Built for investment firms running deal flow and LP relations
The CRM that treats a deal, an LP, and a portfolio company as three different objects.
Investment firms do not run one pipeline. They run a sourcing pipeline, an LP relationship book, and a portfolio tracking view, with regulated communication, data-room access, and quarterly reporting threading through every surface. Strkr ships a schema shaped for that reality on day one.
Investment firms get sold a generic sales CRM, give it 90 days, and then abandon it because the schema cannot carry deal flow, LP relations, and portfolio tracking in one coherent model. The pain points below are what Strkr onboarding hears from managing directors at private equity shops, venture partners, hedge fund IR teams, and family office principals. They sound different on first read; the common thread is that a sales pipeline model does not fit capital allocation work.
Three pipelines, one tool
Deals, LPs, and portfolio need separate shapes.
A generic CRM gives you one pipeline. An investment firm needs three. Deals move through sourcing, screen, diligence, IC, term sheet, close. LPs move through intro, pitch, soft circle, hard circle, subscribed, drawn. Portfolio companies sit in a post-close view with KPI reporting, follow-on readiness, and exit watch. Strkr ships three pipelines with different field libraries, different stage sets, and different automations.
LP relationship amnesia
A partner cannot remember 180 LPs by heart.
A mid-size growth equity fund maintains 180 to 320 LP relationships across institutional, family office, high-net-worth, and fund-of-funds channels. Each relationship has a history, a check size range, a sector preference, and a last-touch date. A partner cannot carry that in memory. Strkr pins the LP relationship card to the subject line of every outbound email, which gives the partner the context before they type.
Data room access tracking
Who looked at the deck is a signal.
When a fund sends the pitch deck through a data room, who opens it, how many pages they read, and how fast they came back for round two is signal. Strkr integrates with the data room through the webhook spec and prints access events on the LP card. The partner sees that this LP opened the deck three times in two days and schedules the follow-up call before the LP has to ask.
Quarterly LP reporting friction
Twelve PDFs and a 180-cell spreadsheet.
Quarterly LP reporting runs on a 180-cell NAV spreadsheet, a 12-slide performance deck, a capital account statement, and a sector commentary memo per LP. The analyst spends 11 to 14 days per quarter stitching the pack. Strkr ships an LP report builder that pulls from the portfolio tracking surface, the capital account ledger, and the sector commentary pod, which trims the pack build to 3 to 5 days.
Compliance aware communication
SEC marketing rule, 206(4)-1, and Form PF.
Registered investment advisors run under SEC marketing rule 206(4)-1 as modernized in 2026, Form PF reporting for private funds, and state-level advertising rules. A CRM that treats every email as a sales touch misses the compliance surface. Strkr tags LP-facing communication with a marketing-rule classifier, pins the required disclosures to the email template, and captures the chief compliance officer sign-off trail in the audit log.
Portfolio KPI pull
Twelve portcos, twelve data rooms, twelve rhythms.
A growth equity fund with 14 portfolio companies collects monthly or quarterly KPIs from each, usually through a shared folder, a secure data room, or a direct ERP tie. The format drifts. The deadline slips. Strkr ships a portfolio KPI capture surface with per-portco cadence, standardized metric mapping (ARR, net new, logo churn, net dollar retention, gross margin, EBITDA), and a nag workflow for late submissions.
The investment firm schema
Custom objects shaped like capital allocation work.
The default CRM schema (account, contact, deal, opportunity) does not map to how an investment firm runs. Strkr ships a tunable investment firm schema with Deal, LP, Portfolio Company, Fund, Capital Call, Distribution, and Co-investor as first-class objects. The managing partner can rename or extend anything. The default lands close to where most firms eventually settle after a 90-day customization sprint on a generic tool.
Deal object
Sector, stage, check size, sourcing path.
A deal in Strkr carries sector picklist, stage (pre-seed, seed, A, B, C, growth, buyout, debt), check size target, sourcing path (inbound referral, partner relationship, banker, cold outbound, portfolio warmth), lead partner, and competitive context. The schema drives the IC prep template and the diligence task pack automatically.
