SOLUTIONS

One platform. Every workflow.

From investor onboarding to fund accounting, Ashta.ai automates the work that slows your team down.

Investor Portal

  • 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

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Investor Portal

Fundraising automation

  • 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 Ashta.ai 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

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Fundraising automation

Accounting Module

  • 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

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Accounting Module
Ashta.ai platform demo

See Ashta.ai in action

Schedule a personalized demo to see how Ashta.ai can transform your fund operations.

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