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Claude-Native AI Advisory For Private Capital.

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We help mid-market and large Private Capital platforms put Anthropic’s Claude to work across the firm. From the team behind Asset Class, the AI platform for private capital. Delivering solutions to Private Capital firms since 2019.

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Focused By Design

One model family, deeply understood, deployed where it creates measurable commercial return.

Two colleagues looking out over the city from an office

Focused By Design

One model family, deeply understood, deployed where it creates measurable commercial return.

Focused By Design

One model family, deeply understood, deployed where it creates measurable commercial return.

We help general partners move from AI curiosity with Claude to governed, production capability their LPs and regulators can accept.

Specialists, not generalists

Asset Class Labs is the advisory division of Asset Class. Since 2019 we have built technology for private capital. Today we help firms apply Anthropic’s Claude to the work their teams actually do.

We are not a neutral integrator. We have made a deliberate bet on Claude and put it into production through Athena, our own platform. That focus means our advice is specific, tested and grounded in delivery, rather than a survey of the market.

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Our Story

Sharpen allocator targeting, DDQ response, and raise pipeline intelligence.

Faster LP response, cleaner reporting, and defensible investor communications.

Govern AI properly, with controls that satisfy the SEC and your LPs.

Sharpen allocator targeting, DDQ response, and raise pipeline intelligence.

Faster LP response, cleaner reporting, and defensible investor communications.

Govern AI properly, with controls that satisfy the SEC and your LPs.

Sharpen allocator targeting, DDQ response, and raise pipeline intelligence.

Tailored reporting that reveals new opportunities for your practice.

96%

75%

Faster LP response, cleaner reporting, and defensible investor communications.

Development reports that reveal chances in your practice.

Maximum measure of downside risk over a given time period.

Govern AI properly, with controls that satisfy the SEC and your LPs.

Confidence, discipline, and commercial precision

AI Enablement for every function of the firm, shaped by how private capital actually operates.

Fundraising & Capital Formation

Allocator intelligence, DDQ and RFP drafting, and raise reporting your placement team can stand behind.

Fundraising & Capital Formation

Allocator intelligence, DDQ and RFP drafting, and raise reporting your placement team can stand behind.

Business Development & Origination

Company and asset monitoring, thesis-led scoring and research synthesis, with the judgement line drawn.

Business Development & Origination

Company and asset monitoring, thesis-led scoring and research synthesis, with the judgement line drawn.

Investor Relations

AI-assisted IR workflows for LP requests, letters and portal responses, reviewed before sending.

Investor Relations

AI-assisted IR workflows for LP requests, letters and portal responses, reviewed before sending.

Finance & Fund Operations

AI for capital calls, allocations, reconciliation and reporting packs, with sign-off before release.

Finance & Fund Operations

AI for capital calls, allocations, reconciliation and reporting packs, with sign-off before release.

GP & Executive Operations

Executive reporting the partnership can question line by line, with every figure traced to its source.

GP & Executive Operations

Executive reporting the partnership can question line by line, with every figure traced to its source.

Compliance & Risk

AI governance for fund managers: controls, model inventory and the evidence an examiner will ask for.

Compliance & Risk

AI governance for fund managers: controls, model inventory and the evidence an examiner will ask for.

We work with established managers and multi-fund platforms, firms with real operational complexity, a varied LP base, and no appetite for AI experiments that cannot be governed.

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Trusted by firms worldwide

Driven by outcomes your investment committee can measure

From design to operating capability, we help firms make AI count.

Client Satisfaction

Built on trust, responsiveness, and lasting partnerships.

Client Satisfaction

Built on trust, responsiveness, and lasting partnerships.

Efficiency Gain

Helping teams improve reporting and decision-making workflows.

Efficiency Gain

Helping teams improve reporting and decision-making workflows.

Retention Rate

Long-term client relationships shaped by consistent results.

Retention Rate

Long-term client relationships shaped by consistent results.

AI Embed Rate

Supporting your firm as you embed AI across all functions

AI Embed Rate

Supporting your firm as you embed AI across all functions

Results vary by client

Analyst reviewing an automated workflow diagram on a large monitor

From design to operating capability, we help firms make AI count.

We help general partners navigate AI with practical insight, commercial judgment, and a clear focus on long-term performance, grounded in sector understanding, technical depth, and disciplined execution.

Our Services

Our Story

Placing responsible AI capability in your team’s hands

AI adoption, shaped by the operational reality of Private Capital.

Designed and delivered by Private Capital practitioners

Cost and risk mapped

Identify where AI genuinely removes cost and where it quietly introduces risk into your operating model.

Cost and risk mapped

Identify where AI genuinely removes cost and where it quietly introduces risk into your operating model.

