Asset Class
Run the firm · IR/fundraising/LP commsAsset Class is a platform for private capital firms that combines investor CRM, fund operations, an LP portal, data rooms and portfolio tracking. Its AI layer, Athena (launched July 2026), gives each team member a Claude-based agent limited to that person's permissions: it drafts capital-call and distribution notices, LP reporting packs and fundraising follow-ups, reconciles allocations against the fund administrator, and queues every item for a named person to approve before it reaches an investor.
Visit assetclass.ai ↗Key features
- Role-based Athena agents for IR, business development, finance, compliance and portfolio management
- Capital calls, distribution notices and quarterly LP packs drafted for approval
- Validates administrator allocations and reconciles fund-admin data
- Fundraising pipeline with prospect scoring and drafted outreach
- White-label LP portal and mobile app with eSubscription onboarding
- Answers in plain language with every figure cited to its source record
Pricing
Published list prices: $99 per internal user per month; Athena Fund OS $1,250/month; LP Portal and LP Mobile $1,000/month; add-ons from $500/month (Athena Mail) and $1,000/month (Deal and Portfolio Management); plus $1 per LP per month and an AUM fee in $100M bands.
Pricing page ↗ · checked Oct 15, 2026
Who it's for
PEVCReal estateLinks
- Official site ↗ assetclass.ai
- Pricing page ↗ assetclass.ai
- Athena launch (Jul 21, 2026) ↗ assetclass.ai
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Profile last checked Oct 15, 2026.
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On the map: The VC & PE AI stack, in IR & LP reporting.
On the map: Running your firm: the AI back office, in IR & fundraising.
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