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Solutions
Discover our enterprise software solutions designed to elevate your financial institution’s investment capabilities.
Investor Portal – A Seamless, End-to-End Investment Experience
The Investor Portal is designed to provide a frictionless, fully automated investment experience, eliminating manual processes and enhancing efficiency. From seamless onboarding to real-time portfolio tracking, every aspect is optimized for security, transparency, and ease of use. With built-in AI capabilities and automation, investors gain full control over their investments while fund managers benefit from streamlined operations.
- Sign-on - Secure, hassle-free access for investors
- Detailed profile creation - Collect and manage investor information effortlessly
- Investment processing - Simplified deal execution with automated workflows
- Deal Details Page - Centralized access to investment opportunities and key metrics
- Portfolio Dashboard - Real-time visibility into holdings, performance, and transactions
- Payment automation - Streamlined payment processing for seamless transactions
- Secondary Marketplace - Liquidity solutions through a secure investor exchange
- Differential data sharing - Tailored access to investment insights and reporting
- AI BOLT-ON - Advanced AI-powered insights for smarter investment decisions
Fundraising Automation – Streamline Capital Raising with AI & Automation
Raise capital faster, smarter, and with greater efficiency using Ashta.ai’s Fundraising Automation. Our platform simplifies deal uploads, tracks investor engagement, and automates follow-ups—allowing fund managers to focus on closing deals instead of manual tasks. With seamless CRM integration, data security, and AI-driven insights, you gain complete visibility and control over your fundraising process, ensuring compliance, scalability, and access to the right investors at the right time.
- Upload a new deal - Effortlessly add and manage new investment opportunities
- Track Deal Progress - Real-time insights into investor activity and deal status
- Auto reminder and CRM functions - Automated follow-ups to nurture investor interest
- Deal level details - Centralized access to all critical deal information
- Investor reporting - Generate and share reports instantly for transparency
- Data Security - Industry-leading protection for investor and deal information
- Secondary marketplace - Liquidity solutions to enhance investor participation
- Customer profile access - Gain deep insights into investor behavior and preferences
- Data warehouse integration - Secure storage and retrieval of investment data
- Access to BuyProperly Investors - Expand your reach with a pre-qualified investor network
- Distributions - Automate fund distributions for seamless transactions
- AI BOLT-ON - Leverage AI-driven analytics for strategic decision-making
- Dedicated Account Manager - Personalized support for optimized fundraising
- Accounting system integration - Sync seamlessly with financial tools for compliance
Accounting Module – Simplify Fund Accounting & Compliance
Eliminate the complexity of fund accounting with Ashta.ai’s Accounting Module—a powerful solution designed to automate tax calculations, ensure compliance, and streamline financial reporting. Whether managing multiple LP share classes or generating investor tax forms, our intelligent system reduces manual effort, minimizes errors, and accelerates financial workflows. Stay compliant, improve accuracy, and gain real-time financial insights with automation at your fingertips.
- Support multiple classes of LP units/ shares - Manage diverse investor structures effortlessly
- Tax estimations - Automate projections for accurate tax planning and reporting
- Generate T5013 - Instantly create and distribute required tax documents
Get a Personalized product demo
Schedule a personalized product demo to see how our platform can meet your investment needs.
Integrations
Access and manage investor and deal documents stored in Box directly from Ashta.
Let LPs, prospects, and partners book meetings that automatically sync to Ashta timelines.
View positions, balances, and custodial account data from Schwab within Ashta.
Use Claude to generate summaries and insights powered by your Ashta data.
Share documents securely through DocSend and see engagement activity inside Ashta.
Send and track subscription documents through DocuSign as part of Ashta onboarding.
Keep fund materials and investor files in Dropbox available from within Ashta.
Capture transcripts and call summaries and attach them automatically to Ashta records.
Sync Gmail, Drive, and Calendar activity with investor and deal records in Ashta.
Keep investor profiles and pipeline data in sync between HubSpot and Ashta.
Manage sensitive identifiers through Keeper while keeping workflows organized in Ashta.
Send LP communications through Mailchimp and track engagement inside Ashta.
Connect capital raising, investor onboarding, and subscriptions via North Capital in Ashta.
Automatically log calls and SMS threads from Quo into investor activity histories in Ashta.
Deliver automated notices and reports through SendGrid with status visible in Ashta.
Receive Ashta workflow updates and alerts directly in Slack channels.
Build automated AI call flows in Synthflow and trigger them from key actions inside Ashta.
Send SMS alerts and investor updates using Twilio as part of Ashta workflows.
Run identity checks with Veriff and record verification status within Ashta.
Sync journal entries and balances with Xero to keep accounting aligned with Ashta.
Connect Ashta with thousands of apps using Zapier automations and triggers.
Sync investor and CRM data between Zoho applications and Ashta.
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+1-647-277-4673 (Office)+1-647-567-3373 (Sales)SOLUTIONS
Investor PortalFundraising AutomationAccounting ModuleSmart ModulesIntegrations
