Product Release

Pulse Launch

Introducing Pulse, your Investment CRM built for LPs. Centralize GP relationships, track your pipeline with visual stages, and generate IC-ready reports—all in one place.

December 5, 2025
Pulse

We're excited to announce the launch of Pulse, our Investment CRM built specifically for Limited Partners.

Why Pulse?

Most CRMs were built for sales teams, then awkwardly retrofitted for investment workflows. Pulse is different—it's designed from the ground up for how LPs actually work.

Built for LP Workflows

LP investment cycles span years, not days. You're tracking dozens of GP relationships simultaneously, each with their own history of meetings, fund generations, and team changes. Traditional CRMs lose this context—Pulse preserves it.

Every GP gets a dedicated profile where you can see the complete picture: all their funds, every note your team has logged, key contacts, uploaded documents, and generated reports. When a new analyst joins your team or you're preparing for an IC meeting, that institutional memory is just a click away.

From Screening to Commitment

The pipeline board gives you visual control over your entire deal flow. Funds move through color-coded screening stages with a simple drag-and-drop, and you can collapse stages you're not focused on to reduce noise. Each fund card shows the key details at a glance—GP name, fund size, vintage, and current stage.

Pulse also handles the complexity of modern LP investing. Co-investments sit alongside primary fund commitments, and multi-currency support means you can track commitments in any currency while reporting rolls up to your organization's base currency.

Reports Without the Busywork

When it's time for IC or Board presentations, Pulse generates polished GP reports with a single click. Each report pulls together the GP's logo, fund history, your team's meeting notes, and key metrics—ready to export as PDF or print directly. No more copying and pasting between spreadsheets and slide decks.


Ready to see Pulse in action? Book a demo and we'll show you how it works with your workflow.

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