For the Portfolio Analyst
Start your day with analysis, not reconciliation.
Asset Class chases, ingests and validates portfolio-company financials and KPIs, refreshes the valuations and dashboards, and flags the risk before it escalates - so your judgement goes to the decision, not the spreadsheet.
Stop chasing data. Start using it.
The unglamorous work - collecting, validating and valuing portfolio data — done for you, with every mark approved before it feeds a downstream number.
BY THE NUMBERS
Data for your entire portfolio, without the chase.
500%+
Faster plan-v-actual analysis
Minutes
To create a 'Tear sheet' for every portfolio company
Zero
Effort to scan and ingest data from your portfolio
PIPELINE & COMMITMENTS
Data & documents scanned, extracted and analyzed
Data and documents uploaded via our portfolio portal scans and extracts the data required to populate the system, and provide a full dataset for analysis. No more laborious data & document wrangling. Tell our AI what you need - we give it to you.
Portfolio Portal for data & document upload
AI-powered data and document scanning
Instruct Asset Class AI on what you need, we give it to you
Data collection
The chase, handled.
Asset Class requests monthly / quarterly financials and KPIs from each portfolio company, ingests what comes back, validates it against the model and flags the anomalies - so the dataset is trustworthy before you build anything on it.
Automated requests & reminders
Ingestion and validation against budget/model
Anomalies flagged for review
“Asset Class gives us the operational foundation to manage complex client portfolios more efficiently while maintaining the transparency and service our clients expect.”
David Ward
Founder & COO, Stone Temple Partners
