investor-portal
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Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
Graham McConnell
Graham McConnell is the CEO and co-founder of Nth Round, a Philadelphia fintech that helps private companies, family enterprises and funds manage equity, run investor portals, distribute reports and create shareholder liquidity. A Dartmouth cognitive science graduate who oversaw software at the $25B quant firm AJO Partners before launching the company with his father in 2018, he is a self-described saver and Bogle-style passive investor on a mission to simplify and democratize private investing.
Todd Glasson
Todd Glasson is the CEO and founder of InvestorFlow, the leading CRM and AI platform for private markets firms. Starting his career in 1996 at Pilot Software and building the Carlyle Group's website in 2001, he has spent nearly three decades defining how the investment management industry engages digitally. He co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management - before launching InvestorFlow in 2015. Today InvestorFlow serves 200+ top private markets firms managing over $6 trillion in assets, and following the 2022 merger with Blackstone-incubated Cloud Theory and the 2024 acquisition of UK-based Coyote Software, InvestorFlow has grown into a category-defining platform for deal flow, fundraising, and investor services.