Fundraising CRM for private markets

Finding the right LPs takes too long

Teams build target lists by hand and still miss strong fits. InvestorFlow uses AI to identify your highest-potential LPs.

Commitments tracked in spreadsheets

Status, follow-ups, and diligence materials sit in different places. InvestorFlow tracks the raise from first meeting to final close, with integrated diligence rooms and automated follow-ups.

Trusted by fundraising teams

Benefit Street Partners, ICONIQ, and Lubert Adler use InvestorFlow for fundraising.

INTRODUCTION

What software do private equity firms use for fundraising?

Private equity firms use purpose-built fundraising CRM software to manage LP relationships, identify potential investors, track commitments, and coordinate due diligence. InvestorFlow Capital Formation brings these activities into one platform, using AI and relationship intelligence to help GPs find relevant LPs, manage fundraising pipelines, monitor investor engagement, and move prospects from initial contact to close.

FAQs

How do GPs track LP commitments during a fundraise?

GPs use a fundraising CRM to track investor interest, commitment status, and follow-ups. InvestorFlow provides real-time pipeline visibility, helping fundraising teams monitor LP commitments and track progress toward closing.

How do I manage a fundraising pipeline for a new fund?

Start by organizing prospective LPs, tracking conversations, and recording each investor’s progress. A fundraising CRM like InvestorFlow helps teams manage these activities in one place and identify conversations that need attention.

How can GPs find LPs that fit their strategy?

GPs can identify suitable LPs by reviewing their investment preferences, fund history, and strategy alignment. AI-powered prospecting and relationship intelligence can also help identify relevant investors and potential introductions.

How do GPs manage DDQs during a fundraise?

GPs manage DDQs by organizing fund documents, controlling access, and keeping investor requests and responses organized. InvestorFlow’s integrated diligence rooms allow LPs to access fund materials while teams manage document permissions and track engagement.

How should GPs segment LPs by ticket size, strategy, and allocation?

GPs should organize investor information by investment preferences, strategy, fund interests, and allocation history. This helps fundraising teams prioritize relevant LPs and focus their outreach.

How do I run a re-up campaign with existing LPs?

Start by reviewing previous fund commitments, investor relationships, and engagement history. This helps GPs identify existing LPs to prioritize and manage follow-ups during a new fundraising cycle.

How can a capital formation portal speed up fundraising?

A capital formation portal gives LPs a central place to review fund information and access documents. InvestorFlow’s branded Investor Portal supports interactive PPMs, videos, and direct expressions of interest, making it easier for prospective investors to engage with a fund.