Raise the next fundon relationships,not spreadsheets.
Pensions, endowments, sovereigns, insurers, and the consultants who advise them. We build the CRM, data, and AI layer your IR team runs every raise and every quarter on, so no LP conversation, DDQ, or re-up slips through.
Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.
Where it breaks today.
What we hear most from institutional fundraising and IR teams before we start.
The raise lives in a spreadsheet
Fund pipeline in Excel, meeting notes in inboxes, and a partner's memory as the system of record. The weekly fundraising call starts with reconciling, not deciding.
Every DDQ starts from scratch
The same hundreds of questions, answered again for every LP and consultant by people who should be in meetings. Answers drift, and nobody knows which version went to whom.
Re-ups go quiet until they're late
Existing LPs get the quarterly letter and little else. Signs that an LP is reallocating, losing a champion, or rethinking the strategy surface after the commitment decision.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the overlay products that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
Claude, ChatGPT, or Grok drafting DDQs, meeting prep, and LP letters from your approved content, with a person approving everything that leaves.
LAYER 02
CRM
The system of record
Salesforce Financial Services Cloud modeled for LPs, consultants, funds, commitments, and the relationships between them.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
The fundraising command center
Every LP, every fund, one view.
A live view of the raise that partners trust: who's in diligence, who's soft-circled, which consultants are engaged, and what has to happen this week to get to close.
- Fund pipeline by stage, LP type, and geography, against target
- Consultant coverage across every client they advise
- Data room engagement shown next to the relationship
Fund IV · Target $1.5B
$940M soft-circled
First meeting
State pension · Midwest
$75M
Consultant-led
University endowment
$25M
Re-up
Diligence
Sovereign wealth fund
$150M
Data room · 14 views
Insurance general account
$60M
DDQ due Fri
Soft circle
Corporate pension
$50M
IC on the 18th
Family office · Zurich
$20M
Side letter
Closed
Foundation
$40M
First close
Public pension · West
$100M
Re-up
3 LPs opened the Fund IV data room this week without a follow-up booked. The sovereign fund's team viewed the track record twice.
Draft follow-upsIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for institutional fundraising and IR teams. If your team repeats it, we can build it.
LP Meeting Prep
A one-page brief before every LP meeting: commitment history, last conversation, open diligence items, and the allocator's latest moves.
Pulls the relationship from Salesforce, recent emails and notes, Preqin and Dakota data on mandates and allocations, and news on staff or policy changes. Delivered to the partner's inbox and Slack the morning of the meeting.
What changes
What your team gets back.
One source of truth for the raise
Partners, IR, and Compliance work from the same pipeline, so the weekly fundraising meeting is about decisions.
DDQs start as a first draft
Your best approved answers, retrieved and cited, so the team reviews instead of rewriting.
Re-ups you see coming
Engagement and allocator signals land with the relationship owner while there's still time to act.
Private Capital
Built for every team at a Private Capital company.
Four teams, one connected system. Each gets the tools, data, and AI agents built for the way it works.
Institutional Capital Raising & Investor Relations
LPs, consultants, DDQs, and quarterly reporting.
You're here02Private Wealth Capital Raising & Investor Relations
Wholesalers, advisors, platforms, and evergreen flows.
Explore 03Deal & Origination
Sourcing, intermediaries, pipeline, and IC.
Explore 04Value Creation & Ops
Portfolio KPIs, portfolio company GTM, and AI rollouts.
ExploreFAQ
Common questions
What CRM is best for institutional fundraising and investor relations?
For most managers we recommend Salesforce Financial Services Cloud, because it models LPs, consultants, funds, and commitments as connected records. If you already run DealCloud or another platform, we'll assess whether to optimize it or move.
Can you connect Dakota, Preqin, or With Intelligence to our CRM?
Yes. We map allocator and consultant data into your CRM, match it to existing records, and set rules for which fields each source owns, so your data stays clean.
Is AI safe to use on DDQs and LP communications?
We configure the tools to draw only on approved content, cite their sources, and require a person's approval before anything is sent. Business data isn't used to train the models.
How long does it take?
A first phase covering the LP model, fund pipeline, and core integrations typically runs 8 to 12 weeks, with AI agents added in the following phase.