Trusted By The World’s Leading Private Capital Firms
AI does the work, up to the point your team signs off. Never autonomous. Never unsupervised.
Know who to call first. Athena ranks every prospect by fit and keeps a live, probability-weighted view of the raise against your target.
Prospects ranked by fit
Scores weigh strategy, ticket size and past behaviour, and update as new signals arrive.
Live view of the raise
Each likely commitment is weighted by its chance of closing and totalled against your target.
Pitches written for each prospect
A pitch tailored to what each investor cares about, ready for you to edit and send.
Follow-ups drafted on time
The next email is drafted after every meeting or quiet spell, so no prospect goes cold.
A notice for every LP. Capital call and distribution notices are generated for each LP, showing their share of every call and payout.
Quarterly packs produced instantly
Performance, holdings and capital account are built into a quarterly pack for every LP.
Approval before anything sends
Every notice and pack waits as a draft for your team. Nothing reaches an investor without your sign-off.
Every call and payout reconciled. Asset Class pulls in your administrator’s allocation file, validates it, issues to LPs and matches what was paid.
Errors caught before issuing
Every figure from your administrator is checked for errors and mismatches before anything goes out.
Every break flagged for review
Issued amounts are matched to what was paid or received, and any break is flagged.
One dataset per company. Athena reads whatever portfolio companies send and merges the key figures into one set, each linked to its source.
Companies report in directly
Board packs, management accounts, spreadsheets or a KPI email go straight in, with no chasing.
Compare companies at a glance
Clean quarterly figures feed portfolio analysis, so you can track trends and spot issues early.
Stop guessing. Asset Class AI (Athena) reads your entire firm's data and tells you what to do next - the actions, the call, the follow-up that actually moves the needle.
AI Actions
Scan email, documents, calendars and more to automate and queue up intelligent department specific actions
Zero Data Entry
Avoid data entry wherever possible, scanning documents, meeting transcripts, external data sources
A live command view of every fund - what’s raised, what’s deployable, where the risk sits. Ask in plain language; every figure is cited back to its source record.
Capital calls & distributions
Compliance screening
Ask-anything reporting
LP portal
Fund admin reconciliation
Know exactly where every relationship stands. Athena's AI Relationship Score reads the signals your team misses, ranking your book by opportunity so you engage the right LPs first
One source of truth
BD, IR, finance and compliance all work from the same records, with no re-keying between systems.
Decisions in real time
A live command view puts every fund's performance, risk and dry powder in front of partners on demand.
Built to scale
AI handles the repetitive work - notices, reporting packs, screening - and scales as you add funds and LPs.
AI to a human checkpoint
AI does the work and your team signs off - never autonomous, never unsupervised.
“Asset Class gives us a scalable solution that supports our commitment to delivering best-in-class service”
Nick Rosenthal
Co-CEO, Griffin Capital
“Asset Class lets us keep all our investor documents and communications in one place — the simplicity of a single platform frees us to focus on the rest of the business.”
John Patriarca
Director, Elite Franchise Capital
“Asset Class is leading the democratization of private capital — visionaries who understand PE and VC, with world-class technology built for investor needs.”
Sreeni Prabhu
Co-Founder & Co-CEO, Angel Oak
“We chose Asset Class to give our investors a state-of-the-art reporting portal — it's streamlined our reporting and onboarding while still allowing for customization.”
Julian Schickel
Co-Founder & Managing Partner, Avellinia Capital
“Asset Class lets us operate efficiently across three partner firms. Customization was critical for our fund structure, and their configurability set them apart in the market.”
Craig Cimoroni
Head of Business Development, Mission Driven Bank Fund
“Asset Class brought our investor relations to the next level — saving time, improving communication and giving our LPs a great experience.”
Sequoya Borgman
Founder & CEO, Borgman Capital
“One of our core values is 'Partnership-driven. Period.' With Asset Class as our operational partner, we expect a dramatically improved investor-relations experience — and a platform that scales as we grow.”
Scott Clark
Chairman & CEO, The True Life Companies
“Asset Class's investor and fund management solution lets us enhance our operational excellence while deepening investor relationships — and we value their hands-on partnership as we scale.”
Ross Haskell
Head of Investor Operations, The True Life Companies
“Asset Class aligns perfectly with our goals to improve efficiency and elevate the client experience — a more integrated approach that lets us deliver superior service and sustainable growth.”
Simon Glendenning
Chief Operations Officer, Partners Wealth Group
“Asset Class has streamlined our investor communications and reporting — a seamless, customizable platform that helps us grow our investor base while giving current investors the best possible service.”
John Herring
Managing Director & COO, Fidus Capital
“We evaluated many platforms and chose Asset Class for its state-of-the-art software and customization — coordinating fundraising, investor relations, compliance and asset management for thousands of PE clients.”
Greg Papazian
Managing Director, Brookwood
