Asset Class Fund OS (Fund Operating System) - Asset Class - AppExchange
Skip to NavigationSkip to Main Content

Asset Class Fund OS (Fund Operating System)

By Asset Class
Asset Class Fund OS (Fund Operating System)
Introducing the Fund OS
Investor & Fund Management (IFM) from Asset Class
Deal Flow Management (DFM) from Asset Class
Portfolio & Asset Management (PAM) from Asset Class
CRM from Asset Class
We're still gathering your accounts. This process takes a few moments.

Free Easily installed in existing Salesforce Orgs. We deploy a managed package and can have you up and running in Days. $5,000 USD per company per month Easily installed in existing Salesforce Orgs. We deploy a managed package and can have you up and running in Days.

Discounts available for nonprofits

More plans available
$2,500 USD per company per month
$2,500 USD per company per month

Rating

(0)

Latest Release

9/24/2024

CATEGORIES

Finance
Managing Investor Relations for Private Equity, Venture Capital & Alts

Asset Class Fund OS allows you to manage the entire Investor Lifecycle including onboarding, subscription management, eSignature, CRM, Investor Relations and a full-feature Investor portal, in addition to Deal Flow and Portfolio Management.

Free$5,000 USD per company per month Easily installed in existing Salesforce Orgs. We deploy a managed package and can have you up and running in Days.

Discounts available for nonprofits