AI-powered fundraising platformfor private equity & private credit

Optimize your capital raising with automated virtual data rooms, LP communication tools, and intelligent pipeline management— purpose-built for private-market fund managers who want faster closes, cleaner data, and stronger investor engagement.

Fundraising Portal UI

Faster and smarter capital raisingwith an AI-driven fundraising platform

Fundraising in private markets is becoming increasingly competitive, data-intensive, and operationally complex. Many firms continue to depend on fragmented systems, manual workflows, and outdated communication methods that slow progress and create friction for prospective investors.

Ashta.ai replaces this fragmentation with a unified, AI-driven fundraising environment built for GPs who want to raise capital with greater speed, clarity, and precision.

The Ashta Fundraising Portal delivers a tailored experience for each LP by generating dynamic data rooms aligned to individual investor interests, intelligently organizing fund materials and performance documents, providing secure access through a single investor interface, and automatically managing structure, tagging, and permission controls behind the scenes.

Complementing this is the Ashta Fundraising Pipeline, a fully adaptable workflow engine that adjusts to your team’s unique approach. It enables firms to monitor engagement, manage diligence activities, oversee commitments, and streamline investor follow-ups without relying on spreadsheets or scattered CRMs.

By bringing together outreach, documentation, analytics, and investor engagement in one intelligent ecosystem, Ashta.ai reduces friction, shortens fundraising timelines, and enhances transparency for LPs across private equity, private credit, venture capital, and real-estate investment strategies.

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Exceptional LP Experience

Deliver a modern, intuitive fundraising environment where investors can explore beautifully organized data rooms, access real-time insights, and engage with your fund information through a single, cohesive platform. Ashta.ai elevates transparency and strengthens LP confidence at every stage of the capital-raising journey.

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Intelligent Workflow Automation

Protect sensitive investment materials while simplifying the way your team collaborates. Ashta.ai’s secure virtual data environment centralizes documents, manages permissions with precision, and streamlines distribution so your workflows stay efficient, compliant, easy to control, and audit-ready across teams and stakeholders.

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Faster, More Scalable Fundraising

Accelerate your capital-raising momentum by digitizing and optimizing your entire fundraising lifecycle. With advanced automation, AI-driven organization, and frictionless investor engagement, Ashta.ai helps your firm operate with greater efficiency and unlocks higher growth potential across private equity, venture capital, real estate, and private credit.

Unify your investor relations workflow
with Ashta.ai’s integrated fundraising experience

  • Manage outreach, monitor investor engagement, and guide prospects through every stage of capital raising, all within Ashta.ai’s connected fundraising environment. When an investor is ready to move forward, seamlessly transition them into a fully digital subscription and onboarding flow, complete with automated form handling, identity checks, KYC/AML steps, and standardized tax documentation.
  • Investor profiles inside Ashta.ai are automatically enriched with verified data collected during onboarding, eliminating repetitive data entry and ensuring accuracy across your fundraising, compliance, and reporting frameworks.

By consolidating communication, diligence, subscription workflows, and investor data management into one intelligent platform, Ashta.ai reduces administrative burden and frees your team to focus on cultivating stronger, long-term LP relationships.

Unified investor relations workstream
Fundraising Portal demo

Ashta Fundraising Portal

The Ashta Fundraising Portal brings every active data room into a single, modern environment designed to elevate how investors experience your fund. GPs can showcase a fully branded, AI-organized portal that helps prospects explore materials with clarity and confidence.

With unified access, advanced security controls, and intelligent automation, the Ashta Fundraising Portal enables fund managers to streamline their capital-raising efforts and deliver a polished, efficient, and trustworthy experience to prospective LPs driving stronger engagement and smoother fundraising cycles.

Fundraising Pipeline demo

Ashta Fundraising Pipeline

The Ashta Fundraising Pipeline equips fund managers with a comprehensive, real-time understanding of every investor in the capital-raising journey. With a unified dashboard and intelligent tracking, GPs can quickly identify engagement levels, prioritize outreach, and move prospects through the funnel with greater precision.

