LP CRM

The smart CRM for investor relations

Transform your Investor Relations from a simple tracker into a predictive engagement engine that gets you more commitments on every capital cycle.

Key benefits

01. Pitch with precision

Ground every LP conversation in real fund data and full relationship context. See performance metrics, commitments, and capital activity directly on the LP record, in one source of truth.

• Bridge relationship context and fund reality
  Match opportunities to the right LP using live data.

• Email and calendar integration
  Automatically capture meeting history without manual entry.

• Automated data enrichment
  Eliminate data entry with auto-populated company data.

02. Accelerate your Fundraise

Get full pipeline visibility so your team stays connected and responds like a strike team. Track every LP by stage, remove bottlenecks, and move faster from meeting to commitment.

• Stage clarity
  Track every LP by stage, from first meeting to close.

• Faster LP responses
  Get structured LP data instantly, without bottlenecks.

• Collective investor intelligence
  Turn notes and interactions into shared insight across your team.

03. Enter every meeting ready

Enrich every LP conversation in accurate fund performance data and full relationship history. See capital activity, allocation capacity, and metrics directly on LP records.

• Capital calls in context
  See commitments, capital calls, and history with relationship data.

• Dry powder visibility
  Understand allocation capacity and timing before reaching out.

• Performance metrics integrated
  View TVPI, DPI, IRR, and carry on LP records.

Win the deals that your LPs will love with the CRM that deal teams love to use.

Less tracking. More context. Faster decisions.

Automate fundraising, retain your best investors and build relationships with new LPs.

Build and retain LP relationships

Automatically sync investor emails and meetings through native Microsoft Exchange and Gmail integrations. Capture insights in one place to build a shared repository of allocator intelligence.

Build a bespoke fundraising pipeline

Customize fundraising stages and records to match your workflow. Tailor fields, layouts, and views so your team can move faster and stay aligned across every raise.

Enrich data automatically

Use third-party APIs to auto-populate and auto-update company details. Query deals, adviser relationships, and diligence notes with an AI agent, then review results and edit records in one place.

Your dedicated investor relations platform

Fundraising, investor management, and research tied together for every member of your team.

FAQs

You have questions, we have resources and answers.

What is the difference between LP CRM and Deal CRM?

How can I get access to LP CRM?

How does LP CRM compare to general CRMs?

See LP CRM in action

Request a demo to see how LP CRM helps you centralize investor relationships, track fundraising cycles, and manage fund data in one connected system.