Asset Class pricing

10 plans on the record

Every plan

Universal User Licence

$99 a month

per user, per month

Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration

Read 8 Oct 2026 · assetclass.ai

Athena Fund OS

$1,250 a month

per month

Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards

Read 8 Oct 2026 · assetclass.ai

LP Portal and LP Mobile

$1,000 a month

per month

White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents

Read 8 Oct 2026 · assetclass.ai

Athena Mail

$500 a month

per month

LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution

Read 8 Oct 2026 · assetclass.ai

Deal and Portfolio Management

$1,000 a month

per month

Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history

Read 8 Oct 2026 · assetclass.ai

LP fee

$1 usage-based

per LP with portal access, per month

Charged for each investor record with portal access

Read 8 Oct 2026 · assetclass.ai

AUM fee above $1BN

$50 usage-based

per additional $100,000,000 in AUM, per month

Applies above $1BN AUM

Read 8 Oct 2026 · assetclass.ai

AUM fee up to $1BN

$150 a month

per $100,000,000 in AUM, per month

First AUM bands up to $1BN

Read 8 Oct 2026 · assetclass.ai

Data and document migration

$5,950 usage-based

per 20,000 documents or records

Migration of investor records, historic documents and fund data

Read 8 Oct 2026 · assetclass.ai

Configuration, deployment and training

$6,950 one-time

one-off

Firm configuration, deployment and team training

Read 8 Oct 2026 · assetclass.ai