One record per investor.
Keep every LP relationship in one place, including commitments across deals, capital accounts, distributions, documents, notes, and touchpoints. FirmSource gives your team the full investor history behind the next raise, tied to the same record as the capital.
The whole investor relationship in one place.
Cross-deal commitments
See everything an LP has committed across your deals, including status, check size, and current position.
Capital and distributions
Track each investor's capital account, contributions, distributions, and ownership history on the same record.
Documents in place
Keep subscription documents, K-1s, statements, reports, and investor files attached to the right LP.
Touchpoint history
Track calls, notes, emails, and last contact, so your team always knows where the relationship stands.
Active, warm, or prospect
See who is active, who is warm, and who may be right for the next raise before the deal is ready.
Instantly searchable
Find any investor, commitment, document, or touchpoint quickly from one source of truth.
The next raise starts before the deal is approved.
When a deal clears committee, your team already knows which LPs are active, warm, or a fit for the opportunity. FirmSource turns relationship history into raise execution, with allocations drawn from the investor records your team has already built.
- Allocate the raise from known LP relationships
- Surface warm investors before outreach begins
- Fold new commitments back into the investor record
Keep the whole relationship on one record.
Commitments, capital accounts, distributions, documents, and every touchpoint in one place.