FundPulse is the intelligence layer your existing system was never designed to provide.
Every IR professional we spoke to said a version of the same thing: "The CRM is excellent at collecting information. But the 'so what?' part is terrible." A larger fund's IR function has already solved the problem of capturing data. Interactions are logged and notes are filed. What is missing is synthesis: the data builds up and sits unused until someone works through it by hand to reach a decision.
Which LPs are starting to drift? Which conditions set 18 months ago have now been met? Which relationships are at risk ahead of a redemption window? The answers are already in your data, and FundPulse brings them to the surface.
FundPulse lets you ask questions in plain English instead of building filtered list views or reading dashboards of charts. For example: "Which LPs have gone quiet in the last 60 days?", "What's our full credit-sleeve exposure?" or "Which LPs set conditions more than six months ago and have not been contacted since?"
A database search only finds what you already know to look for. A question answered from your sourced records can also show you what you had not thought to ask about. You can pin any answer as a live widget that refreshes automatically on the team's home screen.
When an allocator says "come back when you're at $2 billion", they are making a conditional commitment rather than saying no. In most IR systems that becomes a CRM note that nothing ever brings back, so when the fund passes $2B, nobody is told.
FundPulse reads every interaction record for conditions such as AUM thresholds, track record requirements, co-investment criteria and governance timelines. It tracks each one and, as soon as a condition is met, alerts you with a drafted re-engagement email. Conditions an LP gave your predecessor three years ago are visible to today's IR team.
Larger managers running several vehicles face a complexity that most CRMs handle poorly. One LP may be invested in the flagship fund, interested in the new long-only sleeve and waiting on an answer about the credit strategy, so the full picture is spread across three fund records and several email threads.
FundPulse keeps all of it in one LP record, including total allocation across vehicles, redemption history, preferences by strategy and condition flags across funds. When the head of IR asks for the full picture with Crownland Pension, the answer covers the whole relationship rather than only the fund they happened to be looking at.
For a larger manager, compliance is a board-level concern, and having policies is not enough. You need a system that enforces them by design. FundPulse records every LP's jurisdiction, investor category, origination record, KYC status and side letter terms.
Restricted documents such as side letters and MFN agreements are removed from the AI's context before the model sees them. The information barrier is built into the system, so the team does not have to remember to enforce it. Every email stays a draft until someone sends it, and nothing is sent automatically. The audit trail cannot be altered, and it logs every communication, recommendation and action with the date, the user and the context.
When a regulator asks who communicated what to which investor and when, you can answer with a query instead of a discovery exercise.
FundPulse provides the IR function you need without a hire you are not ready to make, with daily priorities, pre-meeting briefs and an alert when it is time to re-engage an LP at $2B.
See how → For IR teams Small IR teamsWhen two people cover 150 LPs, DDQ automation, the relationship pulse and the drafts queue take on the admin and free up time for relationships.
See how →In the demo we will show you multi-fund records, how to ask questions about your book and the compliance controls.
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