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Investor Relationship Management Built
for
Alternative Asset Managers
LP relationship management — From fundraising to reporting
Pepper's IR module centralises every LP relationship, allocation record, communication log, and reporting obligation in one system — so your IR team works from the same data as your investment team. The most common IR failure in private credit isn't a relationship failure — it's a data failure.
Your IR Team and Your Investment Team. One Source of Data
When an LP asks a question,
Both teams should have the same answer
Without Pepper
-
IR team pulls LP allocation data from fund admin — investment team uses a
separate model.
-
LP asks about their exposure — IR takes 2 days to get a verified
answer.
-
Communication history spread across individual inboxes — no shared
relationship record.
-
Quarter-end LP report assembled manually from 4+ data sources.
-
ESG compliance tracked in spreadsheets separate from portfolio data.
On Pepper
-
IR team and investment team draw from the same live data record — one
answer, one source.
-
LP query response drafted by Pepper AI from structured data — IR reviews
and sends same day.
-
Every call, meeting, document, and email captured against the LP record —
full team visibility.
-
LP reports generated directly from live portfolio data — no manual
assembly, no version risk.
-
LP-specific ESG requirements mapped directly to portfolio holdings —
auditable, current.
What Pepper's Investor Relations Module Covers
Every IR workflow.
One connected system.
Fundraising pipeline management
Track LP prospects, commitments, and soft circles from first introduction through final close — with campaign management, communication logging, and document distribution built in.
LP campaign management
Manage targeted outreach campaigns to existing and prospective LPs — with templated communications, engagement tracking, and follow-up workflows that surface the right relationship at the right moment.
AI-assisted drafting
LP documentation management
Subscription agreements, side letters, DDQs, and LP-specific amendments stored, versioned, and linked directly to each LP record — with audit trail and sign-off workflow.
Investor fund allocation tracking
Multi-fund LP allocations tracked at the position level, with commitment, called capital, and distributions reconciled automatically across fund structures and vehicles.
LP profiles and investor ranking
Comprehensive LP profiles capturing investment preferences, concentration requirements, ESG mandates, co-investment appetite, and historical engagement — with configurable ranking and segmentation.
LP communication logs
Every call, meeting, email exchange, and document sent captured directly against the LP record — so your entire IR team has the same relationship context, regardless of who is on the call.
LP-facing investor dashboards and portal access
Configurable LP dashboards providing each investor with real-time visibility into their allocations, performance, capital activity, and document library — without requiring a manual report cycle.
LP investment restriction and concentration monitoring
Each LP's investment restrictions, concentration limits, and mandate parameters tracked continuously against your portfolio — with automated alerts before you approach a breach.
ESG compliance tracking
LP-specific ESG requirements, exclusion lists, and reporting obligations tracked at the investor level — with portfolio-level ESG data mapped to each LP's mandate for accurate, auditable ESG reporting.
IR analytics
LP engagement scoring, fundraising funnel analytics, communication frequency tracking, and investor satisfaction signals — giving your IR team data to manage relationships, not just log them.
AI-powered signals
LP reporting (Internal and external)
Quarterly LP reports, capital account statements, K-1 support packages, and investor communications generated directly from live portfolio and allocation data — with LP-specific formatting and delivery preferences built in.
AI-powered signals
Pepper AI
AI that manages LP
relationships
at the speed your
portfolio moves
Pepper AI operates on the structured LP data your team has built in the platform — allocation records, communication logs, performance data — turning hours of manual LP relationship work into minutes of review and approval.
LP communication drafting
First-draft LP communication templates assembled from structured allocation and performance data — your IR team personalises and sends. Communication quality improves; drafting time drops.
Time saved: 2–4 hours per LP communication cycle
Relationship signal detection
Engagement patterns across your LP base analysed continuously. LPs showing reduced engagement — fewer logins to the portal, fewer responses to communications — flagged before the relationship deteriorates.
Use case: Early warning before re-up risk becomes visible
LP query response support
When an LP submits a question about their allocation, performance, or capital activity, Pepper AI drafts a data-grounded response for your IR team to review and send — reducing response time from days to hours.
Time saved: Same-day LP query resolution from days
Valuation accuracy starts with the data, not the model.
See how private credit managers use Pepper to calculate NAV from the same data that governs each credit agreement — not reconstructed from it.
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