investor relations

Make sure your LPs are ready to invest again

Streamline how you engage and retain LPs with personalized, data-driven relationship management

Bring together all your investor touchpoints

Disconnected communication channels and manual tracking lead to inconsistent LP engagement. Create a single source of truth for all investor interactions and commitments.

Track every interaction and commitment

Monitor all touchpoints from initial outreach through ongoing portfolio updates and future fundraising.

Organize all communication, meetings, and documents

Keep investor communications consistent with automated activity capture and organized documentation.

Maintain consistent engagement across teams

Ensure every team member has complete context for more effective investor relations.

Product shot: Affinity Activities tab with a list of upcoming meetings within the next two months

Deliver personalized investor experiences

Manual LP management leads to fragmented engagement and missed opportunities. Use automatically captured data to personalize engagement across your entire investor base.

Monitor investor interactions automatically

Surface engagement patterns through automated email and calendar tracking to understand LP preferences.

Tailor how you engage LPs

Align communication strategies with each LP’s interests and past interactions.

Enable proactive relationship management

Identify opportunities to strengthen relationships through automated interaction monitoring.

Drive decisions with real-time analytics

Without clear visibility into investor engagement, firms struggle to identify and act on opportunities. Turn interaction data into actionable insights for stronger LP relationships.