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Asset Class

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Asset Class is the AI-first, Claude-embedded platform for private capital. Private equity, venture capital, private credit and real estate firms use it to run investor relations, fundraising, fund operations, compliance and portfolio reporting from one shared record, built natively on Salesforce. Athena is the AI layer on top of the platform. Every role at the firm gets its own agent, scoped to that person's permissions. Business development sees a fit score on every prospect, with the first message drafted. Capital call notices, distribution notices and quarterly packs are prepared for each LP from live data. Administrator allocations are checked and cash reconciled before Finance signs off. KYC, AML and sanctions screening runs on every new investor. Every answer cited to source. Nothing reaches an investor without your sign-off. Your LPs get a portal and iOS and Android apps branded as your firm, with commitments, statements, notices, tax documents and open funds in one place. Asset Class has offices in New York, Sydney, Dublin and London.

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