Contacts — the investor CRM
Short answer: Contacts is your LP base: position, commitment, fund and status for every relationship. The Relationship Sunburst traces contact → account → fund, with the outer heat tiles showing transaction mix per fund — brighter means a larger share.
Contacts is your LP base: position, commitment, fund and status for every relationship. The Relationship Sunburst traces contact → account → fund, with the outer heat tiles showing transaction mix per fund — brighter means a larger share.
Click any name anywhere in the portal to jump to the profile; every mention is a live cross-link.
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Related
- The CRM
- Report Library
- Integrations Hub
- Shared data — one source for everything
- Funds & fund operations
- Money Queue & dual-key release