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Investor Portal

A world-class Investor portal your Investors will love.

Asset Class LP Portal gives every investor self-serve access to their capital, statements and documents - branded as your firm. Everything they need is now online, so the questions that used to land in your inbox get answered before they’re asked.

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Everything your LPs ask for, on demand.

Their capital, their documents, their answers - self-serve, accurate and always current.

Their capital, in plain language

Commitment, called and uncalled capital, NAV and distributions. You decide what data to share, your investors see it instantly.

Capital calls & Distrbutions

Easily share capital call requests and distribution notifications to LP's across all fund types.

Statements & tax documents

Capital-account statements, annual tax documents published the moment they're ready - downloadable or shareable with an adviser.

Open offerings

Eligible LPs see what you're currently raising - strategy, minimums, data room, PPM and subscription pack - and they can invest right there.

Their capital, in plain language

Commitment, called and uncalled capital, NAV and distributions. You decide what data to share, your investors see it instantly.

Capital calls & Distrbutions

Easily share capital call requests and distribution notifications to LP's across all fund types.

Statements & tax documents

Capital-account statements, annual tax documents published the moment they're ready - downloadable or shareable with an adviser.

Open offerings

Eligible LPs see what you're currently raising - strategy, minimums, data room, PPM and subscription pack - and they can invest right there.

Their capital, in plain language

Commitment, called and uncalled capital, NAV and distributions. You decide what data to share, your investors see it instantly.

Capital calls & Distrbutions

Easily share capital call requests and distribution notifications to LP's across all fund types.

Statements & tax documents

Capital-account statements, annual tax documents published the moment they're ready - downloadable or shareable with an adviser.

Open offerings

Eligible LPs see what you're currently raising - strategy, minimums, data room, PPM and subscription pack - and they can invest right there.

Capital account

“Why this number?” — answered in the portal.

LPs can drill into their own capital account — commitment, calls, distributions and NAV - traced to source, so a routine query becomes a self-serve answer instead of an email thread.

Called vs uncalled, with distribution history

NAV and net IRR, traceable to source

Self-service for every LP or Distribution partner with easy online access

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Documents

The correct document, every time.

Every statement, notice and tax document lands in the LP’s portal on publication - current, correct and confidence-inspiring, on desktop or mobile.

Statements, notices and annual tax documents

Download or share securely with trusted contacts

Full document library per LP

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“By digitizing the process, all of our clients will have dynamic, on-demand access to statements, asset performance information, tax documents, and more.”

Greg Papazian

Managing Director, Brookwood Financial Partners

Investor Portal FAQs

What is the Asset Class Investor Portal?

The Asset Class Investor Portal is a secure, fully branded, self-service portal that gives LPs 24/7 online access to their relationship with your firm. Investors can view their investments, access fund documents, review performance reports, respond to capital calls, and make new investments. Athena, the AI layer of Asset Class, drafts the notices, statements and quarterly packs they receive there. Nothing reaches an investor without your sign-off.

Is the Investor Portal white-labeled and branded?

Yes, the Asset Class Investor Portal is white-labeled and fully branded with your firm's logo, color scheme, and imagery. To your LPs it is your firm's portal, and LP Mobile carries the same branding on iOS and Android. Consistent branding strengthens loyalty and gives investors a professional experience every time they log in.

Can investors re-invest or subscribe to new funds through the portal?

Yes, investors can reinvest or subscribe to new funds through the Asset Class Investor Portal. Your existing investors can view their current investments, review new fund offerings in secure data rooms, and complete the full subscription process digitally, including document signing via DocuSign. Every step runs online, from the first review of an offering to signed subscription documents.

Is the Investor Portal secure?

Yes, the Asset Class Investor Portal is secure. The portal is hosted on SOC 2 Type 2 certified, bank-grade infrastructure powered by Salesforce data centers. Access is protected by multi-factor authentication, all documents and data are encrypted end-to-end, and user permissions are configured at a granular level so investors only see what they are authorized to access.

Does the Investor Portal work on mobile?

Yes, the Asset Class Investor Portal works on mobile. Your investors use LP Mobile, a white-label app carrying your firm's brand on iOS and Android, to check their investments, statements and documents. Fund managers use the Asset Class mobile app to reach key information and actions, including approvals, from any device, anywhere.

Can LPs share tax documents with their adviser in Asset Class?

Yes, Asset Class lets LPs download their statements, notices and annual tax documents from the Investor Portal, or share them securely with an adviser or other trusted contact. Each document lands in the LP's own library as soon as it is published, on desktop or mobile. Athena, the AI layer of Asset Class, drafts the statements and notices, and nothing reaches an investor without your sign-off.

What is the Asset Class Investor Portal?

The Asset Class Investor Portal is a secure, fully branded, self-service portal that gives LPs 24/7 online access to their relationship with your firm. Investors can view their investments, access fund documents, review performance reports, respond to capital calls, and make new investments. Athena, the AI layer of Asset Class, drafts the notices, statements and quarterly packs they receive there. Nothing reaches an investor without your sign-off.

Is the Investor Portal white-labeled and branded?

Yes, the Asset Class Investor Portal is white-labeled and fully branded with your firm's logo, color scheme, and imagery. To your LPs it is your firm's portal, and LP Mobile carries the same branding on iOS and Android. Consistent branding strengthens loyalty and gives investors a professional experience every time they log in.

Can investors re-invest or subscribe to new funds through the portal?

Yes, investors can reinvest or subscribe to new funds through the Asset Class Investor Portal. Your existing investors can view their current investments, review new fund offerings in secure data rooms, and complete the full subscription process digitally, including document signing via DocuSign. Every step runs online, from the first review of an offering to signed subscription documents.

Is the Investor Portal secure?

Yes, the Asset Class Investor Portal is secure. The portal is hosted on SOC 2 Type 2 certified, bank-grade infrastructure powered by Salesforce data centers. Access is protected by multi-factor authentication, all documents and data are encrypted end-to-end, and user permissions are configured at a granular level so investors only see what they are authorized to access.

Does the Investor Portal work on mobile?

Yes, the Asset Class Investor Portal works on mobile. Your investors use LP Mobile, a white-label app carrying your firm's brand on iOS and Android, to check their investments, statements and documents. Fund managers use the Asset Class mobile app to reach key information and actions, including approvals, from any device, anywhere.

Can LPs share tax documents with their adviser in Asset Class?

Yes, Asset Class lets LPs download their statements, notices and annual tax documents from the Investor Portal, or share them securely with an adviser or other trusted contact. Each document lands in the LP's own library as soon as it is published, on desktop or mobile. Athena, the AI layer of Asset Class, drafts the statements and notices, and nothing reaches an investor without your sign-off.

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