workflows. Every synced action passes through the same permission and approval controls as the rest of the platform.

Yes, Asset Class integrates with both PitchBook and Crunchbase. Crunchbase data syncs into company accounts and contact records, and PitchBook adds company and contact data to your portfolio records. Athena, the AI layer of Asset Class, also enriches records with external and reference data, and your team approves each update before it posts.