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Asset Class
On a mission to become the Global Operating Platform for Investment Management & Asset Management
About Asset Class
Asset Class is a pioneering startup that leverages the power of Salesforce, a leading customer relationship management (CRM) platform, to revolutionize the private capital market. The company provides a modular solution designed to streamline and digitize internal processes for private capital funds, making the investment process more efficient and transparent. Asset Class serves private capital funds, fund administrators, and investors, primarily operating in the U.S. and Europe.
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The core of Asset Class's business model is its customizable and user-friendly software platform. This platform offers a range of features including deal flow tracking, due diligence management, portfolio management, and financial tracking. It also provides a secure portal for investors to access comprehensive reports on their investments, including financial information, impact reports, and regulatory updates. The platform integrates seamlessly with other tools like Google Maps, Pitchbook, Crunchbase, Preqin, and Slack, enhancing its functionality and ease of use.
Asset Class generates revenue through a subscription-based model, where clients pay for access to its software platform. The company prides itself on its responsive customer service and timely, accurate implementation, which has been highlighted by clients such as Elizabeth Park Capital Management and Borgman Capital.
The leadership team at Asset Class includes experienced professionals like CEO Ferdinand Roberts, Head of Finance Cillian Ryan, and Head of Design UX Alan Neale, among others. The company operates a hybrid work environment, attracting top talent to deliver the best software solutions to its clients.
At a glance
- Status
- Operational
- Founded
- 2019
- Headquarters
- New York City, United States
- Employees
- 15
- Open positions
- None listed
- Dealroom signal
- 61.9/100
- Industry
- Fintech, Enterprise Software
- Sub-industry
- Wealth Management
- Sector
- Fintech, deal execution, Private Equity
- Technology
- Big Data
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 1 company, latest Feb 2025
- Capital deployed
- —
- Preferred round
- ACQUISITION
Latest news
Press, funding announcements and product moves mentioning Asset Class.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Jul 2022 | $12M | $46M | Canapi | ↗ |
| SEED✓Equity / VC | May 2021 | $3M | $12M | Angel Oak Companies | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Asset Class is 120 monthly website visits, down 96.5% over the last three months. Asset Class's team declined 28.6% over the past year.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
Angel Oak Companies
Series A1 investor entered at this stage
Canapi
Other known investors1 additional known investor
TTV Capital
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Asset Class on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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