Asset Class Appoints Centersky as First Certified U.S. Professional Services Partner

FOR IMMEDIATE RELEASE

New York, NY – April 15, 2025 – Asset Class, a leading provider of digital transformation solutions for private capital markets, is pleased to announce its strategic partnership with Centersky, a U.S.-based fintech consultancy specializing in CRM and workflow automation for the capital markets sector. This collaboration marks Centersky as the first Asset Class Certified Professional Services Partner in the United States, signifying a significant milestone in Asset Class's expansion across North America.

Centersky, headquartered in Newport Beach, California, brings over a decade of experience in delivering tailored Salesforce solutions to alternative investment sponsors and capital markets firms. Their expertise in creating alert-centric environments and integrating data-driven insights aligns seamlessly with Asset Class's mission to empower clients through innovative technology.

Ferdinand Roberts, CEO & Founder of Asset Class, stated:

"We are thrilled to welcome Centersky as our first certified professional services partner in the U.S. Their deep understanding of the capital markets and commitment to technological excellence make them an ideal partner as we continue to expand our presence in North America."

Gary Davi, CEO of Centersky, commented:

"Becoming the first Asset Class Certified partner in the U.S. is a testament to our team's dedication to delivering exceptional CRM solutions tailored for the capital markets. We look forward to collaborating with Asset Class to drive innovation and efficiency for our clients."

This partnership will enable Asset Class clients to further customize their platforms, seamlessly integrate with third-party applications within the Salesforce ecosystem, and maximize their return on investment by digitizing operations on the Asset Class platform.

About Asset Class: Asset Class is a pioneering provider of digital transformation solutions tailored for private capital markets. With a focus on innovation and client success, Asset Class offers platforms that streamline operations, enhance transparency, and drive growth.

About Centersky: Centersky is a fintech consultancy specializing in CRM and workflow automation solutions for the capital markets sector. With a team of experienced professionals, Centersky delivers tailored Salesforce solutions that enhance efficiency and drive growth for alternative investment sponsors and capital markets firms.

Media Contacts:

Asset Class : Sam Roberts. Email: Sam@assetclass.com

Centersky Gary Davi. Email: gdavi@centersky.net

*Note: This press release is based on publicly available information as of April 15, 2025. For the most current details, please refer to the official websites of Asset Class and Centersky.*

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.