GP & Pipeline Intelligence for LPs

Track Every GP Relationship. Make Every Meeting Count.
Live With Your Data in One Week.
Our promise: We’ll spend one week helping you define your pipeline, variables, and stages - then you’ll use it with your actual meetings.If it doesn’t make your week easier, no strings attached.
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GP & Pipeline Intelligence for LPs

CRM built for LPs

FundFrame CRM is built for LPs who want to centralize their manager relationships, track performance, and bring structure to their pipeline - without spending months configuring a generic CRM.

Track every GP relationship

All meeting notes, pitch decks, and documents automatically organized by manager.

Real-time pipeline

Track short- and long-term commitments, forecast dry-spells, and generate screening or pipeline reports with a single click to keep your IC and board aligned.
No Consulting Theater. Just Results.

One Week. Not One Quarter.

Most CRMs take months to configure and never quite fit how LPs actually work.

We’ve built FundFrame CRM differently - to go live in one week, using your workflows, not perfect data.
Choose your outcomes: Pick 2-3 things you want to accomplish, for example:    
- Track GP meetings and follow-ups systematically
- Build a pipeline view that matches your process
- Generate your first pipeline screening report
Configure together: We schedule a 30-minute kickoff to set up your pipeline stages, variables, and workflow
Use it for real: Over the next week, log your actual GP meetings, track follow-ups, and test the workflow
Decide: By end of week, you know if FundFrame works for how you actually operate
We'll configure FundFrame around your process - then you'll use it with real meetings happening this week, not hypothetical data.
Comparison

Why LPs Choose FundFrame CRM

Typical CRM

Generic sales CRM adapted for LPs
Multi-month configuration
Requires extensive training
Locked-in contracts

FundFrame CRM

Built specifically for LP workflows
Live in one week
Intuitive for LP teams
Try it, then decide
Manager Data

Centralize your Manager data

Track dialogues, access fund overviews and analyze performance to quickly map the market to make informed investment decisions.
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Instant Manager Overview

Always have an up-to-date view of a GP and the latest performance, with automatic benchmarking
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Track investors, pitch decks, and more

Have all manager information right at your fingertips
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All meetings & notes in one place

Take control of your intelligence
Pipeline

Real-time pipeline overview

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Manage your Pipeline

Always up to date view across stages and commitments
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Track and forecast your long-term pipeline

Ensure you don't overcommit or miss top-rated funds, while staying ahead dry spells
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Track all co-investments

Improve your co-investment flow to challenge GPs who offers less than expected

One-Click Reporting That Speaks LP

Share your data and insights with the click of a button
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Screening reports

Consolidate your fund screenings and easily present them to your IC, Board or investors
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Pipeline Reports

Consolidate all your pipeline into one report, generated with the click of a button
Modern Technology

A peek at what else is inside

Mobile ready

Stay connected and manage your relationships on the go with our mobile-friendly CRM, accessible from any device.

Hassle-free setup

Enjoy the convenience of a fully functional CRM right in your browser. No lengthy setups or installations, just immediate access to all features.

User-friendly interface

The CRM features a modern, clean design that enhances user experience and reduces distractions.

Dedicated support

Extensive self-serve support in place with our support always close when there are additional questions or comments.

Customizable

Prebuilt reports are helpful, but the magic happens when reports are tailored specifically for clients’ needs

Always evolving

Alternatives never sleep. Nor do FundFrame. Benefit from a system that evolves with your needs. Regular updates and new features keep you at the forefront.

See FundFrame In Action

Start this week with a 1-week pilot. Go from scattered spreadsheets to institutional-grade intelligence.