Cost and risk mapped

Identify where AI genuinely removes cost and where it quietly introduces risk into your operating model.

One shared view

Bring your entire team onto a shared view of what AI will and will not do.

One shared view

Bring your entire team onto a shared view of what AI will and will not do.

One shared view

Bring your entire team onto a shared view of what AI will and will not do.

From pilot to production

From pilot to production, we help your team adopt the tools and retire the manual work behind them.

From pilot to production

From pilot to production, we help your team adopt the tools and retire the manual work behind them.

From pilot to production

From pilot to production, we help your team adopt the tools and retire the manual work behind them.

Clarity you can act on

Tailored advisory shaped around your firm’s goals and operating reality.

Client retention driven by long term partnerships and growth results delivered.

Private Capital Projects delivered with client Satisfaction built on true trust.

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AI clarity that helps general partners make confident decisions, with focused insight and a clear view of commercial return.

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Expertise grounded in private capital

The team behind Asset Class and Athena AI, now advising general partners directly.

Ferdi Roberts

Founder and CEO

Ferdi Roberts

Founder and CEO

Cillian Ryan

COO

Cillian Ryan

COO

Keith Peters

Chief Architect

Keith Peters

Chief Architect

Jason Blake

Director of Customer Success

Jason Blake

Director of Customer Success

Keith Clarke

VP Architecture

Keith Clarke

VP Architecture

Shane Bird

Lead Developer

Shane Bird

Lead Developer

Warren Hanna

Systems Engineer

Warren Hanna

Systems Engineer

Justin Samples

Customer Success Manager

Justin Samples

Customer Success Manager

Martina Burton

Customer Success Manager

Martina Burton

Customer Success Manager

Samuel Roberts

Growth Marketing Executive

Samuel Roberts

Growth Marketing Executive

Work across private capital

Use Case scenarios from our work across private capital.

Fundraising

A solitary tree on a grassy hill with a green, nature-themed background.

Building a fundraising pipeline that reflects real investor intent

Using AI to identify, prioritise and sequence the investor relationships most likely to convert.

Fundraising

Building a fundraising pipeline that reflects real investor intent

Using AI to identify, prioritise and sequence the investor relationships most likely to convert.

Fundraising

Turning due diligence questionnaires into a process measured in hours

Producing accurate, consistent DDQ and RFP responses without pulling the investment team off deals.

Fundraising

Turning due diligence questionnaires into a process measured in hours

Producing accurate, consistent DDQ and RFP responses without pulling the investment team off deals.

Fundraising

Anticipating investor questions before they are asked

Using data room and engagement intelligence to prepare the partnership for the conversations ahead.

Fundraising

Anticipating investor questions before they are asked

Using data room and engagement intelligence to prepare the partnership for the conversations ahead.

Fundraising

Building a fundraising pipeline that reflects real investor intent

Using AI to identify, prioritise and sequence the investor relationships most likely to convert.

Fundraising

Turning due diligence questionnaires into a process measured in hours

Producing accurate, consistent DDQ and RFP responses without pulling the investment team off deals.

Fundraising

Anticipating investor questions before they are asked

Using data room and engagement intelligence to prepare the partnership for the conversations ahead.

Fundraising

Keeping one fundraising narrative across every document and conversation

Ensuring the story told in the deck, the memorandum, the questionnaire and the meeting is the same story.

We believe advisory should reflect precision and attention to every detail, in each recommendation and every outcome.

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More Cases

Why we build on Anthropic

Four reasons we build on Anthropic's Claude.

1

Built for regulated work

Claude's safety and evaluation posture suits an industry where a wrong answer has consequences.

Safety posture built for regulated work

Evaluation discipline for high-stakes answers

1

Built for regulated work

Claude's safety and evaluation posture suits an industry where a wrong answer has consequences.

Safety posture built for regulated work

Evaluation discipline for high-stakes answers

1

Built for regulated work

Claude's safety and evaluation posture suits an industry where a wrong answer has consequences.

Safety posture built for regulated work

Evaluation discipline for high-stakes answers

2

Strong document reasoning

LPAs, side letters, subscription packs and diligence files are Claude's natural territory.

LPAs side letters and subscription packs

Deal due diligence files read & extracted at scale

2

Strong document reasoning

LPAs, side letters, subscription packs and diligence files are Claude's natural territory.

LPAs side letters and subscription packs

Deal due diligence files read & extracted at scale

2

Strong document reasoning

LPAs, side letters, subscription packs and diligence files are Claude's natural territory.

LPAs side letters and subscription packs

Deal due diligence files read & extracted at scale

3

Connects to your systems

Model Context Protocol lets Claude work against your CRM, fund and document systems under permission.