LP object
Type, check size, sector preference, last touch.
An LP in Strkr carries LP type (institutional, pension, endowment, family office, high-net-worth, fund of funds, sovereign), check size range, sector preferences, allocation posture (overweight, neutral, underweight), last touch date, and preferred communication rhythm. The LP card surfaces on every outbound email so the partner has context before typing.
Portfolio company object
Investment date, ownership, KPIs, exit watch.
A portfolio company in Strkr carries investment date, ownership percentage, total invested, follow-on history, board seat, KPI capture cadence, and exit watch signals. The portco card drives the quarterly LP report inputs and the follow-on readiness view.
Fund object
Vintage, size, strategy, IRR target.
A fund in Strkr carries vintage year, committed capital, called percentage, deployment pace, strategy (early stage, growth, buyout, credit, infrastructure, real estate), and IRR plus multiple targets. The fund object drives the capital call cadence and the LP capital account ledger.
Capital call object
Call number, amount, due date, status.
A capital call ties to the fund and the LP commitment schedule. The object captures call number, call amount, due date, received date, and late status. The capital call workflow drives the LP wire reminders and the receivable aging view.
Distribution object
Source portco, amount, waterfall tier.
A distribution ties to the fund and the source portfolio company (or management fee rebate, or recycling). The object captures distribution amount, waterfall tier (return of capital, preferred return, catch-up, carry), tax character, and distribution date. The distribution workflow drives the LP capital account update and the carry allocation.
Co-investor object
Firm, lead or follow, allocation share.
A co-investor in Strkr ties to the deal and carries firm name, lead-or-follow position, allocation share, syndication role, and relationship tier. The co-investor object drives the syndication outreach workflow and the lead-firm tracker for later funds and follow-ons.
How Strkr AI drafts in an investment partner voice
The AI jobs that fit capital allocation work.
An investment firm cannot ship AI drafted LP communication that reads like a chatbot. Partners expect precise, numerate, and compliance aware copy. Strkr AI drafts in the voice of the lead partner with the required disclosures preloaded. The jobs below are the ones that show up inside the first two weeks of every investment firm deployment.
IC memo draft
From diligence pack to one-page summary.
Strkr AI reads the diligence pack (data room exhibits, management call notes, market sizing memo, reference call summaries) and drafts a one-page IC summary with investment thesis, key risks, financial snapshot, and recommended action. The partner tunes two or three paragraphs. The draft lands grounded in retrieval citations so the IC can click through.
LP update draft
The quarterly letter to the LP base.
For the quarterly LP letter Strkr AI drafts the market commentary, the portfolio section with per-portco paragraphs, the capital activity section, and the forward look. The required disclosures land in the footer automatically. The managing partner edits in the firm voice before the chief compliance officer sign-off.
LP pitch follow-up
Post-meeting recap and next steps.
After an LP meeting Strkr AI drafts the follow-up email with meeting recap, discussed terms, requested materials (fund deck, LPA, side letter template, DDQ, references), and next-step scheduling. The draft pulls from the meeting notes and the LP relationship history on the card.
Portco board update
The pre-read for the quarterly board meeting.
For portco board meetings Strkr AI drafts the pre-read memo with KPI dashboard, operational highlights, risks, and board agenda. The draft pulls from the portco KPI capture surface and the operating partner notes. The lead partner approves and sends with the board pack 72 hours before the meeting.
Reference call summary
From a 45-minute call to five bullets.
For reference calls (customer, management peer, prior investor, employee) Strkr AI drafts a five-bullet summary with the key signal, the quote-worthy moment, the red flag if any, and the follow-up ask. The partner stacks the summaries into the diligence pack for the IC.
Fund marketing one-pager
The fund tear sheet for a new LP intro.
For a new LP intro Strkr AI drafts a one-page fund tear sheet with strategy, team, track record, representative deals (anonymized if needed), fund structure, and target close. The compliance disclosures land automatically. The partner approves before the first intro call.
DDQ response assistant
The institutional DDQ at 180 questions.
Institutional LPs run a due diligence questionnaire with 120 to 240 questions. Strkr AI drafts answers by pulling from the firm policy library, the prior DDQ archive, and the fund document pack. The CFO or chief compliance officer reviews each answer before send. The DDQ turn time drops from 11 business days to 3 or 4.
Compliance aware communication
SEC marketing rule and Form PF built in.
A registered investment advisor runs under the SEC marketing rule as modernized in 2026, Form PF reporting for private funds, and state-level advertising rules. Strkr ships compliance surfaces that bake the rule set into the daily workflow without turning every email into a legal review.
Marketing rule classifier
Testimonial, endorsement, performance, prospect.
Strkr classifies LP-facing communication against the SEC marketing rule categories. Testimonials and endorsements get the required disclosures. Performance presentations get the net-of-fees footnote. Prospect communication outside the registered fund gets the private placement memorandum pointer. The classifier runs before send.
Required disclosure library
The 11 footer blocks a fund uses weekly.
Strkr ships a disclosure library with the 11 or so footer blocks a private fund uses in regular communication: hypothetical performance disclaimer, net-of-fees disclaimer, forward-looking statement caveat, private placement notice, accredited investor restriction, side letter note, past performance disclaimer, confidentiality notice, no-offer notice, selectivity disclaimer, and model-portfolio footnote. Admin can edit and extend.
Chief compliance officer sign-off
The pre-send gate on sensitive comms.
For LP letters, pitch decks, performance presentations, and marketing material classified as sensitive, Strkr requires chief compliance officer sign-off before send. The sign-off trail lands in the audit log with timestamp, approver, and the final rendered copy preserved. The CCO can batch-approve routine items from the compliance queue.
Form PF data pull
Fund structure, strategy, counterparty.
Form PF reporting runs quarterly or annually depending on fund size. Strkr pulls the fund structure, strategy classification, portfolio holdings, counterparty exposure, and liquidity metrics into a Form PF ready export. The CFO reviews the export against the production system before file.
Books and records retention
Five-year or longer on advisor records.
SEC rule 204-2 requires five years of books and records for registered investment advisors with the first two years readily accessible. Strkr retention policy ships preset to five years on advisor records, extendable per tenant. The retention policy applies to emails, meeting notes, AI drafts, IC memos, and LP communication.
Audit trail completeness
Every record read and write captured.
The audit log captures every record read, record write, email send, document access, and AI prompt invocation with timestamp, user, and session. For an SEC exam or an internal compliance review the audit log produces the complete communication trail without a 90-day scramble through mailbox archives.
LP relationship book
The capital network across 300 relationships.
Fundraising runs on relationships that compound across funds and vintages. Strkr ships an LP relationship book that pins the context (last touch, sector preference, check size, prior commitments) to every outbound email and every meeting prep view, so the partner starts the conversation with the facts in hand.
Relationship tier
Anchor, strategic, interested, warm, cold.
LPs sit in a tiered relationship book: anchor (committed to multiple funds), strategic (committed with upside), interested (close call), warm (met and open), cold (not yet pitched). The tier drives the touch cadence (monthly for anchor, quarterly for strategic, semiannual for warm). The partner sees the tier on the card.
Sector preference capture
Software, healthcare, climate, consumer.
Each LP card carries sector preference tags from the LP conversation history: software overweight, healthcare neutral, consumer avoid, climate thematic interest. The tags drive the deal-specific pitch targeting. When a new deal lands in software, Strkr surfaces the 42 LPs on the book with software overweight preference.
Check size and vehicle fit
Fund I, fund II, co-investment, direct.
Each LP card carries check size range (minimum, typical, maximum), vehicle preference (fund commitment, co-investment, direct deal participation, debt), and timing preference (annual, every 24 months, opportunistic). The fit filter runs against the current fund-raising plan and surfaces the best 20 to 40 targets for first outreach.
Side letter and MFN tracker
The non-standard terms per LP.
Many LPs negotiate side letters with non-standard terms (MFN clause, fee discount, co-investment right, information rights, excuse right on sectors). Strkr tracks side letter terms per LP as a structured object. The IR team and the CFO can filter by term (which LPs have an MFN against a $50 million commitment) in under two seconds.
Co-invest opportunity routing
The deal that goes to the right LPs first.
When a deal has co-investment capacity, Strkr matches the opportunity against the LP book sector preferences, check size range, and co-invest history. The partner reviews the ranked list and sends the opportunity notice to the right 11 or so LPs instead of a blanket email to the whole book. The targeted outreach lands a higher response rate.
Fund re-up prediction
Which LPs are likely to come back for fund II.
Strkr runs a fund re-up prediction based on prior fund commitments, LP communication history, portfolio performance received, and relationship tier. The partner sees the re-up probability on the LP card during fund II fundraising. The IR team spends the first 90 days of a raise with the highest probability LPs instead of a blanket pitch cycle.
Head-to-head
Strkr vs a sales CRM used by an investment firm.
Most investment firms try a general sales CRM (Salesforce, HubSpot, Affinity, DealCloud) at some point. The comparison below is Strkr's investment-firm posture versus a sales CRM applied to the same deal flow and LP book.
Feature
Strkr
Sales CRM applied to an investment firm
Deal, LP, and portco as separate pipelines
Three pipelines with different schemas.
One pipeline reshaped with custom fields.
LP tier and sector preference capture
First-class fields on the LP card.
Custom text field the admin builds.
SEC marketing rule classifier
Built into send workflow.
Compliance review by email thread.
Side letter and MFN tracker
Structured object per LP.
PDF stored in a related list.
Capital call and distribution ledger
First-class objects tied to fund.
Spreadsheet outside the CRM.
Portco KPI capture workflow
Standardized metric mapping and nag.
Email thread with Excel attachments.
Quarterly LP letter generator
AI drafts with disclosures preloaded.
Partner writes from scratch each quarter.
Audit log for SEC exam readiness
Read and write with five-year retention.
Partial write log with limited retention.
Data room access signal on LP card
Webhook integration prints events.
Manual query against data room admin.
Price per seat
Flat $29 to $119 per user per month.
Credit meter or $150 to $300 per seat.
How teams use Strkr
Five investment firm playbooks.
The playbooks below are the patterns Strkr's onboarding team sees on investment firm deployments, from a 12-person early-stage venture shop to a 90-person growth equity firm.
Pattern A
The 14-person seed venture fund.
A 14-person seed venture fund in New York ran deal flow on Affinity and LP relations in a Google Sheet. The partners wanted one tool for both. Strkr onboarding ran an 18-business-day migration: four days of deal flow mapping, four days of LP book migration, five days of pilot with two partners, three days of AI runbook setup, and a Monday cutover. The partners cut Affinity in month two. Monthly tool spend dropped 48 percent. First IC memo drafted by Strkr AI landed in week three.
Pattern B
The 42-staff growth equity firm.
A 42-staff growth equity firm in San Francisco ran DealCloud with a $240,000 annual contract and a 11-month implementation. The managing partner wanted lower cost and a tighter LP book. Strkr onboarding ran a 32-business-day migration (longer than default because of DealCloud export complexity). The investment firm schema landed on day one. The LP book and side letter tracker ported over clean. Annual tool spend dropped 72 percent. Fund III raise closed on target.
Pattern C
The 11-person single family office.
An 11-person single family office in Chicago managed direct deals, co-invest participation across 24 external funds, and a 180-position public portfolio. The principal wanted one view of capital allocation. Strkr onboarding configured the deal, co-invest, external fund, and public portfolio objects with crosswalk fields for exposure analysis. The principal saved 11 hours per week on data stitching across the previous five-tool stack.
Pattern D
The hedge fund IR team.
A $4 billion long-short hedge fund IR team of six ran LP relations on an ad hoc email plus Excel system. The chief compliance officer wanted the SEC marketing rule classifier and the audit log for exam readiness. Strkr onboarding ran a 22-business-day migration. The marketing rule classifier landed before cutover. The CCO sign-off workflow caught two LP touchpoints in the first month that needed footer disclosure updates, which saved an exam finding.
Pattern E
The private credit shop.
A 28-person private credit shop in Dallas ran deal flow on a sales CRM retrofit and loan servicing in a separate system. The lead partner wanted deal flow, LP relations, and portfolio tracking (loan performance, covenant monitoring) in one view. Strkr onboarding configured the credit-specific portco object with covenant fields, interest coverage ratios, and amortization schedules. The quarterly LP letter now pulls loan performance narrative automatically.
Run deal flow, LP relations, and portco tracking on one CRM.
Book a 30 minute call. We will walk through the investment firm schema, the LP relationship book, the compliance aware communication surface, and the quarterly LP letter builder with your actual fund structure.
Does Strkr integrate with Affinity, DealCloud, or Dynamo for migration?
Strkr's import brings in the full relationship history from Affinity, DealCloud, Dynamo, Backstop, Juniper Square, Altvia, and other investment-firm tools through CSV export and direct webhook integration where available. Deal records, LP records, meeting notes, email history, and side letter attachments port in with original timestamps preserved. The AI retrieval index sees the full history on day one, which means the first LP update draft is grounded in the actual relationship, not a stub.
How does Strkr handle the SEC marketing rule for registered investment advisors?
Strkr classifies LP-facing communication against the marketing rule categories (testimonial, endorsement, performance presentation, hypothetical performance, prospective client). The classifier runs before send and attaches the required disclosures. For sensitive items (LP letters, pitch decks, performance presentations) the chief compliance officer sign-off gate runs with an audit trail. The books and records retention runs at five years preset per rule 204-2.
What is the pricing for an investment firm with 24 users?
Flat per-seat pricing at $29 per user per month on the Starter tier, $59 on Pro, or $119 on Scale with SSO through Clerk, verified domains, and MFA. There is a 14-day trial on every tier. The Strkr AI add-on runs $49 per month per seat with 5,000 AI calls included (overage at $0.012 per call). A 24-user firm on Pro with the AI add-on runs about $2,592 per month, which is a fraction of the $240,000 annual DealCloud or Backstop contract most firms sign.
Does Strkr support SSO, MFA, and verified domains for institutional security posture?
Yes. SSO through SAML and OIDC is live on the Scale tier through Clerk. Verified domains are live, which means the firm controls which email domains can authenticate against the tenant. MFA is live across every tier with TOTP and text-based verification. For firms with specific institutional security requirements (HIPAA BAA for private equity shops that touch healthcare portcos, GDPR for European LPs, CCPA for California LPs) the compliance posture ships with those obligations covered on request without a tier gate.
How does Strkr handle data room integrations like Datasite, Intralinks, or Firmex?
Strkr integrates with Datasite, Intralinks, Firmex, Virtual Vaults, Ansarada, and other data room providers through the standard webhook spec with HMAC signing. The integration brings in access events (who opened which document, when, and for how long) to the deal or LP card so the partner sees the engagement signal. The integration is on your side, which keeps the data model clean. For a 24-person firm the setup takes a half day of engineering.
Can Strkr handle multi-fund structures with co-investment vehicles and SPVs?
Yes. The fund object in Strkr supports multiple funds, parallel funds (feeder, master, offshore), co-investment vehicles, and SPVs under one tenant. Each LP commitment ties to a vehicle with its own capital account ledger. The quarterly LP letter can roll up across vehicles for a composite report or render per vehicle. The schema is tunable so firms with unusual structures (fund of one, PIC, continuation vehicle, strip sale) can shape the object graph to fit.
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