For Investor Relations

Every capital event and LP question, handled to the point of approval.

Asset Class generates the per-LP notices, assembles the quarterly packs and answers routine questions against each LP’s own data - so you approve the batch and spend your time on the relationships that need you, not the mail-merge.

The most repetitive work in IR, done for you.

Emails, notices, reports and reminders drafted from live data, issued on your approval, so you can concentrate on the valuable work, not the busy-work.

Capital calls & distributions

Per-LP notices generated from the allocation with the right amounts, wire details and deadlines, and funding tracked once you've approved the batch.

Quarterly LP packs

Each LP's capital account, performance and commentary assembled from live data, every figure cited to source, published to the portal and emailed in a handful of clicks.

The LP query concierge

Routine questions — what's my NAV, when's the next distribution, where's my statement - answered instantly from each LP's entitled data, with anything sensitive escalated to you with a draft already written.

A portal worth logging into

A beautiful, feature-rich portal with full self-service capabilities. LP's see statements and documents, available investments, under your firm's brand, so the questions that used to fill your inbox get answered before they're asked.

Capital calls & distributions

Per-LP notices generated from the allocation with the right amounts, wire details and deadlines, and funding tracked once you've approved the batch.

Quarterly LP packs

Each LP's capital account, performance and commentary assembled from live data, every figure cited to source, published to the portal and emailed in a handful of clicks.

The LP query concierge

Routine questions — what's my NAV, when's the next distribution, where's my statement - answered instantly from each LP's entitled data, with anything sensitive escalated to you with a draft already written.

A portal worth logging into

A beautiful, feature-rich portal with full self-service capabilities. LP's see statements and documents, available investments, under your firm's brand, so the questions that used to fill your inbox get answered before they're asked.

Capital calls & distributions

Per-LP notices generated from the allocation with the right amounts, wire details and deadlines, and funding tracked once you've approved the batch.

Quarterly LP packs

Each LP's capital account, performance and commentary assembled from live data, every figure cited to source, published to the portal and emailed in a handful of clicks.

The LP query concierge

Routine questions — what's my NAV, when's the next distribution, where's my statement - answered instantly from each LP's entitled data, with anything sensitive escalated to you with a draft already written.

A portal worth logging into

A beautiful, feature-rich portal with full self-service capabilities. LP's see statements and documents, available investments, under your firm's brand, so the questions that used to fill your inbox get answered before they're asked.

BY THE NUMBERS

From the challenge of mail-merge to a morning’s review.


94%

on-time funding, with reminders drafted for you


87%

of LPs open their statement within a week


80%+

less time spent on routine LP queries

PIPELINE & COMMITMENTS

Know exactly where every raise stands.

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

A live pipeline across every fund

Capital events

Issue capital calls to every LP in one quick step.

Asset Class drafts the full batch of per-LP notices from the allocation records - amounts, wire instructions and deadlines - then tracks who’s funded and drafts gentle reminders for who hasn’t. Distributions are generated the same way and reconciled against the cash actually paid.

Pre-allocated by commitment %

Auto-reconciliation with your bank records

Funding tracked per LP with reminder drafts

“Partnering with Asset Class has allowed us to streamline our investor communications and improve our reporting efficiency.”

John Herring

Managing Director, COO & CLO, Fidus Capital

Investor Relations FAQs

What does Asset Class offer investor relations teams?

Asset Class gives IR teams one connected system for the whole LP relationship, from onboarding and subscription processing to communications, document distribution, capital call management and investor reporting, with a full audit trail. Athena, the AI layer of Asset Class, does the work up to your approval: it generates per-LP capital call notices, tracks who has funded and drafts reminders for anyone who hasn't, so your team reviews each batch and spends more time with investors.

How does Asset Class improve LP communications?

