RIA
Alternatives operations, built in.
Offering private funds to your clients shouldn’t mean a second tech stack. Asset Class runs the onboarding, the client portal, the reporting and the compliance for your alternatives on one connected record - with AI doing the work up to the point your team signs off.
Scale the client base, not the admin.
The investor operations of an alternatives manager, without the headcount - on one source of truth.
BY THE NUMBERS
A bigger book, the same back office.
Up to
80%+
less manual data entry at onboarding
96%
KYC complete · 100% audit coverage
80%+
less time on routine client queries
PIPELINE & COMMITMENTS
Know exactly where every raise stands.
Track soft-circles, commitments, and documents against each investor and fund - with a live view of your pipeline that your whole team shares.
Commitment and allocation tracking
Document status against each investor
A live pipeline across every fund
Onboarding & access
From signed to served, without re-keying.
Asset Class issues and suports e-signing of the subscription, extracts the key terms, routes KYC to compliance, all via a branded client portal - so a new client is onboarded and served without anything being re-keyed between teams.
Subscription issuance + e-sign
AI document extraction
Branded, entitled client portal
“Asset Class has brought our investor relations function to the next level by saving us time, enhancing communication, and giving our LPs a great experience.”
Sequoya Borgman
Founder & CEO, Borgman Capital
