Shard Credit Partners Selects Asset Class to Support Investor Operations and Reporting

26 March 2026

[London, UNITED KINGDOM] – Asset Class, a digital platform for private capital management, today announced that Shard Credit Partners has selected the Asset Class Investor & Fund Management platform to support its investor onboarding, reporting, and operational workflows.

Shard Credit Partners, a UK direct lender focused on the lower mid-market, provides senior secured lending solutions to small and medium-sized enterprises and works with institutional investors seeking exposure to a floating-rate private credit strategy. The firm's platform is built around disciplined credit underwriting, bespoke structuring, and capital protection.

As Shard Credit Partners continues to manage investor relationships alongside its lending platform, the firm sought technology capable of centralising investor operations, documentation, and reporting within a single environment. This is an inference based on the firm's stated focus on direct lending, institutional investors, and fund operations.

With Asset Class, Shard Credit Partners will digitise investor onboarding, streamline capital activity and investor communications, centralise document management, and deliver reporting through a secure investor portal. The platform will support a more structured approach to investor management while improving operational efficiency across its fund processes.

Executive Commentary

"As our platform continues to develop, having the right operational infrastructure in place becomes increasingly important," said José Benedicto, Founder of Shard Credit Partners. "Asset Class gives us a more efficient way to manage investor onboarding, reporting, and ongoing communications while maintaining the level of discipline and transparency our investors expect."

Ferdi Roberts, Chief Executive Officer of Asset Class, added: "Private credit managers require infrastructure that supports rigorous fund operations and clear investor reporting. Shard Credit Partners has built a focused lending platform in the UK lower mid-market, and we are pleased to support its continued growth."

The partnership reflects a broader shift across private credit toward integrated technology that simplifies investor operations, improves reporting consistency, and supports scalable fund management.

About Shard Credit Partners

Shard Credit Partners is a UK direct lending platform focused on providing senior secured financing to lower mid-market SMEs. The firm's strategy is designed to serve institutional investors seeking risk-adjusted returns through private credit, while offering flexible capital solutions to borrowers underserved by traditional lenders.

About Asset Class

Asset Class provides a private capital management platform supporting fundraising and onboarding, investor relations, portfolio management, and regulatory compliance.

Built on enterprise technologies and supported by an extensive integrations ecosystem, the platform enables private equity, venture capital, real estate investment firms, family offices, and private debt managers to digitise operations, enhance investor engagement, and maintain compliance.

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.