LP CRM
The smart CRM for investor relations
Pitch with precision
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.
Accelerate your Fundraise
Get full pipeline visibility so your team stays connected and responds like a strike team. Track every LP by stage, remove bottlenecks, and move faster from meeting to commitment.
- Stage clarity
Track every LP by stage, from first meeting to close.
- Faster LP responses
Get structured LP data instantly, without bottlenecks.
- Collective investor intelligence
Turn notes and interactions into shared insight across your team.
Enter every meeting ready
Enrich every LP conversation in accurate fund performance data and full relationship history. See capital activity, allocation capacity, and metrics directly on LP records.
- Capital calls in context
See commitments, capital calls, and history with relationship data.
- Dry powder visibility
Understand allocation capacity and timing before reaching out.
- Performance metrics integrated
View TVPI, DPI, IRR, and carry on LP records.
Win the deals that your LPs will love with the CRM that deal teams love to use.
Less tracking. More context. Faster decisions.
Automate fundraising, retain your best investors and build relationships with new LPs
Build and retain LP relationships
Build a bespoke fundraising pipeline
Enrich data automatically
Your dedicated investor relations platform
FAQs
You have questions, we have resources and answers.
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.
LP CRM is available as part of a Fund Administration package, fill in the demo form and a Carta expert will contact you.
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.
See LP CRM in action
