Everything you need to know about FundPulse.

FundPulse is an AI-native CRM and investor relations operating system built specifically for hedge funds. It replaces the combination of spreadsheets, Outlook and OneNote with a system of record designed for LP relationships, fundraising pipeline and fund knowledge.

What sets it apart is the AI layer. Every recommendation is sourced, every claim is attributed and nothing is sent automatically. It tells you who to contact, what to say and why, with clickable evidence behind every suggestion.

FundPulse is built for hedge fund managers, typically in the $500M–$2B AUM range. It serves three distinct profiles:

Founders handle IR part-time when the fund is not yet ready to make an IR hire, managing LP relationships themselves alongside running the book.

Small IR teams typically have one or two people covering a book of 100–200 LPs. Automation and intelligence allow them to do substantially more.

Established IR functions already capture their data but still need to bring it together and interpret it. FundPulse provides an intelligence layer over that existing data.

Existing CRMs such as Dynamo, Backstop, FolioMetrics and Salesforce are designed to capture data. They keep a reliable record, but they do little to help you decide what to do with it.

Each morning, FundPulse answers "What should you do today, and why?" by drawing on what has happened across your LP book. The AI layer uses the full LP record, including every interaction, note, condition and piece of fund data, to suggest prioritised actions with supporting evidence.

The other difference is trust. AI add-ons to older CRMs tend to produce generic text that sounds plausible. FundPulse is designed so that it cannot make a claim without showing where it came from.

Yes. FundPulse can integrate with an existing CRM as a data source and intelligence layer, or operate as a standalone system. For funds moving from a legacy system, we support structured migration of historical LP data, interaction records, and notes. For funds without a formal CRM, FundPulse is designed to be the system of record from day one.

FundPulse never sends an email without human approval. Every draft enters a review queue, where a person reads it, adjusts it if needed and approves it before it is sent. The email comes from the IR person's own address, so the LP receives a message from a named individual at the fund.

FundPulse has no auto-send feature at all. It was left out by design, so there is no setting that could switch it on.

Every claim the AI surfaces carries one of four attribution tags: FACT (from a stored record), AI (model inference, visibly labelled), EXT (external signal, such as a regulatory filing or news item), or STALE (the underlying record is older than the verification threshold).

Clicking any tagged claim reveals its source. The system is designed to make the provenance of every piece of information visible and auditable. If the AI cannot find a source for a claim, it does not make the claim.

FundPulse does not write DDQ answers. It matches an allocator's questions to your fund's approved-answer library: the actual responses your team and compliance function have already validated. When a new DDQ arrives, it auto-fills questions where a high-confidence match exists (typically 80%+ of standard questions) and routes genuine gaps to the appropriate person with context.

Nothing in the compliance workflow is written from scratch by AI. The model only matches questions to approved answers and routes the gaps.

When an LP sets a condition for future investment ("come back when you're at $2B", "we want to see a five-year track record", "we'd consider a co-investment above $20M"), FundPulse finds it in the interaction record and logs it automatically.

It then monitors the relevant data (AUM, fund age, deal flow) and surfaces a re-engagement alert, complete with a drafted email, the moment the condition is satisfied. Conditions set by a previous IR hire are visible and tracked for the current team.

FundPulse integrates with email (Gmail and Outlook) and calendar to auto-log interactions and keep the LP record current. It accepts structured data imports from existing CRMs, and can ingest notes, call logs, and document uploads. External signals (regulatory filings, 13F data, news) can be layered in as an EXT-tagged data source.

Every data source is labelled in the attribution system so the origin of every claim is always traceable.

FundPulse is a multi-tenant SaaS platform with strict per-fund data isolation at the database level (row-level security). Your LP records, interaction history, pipeline data, and fund documents are never accessible to another fund's instance of the system. There is no cross-fund data sharing of any kind.

Restricted documents (side letters, MFN agreements and any document your compliance function marks as restricted) are excluded from the AI context before the model ever sees them. The information barrier is built into the system, so the team does not have to remember to enforce it. The documents are still stored and available to authorised people; the AI simply cannot access them.

FundPulse is actively working towards SOC 2 Type II certification. Its compliance controls, audit logging and access management architecture are designed to meet the standard. Funds conducting formal due diligence on the platform can request documentation on our current security arrangements and the timeline for certification.

Pricing is not currently listed publicly. It is structured relative to fund AUM and team size, and is designed to be a fraction of the cost of an IR hire. That is the benchmark we are typically measured against. Speak to the team for a specific quote.

For a fund starting with a clean slate, FundPulse can be operational within days. For a fund migrating from an existing CRM with a substantial LP record, implementation typically takes two to four weeks depending on the volume and structure of historical data. We handle the data migration as part of the onboarding process. You do not need to prepare export files in a specific format.

Yes. The demo is set up using your actual fund data, not generic screenshots, so you see FundPulse with your own LP book, your own pipeline, and your own interaction history. Request a session below and we will be in touch within one business day.