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GenWel Capital Selects Asset Class to Modernize Investor Experience and Scale Fund Operations

27 February 2026

[New York, NEW YORK] - Asset Class, a leading provider of digital private capital management solutions, today announced that GenWel Capital has selected Asset Class’s Investor & Fund Management (IFM) platform to power its investor onboarding, reporting, and fund operations infrastructure.

Strategic Investment in Investor Experience and Infrastructure

GenWel Capital, an independent private markets investment firm specializing in real estate, private credit, and alternative strategies, is implementing Asset Class to support its continued growth and enhance the experience it delivers to its limited partners. As investor expectations evolve and regulatory complexity increases, GenWel sought a scalable, institutional-grade private capital software solution capable of unifying front-, middle-, and back-office workflows within a single digital environment.

Scalable Fund Operations and Digital Transformation

Through the implementation of the Asset Class IFM platform, GenWel will streamline digital investor onboarding, automate capital calls and distributions, centralize document management, and provide enhanced real-time reporting across its funds. The integrated investor portal and fund management system will reduce administrative friction, improve data accuracy, and enable greater operational transparency for investors.

By consolidating key processes into one secure, cloud-based platform, GenWel aims to elevate its LP experience with faster subscription processing, improved reporting consistency, and enhanced visibility into fund performance and investor activity. The solution will also strengthen internal controls and compliance oversight, supporting GenWel’s long-term growth strategy while positioning the firm to deliver industry-leading investor service.

Executive Commentary

“We are committed to delivering institutional-quality execution across every aspect of our platform,” said Robert Napolitano, Co-Founder & Managing Partner at GenWel Capital. “As our firm continues to expand across strategies, we recognized the importance of investing in technology that enhances operational rigor while elevating the experience we provide to our limited partners. Asset Class gives us the infrastructure to scale efficiently, increase transparency, and reinforce our commitment to best-in-class investor service.”

Ferdi Roberts, Chief Executive Officer at Asset Class, added: “Private markets firms are increasingly recognizing that operational excellence is a competitive differentiator. GenWel Capital has built a strong investment platform, and by modernizing its investor and fund management infrastructure, the firm is positioning itself to scale with confidence. We are proud to support their mission to deliver industry-leading service and transparency to their LPs.”

The partnership reflects a broader trend within private markets, where firms are replacing fragmented legacy systems with unified digital platforms to meet rising investor expectations and regulatory demands. Built on leading technologies including Salesforce and DocuSign, and supported by a robust integrations ecosystem, Asset Class enables private equity, venture capital, real estate, private debt, RIAs, and family offices to operate within a secure, enterprise-grade environment.

With Asset Class, GenWel will gain real-time visibility across its fund operations while maintaining the flexibility to support new strategies, additional fund launches, and future growth initiatives. The unified platform will allow the firm to scale without adding unnecessary operational complexity, ensuring that investor communication, reporting, and compliance remain consistent as the business expands.

About GenWel Capital

GenWel Capital is an independent private markets investment firm focused on real estate, private credit, and alternative investment strategies. The firm partners with institutional and private investors to deliver disciplined, risk-adjusted returns through a diversified and research-driven investment approach. With a commitment to alignment, transparency, and long-term value creation, GenWel Capital seeks to provide its limited partners with institutional-quality execution and consistent communication across its platform.

About Asset Class

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

Asset Class’s solutions leverage enterprise-grade technologies, including Salesforce and DocuSign, seamlessly integrated to provide a comprehensive product suite across the full investment lifecycle. Serving private equity, venture capital, family offices, RIAs, real estate, fund of funds, hedge funds, and private debt firms globally, Asset Class enables clients to digitize operations securely, enhance investor engagement, and maintain compliance with confidence.

Established in 2019, Asset Class operates in New York, London, Dublin, and Sydney.

Press Contact

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.