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Private Equity Firm Montage Partners Selects Asset Class to Modernize Investor and Fund Management Operations

24 March 2026

[New York, NEW YORK] - Asset Class, a leading provider of digital private capital management software, today announced that Montage Partners has selected its Investor & Fund Management (IFM) platform to support its investor relations and fund administration operations.

Supporting the Growth of a Leading Lower Middle Market Private Equity Platform

Montage Partners, a people-first private equity firm headquartered in Scottsdale, Arizona, focuses on investing in lower middle market companies across the United States. With a strong track record of partnering with entrepreneurs and management teams to accelerate growth, Montage has built a reputation for operational expertise and long-term value creation.

As the firm continues to expand its investment platform and deepen relationships with its investor base, Montage Partners sought a modern technology infrastructure capable of supporting the full lifecycle of investor engagement. By implementing Asset Class's integrated platform, the firm will strengthen its operational capabilities while continuing to deliver institutional-quality service to its limited partners.

Modernizing Investor and Fund Operations

Through the implementation of Asset Class's Investor & Fund Management solution, Montage Partners will streamline digital investor onboarding, distribution workflows, and centralize investor reporting and communications within a unified platform.

The system will provide Montage Partners with real-time visibility into investor activity and investment performance while offering limited partners a secure digital portal to access investment documents, reporting, and updates.

By consolidating operational processes into a single integrated platform, Montage Partners will gain improved efficiency, data accuracy, and reporting consistency across its operations. The technology will allow the firm to reduce manual administrative work while delivering a more seamless and transparent experience for its investors.

Enhancing Efficiency and Investor Experience

The partnership reflects a broader shift across the private capital industry as investment firms adopt modern digital infrastructure to improve operational efficiency and investor engagement.

Asset Class enables firms to strengthen investor communications and transparency while maintaining strong compliance and governance frameworks. Built on leading enterprise technologies including Salesforce and DocuSign, and supported by a comprehensive integrations ecosystem, the platform provides private capital firms with a scalable foundation for managing investor and fund operations.

Executive Commentary

"Montage Partners has built a strong reputation for partnering with founders and management teams to drive meaningful growth across the companies they invest in," said Ferdi Roberts, Chief Executive Officer at Asset Class.
"This partnership reflects a shared commitment to innovation and operational excellence in private markets. By implementing a unified platform for investor onboarding, reporting, and administration, Montage is positioning itself to deliver an even stronger experience for its limited partners while continuing to scale its platform efficiently. We look forward to supporting the team at Montage Partners as they pursue their ambitious growth objectives."

"Operational excellence and transparency are core to how we serve our investors," said Chris Young, CFO & Director of Operations at Montage Partners.
"As our platform continues to grow, we wanted to ensure our investor operations and reporting infrastructure evolves with us. Asset Class provides an integrated solution that allows us to streamline our processes while delivering a modern, intuitive experience for our limited partners."

About Montage Partners

Founded in 2004, with offices in Scottsdale, Arizona and Salt Lake City, Utah, Montage Partners is a people-first private equity firm dedicated to helping established businesses reach transformative growth. Managing $80M in capital, Montage Partners invests in companies headquartered in the U.S. or Canada with $1.5 million to $7 million in EBITDA in the technology and professional services, healthcare, industrial products and services, and consumer sectors. Above all other investment criteria, Montage Partners invests in exceptional people.

About Asset Class

Asset Class is a leading platform for firms in 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 leading technologies including Salesforce (CRM) and DocuSign (eSignature), seamlessly integrated to provide a comprehensive product suite supporting the entire investment lifecycle for firms worldwide, including private equity, venture capital, family offices, RIAs, real estate, and private debt.

Established in 2019, Asset Class has offices in Sydney, New York, London, and Dublin. With a commitment to innovation and to powering private capital, the company's front-, middle-, and back-office solutions enable firms to digitize their operations, enhance investor engagement, and maintain compliance with confidence.

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.