Asset Class LP App for iPhone and Android: portfolios, fund documents, notifications, and more

Asset Class is now on the App Store and Google Play. Your investors sign in with the portal credentials you already issued them, and from that point their positions, fund documents and notices sit on their phone.

Download for iOS

Download for Android

Their portfolio, and the detail behind it

Contributions, distributions and commitments are summarised the moment the app opens, on charts that respond to pinch and drag. Tapping into a position shows the commitment, the full transaction history and the documents that belong to it, with anything still pending flagged. Quarterly reports, distribution notices and capital call notices reach investors as soon as you publish them, and open in the app’s own PDF and image viewer.

New Funds available for investment show in the 'Funds' tab allowing LP's to easily re-use their profile data to invest in new funds with a streamlined, user-aware onboarding flow.

A capital call now arrives as a phone notification

Post a capital call, distribution notice or fund update, and the investors holding an active position in that fund get a notification. Tapping it opens the app on that document, and unread items are counted on the bell icon inside the app. You decide which document types do this: three settings hold the file types behind contributions, distributions and fund updates, and clearing all three turns it off.

One account for web & phone

There is no separate account for your investors to create and no new list of users for you to maintain. After the first sign-in, Face ID, Touch ID or a fingerprint opens the app. Portfolio data is held encrypted on the device and scoped to that investor, so the app still works on a plane or underground and catches up when the phone next has a connection.

Your brand, your permissions

Colours, logo and support contact details come from your Asset Class org. The app reads the same data as your investor portal and respects the same sharing rules, so an investor sees a subset of what your portal already shows them, but now on their phone.

Each organisation is configured before your investors can sign in. Talk to your Customer Success contact and we will get it scheduled.

Q1 2026 Release Notes: Investor Self-Service, Evergreen Fund Support, and Configurable Onboarding Questions

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.