LP relationships are long-cycle and relationship-dependent — and they're easy to let drift between fundraises. CTD helps you track the strength of those relationships over time, get alerted when LPs move funds or change roles, and find warm paths to prospective LPs through the connections you already have.
Tracking existing LPs
Add your LPs to a people list to monitor your firm's relationship strength with each of them over time. The list view shows CTD scores across all your LPs at once — making it easy to spot who you're staying close to and who you haven't touched in a while.
Job change alerts
When an LP changes roles — moving from a family office to a new fund, joining a corporate, or retiring — that's a signal worth acting on quickly. CTD's job change alerts notify you the moment these changes happen, so you can reach out at the right time rather than finding out months later.
See all recent job changes across your LP list at app.ctd.ai/dashboard/my-updates/job_updates.
Finding warm paths to prospective LPs
The best LP introductions come through existing LPs, portfolio founders, or advisors who can vouch for your team and strategy. Search for a prospective LP fund or individual at app.ctd.ai/search/all. CTD will surface everyone in your collective network who knows them — including paths through your current LP base that you might never have thought to ask about.
/company-research [fund name] in Claude to get a brief on the fund — recent signals, known investments, and who in your network has the warmest path. See the company research skill.
Involving LPs as external members
Key LPs who are active networkers can be added as external members. When they connect their own accounts, their relationships become searchable across your firm — dramatically expanding your reach for both portfolio support and prospective LP introductions. It's also a tangible demonstration of value that LPs appreciate.