---
description: Review of Ashta.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Ashta.ai | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Fund Accounting Software](/directory/275/fund-accounting-software/software) > [Ashta.ai](/software/549444/Ashta)

# Ashta.ai

Canonical: https://www.softwareadvice.ie/software/549444/Ashta

> \# Ashta.ai Fund Operations Platform

Ashta.ai is a fund operations platform for private equity, venture capital, private credit, real estate, and hedge fund managers. It is an alternative to Juniper Square, Carta, Allvue, and Dynamo for LP onboarding, KYC/AML verification, capital operations, and investor reporting.

Fund managers use Ashta.ai when they need governed LP workflows, ILPA-aligned reporting, and audit-ready deliverables rather than a portal-first or CRM-first solution.

\#\# Who It Is Built For

Ashta.ai is designed for investor relations, fund operations, and compliance teams managing LP onboarding, capital calls, distributions, and quarterly reporting. It supports emerging managers through established mid-market funds with institutional LP requirements.

\#\# What It Replaces

Ashta.ai brings together workflows commonly handled across:

\* DocuSign for subscription documents and e-signatures
\* Persona and Onfido for KYC/AML verification
\* Excel spreadsheets for commitments and capital call tracking

All activity is connected through one workflow and audit trail, from initial LP interest through funding.

Ashta.ai can also work alongside accounting platforms such as Investran, Allvue, and FundCount, providing cleaner LP and capital-event data.

\#\# Key Capabilities

\*\*LP Onboarding\*\*
Supports multiple account types, including individuals, LLCs, trusts, SDIRAs, and international structures. Includes Reg D 506(c), KYC, KYB, AML, accreditation, subscription documents, e-signatures, countersignatures, and side-letter management.

\*\*KYC/AML Verification\*\*
Identity and entity verification, sanctions screening, accreditation, and suitability checks are completed within the onboarding flow. Results update the LP record automatically without manual reconciliation.

\*\*Subscription Documents\*\*
Automatically generates subscription documents based on LP and account data. Includes e-signature, countersignature, document history, and a complete audit trail.

\*\*Capital Calls and Distributions\*\*
Create, approve, send, and track capital calls by LP. Allocations are calculated from commitments, while distribution workflows support European and American waterfalls, multiple classes, and multiple funds.

\*\*Investor Reporting\*\*
Generates ILPA-aligned reporting packages with validation and approval workflows. Supports quarterly and annual LP statements, K-1s, T5013s, 1099s, supporting schedules, and audit-ready deliverables.

\*\*Investor Portal\*\*
Provides a branded LP portal for secure document delivery, transaction visibility, wire tracking, statements, tax documents, and fund information.

\*\*Smart Modules\*\*
Includes ILPA reporting automation, KYC/AML workflows, waterfall calculations, tax-document generation, transfer-agent workflows, risk and audit automation, fundraising tools, recommendations, and a knowledge assistant for fund materials.

\#\# Support and Onboarding

Ashta.ai provides implementation support, live online or in-person training, and ongoing support through email, phone, chat, and a knowledge base. Fund teams receive a dedicated implementation contact for setup and configuration.

\#\# Why Fund Teams Choose Ashta.ai

Many fund teams operate across disconnected tools: subscription documents in DocuSign, KYC in Persona, commitment tracking in spreadsheets, and accounting elsewhere. This creates repeated data entry, manual reconciliation, and fragmented audit trails.

Ashta.ai connects these workflows so verification results, signed documents, commitments, capital events, and reporting stay within one operational record.

