Asset Class Acquires Venturelytic, extending its Capabilities in Deal Flow Management & Portfolio Management for Private Capital Firms.

31 January 2025


[New York, NEW YORK] - Asset Class (www.assetclass.com), a leading provider of private capital market solutions, has announced its acquisition of Venturelytic, a Netherlands based premier investment management platform specializing in dealflow tracking and portfolio monitoring.


With this acquisition, the group becomes one of the world’s leading investment suites for private investors built on the Salesforce platform. The combination with Venturelytic strengthens Asset Class’s ability to provide a single, seamless platform for investment teams, enabling General Partners and fund managers to accelerate deal execution, improve portfolio performance, and streamline investor engagement, all within the Asset Class ONE platform.


“Investment teams today face inefficiencies caused by fragmented tools and manual processes. By integrating Venturelytic’s powerful portfolio monitoring and dealflow management capabilities into Asset Class ONE, we are delivering a fully unified platform that eliminates complexity and enables investment firms to scale with confidence", said Ferdinand Roberts, CEO of Asset Class. “This acquisition allows us to further scale our footprint in Europe and Asia Pacific and we look forward to building on the great work of the Venturelytic team for the benefit of our combined client base”


Expanding Investment Management Capabilities


Venturelytic’s platform has been trusted by leading investment teams to streamline dealflow, structure investment processes, and track portfolio performance from a single source of truth. The acquisition will allow clients of Asset Class and Venturelytic to:


  • Unify Dealflow & Portfolio Monitoring – A single, end-to-end solution from sourcing deals to tracking portfolio KPIs.

  • Automate Reporting & Investor Engagement – Generate real-time insights for stakeholders, enabled with Powerful Reporting and Dashboarding capabilities.

  • Enable Collaboration Across Teams & Investors – A shared workspace to engage LPs, co-investors, and portfolio company executives seamlessly.


"Venturelytic was built to help investment teams run portfolio monitoring as tightly as their dealflow process—on top of the world’s most powerful CRM, Salesforce. By joining forces with Asset Class, we can make the vision of an all-in-one investment platform a reality even faster.

They are one of the few partners we were truly excited about partnering with, as we both empower our clients with the best there is to offer on the Salesforce platform. We’re very excited for what the future holds.” - Mathijs Heutinck, CEO of Venturelytic


Looking Ahead: What This Means for Clients


The integration of Venturelytic’s features into Asset Class ONE will ensure a smooth transition for existing users while unlocking new capabilities for investment teams globally. Clients will benefit from faster innovation and long-term continuity, making them even more future-proof as Asset Class continues to deliver best-in-class solutions for modern private capital firms.


About Asset Class


Asset Class is a leading platform for firms in the private capital industry. Its mission is to become the global leader in powering private capital by delivering best-in-class solutions for fundraising, investor relations, investor portals, deal flow management, portfolio management, and fund administration.


Asset Class’s solutions leverage the world’s top technologies, including Salesforce (CRM), DocuSign (eSignature), and Plaid (bank-connected solution). These technologies are seamlessly integrated to provide a comprehensive product suite, serving the entire investment lifecycle for firms worldwide, including private equity, venture capital, family offices, RIAs, real estate, fund of funds, and private debt.


Established in 2019, Asset Class has locations in New York, London, Dublin, and Sydney. With a commitment to innovation and powering private capital, their front, middle, and back-office solutions enable clients to securely digitize and grow their firms more effectively, delight their investors, and maintain compliance effortlessly.

Asset Class has already seen incredible traction on its platform, with leading private equity, venture capital, and investment firms leveraging its solutions to streamline deal flow, portfolio management, and investor relations.

Talk to the Asset Class team today to learn more.


About Venturelytic


Venturelytic provides an investor data platform to investment teams running next-generation funds in venture capital and private equity. The solution enables investment teams to streamline dealflow and portfolio management, all on the Salesforce platform.


Established in the Netherlands, Venturelytic has been expanding its footprint since 2020, serving clients across the Benelux, DACH region, Nordics, Asia, United States, and Australia, where investment teams rely on its solution for daily operations. The Venturelytic team actively collaborates with these funds to enhance their investment processes, thereby maximizing the impact for stakeholders on both the investor and portfolio company side.


Press Contacts for Asset Class

Sam Roberts

Asset Class

Press@assetclass.com

Frequently asked questions

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.

What is Asset Class?

Asset Class is a platform built for private capital firms. It combines CRM, investor relations, fundraising, and portfolio management into a single connected platform built on Salesforce infrastructure, serving PE, VC, real estate, private debt, family offices, hedge funds, and wealth management firms.

Who uses Asset Class?

Asset Class is used globally by private capital firms across private equity, venture capital, real estate, private debt, family offices, hedge funds, registered investment advisers, wealth managers, corporate venture capital arms, and fund administrators, from emerging managers to large multi-strategy firms.

What problem does Asset Class solve?

Asset Class solves fragmented workflows at private capital firms by bringing CRM, investor relations, fundraising and portfolio reporting into one system of record, where every piece of data is connected, auditable and real-time. Athena, the AI layer of Asset Class, answers plain-language questions on any record and drafts reports and follow-ups for your team to approve. Every answer cited to source.

Is Asset Class built on Salesforce?

Yes, Asset Class is built on Salesforce's Force.com platform, inheriting the world's leading CRM engine, enterprise-grade security, and access to thousands of pre-integrated apps on the Salesforce AppExchange. Existing Salesforce clients can easily deploy Asset Class within their current org.

How does Asset Class help private capital firms grow?

Asset Class helps private capital firms grow by automating fundraising, investor onboarding, capital calls, distributions and portfolio reporting on one platform, so teams can spend their time on deals and investor relationships. Athena, the AI layer of Asset Class, ranks your book by opportunity with its Relationship Score and drafts tailored follow-ups for your team to approve, so firms engage the right LPs first.

What is Athena in Asset Class?

Athena, the AI layer of Asset Class, gives every member of your team their own Claude-embedded AI agent for investor relations, business development, finance, compliance or portfolio management. Each agent works only within that person's permissions. Athena reads your firm's data, drafts the work and queues it for review. Your team approves, amends or rejects each item, and the decision, approver and timestamp are recorded.

Which AI model does Asset Class use?

Asset Class uses Claude, the AI model built by Anthropic. Athena, the AI layer of Asset Class, embeds Claude across the platform and connects it to your records, documents and actions. Asset Class accesses Claude through Anthropic's commercial API, so your firm's data is never used to train AI models. Each agent can only see and act on data its user is permitted to access.

Does Asset Class automate data entry?

Yes, Asset Class captures data from the sources your firm already has. Athena, the AI layer of Asset Class, scans subscription agreements, side letters, statements, notices, meeting transcripts, email, calendars and external data sources, then stages the extracted details on the right record. Nothing Athena stages updates a record until a permitted user signs off, and each approver is logged.

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