Asset Class Fund OS (Fund Operating System)
Managing Investor Relations for Private Equity, Venture Capital & Alts
Overview
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.
See How Asset Class Fund OS (Fund Operating System) Works
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.
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
Categories
- Business Needs
- Customer ServiceFinanceCollaboration
- Industries
- Financial Services
- Personas
- Business Operations ManagerBusiness UserMarketer
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile