> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Investor relations: funds, LPs, fundraising

> Track funds, limited partners, and fundraising processes in Metal with dedicated detail pages, lists, and configurable fundraising taxonomy.

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.

<Note>
  Investor Relations is rolling out gradually. If you don't see **Funds**, **Limited Partners**, or **Fundraising Processes** in your sidebar yet, it hasn't been turned on for your organization — reach out to [support@metal.ai](mailto:support@metal.ai) to enable it.
</Note>

## 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.

## 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.

<Note>
  If fields on a detail card are read-only, inline editing may not be enabled for your organization. Contact [support@metal.ai](mailto:support@metal.ai) for help.
</Note>

## 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.

## Lists of IR records

You can also build [lists](/help/lists) of limited partners or fundraising processes — the same way you'd build a list of companies or deals.

<Steps>
  <Step title="Create the list">
    On the **Lists** page, click **New List**. In the **Create New List** dialog, pick **Limited Partners** or **Fundraising Processes** as the **Type**.
  </Step>

  <Step title="Add entries">
    Open the new list and click **Add** to search and select records.
  </Step>

  <Step title="Add columns">
    Use **Add Column** to bring in fields from the underlying record. An LP's **Primary Contacts** and **Consultant Contacts** render as named chips. A process's **Owners** and **Assignees** render as user avatars.
  </Step>
</Steps>

<Note>
  Fund lists aren't offered as a standalone list type today — funds appear as linked references from other IR records instead.
</Note>

For everything else about lists — views, filters, grouping, saved column layouts, AI enrichment, and computed columns — see [Working with lists](/help/lists).

## 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](/help/admin/taxonomy).

## Related

<CardGroup cols={2}>
  <Card title="Working with lists" icon="list" href="/help/lists">
    Build lists of limited partners or fundraising processes with reference-list columns.
  </Card>

  <Card title="Taxonomy" icon="tags" href="/help/admin/taxonomy">
    Configure fundraising status and stage labels for your firm.
  </Card>
</CardGroup>


## Related topics

- [Taxonomy: stages, statuses, and labels](/help/admin/taxonomy.md)
- [Working with lists](/help/lists.md)
- [Search companies, deals, people, documents, and activities](/guides/search.md)
- [Data model](/concepts/data-model.md)
- [Adding & managing users](/help/admin/users.md)