Founders doing IR
Small IR teams
Established IR functions
For IR teams

Your team of two is about to perform like four.

FundPulse removes the admin from investor relations, freeing your team's time for the relationships that move capital.

At a fund with $1–2B under management, a small IR team carries a disproportionate load. Two people covering 150 LPs, managing the quarterly comms cycle, responding to ad hoc DDQs, maintaining the pipeline, running the prospecting effort, and being present for every significant LP interaction. The problem isn't skill. Typically the opposite is true. The problem is the ratio of relationship time to everything else: building briefing documents, updating the CRM, chasing the investment team for commentary, compiling DDQ responses from last year's answers. By the time the administrative overhead is accounted for, a significant fraction of the day has gone before a single LP has been spoken to.

FundPulse shifts that ratio. The admin compresses. The relationship time expands. The team doesn't get bigger. It gets more effective.

The relationship pulse

The LPs going quiet are invisible until it's too late.

The invisible LP problem: they're not complaining, they're not threatening redemption, they're just less engaged. Shorter calls. Fewer questions. Responses that used to take a day now take a week. Allocations quietly redirecting elsewhere. In a spreadsheet world, these LPs are invisible until the redemption notice arrives.

FundPulse computes an engagement pulse for every LP (warm, cooling, or cold) from the actual interaction data: frequency of contact, recency of response, email engagement, meeting attendance. An LP going quiet shows up as amber before it becomes red. The follow-up is suggested, with context.

This isn't an AUM growth story. It's AUM protection. Catching a drifting relationship at the amber stage is far easier than recovering it once it's gone cold.

Relationship pulse: 148 LPs
Sterling Family Office Last contact 6d Warm
Arden Capital Partners Last contact 11d Warm
Highland Tech Endowment Last contact 34d ↑ Cooling
Westbridge Foundation Last contact 41d ↑ Cooling
Crownland Pension Trust Last contact 91d Cold
Thornfield Capital Last contact 107d Cold
+ 142 more investors
DDQ workflow

From two weeks to two days.

A medium-sized allocator sends a 150-question DDQ. In the normal course: route it to compliance, track down last year's answers, update the performance section, get PM sign-off, chase legal for the fund structure section. Two weeks, if the team is efficient.

FundPulse maintains an approved-answer library: your actual responses to every standard DDQ question, validated by your team and compliance. When a new DDQ arrives, it matches the allocator's questions to your approved answers. 80%+ of standard questions are filled automatically. The genuine gaps are routed to the right person with context. FundPulse does not write DDQ answers. It matches your approved answers to the allocator's questions. Nothing is invented.

DDQ: Clearwater University Endowment
Clearwater University Endowment · DDQ received 14 Oct 83% matched
124
Auto-matched
18
Needs review
8
Routed to PM
All 124 matched answers sourced from your approved-answer library. No model inference used for compliance questions.
Drafts queue: 6 pending
Sterling Family Office Q3 letter response
Re: Q3 performance, your question on risk concentration
ReviewSkip
Arden Capital Partners Re-engagement
Following up: update on the credit strategy
ReviewSkip
Highland Tech Endowment Condition met
We've reached the milestone you mentioned in March
ReviewSkip
+ 3 more in queue
Email drafts from your mailbox

Twelve responses in the time it used to take two.

The quarterly letter goes out. Twelve LPs send responses with questions, comments, or requests for more detail. Twelve individual responses to draft, each one requiring the context of that LP relationship, the specific question they asked, and the right tone.

FundPulse drafts each response from the relationship record. It knows what this LP has asked before, what they care about, what their allocation history looks like. The draft arrives in the IR team's queue. They review, adjust, approve, and send from their own email address. The LP receives a message from a named individual at the fund.

The same workflow applies to re-engagement letters, meeting follow-ups, event invitations, and soft-circle progression emails. Nothing auto-sends. Every send is a human decision.

Capital pipeline

The number your CIO is asking for.

The head of IR at a $1.5B fund is asked: "Where are we on the raise?" The answer should be a precise view: gross capital, probability-weighted capital, and expected closes in the next 90 days. Not a rough estimate made from memory.

FundPulse tracks capital across four states (indicated, soft-circled, committed, closed) and weights each LP's position by the probability you assign. The CIO can ask "what's the raise looking like" and get a live, sourced answer in thirty seconds. The quarterly board pack has a capital pipeline section that doesn't require a manual spreadsheet exercise to produce.

When you need new LP targets, FundPulse's Prospector ranks candidates by fit (strategy alignment, typical ticket size, allocation history) and surfaces warm introduction paths through people you already know. You don't approach a major endowment cold.

Capital pipeline: Fund III · Raise target $400M
Indicated
8 LPs
$120M
Soft-circled
5 LPs
$95M
Committed
4 LPs
$145M
Closed
3 LPs
$80M
Gross
$440M
Weighted
$294M
90-day expected
$112M
All figures sourced from logged LP interactions and signed documentation.
Relationship record: Sterling Family Office
Preference · Logged 14 Mar 2024
Prefers written updates over calls. Review cycle is quarterly. CC Sarah Chen (Deputy CIO) on all communications.
Flag · Logged 6 Jan 2025
Went quiet after Feb 2024 redemption. Re-engaged only after a personal PM note. Warm touch required after any NAV event.
Relationship · Logged 22 Nov 2024
Governance change underway. New IC chair from Jan 2025. Allocation criteria may shift. Re-qualify before next raise cycle.
History · Signed commitment 11 Feb 2022
$15M at Fund II close. Indicated $20–25M in Fund III, subject to strategy review in Q3.
Institutional memory

Institutional knowledge that doesn't leave with the person.

In a two-person IR team, institutional knowledge is a strategic risk. One person manages the primary relationships with 60 LPs. They know the nuances: which LP prefers a call over email, which one will go cold if they don't hear from you after a redemption, which family office has a governance change coming that will affect their allocation criteria. If that person leaves, that knowledge goes with them.

FundPulse makes that knowledge structural. Every interaction logged, every preference noted, every flag visible to the whole team. If a new IR hire joins, they inherit a complete, searchable record of every relationship. The handover that would otherwise take months of shadowing and institutional osmosis takes days.

Request a demo → We'll walk through the full workflow: pipeline, DDQ, morning briefings, and drafts.
Also see

FundPulse works for every IR function size

For founders Founders doing IR

The IR function you need, without the hire you're not ready to make. Daily priorities, briefings, and the $2B re-engagement moment.

See how →
For established IR Established IR functions

The intelligence layer your existing CRM was never designed to provide. Ask your book anything, get a sourced answer.

See how →
Ready to begin

See what a two-person team looks like running FundPulse.

We'll walk through the full workflow in the demo: pipeline, DDQ automation, relationship pulse, and drafts.

Request a demo →