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Asset Class selected by Brookwood Financial Partners for best-in-class Investor and Fund Management

23 November 2024

[DUBLIN] - Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, today announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity).

Asset Class delivers technology solutions to the global asset management, commercial lending, and wealth management markets. Formed in 2020, Asset Class provides a range of innovative custom and packaged software solutions to clients across financial sectors, including private equity, venture capital, financial advisory, and commercial lending.

Leadership Insights from Asset Class and Brookwood Financial Partners

“We are focused on helping clients digitize their processes as they relate to Investor Lifecycle Management. We remove the inefficiencies and waste that come from largely paper-based interactions and will provide Brookwood and its clients a leading-edge platform to engage, support, and inform its clients on their respective investments. Brookwood shares that vision, and we are delighted to be working with them as they adopt the next generation of investor management technologies with Asset Class PE,” said Ferdinand Roberts, the Founder and Chief Executive Officer of Asset Class.

“Brookwood evaluated many different technology platforms and we selected Asset Class PE because of its state-of-the-art software solution coupled with its unique customization for our thousands of private equity clients. Their solution will seamlessly coordinate our operations across fundraising, investor relations, compliance, and asset management. We are excited to implement this solution for our investors, and our client, IT, and compliance representatives,” said Greg Papazian, Managing Director and Director of Retail Sales of Brookwood.

Brookwood to Transition Legacy Funds to Asset Class Platform in Early 2022

Early in 2022, Brookwood will move all of its legacy funds, as well as 20+ of its current Private Capital funds, to the Asset Class platform. This transition will allow all of its clients to access current investments and related supporting documents, while also enabling them to evaluate new investment opportunities through a feature-rich investor portal.

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

About Asset Class

Asset Class is a fintech company with offices in Dublin, New York, Atlanta, and London. The company delivers bespoke and packaged software to the financial services sector in Europe and the United States, focusing on the asset management, commercial lending, and wealth management sectors globally.

For more information, please visit www.assetclass.com.

About Brookwood Financial Partners, LLC

Brookwood Financial Partners, LLC is an investment firm specializing in acquiring and managing commercial real estate and real-estate related operating businesses. Brookwood serves approximately 3,000 clients, including sovereign wealth funds, college endowments, public and private pension funds, foundations, family offices, and high-net-worth individuals. The firm has invested over $2 billion of equity, acquiring 200 commercial real estate properties, seven operating companies, and 403 gas stations and convenience stores. Brookwood’s historical portfolio of $4.2 billion spans multiple asset classes, geographical markets, and industries across the United States.

For more information, please visit www.brookwoodfinancial.com.

Media Contact for Asset Class:

Phone: 332-223-4010 (US) or +353-1-592-5888 (Ireland)

Sam Roberts

Email: Press@assetclass.com

Media Contact for Brookwood Financial Partners:

Erin Vadala, Warner Communications

Phone: 978-468-3076

Email: erin@warnerpr.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.