LP CRM

The smart CRM for investor relations

Transform your Investor Relations from a simple tracker into a predictive engagement engine that gets you more commitments on every capital cycle.

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LP CRM hero asset
Ground every LP conversation in real fund data and full relationship context. See performance metrics, commitments, and capital activity directly on the LP record, in one source of truth.
  • Bridge relationship context and fund reality
    Match opportunities to the right LP using live data.
  • Email and calendar integration
    Automatically capture meeting history without manual entry.
  • Automated data enrichment
    Eliminate data entry with auto-populated company data.
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Win the deals that your LPs will love with the CRM that deal teams love to use.

Explore Deal CRM

Less tracking. More context. Faster decisions.

Automate fundraising, retain your best investors and build relationships with new LPs

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Build and retain LP relationships

Build and retain LP relationships

Automatically sync investor emails and meetings through native Microsoft Exchange and Gmail integrations. Capture insights in one place to build a shared repository of allocator intelligence.

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Build a bespoke fundraising pipeline

Build a bespoke fundraising pipeline

Customize fundraising stages and records to match your workflow. Tailor fields, layouts, and views so your team can move faster and stay aligned across every raise.

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Enrich data automatically

Enrich data automatically

Use third-party APIs to auto-populate and auto-update company details. Query deals, adviser relationships, and diligence notes with an AI agent, then review results and edit records in one place.

FAQs

You have questions, we have resources and answers.
What is the difference between LP CRM and Deal CRM?

LP CRM is designed for the Investor Relations  teams and senior partners to manage the fundraising flywheel. It tracks the fundraising pipeline and integrates live economic data from Carta (such as IRR, TVPI, and DPI) directly into the CRM, providing a single source of truth for investor interactions and fund performance.


Deal CRM is built for PE firms to support the entire deal lifecycle. It includes automated deal flow tracking, integrated relationship intelligence that syncs with Outlook and calendars, and AI-powered research tools to vet investment opportunities faster.

How can I get access to LP CRM?

LP CRM is available as part of a Fund Administration package, fill in the demo form and a Carta expert will contact you.

How does LP CRM compare to general CRMs?

LP CRM is connected to the Carta ERP. While most CRMs help with contact management, our CRM gives you reliable economic data that you can use to advise all your LP interaction with more depth and context.