Investor relations: funds, LPs, fundraising

Metal’s Investor Relations area gives your firm a place to track the capital side of the business alongside your deals — the funds you manage, the limited partners who invest in them, and the fundraising processes you’re running to bring new capital in.

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Investor Relations records

Investor Relations adds three record types in its own sidebar section:

• Funds — the investment vehicles your firm manages. Each fund has a detail page with status, currency, target and committed capital, close dates, strategy, and description.
• Limited Partners — investors and prospective investors in your funds. LPs can be linked to a company record, hold primary and consultant contacts, and carry strategy and geography preferences.
• Fundraising Processes — active capital raises. Each process links a fund to the limited partner you’re raising from, has its own status and stage, and tracks the probability of closing along with expected and actual close dates.

Open any table page to see every record of that type. Click a row to open the record’s detail page.

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Fund, LP, and fundraising process detail pages

Each record has a full detail page (for example, /funds/{id}) with a dashboard-style layout and inline-editable fields. From the detail page you can:

• Click any field on the detail card — status, stage, currency, close dates, description, linked fund or LP — to edit it in place. Foreign-key fields (fund on a process, limited partner on a process) open a search picker.
• Use Edit in the header to open a full edit dialog, or Delete to remove the record.
• See any custom fields your admins have added to that record type.

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The IR table pages

The Funds, Limited Partners, and Fundraising Processes table pages share the same conveniences:

• Search — the search box at the top of the page filters rows by text as you type.
• Column toggles — use the columns menu to show or hide fields. Columns keep their original order when you toggle them back on.
• Loading overlay — the table shows a spinner overlay while its first set of records loads.

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Lists of IR records

You can also build lists of limited partners or fundraising processes — the same way you’d build a list of companies or deals. For everything else about lists — views, filters, grouping, saved column layouts, AI enrichment, and computed columns — see Working with lists.

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Configure fundraising taxonomy

Fundraising processes have their own status and stage values, separate from deal status and stage. Admins configure them in Settings → Taxonomy — see Taxonomy.

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