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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

Reporting and Dashboards FAQs

What reporting and analytics does Asset Class provide?

Asset Class provides real-time reporting across fundraising pipelines, fund performance, portfolio analytics and LP communications from a single data layer. IRR, MOIC, distributions, capital called and NAV update live, with 100+ pre-built reports from day one and a self-service dashboard builder for custom views. Athena, the AI layer of Asset Class, builds custom reports from a plain-language request and drafts board and IC packs for your team to review.

Can I build custom dashboards for different teams in my firm?

Yes, Asset Class lets each team in your firm build and share its own real-time dashboards. Business Development, Finance, Investor Relations or any other team can use the drag-and-drop dashboard builder, or describe a view in plain English and Athena, the AI layer of Asset Class, builds it from live data. Dashboards are fully configurable, mobile-enabled and drawn from one firm-wide data source, so every team works from the same figures.

How does Asset Class report on fund performance metrics like IRR and MOIC?

Asset Class tracks fund-level performance metrics including IRR, MOIC, distributions, capital called and NAV in real time across every fund and vehicle. Performance Grids capture any asset-level metric across real estate, private equity, energy and other asset classes, using 16 standard templates or custom configurations. Ask Athena, the AI layer of Asset Class, for a fund's IRR or MOIC in plain language and it returns the figure, the chart and a drill-down to the source record.

Can LPs access their own reporting dashboard in Asset Class?

Yes, Asset Class gives LPs their own reporting dashboard through its branded investor portal, available 24/7. LPs can view portfolio metrics, fund performance charts, distribution history and custom KPIs chosen by your firm. Metrics and chart labels are configurable, so you control how performance is shown to each investor. Athena, the AI layer of Asset Class, drafts answers to routine LP questions from each investor's own data and escalates anything sensitive to your team.

Does Asset Class support ESG and asset-level reporting?

Yes, Asset Class supports ESG and asset-level reporting with purpose-built Performance Grids across all major asset classes. You can capture any asset metric using one of 16 standard grid templates or a custom grid, and import or export data via Excel and CSV. GPs and portfolio companies submit data through the Portfolio Self-Reporting Portal, and Athena, the AI layer of Asset Class, extracts the KPIs from their uploads and files them to the right record.

Can I save report templates in Asset Class?

Yes, Asset Class lets you create and save report templates, so each report runs on live data in exactly the same format every time. Every field in the platform is reportable. Describe the report in plain English and Athena, the AI layer of Asset Class, builds the first version for you to refine and save. Athena also drafts recurring reporting packs for your team to review.

What reporting and analytics does Asset Class provide?

Asset Class provides real-time reporting across fundraising pipelines, fund performance, portfolio analytics and LP communications from a single data layer. IRR, MOIC, distributions, capital called and NAV update live, with 100+ pre-built reports from day one and a self-service dashboard builder for custom views. Athena, the AI layer of Asset Class, builds custom reports from a plain-language request and drafts board and IC packs for your team to review.

Can I build custom dashboards for different teams in my firm?

Yes, Asset Class lets each team in your firm build and share its own real-time dashboards. Business Development, Finance, Investor Relations or any other team can use the drag-and-drop dashboard builder, or describe a view in plain English and Athena, the AI layer of Asset Class, builds it from live data. Dashboards are fully configurable, mobile-enabled and drawn from one firm-wide data source, so every team works from the same figures.

How does Asset Class report on fund performance metrics like IRR and MOIC?

Asset Class tracks fund-level performance metrics including IRR, MOIC, distributions, capital called and NAV in real time across every fund and vehicle. Performance Grids capture any asset-level metric across real estate, private equity, energy and other asset classes, using 16 standard templates or custom configurations. Ask Athena, the AI layer of Asset Class, for a fund's IRR or MOIC in plain language and it returns the figure, the chart and a drill-down to the source record.

Can LPs access their own reporting dashboard in Asset Class?

Yes, Asset Class gives LPs their own reporting dashboard through its branded investor portal, available 24/7. LPs can view portfolio metrics, fund performance charts, distribution history and custom KPIs chosen by your firm. Metrics and chart labels are configurable, so you control how performance is shown to each investor. Athena, the AI layer of Asset Class, drafts answers to routine LP questions from each investor's own data and escalates anything sensitive to your team.

Does Asset Class support ESG and asset-level reporting?

Yes, Asset Class supports ESG and asset-level reporting with purpose-built Performance Grids across all major asset classes. You can capture any asset metric using one of 16 standard grid templates or a custom grid, and import or export data via Excel and CSV. GPs and portfolio companies submit data through the Portfolio Self-Reporting Portal, and Athena, the AI layer of Asset Class, extracts the KPIs from their uploads and files them to the right record.

Can I save report templates in Asset Class?

Yes, Asset Class lets you create and save report templates, so each report runs on live data in exactly the same format every time. Every field in the platform is reportable. Describe the report in plain English and Athena, the AI layer of Asset Class, builds the first version for you to refine and save. Athena also drafts recurring reporting packs for your team to review.

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