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INVESTOR CRM

Know every investor, without the busywork.

Investor data scattered across inboxes, spreadsheets, and portals slows every raise. Asset Class keeps every contact, commitment, email and conversation in one connected record, automatically - so your team always knows where each relationship stands.

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We connect the dots, across emails, calls, meetings, external sources, automatically, so you don't have to.

Asset Class was built to ensure that your growth isn’t impeded by outdated or disjointed systems. We scan inboxes, calendars, documents, spreadsheets and more to create a consolidated, up to the minute view of every relationhship

Email & Calendar Sync

Connect Asset Class to your Outlook or Google email and calendar to easily sync all email, events, actions (from email scanning), sentiment analysis and more

Zero Data Entry for New Companies & Contacts

We scan your email and calendar for new contacts and companies. We pre-fill their Company & Contact records for you to review and approve. Zero data entry.

Your AI-driven 'Actions Inbox'

We scan every record for actions that require your attention. Role-specific actions are auto-surfaced for each user's profile. Investor Relations actions surfaced in their inbox. Business Development action in their inbox.

Calls & Meetings - Auto-capture

We scan email and connect to AI notetakers to capture actions from calls and meetings. We then surface those emails directly on the right team members homepage. All automatically.

Email & Calendar Sync

Connect Asset Class to your Outlook or Google email and calendar to easily sync all email, events, actions (from email scanning), sentiment analysis and more

Zero Data Entry for New Companies & Contacts

We scan your email and calendar for new contacts and companies. We pre-fill their Company & Contact records for you to review and approve. Zero data entry.

Your AI-driven 'Actions Inbox'

We scan every record for actions that require your attention. Role-specific actions are auto-surfaced for each user's profile. Investor Relations actions surfaced in their inbox. Business Development action in their inbox.

Calls & Meetings - Auto-capture

We scan email and connect to AI notetakers to capture actions from calls and meetings. We then surface those emails directly on the right team members homepage. All automatically.

Email & Calendar Sync

Connect Asset Class to your Outlook or Google email and calendar to easily sync all email, events, actions (from email scanning), sentiment analysis and more

Zero Data Entry for New Companies & Contacts

We scan your email and calendar for new contacts and companies. We pre-fill their Company & Contact records for you to review and approve. Zero data entry.

Your AI-driven 'Actions Inbox'

We scan every record for actions that require your attention. Role-specific actions are auto-surfaced for each user's profile. Investor Relations actions surfaced in their inbox. Business Development action in their inbox.

Calls & Meetings - Auto-capture

We scan email and connect to AI notetakers to capture actions from calls and meetings. We then surface those emails directly on the right team members homepage. All automatically.

BY THE NUMBERS

98% Less admin & data entry. 100% more time with investors.

Up to

8x

faster to find any investor record

Up to

98%

of investor interactions captured automatically

We target

Zero

manual data entry to help lighten your load

The things we do for love

We love helping our clients with fundraising, investor relations, fund operations, compliance and portfolio management - here are just some of the ways we help with that

Data Insights
Fundraising

AI scores prospects, drafts tailored pitches and DDQ responses, and keeps a live, probability-weighted view of your raise.

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Smart Automations

Portfolio Management

Live NAV, MOIC and KPI tracking across every portfolio company — surfacing underperformers and stale marks before they reach your IC.

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Team Collaboration
Fund Operations

Allocations arrive pre-calculated from your administrator; Asset Class validates, issues and reconciles them — surfacing breaks instead of hiding them.

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Live Analytics
Compliance

Continuous KYC/AML screening, drafted filings and an always-ready audit trail — every adjudication stays with your compliance officer.

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“Asset Class is leading the charge in the democratization of Private Capital. They are visionaries that understand the Private Equity and Venture capital sectors and have brought world-class technology to address the challenges we face in meeting Investor needs, head on”

Sreeni Prabhu

Co-Founder & Co-CEO, Angel Oak

UNIFIED RECORDS

Every email, call, and note — on the right record.

Asset Class links each interaction to the right investor automatically, so the relationship timeline builds itself. No manual logging, and no lost context when someone is out of office.

Auto-matched email and calendar activity

AI Captures notes and actions per investor

A full audit trail for every change

UNIFIED RECORDS

Every email, call, and note — on the right record.

Asset Class links each interaction to the right investor automatically, so the relationship timeline builds itself. No manual logging, and no lost context when someone is out of office.

Auto-matched email and calendar activity

AI Captures notes and actions per investor

A full audit trail for every change

UNIFIED RECORDS

Every email, call, and note — on the right record.

Asset Class links each interaction to the right investor automatically, so the relationship timeline builds itself. No manual logging, and no lost context when someone is out of office.

Auto-matched email and calendar activity

AI Captures notes and actions per investor

A full audit trail for every change

PIPELINE & COMMITMENTS

Your Fundraise made easier with eSub Docs integrated with your CRM

Track soft-circles, commitments, and documents against each investor and fund — with a live view of your pipeline that your whole team shares.

Commitment and allocation tracking

Document status against each investor

Prefill documents from your Asset Class CRM

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Payments

Fundraising & Onboarding linked directly to your CRM & Docusign

Investors click to invest in our Data Room

Asset Class's LP portal gives investors access to a rich data room to review your funds and offerings.

We prefill your sub-docs from the CRM.

Onboarding data from the LP Portal feeds into your Asset Class CRM and pre-fills the Subscription document.

Investor receives Docusign for eSignature

Your LP receives the pre-filled subscription document via Docusign for easy eSignature and completion.

