The All-in-One Platform for Fund & Asset Managers
Smat Asset Management Solution (AMS) is built for fund and asset managers to run fundraising, investor relations, document workflows, and compliance from one platform. Stop juggling spreadsheets, generic CRMs, and disconnected tools.
Join our private beta — access sent via email
Everything You Need to Manage Your Funds
AMS replaces spreadsheets, generic CRM tools, data rooms, and separate e-signature tools with one platform for fund operations.
Dashboard & Analytics
Company and deal-level metrics, investments tracking, and investor engagement insights at a glance.
Deal Distribution
Dynamic listing forms, fully customizable fields, access control, and trackable links for every deal.
Investor CRM
Manage contacts, organizations, labels, custom fields, and notifications — all purpose-built for fundraising.
Document Management
Upload, share, and e-sign documents with granular access controls and AI-powered chat on any file.
Subscriptions & Transactions
Configurable investor subscription flows and transaction review, from commitment to close.
White-Label Portal
A standalone, branded investor portal with custom domains, logos, themes, and email templates.
AI-Powered Insights
Document AI chat, AI-assisted deal listing from term sheets, and an investor-facing AI assistant.
Reports & Exports
Generate CSV and PDF exports across all entities — investors, deals, transactions, and more.
Intelligence Built Into Every Workflow
AMS uses AI to speed up deal preparation, answer document questions, and support investors with contextual responses.
Document AI Chat
Ask questions across single or multiple documents — term sheets, PPMs, subscription agreements — and get instant, context-aware answers.
AI-Assisted Deal Listing
Upload a term sheet and let AI extract key fields, structure your deal listing, and suggest descriptions automatically.
Investor AI Assistant
Give your investors a smart assistant that can answer questions about your funds, performance, and documents in real time.
Frequently asked questions
Quick answers about Smat for fund and asset managers.
What problem does Smat's Asset Management Solution solve?
Smat's Asset Management Solution (AMS) replaces fragmented workflows across spreadsheets, generic CRMs, email threads, and separate document tools with one integrated platform for fundraising, investor relations, and compliance.
Who is Smat's Asset Management Solution for?
AMS is built for asset managers, fund managers, private market officers, relationship managers, and distributors, while also providing a dedicated investor-facing portal for limited partners and other investors.
What asset classes does Smat's Asset Management Solution support?
AMS supports any asset class through fully customizable deal forms, with pre-structured templates for Funds, Debt, and Equity investment vehicles.
Can I white-label Smat's Asset Management Solution?
Yes. AMS supports white-label branding, logo and theme customization, and branded communication experiences. Custom subdomains, self-hosting, and custom domains coming soon.
What AI features does Smat's Asset Management Solution offer?
AMS provides deal scoped and customizable virtual data rooms with AI chat on documents, AI-assisted deal listing creation from source documents, and an investor-facing AI assistant.
How does AMS help with compliance and access control?
AMS centralizes documents, permissions, and investor workflows in one system so teams can control access per deal, keep records organized, and reduce manual compliance steps.
How quickly can a team start using AMS?
AMS is currently in closed beta. Teams can request early access through the waitlist, and onboarding is coordinated directly by Smat once a beta slot is available.
How does Smat handle data residency and tenant security?
Smat offers both multi-tenant and single-tenant deployment models to match your governance requirements. In our multi-tenant architecture, data is hosted on Swiss infrastructure, strictly segregated by tenant, and protected with row-level security (RLS) enforcement. For organizations with specific regulatory or internal policies, single-tenant deployments are available and can be tailored to company-level hosting and compliance needs.
How do I get started with Smat's Asset Management Solution?
We are currently undergoing closed beta. You can request access by submitting your email in the form below. We will send you access as soon as a spot opens up.
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