Email Capture

One of the most requested features from our customers is live in Pulse: a unique ingest address for the emails worth keeping against your GPs and LPs. The recommended setup is a forwarding rule in your mail client that captures the manager domains you care about. For everything else, you can BCC the address or forward an email by hand when it's worth filing. Pulse attributes each captured email to the right manager automatically. It's plumbing every CRM eventually needs, and Pulse now has it.

How It Works

Each org gets its own ingest address from the new Email tab in Settings. An admin provisions it, turns it on, and emails reach Pulse three ways:

• A forwarding rule in your mail client that auto-forwards from the domains you care about (the recommended pattern).
• A manual BCC on outbound mail when you want a one-off captured.
• A manual forward of an inbound email already in your inbox.

Once an email arrives, Pulse checks every domain on the thread (sender, recipients, CC, BCC) and attributes it to any GP, fund, LP, placement agent, or service provider whose website domain matches. Free providers (gmail, outlook, hotmail) are skipped. One email can be attributed to several entities at once.

Setting Up the Forwarding Rule

In Outlook:

1. Open File → Manage Rules & Alerts → New Rule and start from a blank rule.
2. Pick Apply rule on messages I receive.
3. Add a condition: with specific words in the sender's address, and list the domains you care about (e.g. @gpdomain.com), or from people or public group for specific contacts.
4. Add an action: forward it to people or public group, paste your org's ingest address.
5. Save and enable the rule. Repeat with messages I send if you want outbound coverage too.

In Gmail: Settings → Filters and Blocked Addresses → Create new filter. Add a From filter for the domains, then Forward it to the ingest address (the address has to be verified as a forwarder first).

Keep the rule scoped: only the domains and people you actually want in Pulse.

Where Captured Emails Show Up

• A new Inbox page at /inbox lists every captured email with sender, subject snippet, attribution badges, and full To/CC/BCC fields. Search and filter the list, click a row for the full sanitized body, and add or remove attributions per row if the match is off.
• Each GP, fund, LP, placement agent, and service provider page now has an Emails tab showing the messages attributed to that entity.

Selective by Design

We picked BCC and forward over a "connect your mailbox" integration on purpose. The idea isn't to pipe every email you write into Pulse:

• Less noise. Only the emails you decide are part of a GP or LP relationship reach the CRM. Personal mail, calendar invites, and internal chatter stay out.
• Tighter security. No OAuth token on your mailbox, no read access to anything you didn't explicitly hand over.
• Easy to stop. Remove the rule or stop BCC'ing and capture ends the same day.

Institutional History That Outlives a Person

When an analyst or partner leaves, the relationship history with a GP usually leaves with them, locked in a mailbox no one else can read. Capturing the relevant emails as you go means the team keeps the history: the first intro, the data-room nudge before a fund closed, the polite no on the next vintage. Anyone on the team can read it later, and the next person picks up with context instead of starting cold.

Email Capture is live in Pulse today. Book a demo to see how it fits into your workflow.