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Asset Class Fund OS (Fund Operating System)

By Asset Class

Managing Investor Relations for Private Equity, Venture Capital & Alts

No Ratings
Paid Add-On Required  

Payment required for external services or products

Try It
Industries
Financial Services
Business Need
Customer Service
Finance
Collaboration
Requires
None
Compatible With
Sales Cloud
Platform Cloud
Experience Cloud

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.

  • 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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Force.com
Developer

App Details

Version
Asset Class Fund OS/2024-09-24 77d828ed9 3.185.0
Listed On
10/29/2021
Latest Release
09/24/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 93
Custom Tabs: 18
Custom Apps: 1
Lightning Components
Global: 123
App Builder: 1
Community Builder: 2
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/28/2021

Additional Details

Asset Class Fund OS (Fund Operating System) is an integrated platform for managing your Investor Lifecycle through all of the key stages including: - Onboarding - Data Room - Fund visibility (easily share details of your fund(s) via in-built data-rooms) - Subscription Documents issuance - eSignature - Investor CRM - Fund administration integration - Investor Portal for Statements, Tax Documents and Fund Updates - Renewal and Redemption management - Deal Flow Management (Due Diligence) - Portfolio & Asset Management Asset Class Fund OS was designed by professionals from the Private Capital sector and is fully customisable to meet the specific needs of your fund(s) / SPV's / Private Capital offerings

Need help?

Asset Class

New York

email us for any question related to our products and a member of the Asset Class team will respond in a timely manner.

Support Phone+1 332 223 4010
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