LP CRM Module

Manage LP fundraising — create investors, track pipeline stages, log buying-intent signals, run IR campaigns, and draft outreach.

Data Models

Model	Description	Key Fields
LPInvestor	An LP investor in the fundraising pipeline	id, name, entity_type, pipeline_stage, committed_capital, lp_room_id, organization_id
LPMeeting	Recorded meeting with an LP	id, lp_investor_id, meeting_date, subject, follow_up_questions
LPDevSignal	Buying-intent signal (meeting request, doc view, etc.)	id, lp_investor_id, signal_type, strength, source_label, auto_detected
LPOutreach	Outreach attempt (email, LinkedIn)	id, lp_investor_id, channel, subject, status, sent_at
IRCampaign	Bulk investor-relations email campaign	id, name, status, subject, body, segment_id, sent_count, open_count

Model

Description

Key Fields

LPInvestor

An LP investor in the fundraising pipeline

id, name, entity_type, pipeline_stage, committed_capital, lp_room_id, organization_id

LPMeeting

Recorded meeting with an LP

id, lp_investor_id, meeting_date, subject, follow_up_questions

LPDevSignal

Buying-intent signal (meeting request, doc view, etc.)

id, lp_investor_id, signal_type, strength, source_label, auto_detected

LPOutreach

Outreach attempt (email, LinkedIn)

id, lp_investor_id, channel, subject, status, sent_at

IRCampaign

Bulk investor-relations email campaign

id, name, status, subject, body, segment_id, sent_count, open_count

Pipeline Stages

Cross-Module Links

Field	Links to	How to navigate
`lp_room_id`	VDR → DealRoom	GET /api/v1/rooms/{lp_room_id}
`id`	Investors → CapitalCall	GET /api/v1/fundos/investors/{lp_id}/calls

Field

Links to

How to navigate

lp_room_id

VDR → DealRoom

GET /api/v1/rooms/{lp_room_id}

id

Investors → CapitalCall

GET /api/v1/fundos/investors/{lp_id}/calls

Quickstart (3 steps)

Step 1 — Authenticate

export FUNDOS_API_KEY=vdr_your_key_here

Step 2 — Create an LP investor (dry run)

curl -X POST "https://kela.com/api/v1/fundos/lp-crm/investors?ephemeral=true" \
  -H "Authorization: Bearer $FUNDOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Tiger Global", "entity_type": "family_office", "pipeline_stage": "identified"}'

Step 3 — Create for real, then advance the stage

# Create
curl -X POST https://kela.com/api/v1/fundos/lp-crm/investors \
  -H "Authorization: Bearer $FUNDOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Tiger Global", "entity_type": "family_office"}'

# → {"success": true, "data": {"id": 7, "name": "Tiger Global", "pipeline_stage": "identified"}}

# Move to first_contact
curl -X POST https://kela.com/fundos/lp-crm/7/move-stage \
  -H "Authorization: Bearer $FUNDOS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"stage": "first_contact"}'

Event	Trigger	Payload
lp.created	New LPInvestor persisted	`{"lp_id", "name", "stage"}`
lp.stage_moved	LP pipeline stage changes	`{"lp_id", "name", "old_stage", "new_stage"}`
lp.signal_logged	Buying-intent signal recorded	`{"lp_id", "name", "signal_type", "source"}`

Event

Trigger

Payload

lp.created

New LPInvestor persisted

{"lp_id", "name", "stage"}

lp.stage_moved

LP pipeline stage changes

{"lp_id", "name", "old_stage", "new_stage"}

lp.signal_logged

Buying-intent signal recorded

{"lp_id", "name", "signal_type", "source"}

Endpoints

Method	Path	Description	Required Params
GET	/api/v1/fundos/lp-crm/investors	List LPs (?search=, ?stage=)	—
GET	/api/v1/fundos/lp-crm/investors/{id}	Get LP detail	lp_id
POST	/api/v1/fundos/lp-crm/investors	Create LP. Add ?ephemeral=true for dry run.	name
PATCH	/api/v1/fundos/lp-crm/investors/{id}	Update LP fields	lp_id
POST	/fundos/lp-crm/{id}/move-stage	Move to pipeline stage	stage
POST	/fundos/lp-crm/{id}/log-signal	Log buying-intent signal	signal_type
POST	/fundos/lp-crm/{id}/draft-outreach	AI-draft email or LinkedIn message	channel

Method

Path

Description

Required Params

GET

/api/v1/fundos/lp-crm/investors

List LPs (?search=, ?stage=)

—

GET

/api/v1/fundos/lp-crm/investors/{id}

Get LP detail

lp_id

POST

/api/v1/fundos/lp-crm/investors

Create LP. Add ?ephemeral=true for dry run.

name

PATCH

/api/v1/fundos/lp-crm/investors/{id}

Update LP fields

lp_id

POST

/fundos/lp-crm/{id}/move-stage

Move to pipeline stage

stage

POST

/fundos/lp-crm/{id}/log-signal

Log buying-intent signal

signal_type

POST

/fundos/lp-crm/{id}/draft-outreach

AI-draft email or LinkedIn message

channel

Error Codes

Code	HTTP	Hint
`lp_not_found`	404	Verify lp_id against GET /api/v1/fundos/lp-crm/investors
`lp_name_required`	400	Include a 'name' field in your request body
`lp_duplicate_name`	409	An LP with this name already exists in your org
`invalid_lp_stage`	400	Stage must be one of: identified, first_contact, under_nda, due_diligence, soft_circled, committed, closed, passed

Code

HTTP

Hint

lp_not_found

404

Verify lp_id against GET /api/v1/fundos/lp-crm/investors

lp_name_required

400

Include a 'name' field in your request body

lp_duplicate_name

409

An LP with this name already exists in your org

invalid_lp_stage

400

Stage must be one of: identified, first_contact, under_nda, due_diligence, soft_circled, committed, closed, passed

Data Models

Pipeline Stages

Cross-Module Links

Quickstart (3 steps)

Step 1 — Authenticate

Step 2 — Create an LP investor (dry run)

Step 3 — Create for real, then advance the stage

Webhook Events

Endpoints

Error Codes