Ashta.ai
Ashta.ai: A broad fund-operations platform for teams managing complex investor and accounting workflows. Ranked #3 of 30 in Fund Administration Software by our editors (9.2/10); pricing: Pricing on request; best for full-service fund administration teams.
At a glance
- Editor score9.2 / 10
- PricingPricing on request
- Best forFull-service fund administration teams
- Free planNo
- Investor portalYes
- Facts checked21 Sep 2026
Where it wins
- Covers accounting, NAV, waterfalls, capital calls, tax documents, and audit logs
- Combines investor onboarding, portals, subscriptions, and e-signatures
- Supports multi-entity, multi-currency, multi-class, and ownership workflows
Where it doesn't
- Pricing and support levels are set through customer agreements
- No free plan or published starting price
- May require integration work across accounting and compliance systems
Our verdict on Ashta.ai
Ashta.ai is an enterprise fund-operations platform for fund managers, fund administrators, and alternative investment firms. Its coverage spans private equity, private credit, real estate, venture capital, and hedge-fund workflows. The platform brings investor onboarding, KYC, KYB, AML, accreditation, suitability, subscription documents, e-signatures, capital calls, distributions, NAV workflows, fund accounting, tax reporting, and audit logs into one operating environment. Web and API access support different operating models.
The strongest case for Ashta.ai is its coverage of core administration work. Teams can manage general ledgers, reconciliations, multi-entity structures, multiple currencies, capital accounts, investor statements, and tax documents including K-1, T5013, and 1099 forms. Distribution and NAV workflows support Euro and American waterfalls plus multi-class structures. The investor portal adds branded dashboards, document sharing, notices, and fund-data access, while cap-table, share-registry, vesting, transfer, and ownership-history tracking extend the platform into ownership administration. Timestamped, IP-stamped, exportable audit logs add a clear recordkeeping layer.
Pricing is handled through customer agreements, with no free plan or published starting price, so Ashta.ai is oriented toward organizations evaluating a tailored enterprise deployment rather than self-serve adoption. Integrations include AWS, Box, Databricks, Dropbox, Calendly, Charles Schwab, Claude, DocSend, DocuSign, Fireflies.ai, Google Workspace, and Slack. Those connections can help fit the platform into existing document, communication, data, and signing workflows, although implementation requirements will depend on the firm's systems and processes. Ashta.ai suits full-service administration teams that need broad coverage across investor operations, accounting, tax, and ownership records. Smaller teams seeking transparent pricing or a lightweight point solution should look elsewhere.
Your product? Our editors can test Ashta.ai in depth and publish a review, labelled as paid · from $149/mo →
Ashta.ai pricing
Ashta.ai fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Investor portal | Yes |
| Capital account tracking | Yes |
| NAV workflows | Yes |
| Allocation waterfalls | Yes |
| Capital call workflows | Yes |
| Investor limit | Not verified |
| Deployment | Cloud, Browser extension |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: AWS, Box, Databricks, Dropbox, Calendly, Charles Schwab … See all → |
| Pricing | Pricing on request |
| Website | ashta.ai |
| Facts checked | 21 Sep 2026 |
Ashta.ai integrations
Ashta.ai lists 100+ integrations on its own site — the 12 named here are the ones its pages call out.
- AWS
- Box
- Databricks
- Dropbox
- Calendly
- Charles Schwab
- Claude
- DocSend
- DocuSign
- Fireflies.ai
- Google Workspace
- Slack
See all Ashta.ai integrations →
Alternatives to Ashta.ai
- PerfonaA broad fund administration system with transparent starting prices and a 14-day trial.9.4
- KeelA broad fund administration platform with a free plan and paid tiers for scaling managers.9.3
- Carta Fund ManagementA fund administration suite combining accounting, investor workflows, analytics, and administrator support.9.1
See all Ashta.ai alternatives →
Ashta.ai vs the competition
- Ashta.ai vs Perfona
- Ashta.ai vs Keel
- Ashta.ai vs Carta Fund Management
- Ashta.ai vs aama.io
- Ashta.ai vs Selene
- Ashta.ai vs Formidium
Compare Ashta.ai with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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