Client Relations
Raise capital, onboard investors and keep the LP register, all connected to the fund.
Client Relations brings fundraising and investor onboarding into the same platform as the fund itself. A CRM built for fundraising, a secure data room, KYC and AML onboarding, side letters and the LP register all work together, so nobody is ever called or paid before they have been properly cleared.
For investor relations, fundraising and compliance teams
Key capabilities
Organisations and contacts
Investors, prospects, consultants and placement agents all live in one place, together with the lawful basis for holding each contact’s details. Meetings, calls and emails are logged as they happen, and follow-up tasks keep every conversation moving.
Fundraising pipeline
Follow every prospect from first target to signed commitment, with ticket size, probability, expected close and next action always to hand. Your weighted pipeline sits against target, alongside expected closes by month and conversion at every stage.
Data room and DDQs
Share documents through links that expire and can be revoked at any moment, see every time they are opened, and spare prospects the trouble of yet another login. DDQs are answered from a library that grows richer with every questionnaire you complete.
Investor onboarding
Each type of investor gets the right KYC and AML file, covering document expiry, risk rating, sanctions and PEP screening, and FATCA and CRS forms. One person prepares the file and the IR lead gives the final approval.
Side letters
Agree a side letter once and let it do the work. Fee and carry terms flow straight into the fee engine and the waterfall, while obligations and their due dates take their place on the compliance calendar.
From commitment to register
When a prospect commits, they step straight into the LP register with an account for their ticket, and the equalisation is prepared and waiting for Fund Admin to approve.
Personal data
Respect for personal data is built in. When a contact withdraws consent, marketing stops immediately and their details are anonymised after the period you choose, while dormant prospects are flagged for review.
Controls built in
- No capital call goes out without approved KYC and an accepted subscription
- Bank details are confirmed by call-back and checked by a second person before any payment
- Every override is dated, recorded and audited
See how DebtLab would work for your fund
Book a live walkthrough of our demo fund, tailored to the way your team runs deals, operations and investor reporting today, and bring your toughest questions with you.