Model Context Protocol integration

CRM fund and document systems

3

Connects to your systems

Model Context Protocol lets Claude work against your CRM, fund and document systems under permission.

Model Context Protocol integration

CRM fund and document systems

3

Connects to your systems

Model Context Protocol lets Claude work against your CRM, fund and document systems under permission.

Model Context Protocol integration

CRM fund and document systems

4

Proven in production

Athena, our AI platform for private capital, runs on Claude in production today.

Athena runs on Claude today

Deployed with live fund managers

4

Proven in production

Athena, our AI platform for private capital, runs on Claude in production today.

Athena runs on Claude today

Deployed with live fund managers

4

Proven in production

Athena, our AI platform for private capital, runs on Claude in production today.

Athena runs on Claude today

Deployed with live fund managers

Help & FAQs

Questions? We have answers for you

Help & FAQs

Common questions about our services, our process, and what it is like to work with us.

Still have questions?

Ask a question

What types of firms do you work with?

We work with general partners at mid-market and large private capital platforms across private equity, venture capital, commercial real estate, family offices and wealth management. We do not typically work with emerging managers raising a first or second fund.

Are you independent of software vendors?

Why Claude rather than another model?

Do we need clean data before we start?

How do you handle SEC and LP scrutiny?

How do we get started?

We identify where AI removes cost and where it quietly adds risk.

Every engagement begins with a scoping conversation. If a smaller package is the right starting point, we will say so.

Book A Diagnostic

Testimonials

Work with us to help you define, build and deploy AI across every relevant department in your firm.

Asset Class gives us a scalable solution that supports our commitment to delivering best-in-class service

Nick Rosenthal

Co-CEO, Griffin Capital

Testimonials

Work with us to help you define, build and deploy AI across every relevant department in your firm.

Asset Class gives us a scalable solution that supports our commitment to delivering best-in-class service

Nick Rosenthal

Co-CEO, Griffin Capital

Testimonials

Work with us to help you define, build and deploy AI across every relevant department in your firm.

Asset Class gives us a scalable solution that supports our commitment to delivering best-in-class service

Nick Rosenthal

Co-CEO, Griffin Capital

The firms we serve

Across private equity, real estate, venture and wealth management

The firms we serve

Angel Oak Capital

Explorer Investments

Brookwood

Elite Franchise Capital

Montage Partners

Elkstone

Partners Wealth Group

Fidus Investment Corporation

Asset Class works with private capital firms across private equity, real estate, venture and wealth management.

Get Expert Guidance

Considered counsel, commercial strength

Start building a clearer AI direction

We provide trusted guidance, practical insight and robust deployment to help your firm move forward with confidence and build lasting operational advantage.

hello@assetclass.ai

+1 332 223 4010

14 Wall Street, 20th Floor, NY 10005

Request a scoping conversation

Analyst working at a desk in an open-plan office

Insights that sharpen private capital AI decisions

Read Our Insights

Sep 19, 2026

Strategy, Operations

The bottleneck in private capital was never the work

Why adding capacity through AI changes less than firms expect, and what actually constrains a fund.

Sep 19, 2026

Strategy, Operations

The bottleneck in private capital was never the work

Why adding capacity through AI changes less than firms expect, and what actually constrains a fund.

Sep 15, 2026

Reporting, Transparency

LPs will soon know more about your fund than your IR team does

Allocators are industrialising their own data. What that asymmetry means for how GPs report.

Sep 15, 2026

Reporting, Transparency

LPs will soon know more about your fund than your IR team does

Allocators are industrialising their own data. What that asymmetry means for how GPs report.

Sep 10, 2026

Governance, Strategy

Most GPs are buying AI to protect headcount, not to change outcomes

The quiet reason pilots stall, and what a genuinely outcome-led mandate looks like.

Sep 10, 2026

Governance, Strategy

Most GPs are buying AI to protect headcount, not to change outcomes

The quiet reason pilots stall, and what a genuinely outcome-led mandate looks like.

Sep 19, 2026

Strategy, Operations

The bottleneck in private capital was never the work

Why adding capacity through AI changes less than firms expect, and what actually constrains a fund.

Sep 15, 2026

Reporting, Transparency

LPs will soon know more about your fund than your IR team does

Allocators are industrialising their own data. What that asymmetry means for how GPs report.

Sep 10, 2026

Governance, Strategy

Most GPs are buying AI to protect headcount, not to change outcomes

The quiet reason pilots stall, and what a genuinely outcome-led mandate looks like.

Sep 6, 2026

Finance, Operations

Your fund administrator is not the constraint

Why the reconciliation burden sits with the GP, and what changes when the exceptions surface themselves.