Features

Solutions

Resources

About

Pricing

Book a Demo

Investor Communications

Every LP notice, drafted and ready to send.

Capital calls, distributions and quarterly packs - generated for every investor with the right numbers, wire details and deadlines, ready for your approval before they go out. Full integration with your fund administrator if you use one.

Book a Demo

The most repetitive work in the fund, done for you.

The notices and reports that recur every quarter - drafted from live data, issued on your approval, with every investor seeing only what they’re entitled to.

Capital calls

Per-LP notices generated from the allocation, pre-allocated by commitment %, with the right amounts and banking details. If coming from your fund admin, you approve the batch; Asset Class issues it and tracks funding.

Distributions

Distribution notices generated the same way and reconciled against the cash actually paid - so what the LP sees matches what hit their account.

Quarterly packs

Each LP's capital account, performance and commentary assembled automatically from live data, with every figure cited to its source. No mail-merge needed here.

LP query concierge

Routine questions - commitment status, NAV, statement and tax-doc availability - answered instantly via our AI, with grounded, cited responses. Our AI does the work - you approve.

Capital calls

Per-LP notices generated from the allocation, pre-allocated by commitment %, with the right amounts and banking details. If coming from your fund admin, you approve the batch; Asset Class issues it and tracks funding.

Distributions

Distribution notices generated the same way and reconciled against the cash actually paid - so what the LP sees matches what hit their account.

Quarterly packs

Each LP's capital account, performance and commentary assembled automatically from live data, with every figure cited to its source. No mail-merge needed here.

LP query concierge

Routine questions - commitment status, NAV, statement and tax-doc availability - answered instantly via our AI, with grounded, cited responses. Our AI does the work - you approve.

Capital calls

Per-LP notices generated from the allocation, pre-allocated by commitment %, with the right amounts and banking details. If coming from your fund admin, you approve the batch; Asset Class issues it and tracks funding.

Distributions

Distribution notices generated the same way and reconciled against the cash actually paid - so what the LP sees matches what hit their account.

Quarterly packs

Each LP's capital account, performance and commentary assembled automatically from live data, with every figure cited to its source. No mail-merge needed here.

LP query concierge

Routine questions - commitment status, NAV, statement and tax-doc availability - answered instantly via our AI, with grounded, cited responses. Our AI does the work - you approve.

BY THE NUMBERS

Asset Class AI does the work - mostly the boring, repetitive work.

Up to

530%

faster response time, compared to manual processes

Up to

94%

Email drafting accepted

Up to

90%

less time spent on routine LP queries

CAPITAL CALLS

Issue capital calls to every LP in one review.

Asset Class drafts the full batch of per-LP notices from the allocation — amounts, wire instructions and deadlines — then tracks who’s funded and drafts gentle reminders for who hasn’t.

Pre-allocated by commitment %, LPA notice period applied

Funding tracked per LP, with reminder drafts

Distributions reconciled to cash actually paid

REPORTING

Personalized Reporting, without the complications.

Each LP’s quarterly pack is assembled from live fund data - their capital account, performance and a commentary section — and published to the portal and email in one action, once you’ve signed off.

Per-LP personalisation from live data

Every figure cited to its source

Streamlined publishing to portal and email

LP QUERY CONCIERGE

AI scans your inbox, prepares a response and you approve it

LPs ask the same things - their NAV, the next distribution, where their statement is. Asset Class answers instantly from each LP’s own entitled data, generates the statement if one’s needed, and escalates anything sensitive to you with a draft already written.

Grounded, cited answers from live data

Entitlements and security fully respected

Sensitive queries routed to IR with a draft

“Asset Class has brought our investor relations function to the next level by saving us time, enhancing communication, and giving our LPs a great experience.”

Sequoya Borgman

Founder & CEO, Borgman Capital

Investor Communications FAQs

Does Asset Class calculate the call and distribution amounts?

No, Asset Class does not calculate call and distribution amounts. Allocations arrive pre-calculated from your administrator. Athena, the AI layer of Asset Class, validates those allocations, flags any breaks, and drafts the per-LP notices from those figures with the right amounts, wire details and deadlines. Asset Class issues the notices on your approval, reconciles distributions against the cash actually paid, and tracks funding per LP.

