A single source of truth for investor relations.

Investor relations was running on spreadsheets and memory.

The IR team held LP relationships, commitments and correspondence across personal trackers, shared drives and inboxes. Fund and investor reporting was reassembled by hand before every update, and no one had a reliable, shared view of the relationship history.

• LP and commitment data spread across spreadsheets
• Reporting rebuilt manually before each investor update
• Onboarding and document requests tracked in email
• No shared, auditable record of investor interactions

A CRM built around how the IR team actually works.

Salesforce tailored to investor relations

LPs, funds, commitments, contacts and interactions modelled around the firm’s real IR process — not a generic template.

Clean, migrated LP data

Historical investor data consolidated and de-duplicated into one trusted record the team can rely on.

Automated onboarding & documents

Investor onboarding, document collection and approvals moved into a governed workflow with a full audit trail.

IR dashboards

Live views of capital raising, commitments, and relationship activity for partners and the IR lead.

Governance & permissions

Access, ownership and controls designed for the sensitivity of investor and fund data.

Training & managed support

Role-based training and ongoing managed technology so the platform keeps improving after go-live.

Investor relations that leadership can trust.

The IR team now works from one system, onboarding is faster, and reporting is ready when partners and investors ask for it.

• Investor onboarding roughly 70% faster
• One trusted record of LPs, commitments and interactions
• Reporting produced in minutes, not days
• A clear audit trail across investor communications
• Less manual admin, more time on relationships