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. The Investor Pipeline is the fundraising equivalent of the Active Pipeline: a dashboard and stage board for those processes.

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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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Common IR fields

IR records include fields that help you prioritize relationships and preserve fundraising context:

• Notes and Tags capture context that should travel with a fund, limited partner, or fundraising process.
• Priority helps you rank limited partners and fundraising processes separately from the probability of closing.
• Last Activity shows the most recent recorded touchpoint for a fundraising process. The accompanying Hot, Medium, or Cold badge summarizes recency. Hover the date to review recent activity. Connected Microsoft Exchange mail and meetings can populate this when Metal relates them to the process, its limited partner, or its contacts.
• Source Type, Source Company, and Source Created At preserve how a limited partner or fundraising process entered your pipeline.
• Soft Circled tracks preliminary interest on a fundraising process separately from committed capital.
• Location stores a limited partner’s address in structured fields such as city, region, postal code, and country.

The fields available to you depend on your organization’s configuration and permissions.

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Track fundraising on the Investor Pipeline

The Investor Pipeline sits in the sidebar next to Active Pipeline. It is the operating surface for active fundraising: one card per process, typically a limited partner you are raising from for a fund. Sorts applied to the underlying list also determine card order within each stage. For example, sort by Priority or Last Activity to bring the most important follow-up to the top of each column.

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Add a fundraising process from the pipeline list

When the Active Fundraising list appears as a widget, it shows a single + Add Fundraising Process button next to the … menu. Use it to add a process without leaving the pipeline. Adding an existing process requires edit access to the list. Create New Fundraising Process appears only when you have IR edit permission. The full list page under Lists keeps its existing Add control, and the Kanban board is unchanged.

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Configure the pipeline overview

The Overview tab uses your organization’s default Investor Pipeline dashboard. Admins can change that default under Settings → Firm Guidance → Default Dashboards. See Dashboards and Workspace settings.

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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.
• On limited partner and fundraising process pages, use Merge to combine a duplicate into another record. See Merge duplicate LPs and fundraising processes.
• See any custom fields your admins have added to that record type.
• As an admin, use Customize Dashboard in the header to open the matching section of Settings → Firm Guidance → Default Dashboards. See Customize IR detail page dashboards.

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Customize IR detail page dashboards

Admins can set the org default dashboard shown on every limited partner, fund, or fundraising process detail page. Widgets on these dashboards are automatically scoped to the record you’re viewing. The Customize Dashboard action and the IR sections in Default Dashboards appear only when Investor Relations is enabled for your organization.

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Merge duplicate LPs and fundraising processes

If a limited partner or fundraising process was entered twice, merge the duplicate into the record you want to keep. Merging requires IR edit permission. Merges are permanent. Metal runs the merge in the background and takes you to the surviving record right away. It can take a few minutes for the merge to finish. Metal checks the merge before it starts and shows the reason in an error message if it can’t proceed:

• Limited partners — Metal rejects the merge when both LPs are live records synced from your CRM, or when either LP is already part of another merge in progress.
• Fundraising processes — Metal rejects the merge when both processes are live CRM records or belong to different limited partners or funds. Metal also rejects it when either process is private and you don’t own it, or is already part of another merge in progress.

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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.
• Multi-column sorting — click a column header to sort by it. Shift-click a second header to add it as a secondary sort. See Sort by multiple columns.
• Loading overlay — the table shows a spinner overlay while its first set of records loads.

On the Limited Partners table, the Funds column shows each LP’s funds, linked to their fund pages. The Funds filter narrows the table to the LPs in the funds you pick. Metal keeps each LP’s funds up to date from its fundraising processes.

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Sort by multiple columns

You can sort the Funds, Fundraising Processes, and Limited Partners tables by up to two columns at once. For example, sort fundraising processes by Stage, then by Expected Close Date.

• Click a header to sort by that column.
• Shift-click a second header to add a secondary sort. A numbered badge on each sorted header shows its sort order.
• If you Shift-click a third header, Metal drops the oldest sort and keeps the two most recent.
• Reference and multi-value columns aren’t sortable. These include company, fund, limited partner, tags, owners, source company, and source contact.
• Fundraising Status and Stage sort in the order your org configured in Taxonomy, not alphabetically.

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Create an IR record

Use Create Fund, Create Limited Partner, or Create Fundraising Process in the upper-right corner of the corresponding table page. The create dialog uses the same fields as the record’s full edit dialog. Creating and editing records requires IR edit permission.

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Lists of IR records

You can also build lists of funds, limited partners, or fundraising processes — the same way you’d build a list of companies or deals.

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Edit mapped fields from a list

When you have IR edit permission, mapped list cells write changes back to the underlying record. This lets you update common fund, limited partner, and fundraising process fields without opening each detail page. Some fields remain read-only in lists. Open the record’s detail page or full edit dialog when a cell cannot be edited.

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Group fundraising by limited partner

On a fundraising process list, open the Group by menu for the Limited Partner column to cluster every active process for the same LP. You can also group by fund, status, or stage. 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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