Asset Class
HQ Address
14 Wall Street, 20th Floor, New York, NY 10005, United States
Website Address
Business introduction
We power the teams that power private capital
Powering funds in private equity, venture capital, CRE, family office, RIA and wealth management - globally
Fund and investor management is chaotic - we bring order to it
Coming from 25+ years in the financial services technology sector, our founder, Ferdinand Roberts recognized how disjointed and chaotic the process of fundraising, investor relations, deal management and portfolio management can be.
Asset class was created to address this chaos, to provide private capital firms with a platform to manage every stage of the fund, investor, deal and portfolio management lifecycle. In other words, to tame the chaos and deliver industry-leading experiences for fund managers and their investors.
Asset Class Solutions
Customer Relationship Management
Your contacts engaged Leverage the world's number one CRM system, now optimized for private capital firms like yours. Engage and track every call, task, email, meeting and interaction you have with your Investors, partners and colleagues with Asset Class CRM. Your prospects tracked Engage prospective investors, deals and partners with our in-built campaign......
business needs
- Business Intelligence & Practice Management
- Client Marketing & Prospecting
- Digital Platforms & Tools
Deal Flow Management
Every deal, every activity, easily tracked Deal Flow Management from Asset Class ensures that every deal is tracked and managed through a structured flow. Every call, meeting, task, document, relationship is tracked and easiy viewed on your Deal Flow dashboard. Due diligence centralized, and streamlined With Deal Templates, you can ensure that every......
business needs
view solutionInvestor & Fund Management
A single, connected, system of record With a single 'source of truth' you can ensure that every activity you need to undertake as an investor relations function, is captured, is auditable and is uniquely tied to every investor or entity. An industry leading investor portal Give your investors 24x7 access to your own......
business needs
- Business Intelligence & Practice Management
- Client Onboarding & Identity Verification
- Digital Platforms & Tools
Portfolio & Asset Management
Portfolio assets. Efficiently managed Easily capture performance data on every asset in your portfolio. We make it easier with our 'Grids' technology and intuitive portfolio portal. Self-reporting via your portfolio portal Streamline document and performance data collection with your own branded portfolio portal. Perfect for property managers, hard assets reporting, portco reporting and......
business needs
- Business Intelligence & Practice Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
