Asset Class Fund OS (Fund Operating System)
Managing Investor Relations for Private Equity, Venture Capital & Alts
Paid Add-On Required
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)
30-day free trial$5,000Company/Month
Deal Flow Management (DFM)
30-day free trial$2,500Company/Month
Portfolio & Asset Management (PAM)
30-day free trial$2,500Company/Month