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Asset Class Fund OS (Fund Operating System)

By Asset Class

Managing Investor Relations for Private Equity, Venture Capital & Alts

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Paid Add-On Required  

Payment required for external services or products

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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

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