Built for flexibility, the pipeline allows teams to design, adapt, and automate their fundraising stages to match their exact strategy. This level of configurability gives firms a clearer view of progress, improves internal coordination, and ultimately helps accelerate commitments for more successful fundraising outcomes.

Smart onboarding demo

Ashta Smart Onboarding Engine

Ashta.ai’s Smart Onboarding Engine delivers a streamlined, digital onboarding experience for LPs directly from the fundraising portal. Once an investor signs in, the system automatically launches the onboarding flow initiating subscription documents, guiding KYC/AML checks, and collecting all required verification materials in a secure, intuitive interface.

The workflow is designed for speed and accuracy, allowing most investors to complete the process in just a few minutes. Each step ensures regulatory compliance while reducing manual back-and-forth for both investors and fund managers.

Fund administrators receive real-time notifications as investors progress through onboarding. They can review submitted documents, validate identity and compliance information, and monitor onboarding status through a centralized dashboard. All verified data can flow seamlessly into internal systems, including CRM platforms, enabling teams to maintain accurate investor profiles and better manage relationships.

By consolidating onboarding, document submission, and compliance checks into one automated engine, Ashta.ai helps firms reduce operational burden and accelerate the path from investor interest to investor commitment.

Ashta.ai’s Fundraising Platform

I

Adaptive Investor Data Rooms

Create highly personalized investor spaces by shaping the structure, branding, and content of each data room in just a few minutes, delivering a modern, differentiated LP experience, secure, scalable, compliant.

II

Secure File Delivery & Access Controls

Share sensitive fundraising materials with confidence using enterprise-grade, robust security. Manage granular document visibility, permissions, and access levels to reinforce advanced trust with prospective investors.

III

End-to-End Engagement Insights

Gain a clear view of how investors interact with your materials and track their progress through every stage of the fundraising journey. Use these insights to refine outreach and improve outcomes at scale.

IV

Customizable Pipeline Architecture

Design a fundraising pipeline that mirrors your firm’s unique process. Transform internal checklists and workflows into structured, automated steps that increase efficiency and eliminate manual bottlenecks.

V

Interactive Dashboards & Analytics

Monitor opportunities, measure engagement, and understand fundraising momentum with real-time dashboards and analytics, empowering faster, data-backed decision-making across teams and stakeholders.

VI

Unified Relationship Data

Store and manage all investor and prospect information within one intelligent system. Maintain a complete view of communications, activities, and history to support stronger, smarter LP relationships.

How does Ashta.ai compare to
other investor portal platforms?

As private markets expand and investor expectations rise, fund managers need technology that delivers transparency, automation, and clean data without the complexity of legacy systems. Ashta.ai brings a modern, AI-driven approach to investor portals and fund operations, helping managers of all sizes operate with the speed and precision today’s LPs expect.

We’re confident Ashta.ai provides one of the most advanced and intuitive investor experience platforms on the market. It is purpose-built for private equity, private credit, real estate, incubators and venture funds.

Book a demo →
  • AI-powered, out-of-the-box investor experience solution

    Built with private-market best practices and automated workflows for notices, reporting, and document delivery, deployable without long implementation cycles or heavy IT support.

  • Modern cloud architecture with full scalability

    A secure, cloud-native platform with an expanding integration ecosystem, enabling seamless connections to fund admins, CRMs, accounting systems, banking partners, and internal data tools.

  • A single home for all investor data and documents

    Consolidate capital account information, performance metrics, statements, tax forms, and quarterly updates into one structured environment with customizable dashboards for both GPs and LPs.

  • AI-enhanced reporting and communication for fund managers

    Automate capital calls, distributions, statements, and investor updates using Ashta.ai’s intelligence layer which ensures accuracy, consistency, and faster turnaround for investor relations teams.

  • Purpose-built for emerging managers and multi-strategy firms

    Whether you’re raising your first fund or managing multiple vehicles, Ashta.ai scales with your growth, offering transparent reporting and a consistent investor experience across every fund.

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