Smarter execution. No delays. No rip-and-replace.
AI-Powered LP Management & Fundraising Intelligence
Connect your CRM, email, and fund documentation into one system that scores every LP, auto-updates stages from communication signals, tells your team exactly who to engage next - so you close more commitments faster with far less manual work
By integrating seamlessly with your existing systems, Mergepoint highlights risk, recommends actions, and enables teams to make faster, more accurate decisions for fundraising and investor relations.
By integrating seamlessly with your existing systems, Mergepoint highlights risk, recommends actions, and enables teams to make faster, more accurate decisions for fundraising and investor relations.
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Automate What Slows You Down
We’re not just an iPaaS
We’re the intelligent workflow automation layer that connects your tools, understands your documents, and streamlines your business processes end-to-end
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Core Workflow
Use Cases
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LP Scoring & Prioritization
- Continuously score LPs based on engagement and historical behavior
- Auto-prioritize high-intent investors with dynamic re-ranking as signals change
- Surface “high-priority”, “at-risk”, and “ready-to-advance” LPs in real time
- Prescribe next best actions to eliminate manual tracking and missed follow-ups
30–50% reduction in stalled LP conversations and missed follow-ups
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Stage & Pipeline Automation
- Automatically advance CRM stages based on communication and engagement
- Detect momentum, delays, and drop-off risk early
- Maintain a live, accurate pipeline without manual CRM updates or guesswork
Faster progression from first touch to commitment
Email & Interaction Intelligence
- Convert unstructured emails and threads into structured relationship signals
- Extract intent signals automatically from responses, timing, and behavior -without manual tagging
- Feed real-time insights directly into scoring, prioritization, and pipeline stages
clearer LP intent, sharper follow-ups, and better-timed outreach that drives commitments forward.
Contact & Firm Enrichment
- Keep LP and firm profiles fresh with ongoing enrichment
- Track role changes, firm updates, and relationship history
- Maintain a clean, accurate investor database over time
Always current LP intelligence without manual research
Fundraising Performance Dashboards
- Live view of pipeline health and probability-weighted commitments
- Track engagement trends, response SLAs, and conversion by stage
- Identify bottlenecks and high-leverage actions
Clear visibility into what actually drives closes
Why Mergepoint
No system replacement required.
MergePoint integrates with your existing tools—SAP, NetSuite, ActiveOne, Zoho, and more.
AI-powered automation.
We use OCR, validation logic, and rules-based workflows to eliminate manual effort.
No-code, fully managed setup.
We design and configure your automations—no developers needed on your side
Fast results
Clients typically save 30–50+ hours per week within the first month of implementation
How Mergepoint works
Automate your Processes Today
Eliminate manual updates, missed follow-ups, and fragmented LP
intelligence. MergePoint continuously turns communications and
activity into structured signals—so your team focuses on closing,
not chasing data.
intelligence. MergePoint continuously turns communications and
activity into structured signals—so your team focuses on closing,
not chasing data.
Get started
Inbound & outbound interactions
Signal extraction
LP scoring & stage updates
Prioritized next actions
Clean, current LP intelligence
Inbox threads
Manual CRM updates
Spreadsheets & trackers
Missed follow-ups
Finance Follow-up
Platform Compatibility
MergePoint works seamlessly with:
SAP
Zoho
NetSuite
ActiveOne
QuickBooks
Custom spreadsheets
Regional/Local ERPS
Deployment time: 1–2 weeks
No system downtime or disruption
Local support available across PH & SEA
Local support available across PH & SEA
Book your Free 15-minute Audit
Understand how leading companies in your sector are automating operations. Our report highlights key trends, proven use cases, and practical benchmarks to guide your next move.
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Workflow Gaps
No Pressure. No Commitment.
Just Actionable Insight
Just Actionable Insight
Tell us what the friction is. We’ll show you how
to remove it— fast.
to remove it— fast.
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