Most firms operate with a "fragmented brain"—relationship notes are in the CRM, but fund performance is in the ledger. We’ve integrated the LP CRM directly into the Carta ERP to provide a single source of truth.
Sync investor sentiment with real-time fund performance metrics
By housing relationship history (contacts, notes, email) and fund accounting data under one roof, your team gains a 360-degree view of the LP lifecycle. In addition to capturing your firm’s interactions, you can also track investor sentiment against specific return and performance benchmarks like DPI, IRR, TVPI, and net carried interest. You can also see real-time commitments, distributions, and valuations. This context ensures every touchpoint is informed by the LP's actual portfolio health.
Accelerate your fundraising flywheel
LP CRM features a visual Fundraising Pipeline with customizable stage tracking to identify bottlenecks in real time and deploy teams strategically when a deal has stalled or needs more attention. Instead of manual data entry, the platform leverages third-party APIs to auto-populate LP profiles and connect your Fund Admin data to provide investment performance and dry powder insights. This allows you to match opportunities to specific LP preferences with precision.
Capture all interactions, even off the platform
With native Outlook and Gmail integration, every meaningful interaction is captured automatically and stays as part of your firm’s institutional memory. Our AI agent allows you to instantly query past diligence notes and relationship history, ensuring your team is fully prepared for informed conversations. Whether you are managing 50 LPs or scaling into your third fund, our out-of-the-box solution allows you to provide white-glove, personalized service at scale without the typical implementation headaches.
