LP CRM
Fundraising meetings, inbox, follow-ups, and consultant relationships — the LP side of the house.
LP CRM manages investor relationships through a raise: track LP meetings, keep the fundraising inbox organized, and stay on top of consultant (gatekeeper) relationships — with an autopilot that drafts the follow-ups for you.
Who it's for
VC and private-credit GPs running a raise, and anyone managing LP and consultant relationships.
Surfaces
| Surface | What it does |
|---|---|
| LPs | Your LP relationships, meetings, and open follow-ups. |
| Inbox | The fundraising inbox — incoming LP communication to triage. |
| Consultants | Consultant / gatekeeper relationships and their mandates. |
Workflows
Run LP Autopilot
Draft follow-ups and to-dos from the context of an LP relationship — meeting notes, prior threads, and where they are in your process.
- Open LP CRM and choose Run LP Autopilot.
- The agent reads the LP's context and drafts follow-ups and tasks.
- Review, edit, and send.
Agents & MCP
LP Autopilot produces an agent run; drafts wait for your review before anything goes out. LP CRM connects to the Investor Portal and Investors records, and pulls context from your MCP connections (email and CRM sources).
Autopilot drafts consume credits.