FundPulse is the IR function you need, without the hire you're not ready to make.
Most emerging fund managers handle investor relations themselves. They have the skill, and they are often at their best in a room with an LP, but at $300M–$800M a dedicated IR hire rarely makes financial sense yet. So IR gets squeezed into the gaps: Sunday evening before a Monday call, the ten minutes between a Bloomberg alert and a morning meeting, or late at night when you notice a name in your inbox you have not replied to.
It usually works until a follow-up slips by three weeks and a warm prospect goes cold. Or the moment to re-engage passes because an LP's condition from eighteen months ago remains in an unread note. FundPulse is built for founders who are their fund's best IR asset and need a system to keep track of these details.
Every morning, FundPulse answers this with a ranked list of the relationships that need attention. Rather than a generic reminder that you have not spoken to someone for a while, each name comes with the specific reason it is there and the source behind it.
In this example, the three names appear for different reasons, each supported by a source you can click to inspect. FundPulse uses your own data to build the list and brings relevant information to your attention when it matters, so the AI is not guessing.
It is 7am and you have a meeting at 10. You remember a good call with this LP six months ago, when they said something about wanting one more strong quarter, but the note is buried. Your usual preparation is twenty minutes searching your email and hoping you have not missed anything.
FundPulse prepares the brief overnight. It covers the LP's stated investment criteria, a summary of your last three conversations, any condition they set, compliance requirements and a suggested agenda, and every line is sourced from your relationship record.
If FundPulse does not have a source for something, it leaves it out rather than inventing it.
Every IR professional has heard a version of this. The LP is interested but not ready yet. They have set a condition, such as an AUM milestone, a length of track record or a change in strategy, and they expect you to remember it and come back at the right moment.
In practice, that moment often passes unnoticed because the condition was written in a note that was filed and forgotten. FundPulse reads your relationship records for conditions like these. When an LP states a threshold, FundPulse records it and keeps track of it. As soon as your data shows the condition has been met, it alerts you, drafts the re-engagement email and sends it to you for review.
You no longer have to remember it yourself. The draft is based on the relationship history and refers to the original conversation, the condition as the LP stated it and the current figures that meet it.
A founder might say they have $80M soft-circled. If $30M of that is only indicated interest, and $15M comes from an investor who said yes eighteen months ago but has not signed anything, the real number is quite different. The figure you manage your fund against needs to be right.
FundPulse tracks your pipeline across five separate stages: prospect, interested, soft commit, committed and funded. Your pipeline view shows gross capital, probability-weighted capital and progress against your target. When an LP moves stage, the weighted figure updates straight away, and if a soft commitment sits for longer than your threshold without moving, FundPulse flags it.
Committed and funded: $312M against a $500M target.
FundPulse connects to your existing email and calendar and logs every LP interaction automatically from the first day, including calls, meetings and emails in both directions. If you have historical notes in a spreadsheet or an existing CRM, you can bring them in.
Within a few days you have a working system of record, and the knowledge you build up no longer sits only in your head or your inbox. If you later hire an IR professional, they inherit the complete relationship record, including every interaction, stated preference, condition and flag.
FundPulse never sends anything on its own. Every email it writes stays a draft until you review it, approve it and send it from your own mailbox. The LP receives a message from you, and you retain control of each relationship for which you are personally responsible.
Every AI-surfaced claim carries a visible tag: FACT (from a stored record), AI (model inference), EXT (external signal), or STALE (data older than threshold). Click any claim to see its source.
Two people covering 150 LPs can use DDQ automation, the relationship pulse, the drafts queue and a weighted pipeline.
See how → For established IR Established IR functionsFundPulse provides intelligence your existing CRM was never designed to offer. Ask anything about your book and get a sourced answer.
See how →For the demo, we set up an initial view of FundPulse using your own LP data rather than generic screenshots.
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