FUNDRAISING AUTOMATION

Operate every fundraise from one console.

Track every transaction, retrigger any vendor action, and launch new funds — without spreadsheets, vendor tabs, or engineering tickets.

Admin transactions ledger with retrigger Docusign, retrigger KYC, and edit payment date actions
KEY BENEFITS

The operations console for fund managers.

Every action a GP needs to push a fundraise forward — surfaced on the row, not buried in a vendor dashboard.

Retrigger actions icon

Re-trigger anything without a vendor.

Re-send a KYC, re-launch a Docusign, fix a payment date, view distributions — every transaction action lives on its row.

Investor CRM icon

Every LP in one searchable console.

Investor type, country, risk, compliance status, profile completion, fund count, last KYC — all filterable, exportable.

Fund launch icon

Launch a fund as JSON, no engineering.

Import the fund deck as structured JSON. Move funds through Soft Commitment → Live → Fully Subscribed without a deploy.

Inside the operations console

Transaction ledger with retrigger actions

Every commitment in one place. Retrigger Docusign, retrigger KYC, edit payment date, view distributions — directly from the row.

Searchable investor directory

Every LP across every fund — KYC freshness, compliance state, risk profile, fund count — sorted, filtered, exported.

Fund management as configuration

Launch new funds by importing structured JSON. Track each fund through Soft Commitment, Deal Live, and Fully Subscribed states.

Activity-driven leads dashboard

Every fund-card click, buy intent, and data-room visit logged against the LP — outreach happens when interest is hot.

Documents, share registry, auction trades

The same console covers fund docs, statements, cap-table tracking, and the secondary marketplace match engine.

Audit log on every state change

Timestamp, IP, signed payload, and exporter for every event — built for the auditor, not the engineer.

01

Re-send a KYC. Re-launch a signature. Fix a wire.

Every transaction across every fund in one ledger. Retrigger Docusign, retrigger KYC, edit payment dates — from the row, without leaving for a vendor dashboard.

Admin transactions ledger showing payment status, signature status, and Docusign status across funds
02

Find any LP in seconds.

Every investor with type, country, risk, compliance status, profile completion, fund count, and last KYC date — searchable, filterable, exportable. Built for the IR team.

Admin investors list with KYC status, compliance, risk, country, and fund count for every LP
03

Launch a fund as JSON. Track every state.

Import the deck as structured JSON. Move funds through Accept Soft Commitment → Deal Live → Fully Subscribed. Edit, version, and archive — without a deploy or a ticket.

Admin fund list with import-fund-JSON action and live deal-state tracking
04

Watch intent land in real time.

Every fund-card click, buy click, and data-room visit logged against the LP, with timestamp. Reach out when interest is hot, not when the email finally arrives.

Leads CRM showing LP activity: fund card clicks, buy clicks, data room clicks with investor and fund details

How does Ashta.ai compare to other fundraising platforms?

Most "fundraising automation" tools are CRM bolt-ons. Ashta is the operations console — the actual system the GP uses to push commitments to capital.

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Action-on-the-row, not in a vendor dashboard

Retrigger KYC, retrigger Docusign, fix payment dates — from the same screen the transaction lives on.

One investor record across every fund

No re-keying contact info, KYC, or compliance status when an LP commits to a second fund.

Fund-launch is configuration, not engineering

Import a JSON, the fund is live. No new deploy, no PR, no ticket queue.

Intent capture before it hits the inbox

Fund-card clicks and data-room visits surface as leads, against the LP, before the LP emails you.

Audit log built for the auditor

Every state change timestamped, IP-stamped, exportable. SOC 2 Ready, ILPA-aligned.

Ready to modernize your fund operations?

Join 32+ GPs who use Ashta.ai to manage $500M+ in alternative investments.

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