The CRM for raising and deploying a fund.
Track deal flow, forecast your raise from weighted commitments, and keep every LP relationship in one place. The AI assistant is in every screen.
Sign up and you land in the GP workspace. There is nothing to configure.
Before the close
sourcing, fundraising and LP relationships on one platform
Weighted
projected raise from probability-weighted commitments
IC gates
and ethical walls on deal flow
AI assistant
in every screen
Most CRMs were built for sales teams.
A fund is not a sales account, an LP is not a lead, and an IC decision is not a deal stage. General and legacy CRMs miss all three.
Generic CRMs
They do not understand funds, commitments or an investment committee. You bend them and they still do not fit.
Tool sprawl
A CRM here, a data room there, and the pipeline in a spreadsheet, with nothing joined up.
No AI inside
Legacy fund CRMs predate modern AI and wait for you to type everything in.
No walls
Sensitive deals sit in a system everyone can see, with no real ethical wall.
Built around funds, LPs and the deal.
Everything here is live in the GP edition today.
See the raise before it closes.
The fundraising pipeline projects your raise from probability-weighted commitments. You see what is closed, what is weighted, the projected total against target, and the gap, for one fund or across all of them.
- Probability-weighted AUM projection
- A funnel for every fundraising stage
- Closed, projected and target side by side
Every relationship behind a commitment.
Each investor is a record of its own and maps to all the people you know at that institution, with roles and a primary signatory. The whole relationship is visible in one place instead of spread across inboxes.
- One investor, many CRM contacts
- Roles, primary contact and KYC status
- Investor tiers and target allocation
From sourcing to IC, with walls the database enforces.
A fund-aware deal board runs from origination through screening, diligence and IC review to a decision. IC dates and rationale are captured on the record, and restricted deals are hidden from anyone outside the deal team.
- Origination to IC to decision in one pipeline
- IC date, decision and rationale on the record
- Ethical walls on restricted deals
Every fund in one view.
Funds carry vintage, strategy, status, target size, committed capital, fees and carry. They are the structure the whole GP workspace is organized around, from the first soft circle to the final close.
- Vintage, strategy and status
- Target size, committed capital and terms
- A commitments funnel for every fund
Built for how a fund is raised and run.
The fund-manager edition was designed around funds, investors and commitments from the start.
Built around funds
Funds, investors and commitments are records of their own, with the fields a fund manager needs already on them.
A raise you can forecast
Probability-weighted projections turn the pipeline into a number you can put in your next LP update.
Restricted deals stay restricted
Mark a deal restricted and only the deal team can see it. The database enforces the wall.
One platform, two sides
The same platform serves your firm and the providers you work with, on one model.
One edition, one price.
The GP edition is everything in Professional plus the fund-manager workspace, billed per user, with the same 14-day free trial.
billed monthly
Everything in Professional, plus the full fund-manager workspace.
14-day free trial.
- Everything in Professional, plus:
- Fund-aware deal flow with IC gates and ethical walls
- Weighted fundraising pipeline and AUM projection
- LP relationship mapping: one investor, many contacts
- Funds, investors and commitments as records of their own
- Pitch-deck versioning with send and open tracking
Common questions
How is the GP edition different from the service-provider edition?
How is this different from a legacy fund-manager CRM?
Where does the GP edition fit in the fund lifecycle?
How much does the GP edition cost?
Can my whole team use it, including walls on sensitive deals?
Start your trial in the GP workspace.
Start a free trial and land in the GP workspace, or book a walkthrough of deal flow, fundraising and LP relationships.