Asset Class improves LP communications with a branded investor portal for LP self-service, automated capital call and distribution notices, mass communication tools for fund updates, and a document management system for secure, trackable delivery. LPs get 24/7 access to their investment information, which reduces inbound queries. Athena, the AI layer of Asset Class, drafts each per-LP notice and fund update email from live data. Nothing reaches an investor without your sign-off.

Can IR teams track all investor interactions in Asset Class?

Yes, Asset Class logs every call, email, meeting, portal login, document view and capital transaction against the investor's record. This gives IR teams a complete, real-time view of each LP's engagement, making it easy to identify investors who need attention and prepare for investor meetings.

Does Asset Class support investor reporting and capital account statements?

Yes, Asset Class generates and distributes capital account statements, performance reports, capital call notices and distribution statements directly through the platform. Athena, the AI layer of Asset Class, assembles each LP's capital account, performance and commentary from live data, with every figure cited to source, and queues the pack for your approval. Reports reach LPs through the branded investor portal, giving them a professional self-service experience and saving IR teams significant manual effort.

Can Asset Class track soft-circles and LP commitments?

Yes, Asset Class tracks soft-circles, commitments and document status against each investor and each fund, in a live pipeline your whole team shares. IR sees where every raise stands, fund by fund, from soft-circle to signed commitment. Athena, the AI layer of Asset Class, picks up commitments and dates from inbound email and signed documents and prepares the record update for your team to confirm.

How does Athena help with daily investor relations work?

Athena, the AI layer of Asset Class, reads the ledger, the inbox and the portal and briefs your IR team on what needs attention. It drafts replies to LP questions, summarizes correspondence, prepares record updates from inbound email and reminds you of reporting deadlines. Your IR team approves every LP reply before it is sent, and spends its time on the relationships that need it.

What does Asset Class offer investor relations teams?

Asset Class gives IR teams one connected system for the whole LP relationship, from onboarding and subscription processing to communications, document distribution, capital call management and investor reporting, with a full audit trail. Athena, the AI layer of Asset Class, does the work up to your approval: it generates per-LP capital call notices, tracks who has funded and drafts reminders for anyone who hasn't, so your team reviews each batch and spends more time with investors.

How does Asset Class improve LP communications?

Asset Class improves LP communications with a branded investor portal for LP self-service, automated capital call and distribution notices, mass communication tools for fund updates, and a document management system for secure, trackable delivery. LPs get 24/7 access to their investment information, which reduces inbound queries. Athena, the AI layer of Asset Class, drafts each per-LP notice and fund update email from live data. Nothing reaches an investor without your sign-off.

Can IR teams track all investor interactions in Asset Class?

Yes, Asset Class logs every call, email, meeting, portal login, document view and capital transaction against the investor's record. This gives IR teams a complete, real-time view of each LP's engagement, making it easy to identify investors who need attention and prepare for investor meetings.

Does Asset Class support investor reporting and capital account statements?

Yes, Asset Class generates and distributes capital account statements, performance reports, capital call notices and distribution statements directly through the platform. Athena, the AI layer of Asset Class, assembles each LP's capital account, performance and commentary from live data, with every figure cited to source, and queues the pack for your approval. Reports reach LPs through the branded investor portal, giving them a professional self-service experience and saving IR teams significant manual effort.

Can Asset Class track soft-circles and LP commitments?

Yes, Asset Class tracks soft-circles, commitments and document status against each investor and each fund, in a live pipeline your whole team shares. IR sees where every raise stands, fund by fund, from soft-circle to signed commitment. Athena, the AI layer of Asset Class, picks up commitments and dates from inbound email and signed documents and prepares the record update for your team to confirm.

How does Athena help with daily investor relations work?

Athena, the AI layer of Asset Class, reads the ledger, the inbox and the portal and briefs your IR team on what needs attention. It drafts replies to LP questions, summarizes correspondence, prepares record updates from inbound email and reminds you of reporting deadlines. Your IR team approves every LP reply before it is sent, and spends its time on the relationships that need it.

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

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