Payments

Fundraising & Onboarding linked directly to your CRM & Docusign

Investors click to invest in our Data Room

Asset Class's LP portal gives investors access to a rich data room to review your funds and offerings.

We prefill your sub-docs from the CRM.

Onboarding data from the LP Portal feeds into your Asset Class CRM and pre-fills the Subscription document.

Investor receives Docusign for eSignature

Your LP receives the pre-filled subscription document via Docusign for easy eSignature and completion.

Payments

Fundraising & Onboarding linked directly to your CRM & Docusign

Investors click to invest in our Data Room

Asset Class's LP portal gives investors access to a rich data room to review your funds and offerings.

We prefill your sub-docs from the CRM.

Onboarding data from the LP Portal feeds into your Asset Class CRM and pre-fills the Subscription document.

Investor receives Docusign for eSignature

Your LP receives the pre-filled subscription document via Docusign for easy eSignature and completion.

Investor CRM FAQs

What is the Asset Class Investor CRM?

The Asset Class Investor CRM is a purpose-built CRM for private capital firms, built on Salesforce's Force.com platform. It tracks every call, email, meeting, task, and interaction with investors, prospects, partners, and colleagues, connected directly to fund subscriptions, deal records, and investor portal activity for a complete relationship view.

How is an investor CRM different from a standard sales CRM?

The Asset Class Investor CRM is built for private capital: it organizes LP relationships and fund commitments, where a standard sales CRM tracks leads and opportunities. It tracks commitments across multiple funds, runs targeted investor campaigns, monitors prospect interest through portal activity, and links relationship data to compliance and document records. Athena, the AI layer of Asset Class, gives every contact a Relationship Score and ranks your book by opportunity.

Can the CRM track prospective investor outreach and campaigns?

Yes, the Asset Class Investor CRM tracks prospective investor outreach and campaigns. Interactions across email, portal visits, meetings and calls are logged automatically, so business development and IR teams see where each prospect is in their decision. Athena, the AI layer of Asset Class, scores and ranks prospects, and the Athena Mail add-on runs mass email campaigns, with Athena drafting each message for your team to sign off.

Does the CRM sync with email and calendar?

Yes, the Asset Class CRM syncs with both Gmail and Microsoft Outlook, automatically logging emails and calendar events against the relevant investor or prospect records. Athena, the AI layer of Asset Class, also spots new contacts and companies in your inbox, pre-fills their records for you to approve, and captures actions from calls and meetings. CRM data stays accurate, and nothing falls through the cracks during fundraising cycles.

How does Asset Class tell my team what to follow up on?

Asset Class puts each person's follow-ups in their Actions Inbox. Athena, the AI layer of Asset Class, scans every record, email and calendar event for work that needs attention, and picks up action items from calls and meetings through connected AI notetakers. Items are routed by role, so IR sees IR follow-ups and BD sees BD follow-ups, within each person's permissions. Your team reviews and acts on each one.

Can Asset Class prefill subscription documents from the CRM?

Yes, Asset Class prefills subscription documents from the Investor CRM. Onboarding data from the LP Portal flows into the CRM and fills in the investor's subscription document, which they sign through DocuSign. Soft-circles, commitments and document status are tracked against each investor and fund. Athena, the AI layer of Asset Class, then extracts the key terms from the signed pack onto the investor record for your team to check.

What is the Asset Class Investor CRM?

The Asset Class Investor CRM is a purpose-built CRM for private capital firms, built on Salesforce's Force.com platform. It tracks every call, email, meeting, task, and interaction with investors, prospects, partners, and colleagues, connected directly to fund subscriptions, deal records, and investor portal activity for a complete relationship view.

How is an investor CRM different from a standard sales CRM?

The Asset Class Investor CRM is built for private capital: it organizes LP relationships and fund commitments, where a standard sales CRM tracks leads and opportunities. It tracks commitments across multiple funds, runs targeted investor campaigns, monitors prospect interest through portal activity, and links relationship data to compliance and document records. Athena, the AI layer of Asset Class, gives every contact a Relationship Score and ranks your book by opportunity.

Can the CRM track prospective investor outreach and campaigns?

Yes, the Asset Class Investor CRM tracks prospective investor outreach and campaigns. Interactions across email, portal visits, meetings and calls are logged automatically, so business development and IR teams see where each prospect is in their decision. Athena, the AI layer of Asset Class, scores and ranks prospects, and the Athena Mail add-on runs mass email campaigns, with Athena drafting each message for your team to sign off.

Does the CRM sync with email and calendar?

Yes, the Asset Class CRM syncs with both Gmail and Microsoft Outlook, automatically logging emails and calendar events against the relevant investor or prospect records. Athena, the AI layer of Asset Class, also spots new contacts and companies in your inbox, pre-fills their records for you to approve, and captures actions from calls and meetings. CRM data stays accurate, and nothing falls through the cracks during fundraising cycles.

How does Asset Class tell my team what to follow up on?

Asset Class puts each person's follow-ups in their Actions Inbox. Athena, the AI layer of Asset Class, scans every record, email and calendar event for work that needs attention, and picks up action items from calls and meetings through connected AI notetakers. Items are routed by role, so IR sees IR follow-ups and BD sees BD follow-ups, within each person's permissions. Your team reviews and acts on each one.

Can Asset Class prefill subscription documents from the CRM?

Yes, Asset Class prefills subscription documents from the Investor CRM. Onboarding data from the LP Portal flows into the CRM and fills in the investor's subscription document, which they sign through DocuSign. Soft-circles, commitments and document status are tracked against each investor and fund. Athena, the AI layer of Asset Class, then extracts the key terms from the signed pack onto the investor record for your team to check.

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