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

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

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


See Ashta.ai in action
Schedule a personalized demo to see how Ashta.ai can transform your fund operations.
Book a Demo