Use Cases
fundraising, screening, portfolio-monitoring, investor-relations, reporting, back-office
Integrations
box, crunchbase, docusign, dropbox, gmail, linkedin, mailchimp, microsoft-outlook, pardot, pitchbook, power-bi, prequin-data, salesforce, sharepoint, slack, tableau, xero, zoom
Office Functions
front-office, middle-office, back-office

Asset Class

In an era where digital transformation is reshaping the financial industry, the Asset Class Platform stands as a beacon of innovation, facilitating an unparalleled level of automation and integration for private capital firms globally. Recognized as the preferred fund operating system, Asset Class provides an exhaustive end-to-end solution, covering the entire spectrum of investment lifecycle management. This multifaceted platform offers distinct yet harmonized modules encompassing Customer Relationship Management (CRM), Investor and Fund Management (IFM), and Deal and Portfolio Management (DPM). Each of these modules is armed with features designed to streamline various facets of fund management, from seamless integration with existing technology frameworks and document management in CRM, to comprehensive investor onboarding and compliance management in IFM, and effective tracking of deal activities and portfolio management at scale in DPM. Through its intuitive and cohesive structure, Asset Class is propelling firms towards a future where investment management is not just efficient but also agile and innovative.

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