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Asset Class

One platform for onboarding, fundraising & investor relations.

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Overview

Asset Class provides a platform for private capital firms to manage the entire investor lifecycle. It includes tools for prospecting, fundraising, subscription management, and ongoing investor relations. The platform is designed for venture capital, private equity, and real estate firms.

✨ Key Features

  • CRM for Private Capital
  • Fundraising Management
  • Subscription Management
  • Investor Portal
  • Deal Flow Management

🎯 Key Differentiators

  • Modern, all-in-one platform for the investor lifecycle
  • Focus on user experience for both fund managers and investors

Unique Value: Provides a seamless and modern experience for both fund managers and their investors throughout the fundraising and relationship management process.

🎯 Use Cases (3)

Managing a fundraising process for a new fund Onboarding new limited partners Providing investors with a modern portal for documents and updates

✅ Best For

  • Streamlining the subscription process for a new fund
  • Centralizing all investor communications and documents

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Portfolio company performance tracking (less of a focus)

🏆 Alternatives

Dynamo Software Juniper Square InvestNext

Offers a more integrated and user-friendly solution compared to using a collection of disparate tools (CRM, data room, etc.).

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

Contact for pricing
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