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Reporting & Analytics

The whole firm in one live view — ask it anything.

Performance, exposure, fundraising and pipeline across every fund in a single command view - with board and IC packs drafted for you, roll-ups that tie out, and answers in plain language the moment you need them.

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Stop building reports & dashboards.
Just ask.

Describe what you want in plain english - we generate the reports and dashboards for you.

Tell Asset Class AI what you need

Describe what you need in plain english. Our AI will take that request and create a report or dahboard that meets your need. Easily refine if its not eactly what you need.

Create rich reports with live data

Reports are created with live data so you always have the latest and most complete picture. Easily create and save templates so your report is created in eactly the same format every time.

Rich interactive Dashboards

Describe eactly what you need, or choose from the full dta set across Asset Class. Create and save dashboards for ease of access. Drill down to the underlying data

Custom reports - talk to the AI

We provide 100's of out-of-the-box reports and dashboard graphs, but if you need something custom, just describe it to Asset Class AI and we'll build it for you instantly.

Tell Asset Class AI what you need

Describe what you need in plain english. Our AI will take that request and create a report or dahboard that meets your need. Easily refine if its not eactly what you need.

Create rich reports with live data

Reports are created with live data so you always have the latest and most complete picture. Easily create and save templates so your report is created in eactly the same format every time.

Rich interactive Dashboards

Describe eactly what you need, or choose from the full dta set across Asset Class. Create and save dashboards for ease of access. Drill down to the underlying data

Custom reports - talk to the AI

We provide 100's of out-of-the-box reports and dashboard graphs, but if you need something custom, just describe it to Asset Class AI and we'll build it for you instantly.

Tell Asset Class AI what you need

Describe what you need in plain english. Our AI will take that request and create a report or dahboard that meets your need. Easily refine if its not eactly what you need.

Create rich reports with live data

Reports are created with live data so you always have the latest and most complete picture. Easily create and save templates so your report is created in eactly the same format every time.

Rich interactive Dashboards

Describe eactly what you need, or choose from the full dta set across Asset Class. Create and save dashboards for ease of access. Drill down to the underlying data

Custom reports - talk to the AI

We provide 100's of out-of-the-box reports and dashboard graphs, but if you need something custom, just describe it to Asset Class AI and we'll build it for you instantly.

BY THE NUMBERS

If you can describe it - we can build it


400%+

quicker to build reports


700%+

Quicker to build dashboards


100%

easier - just ask Athena (Asset Class AI)

Firm & fund command view

Every fund, prospect, investor and more.. live.

One screen for the metrics that matter across the firm — capital, performance, deployment, fundraising and compliance posture - each figure citing the live record behind it

Every field is reportable

AI generated reports and dashboards created in minutes

What-needs-attention surfaced

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Ask anything

“Our top 50 Investors?.” Answered. Right now.

Ask in plain language across every fund and LP. Athena returns the number, the chart and the drill-down to source - no analyst, no turnaround, no spreadsheet.

Natural-language questions across the system

Grounded answers with citations

Drill-down to the source record

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Board & IC packs

A pack drafted, not assembled.

Asset Class pulls fund status, pipeline and performance into a draft IC or board pack you review and adjust - instead of an analyst rebuilding it from scratch every cycle.

Fund status and performance

Consistent, auditable roll-ups

Editable draft for your review

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“Asset Class provides everything we need in one centralized place, allowing us to make informed decisions quickly and efficiently.”

Greg Papazian

Managing Director, Brookwood Financial Partners

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