Fund of Funds CRM

Select winning funds and strengthen GP relationships with Whitestone CRM.

Success as a fund of funds depends on sourcing high-performing managers, conducting efficient due diligence, and maintaining strong GP relationships. But with portfolios spanning multiple strategies and geographies, managing this process in spreadsheets or generic CRMs is nearly impossible.
Whitestone CRM is purpose-built for funds of funds. It helps your team source emerging managers, track every interaction, and streamline evaluation pipelines — all while monitoring portfolios and safeguarding sensitive data. From initial introductions to long-term partnerships, Whitestone gives funds of funds the visibility and control needed to drive portfolio value.
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The Challenge for Funds of Funds

Funds of funds face unique challenges that other investment firms don’t. Identifying promising managers requires building strong GP relationships and maintaining visibility across a global network of funds. Yet the evaluation process is resource-intensive — from sourcing and due diligence to tracking commitments and performance.

Traditional CRMs fall short. They’re not designed to capture the nuances of GP relationships or the complexity of multi-strategy portfolios. As a result, critical data is scattered, interactions aren’t fully tracked, and teams struggle to stay aligned on opportunities.

In a competitive landscape where access to the best managers is limited, funds of funds need more than a generic CRM. They need a platform that centralises GP engagement, strengthens evaluation workflows, and enables smarter investment decisions. Whitestone CRM delivers exactly that.

How Whitestone CRM Helps Funds of Funds

Whitestone CRM is designed to support every stage of the fund of funds investment process — from sourcing managers to monitoring portfolios.

Source Emerging Managers

Use relationship mapping to uncover warm introductions to promising fund managers. Centralise applications and inbound opportunities to ensure no potential investment is overlooked.

Evaluate Opportunities

Manage due diligence pipelines across strategies and geographies. Track every interaction with GPs, maintain visibility across the team, and keep leadership aligned with real-time updates.

Strengthen GP Relationships

Build trust by capturing every touchpoint, from initial outreach to ongoing reporting. Ensure continuity of communication even as team members change.

Monitor Portfolio Performance

Track fund commitments, performance metrics, and reporting in one secure system. Use analytics to identify trends and optimise portfolio value over time.

By combining relationship intelligence with structured workflows, Whitestone CRM empowers funds of funds to streamline decision-making and build stronger, longer-lasting GP partnerships.

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Purpose-Built for Funds of Funds

Source Fund Managers

Discover and track emerging managers with enriched relationship intelligence and network mapping.

Evaluate Opportunities

Manage due diligence workflows, access historical engagement data, and align teams around evaluation decisions.

Drive Portfolio Value

Strengthen GP relationships and monitor performance throughout the lifecycle of your investments

Trusted by Leading Funds of Funds

Funds of funds worldwide use Whitestone CRM to strengthen GP relationships, streamline evaluations, and monitor portfolio performance. Whether you manage a niche fund with a focused strategy or a global institution allocating across multiple asset classes, Whitestone adapts to your workflows. With built-in compliance and enterprise-grade security, Whitestone ensures sensitive investment and performance data stays protected. The result: better GP engagement, more efficient due diligence, and stronger long-term portfolio value.

Testimonial

“Whitestone has transformed how we manage deal flow and LP relationships.”
Kim Smith
Satisfied Customer
“The relationship mapping tools are game-changing for our fundraising process.”
John Williams
Satisfied Customer
“Finally, a CRM built for investors, not sales reps.”
Liz James
Satisfied Customer

Ready to See Whitestone in Action?

Join leading funds of funds that are transforming their investment workflows with Whitestone CRM. Book a demo today and see how our platform can help your firm source managers, evaluate opportunities, and drive lasting portfolio value.

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Frequently Asked Questions

A Fund of Funds CRM is designed to help FoF managers source new fund opportunities, manage due diligence, and track GP relationships across strategies and geographies.

Whitestone CRM centralises all GP interactions, documents, and evaluation notes in one system, ensuring teams stay aligned throughout the due diligence process.

Yes. Whitestone CRM provides real-time insights into fund commitments, performance, and engagement history, helping funds of funds strengthen oversight and optimise portfolio value.