Fund Peers & File Attachments

Two new features to help you work more efficiently in Pulse.

Add Peers to Funds

When you're evaluating a fund, context matters. Is this GP's Fund IV larger than their Fund III? How does it compare to competitors raising in the same vintage? Until now, answering these questions meant jumping between records or maintaining separate spreadsheets.

Now you can link peer funds directly to any fund record. Once linked, peer comparisons appear right in the pipeline table—you'll see each peer's rating, closing dates, and commitment amounts without leaving your workflow. Color-coded indicators make it easy to spot how funds stack up at a glance.

This is especially useful when evaluating re-ups or benchmarking a GP's latest offering against competitors in the same strategy.

File Attachments on Meetings

Every GP meeting generates artifacts—pitch decks, DDQs, memos, term sheets. Previously these lived scattered across email threads, shared drives, and local folders. Finding the right document when you needed it was a scavenger hunt.

Now you can attach files directly when creating meeting notes. Each file automatically links to the related GP and fund, so documents surface wherever they're relevant. Need that pitch deck from the annual meeting? It's right there in the meeting record, ready to download.

Both features are live now. Questions or feedback? We'd love to hear from you.