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22/10/2025

Q3 2025 Release Notes: Pipeline Stage Tracking, Fund Visibility Filters, and Chart Customization

Welcome to this quarter’s highlights. These updates are designed to give you more control, smoother workflows, and clearer insights.


Deal Stage Age on Kanban

Quickly spot bottlenecks with “days in stage” indicators directly on your Deal Kanban cards.

  • Faster cycle time analysis

  • Built-in history tracking

  • Optional live refresh with CDC

This is your new x-ray vision for pipeline efficiency.



Investor & Partner Visibility

Recent Distributions by Partner or Direct Ownership

Partners can now see allocations for their clients with a new “Which Investments” filter: Direct, Partner, or Both.


Charts & Reporting

Cash Flow with NAV Chart

A new chart overlays NAV on top of cash flows for richer portfolio insights. Users can click the legend to toggle datasets on or off.



Customizable Chart Titles

Rename portal chart titles using labels such as ChartTitleCashFlow to match your organization’s preferred language.


Compliance Enhancements

Smart Visibility

The “Adheres to SEC 506(c) rules” option now appears only for funds classified as 506(c) or Custom, reducing misconfigurations.



Onboarding Flow Checks

Automatic validation questions ensure investments comply with 506(c) financing rules, blocking disallowed financed commitments.



Portal Experience Improvements

Save Confirmation Message

A discreet “Progress saved” banner now appears when users click Next in intake flows.



Phone Number Validation

Smarter rules now handle “+” for country codes, spaces, and a single “x” for extensions, automatically cleaning up formatting issues.

More Fund Tabs

Expand from 8 to 15 tabs in fund detail pages, with automatic collapse into sections for smaller screens or long tab names.

Fund Search & Open-Only Filter

Users can now filter funds by Open only and search within larger lists (automatically enabled when more than four items exist).



Investor Communications

Multiple Letter Templates

Capital Call and Distribution letters can now be generated from multiple templates (e.g., Welcome Letter, Final Distribution Letter).

For administrators: Add templates via Visualforce pages and select them when generating letters.


Integrations & Infrastructure

Enhanced SFTP Proxy

Our AWS HTTPS-to-SFTP proxy now supports three commands:

  • PUT (upload)

  • LS (list files)

  • GET (download files)

This enhancement enables full remote file management through a single integration point, eliminating manual SFTP steps, supporting automation workflows, and improving transparency around file handling operations.


Bug Fixes and Feature Enhancements

Various product improvements are driven by customer feedback and technology advancements.

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

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Q2 2025 Release Notes: UX, Capital Calls & Integration Enhancements

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.

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.

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

Request a Demo