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Asset Class Fund OS (Fund Operating System)
Managing Investor Relations for Private Equity, Venture Capital & Alts
- Industries
- Financial Services
- Business Need
- Customer ServiceFinanceCollaboration
- Requires
- None
- Compatible With
- Sales CloudPlatform CloudExperience 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.
Highlights
Easily onboard investors with our customizable investor flows. Capture key investor data, accreditation responses etc. Easy onboarding not only helps you raise more quickly but is a great experience for your investors.
eSignature is built-in. We pre-fill the subscription documents as part of our investor flows meaning that an investor simply needs to review and sign to complete their investment.
A full-feature Investor Portal allows you to easily provide your investors with statements, tax documents, fund updates and more. We integrate with your fund administrator to automate this process, giving you time to focus on capital raising.
Provider Details
Asset Class delivers solutions for the Private Capital Sectors including: Private Equity, Venture Capital, CRE, SPV's, Fund of Funds, RIA's, Family Offices, Financial Advisories and Wealth Managers. We help these firms manage the engagement, onboarding and servicing of clients investing in the Private Capital / Alts sector. Our solutions include fully white-labelled onboarding flows, Investor Portals, Deal flow management and Portfolio Management, in addition to eSubDocs management, due diligence management and more. Asset Class works with over 650 Funds around the world, with over $110BN in AUM across those funds on our Fund OS (Fund Operating System).
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
Easily installed in existing Salesforce Orgs. We deploy a managed package and can have you up and running in Days.
Pricing provided is 'Monthly' (paid annually)
Investor & Fund Management (IFM)
$5,000 USD/company/month
Free trial available for 30 days
Deal Flow Management (DFM)
$2,500 USD/company/month
Free trial available for 30 days
Portfolio & Asset Management (PAM)
$2,500 USD/company/month
Free trial available for 30 days