Your investor book,
finally intelligent.

FundPulse tells you who to call, when to call them, why it matters and what to say.

FundPulse works with or without your current CRM.

The problem

Your CRM records everything, but it rarely tells you what to do next.

✕  The old way
"Who should I follow up with this week?"
It displays every contact in alphabetical order, leaving you to decide who needs attention. It works like a filing cabinet.
✓  FundPulse
"Who should I follow up with this week?"
FundPulse ranks your investors by urgency and shows the evidence for each one. You can open a draft email from any name, and nothing is sent until you approve it.
Conversations
Answers are written from the CRM
Who should I follow up with this week?

See it work

A morning in FundPulse.

This is a recreation of the application using its demo data. It plays automatically, and you can click anywhere on it to pause and look around.

Capital pipeline

See your raise as a single number.

Capital pipeline
Meridian Long/Short Equity Fund I · sample data
Prospect$0Mweighted $10.8M
Interested$0Mweighted $17.8M
Soft commit$0Mweighted $37M
Committed$0Mweighted $67.8M
Funded$0Mweighted $240M
Total$0Mweighted $373.4M
Prospect2
Beaumont Pension Alliance
$50Mindicated
86 days in stage20%
Orchard Gate Wealth
$5Mindicated
126 days in stage15%
Interested3
Northcliff Family Office
$20Mindicated
96 days, average 5645%
Sandpiper Capital (Europe)
$15Mindicated
71 days, average 5640%
Hollis & Vane
$8Mindicated
109 days, average 5635%
Soft commit2
Redgrave Family Office
$30Mindicated
106 days, average 3565%
Sandpiper Capital (US)
$25Mindicated
91 days, average 3570%
Committed2
Greenfield Capital Partners
$60Mcommitted
96 days, average 2395%
Ellison Grant
$12Mcommitted
56 days, average 2390%
Funded3
Lakeshore Teachers' Pension
$120Mcommitted
Funded100%
Vantage Rock Advisors
$75Mcommitted
Funded100%
Westbrook Family Office
$45Mcommitted
Funded100%
Probability-weighted
$0M of $465M · committed and funded $312M against a $500M target

Features

Built around the questions IR teams actually ask.

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, connected to every source that matters.

FundPulse brings together everything your team produces and every record of your LPs' activity, so no context is lost between tools, meetings or people.

Email + Calendar
Every touchpoint is logged automatically, with no manual entry.
Auto-sync
Existing CRM
FundPulse connects to Dynamo, Backstop, FolioMetrics and Salesforce.
Optional
Spreadsheets
Upload your Excel pipeline, contact lists and AUM data.
Optional
Meeting transcripts
FundPulse extracts key points from Teams, Zoom or pasted notes.
Optional
Manual notes
Log a note from your phone or desk in 30 seconds.
Portfolio data
Use fund returns, AUM and strategy updates for LP briefings.
Optional
→→
FundPulse
System of record
→→
Who to contact today
Get a ranked, sourced contact list each morning.
Live capital pipeline
See gross and probability-weighted capital, always up to date.
Pre-meeting briefs
Each brief includes an objective, talking points and compliance flags.
Draft communications
Drafts are sent from your own mailbox once you approve them.
DDQ auto-answers
DDQs are 80%+ filled from your approved library.
Engagement risk alerts
See which investors are becoming less engaged before they say so.

Trust made visible

Every number has a source, and you can click through to it.

FundPulse never shows a figure it cannot back up. Every claim carries one of four tags, and clicking a tag shows exactly where it came from: the record, the date and how any inference was made.

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

Click a label to see its source

Example · Relationship insight

Lakeshore Teachers' Pension has not written in 163 days, and four emails you have sent since then remain unanswered. Derek Shaw has left, and his automatic reply names Patricia Nolan.

FACT163 days quiet
FACTContact change
AIRe-engage through Patricia Nolan
Example · Pipeline intelligence

Greenfield Capital Partners committed $60M and has not yet funded. A consultant note says they are searching for a second long/short equity manager.

FACT$60M committed
EXTSecond manager search
STALEStage needs confirming

FundPulse does not make things up. If it does not know something, it says so.

The case for FundPulse

Why FundPulse makes more sense than another hire.

For founders

Before you make that hire, talk to us.

FundPulse handles the daily work while you focus on relationships. Together, you and FundPulse provide a full IR function.

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

For IR teams

One missed redemption costs more than the platform.

FundPulse picks up what a busy team misses, keeping investors engaged and retaining your AUM.

DDQ auto-filled on first pass
0%+
The DDQ is filled from your approved answer library, and any gaps go to a person.

For established IR functions

Scale the book without scaling headcount.

As your LP base grows, so does its complexity. FundPulse brings the information together so your team can manage a larger, more demanding investor base.

LP relationships tracked per IR head
0+
You retain the full history and sourced insights when staff change, with no context lost.

It costs 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 and restricted documents that should never reach an AI: FundPulse handles all of them, and we can prove it.

The platform provides strict firm isolation through a multi-tenant structure with row-level security, so your data never touches another firm's environment.

Data is encrypted with AES-256 at rest and TLS 1.3 in transit. Keys are rotated automatically, and no data is held in plain text at any layer.

Information barriers exclude restricted documents such as side letters, board materials and investor-specific terms before the AI sees them.

The audit trail cannot be altered. Every view, draft, approval and send is logged, timestamped and available for compliance review.

Emails are always drafts. Nothing leaves your mailbox until a person approves it, and there is no auto-send mode.

No FundPulse employee has standing access to client data. MFA is enforced, and access is granted only when needed.

An independent security firm carries out penetration testing annually, and any finding is fixed within 30 days.

EU and US data residency options keep your data in the jurisdiction you choose. The platform is designed to be GDPR-ready.

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

Compliance was built into FundPulse from the start rather than added later.

Audit logToday
Illustration using sample data.

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.