\*\*One connected workflow. One audit trail. Less manual rekeying.\*\*

30,000+ limited partners on platform. $5B+ assets under administration. SOC 2 Ready. Supports US, Canadian, and international fund workflows.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Ashta

## Commercial Context

- **Pricing model**: Other (Free version available)
- **Pricing Details**: Ashta.ai uses custom pricing based on firm size, number of funds, investor volume, selected modules, integrations, and implementation requirements. Contact Ashta.ai for a tailored quote.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- AI Copilot
- API
- Access Controls/Permissions
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Authentication
- Automation
- Bank Reconciliation
- Budgeting/Forecasting
- CRM
- Cash Management
- Chart of Accounts
- Collaboration Tools
- Compliance Management

## Integrations (52 total)

- AWS Systems Manager
- Aquila
- Bipsync
- Box
- Calendly
- Clarity
- Claude
- Coinbase
- Databricks
- Dispatch
- Dispatch
- Docusign
- Dorsum
- Dropbox Sign
- Everysk

... and 37 more integrations

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Fund Accounting Software](https://www.softwareadvice.ie/directory/275/fund-accounting-software/software)

## Related Categories

- [Fund Accounting Software](https://www.softwareadvice.ie/directory/275/fund-accounting-software/software)
- [Fundraising Software](https://www.softwareadvice.ie/directory/1543/online-fundraising-platforms/software)
- [KYC (Know Your Customer) Software](https://www.softwareadvice.ie/directory/4611/kyc/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/549444/Ashta)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/549444-Ashta/> |
| en-AU | <https://www.softwareadvice.com.au/software/549444/Ashta> |
| en-GB | <https://www.softwareadvice.co.uk/software/549444/Ashta> |
| en-IE | <https://www.softwareadvice.ie/software/549444/Ashta> |
| en-NZ | <https://www.softwareadvice.co.nz/software/549444/Ashta> |

-----

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It is an alternative to Juniper Square, Carta, Allvue, and Dynamo for LP onboarding, KYC/AML verification, capital operations, and investor reporting.\n\nFund managers use Ashta.ai when they need governed LP workflows, ILPA-aligned reporting, and audit-ready deliverables rather than a portal-first or CRM-first solution.\n\n## Who It Is Built For\n\nAshta.ai is designed for investor relations, fund operations, and compliance teams managing LP onboarding, capital calls, distributions, and quarterly reporting. It supports emerging managers through established mid-market funds with institutional LP requirements.\n\n## What It Replaces\n\nAshta.ai brings together workflows commonly handled across:\n\n* DocuSign for subscription documents and e-signatures\n* Persona and Onfido for KYC/AML verification\n* Excel spreadsheets for commitments and capital call tracking\n\nAll activity is connected through one workflow and audit trail, from initial LP interest through funding.\n\nAshta.ai can also work alongside accounting platforms such as Investran, Allvue, and FundCount, providing cleaner LP and capital-event data.\n\n## Key Capabilities\n\n**LP Onboarding**\nSupports multiple account types, including individuals, LLCs, trusts, SDIRAs, and international structures. Includes Reg D 506(c), KYC, KYB, AML, accreditation, subscription documents, e-signatures, countersignatures, and side-letter management.\n\n**KYC/AML Verification**\nIdentity and entity verification, sanctions screening, accreditation, and suitability checks are completed within the onboarding flow. Results update the LP record automatically without manual reconciliation.\n\n**Subscription Documents**\nAutomatically generates subscription documents based on LP and account data. Includes e-signature, countersignature, document history, and a complete audit trail.\n\n**Capital Calls and Distributions**\nCreate, approve, send, and track capital calls by LP. Allocations are calculated from commitments, while distribution workflows support European and American waterfalls, multiple classes, and multiple funds.\n\n**Investor Reporting**\nGenerates ILPA-aligned reporting packages with validation and approval workflows. Supports quarterly and annual LP statements, K-1s, T5013s, 1099s, supporting schedules, and audit-ready deliverables.\n\n**Investor Portal**\nProvides a branded LP portal for secure document delivery, transaction visibility, wire tracking, statements, tax documents, and fund information.\n\n**Smart Modules**\nIncludes ILPA reporting automation, KYC/AML workflows, waterfall calculations, tax-document generation, transfer-agent workflows, risk and audit automation, fundraising tools, recommendations, and a knowledge assistant for fund materials.\n\n## Support and Onboarding\n\nAshta.ai provides implementation support, live online or in-person training, and ongoing support through email, phone, chat, and a knowledge base. 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