Your investor book,
finally intelligent.

FundPulse tells you who to call, when, why, and what to say. The intelligence layer you've been waiting for.

Request a demo See how it works
FundPulse works with or without your current CRM.
FundPulse

The problem

Your CRM captures everything.
And tells you nothing.

✕  The old way
"Who should I follow up with this week?"
It opens 147 rows, sorts them alphabetically, and waits for you to figure it out. That's not intelligence. That's a filing cabinet.
FolioTrack™: Investor Relationship Manager v4.2.1
Home Contacts Activities Fundraising Reporting Documents Admin
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who should I follow up with this week?
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Contact ▴OrganisationInvestor Type AUM ($M) Last ActivityStatusRel. Mgr
Al-Rashidi, Sultan F.Meridian State PensionSovereign Wealth8,10014 Jan 2026DormantP. Hartman
Chen, Margaret Y.Sterling Family OfficeFamily Office84014 May 2026ActiveS. Blackwell
Forsythe, Robert K.Highland Tech EndowmentEndowment1,20028 Apr 2026WarmS. Blackwell
Liu, Patricia W.Lakewood FoundationFoundation56007 May 2026ActiveM. Forsythe
Vasquez, Elena M.Arden Capital PartnersFund of Funds32019 May 2026ActiveM. Forsythe
Whitmore, James D.Crownland PensionPension Fund2,40003 Apr 2026ActiveP. Hartman
Contacts  ·  Page 1 of 25   ‹  1  2  3  …  25   ›
✓  FundPulse
"Who should I follow up with this week?"
Ranked by urgency, with the evidence for each recommendation. Click to draft the email. Nothing goes out without you.
FundPulse
Ask Pipeline LPs Briefs
2 Jul 2026 ● Live
who should I follow up with this week?

Capital pipeline

Your raise. As a number.

Capital Pipeline
Dashboard Pipeline LPs Briefs
Q2 2026 ● Live
Gross pipeline
$0M
Probability-weighted
$0M
LPs in pipeline
18
Expected closes (90d)
3
Indicated 8 LPs
$0M
Highland Tech Endowment
Endowment · $1.2B AUM
$25M 44 days
Meridian State Pension
Pension fund · $4.8B AUM
$22M 12 days
Thornfield Capital
Family office · $600M AUM
$19M 8 days
+ 5 more
Soft-circled 5 LPs
$0M
Sterling Family Office
Family office · $800M AUM
$30M 3 days
Crownland Pension
Pension fund · $2.4B AUM
$15M Stale · 61d
Ascot Family Office
Family office · $350M AUM
$12M 22 days
+ 2 more
Committed 3 LPs
$0M
Arden Capital Partners
Endowment · $900M AUM
$15M 2 days
Bluewater Trust
Trust · $250M AUM
$10M 5 days
Kensington Pension
Pension · $1.6B AUM
$6M 11 days
Closed 2 LPs
$0M
Harrington Family Office
Family office · $1.1B AUM
$12M ✓ Closed
Dalton Endowment
Endowment · $420M AUM
$6M ✓ Closed
Prob-weighted
$0M of $240M gross · 19.6% blended probability

Features

The questions IR actually asks.

01 / 06 Who do I contact today?
01Who do I contact today?
02What is my raise, realistically?
03What do I need before this meeting?
04What should I say?
05Can you answer this DDQ?
06Which relationships are at risk?
On their existing CRM

"Our current CRM is excellent at collecting information. But the 'so what?' part is terrible."

Head of IR, $1.4B long/short equity fund
On institutional memory after a key hire departed

"When our IR head left, three years of relationship context walked out with her. We can't let that happen again."

COO, $8B multi-strategy fund

Everything connects

One system of record.
Every source that matters.

FundPulse pulls together everything your team produces and everything your LPs leave behind. No context lost between tools, meetings, or people.

Email + Calendar
Every touchpoint auto-logged. No manual entry.
Auto-sync
Existing CRM
Dynamo, Backstop, FolioMetrics, Salesforce.
Optional
Spreadsheets
Upload your Excel pipeline, contact lists, AUM data.
Optional
Meeting transcripts
Teams, Zoom, or pasted notes. Key points extracted.
Optional
Manual notes
Quick-log from your phone or desk. 30 seconds.
Portfolio data
Fund returns, AUM, strategy updates for LP briefings.
Optional
→→
FundPulse
System of record
→→
Who to contact today
Ranked, sourced, ready each morning.
Live capital pipeline
Gross and probability-weighted. Always current.
Pre-meeting briefs
Objective, talking points, compliance flags.
Draft communications
You approve. Sends from your own mailbox.
DDQ auto-answers
80%+ filled from your approved library.
Engagement risk alerts
Who's going quiet before they tell you.

Trust made visible

Every number has a source.
Click it.

FundPulse never presents a figure it cannot prove. Every claim wears one of four tags. Click any tag to see exactly where it came from: the record, the date, and how the inference was made.

FACT From a stored record
AI Model inference
EXT External data (13F, news)
STALE Underlying record needs refresh

Click on the labels to see references

Example · LP relationship insight

Sterling Family Office has not engaged in 47 days. Their stated minimum is $2B AUM, a threshold you crossed last quarter.

FACT 47-day gap
EXT $2B minimum
AI Re-engage recommended
Example · Pipeline intelligence

Crownland Pension verbally confirmed $15M in a note from March 2024. No formal commitment has been received. Their side letter includes an MFN clause.

FACT Verbal soft-circle
STALE Needs re-confirmation
FACT MFN clause on file

It never invents. If it does not know, it says so.

The case for FundPulse

Smarter than another hire.

For founders

Before you make that hire, talk to us.

FundPulse handles the daily work. You handle the relationships. Together that is a full IR function.

Avg. hours saved per week
0hrs
Across IR prep, DDQ response, and pipeline reporting

For IR teams

One missed redemption costs more than the platform.

FundPulse catches what a busy team misses. Your book stays warm. Your AUM stays put.

DDQ auto-filled on first pass
0%
From your approved answer library. Gaps routed to a human.

For established IR functions

Scale the book without scaling headcount.

As your LP base grows, so does the complexity. FundPulse gives your team the synthesis layer to stay on top of a larger, more demanding investor base.

LP relationships tracked per IR head
0+
Full history, sourced insights, no context lost on staff change.

Priced as a fraction of what you were about to spend.

Built for hedge funds

We know how your world works.

Side letters. MFN clauses. Jurisdiction restrictions. KYC records. Restricted documents that should never reach an AI. We handle all of it, and we can prove it.

Strict firm isolation. Multi-tenant with row-level security. Your data never touches another firm's environment.

AES-256 at rest. TLS 1.3 in transit. Keys rotated automatically. No plaintext data at any layer.

Information barriers built in. Restricted documents (side letters, board materials, investor-specific terms) excluded before the AI sees them.

Immutable audit trail. Every view, draft, approve, and send: logged, timestamped, available for compliance review.

Emails are drafts. Always. Nothing leaves your mailbox without a human approving it. No auto-send mode. Ever.

Zero standing access. No FundPulse employee has standing access to client data. MFA enforced, just-in-time provisioning.

Annual third-party penetration testing. Independent security firm. Remediation within 30 days of any finding.

EU and US data residency. Your data stays in your chosen jurisdiction. GDPR-ready by design.

SOC 2 Type II AES-256 TLS 1.3 GDPR Ready MFA Enforced EU & US Hosting

Compliance is not a feature we added.
It is how we built the thing.

Audit logLive

Get started

See it on your own book.

Tell us about your fund and we will tailor the demo to your use case.

Got it. We will be in touch shortly.