Can LPs see each other's information?

No, Asset Class never shows one LP another LP's information. Entitlements enforce per-LP scope across capital-call notices, distribution notices, quarterly packs and the investor portal, so every investor sees only their own commitments, capital account and documents. Athena, the AI layer of Asset Class, works inside the same entitlements: when it answers an LP query or drafts a notice, it draws only on that LP's own data.

Can Asset Class answer routine LP questions?

Yes, Athena, the AI layer of Asset Class, drafts answers to routine LP questions, such as commitment status, NAV, the next distribution or where a statement is. Each reply is drawn only from that LP's own data and cited to source, and your IR team approves it before it is sent. Anything sensitive comes to your team with a draft already written.

Do notices go out without my approval?

No, Asset Class does not send notices without your approval. Athena, the AI layer of Asset Class, drafts the full batch of per-LP notices with amounts, wire details and deadlines, and nothing is issued until you approve it. Athena then tracks who has funded and prepares gentle reminder drafts for anyone who hasn't. Each approval is recorded with the approver and a timestamp.

How do LPs receive capital call notices from Asset Class?

Asset Class sends each LP a personalized email with their capital call notice and posts it to their white-label LP Portal and LP Mobile app. Each notice carries that LP's amount, wire instructions and a deadline set by the LPA notice period. Distribution notices reach LPs the same way. Athena, the AI layer of Asset Class, prepares the batch, and nothing is issued until you approve it.

Can Asset Class email a fund update to all our LPs at once?

Yes, Asset Class sends fund updates and quarterly packs to all your existing LPs, or to chosen LP segments, through the Athena Mail add-on. Athena, the AI layer of Asset Class, drafts each message, and your team signs off before anything is sent. SendGrid delivers each campaign at volume, and engagement is tracked on each investor record, so IR can see who opened the update.

Does Asset Class calculate the call and distribution amounts?

No, Asset Class does not calculate call and distribution amounts. Allocations arrive pre-calculated from your administrator. Athena, the AI layer of Asset Class, validates those allocations, flags any breaks, and drafts the per-LP notices from those figures with the right amounts, wire details and deadlines. Asset Class issues the notices on your approval, reconciles distributions against the cash actually paid, and tracks funding per LP.

Can LPs see each other's information?

No, Asset Class never shows one LP another LP's information. Entitlements enforce per-LP scope across capital-call notices, distribution notices, quarterly packs and the investor portal, so every investor sees only their own commitments, capital account and documents. Athena, the AI layer of Asset Class, works inside the same entitlements: when it answers an LP query or drafts a notice, it draws only on that LP's own data.

Can Asset Class answer routine LP questions?

Yes, Athena, the AI layer of Asset Class, drafts answers to routine LP questions, such as commitment status, NAV, the next distribution or where a statement is. Each reply is drawn only from that LP's own data and cited to source, and your IR team approves it before it is sent. Anything sensitive comes to your team with a draft already written.

Do notices go out without my approval?

No, Asset Class does not send notices without your approval. Athena, the AI layer of Asset Class, drafts the full batch of per-LP notices with amounts, wire details and deadlines, and nothing is issued until you approve it. Athena then tracks who has funded and prepares gentle reminder drafts for anyone who hasn't. Each approval is recorded with the approver and a timestamp.

How do LPs receive capital call notices from Asset Class?

Asset Class sends each LP a personalized email with their capital call notice and posts it to their white-label LP Portal and LP Mobile app. Each notice carries that LP's amount, wire instructions and a deadline set by the LPA notice period. Distribution notices reach LPs the same way. Athena, the AI layer of Asset Class, prepares the batch, and nothing is issued until you approve it.

Can Asset Class email a fund update to all our LPs at once?

Yes, Asset Class sends fund updates and quarterly packs to all your existing LPs, or to chosen LP segments, through the Athena Mail add-on. Athena, the AI layer of Asset Class, drafts each message, and your team signs off before anything is sent. SendGrid delivers each campaign at volume, and engagement is tracked on each investor record, so IR can see who opened the update.

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