Asset Class Fund OS (Fund Operating System)
By Asset ClassFinance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2021
About Asset Class Fund OS (Fund Operating System)
Managing Investor Relations for Private Equity, Venture Capital & Alts
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
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.
Pricing
Free to install.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Investor & Fund Management (IFM) | $5,000 per company | Monthly | 30 days |
| Deal Flow Management (DFM) | $2,500 per company | Monthly | 30 days |
| Portfolio & Asset Management (PAM) | $2,500 per company | Monthly | 30 days |
Pricing provided is 'Monthly' (paid annually)
Compatibility
- Works with
- Sales Cloud
- Platform Cloud
- Experience Cloud
- Salesforce editions
- Professional
- Enterprise
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 28, 2021
- Industries
- Financial Services
- Languages
- English
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