GLADWYNE, PA — iConnections has introduced Pipelines, a built-in productivity and relationship-management tool designed to help capital allocators and fund managers streamline outreach and track investor engagement without relying on spreadsheets or traditional CRM systems.
The company said the feature was developed in response to widespread feedback from LPs and GPs who often struggle to maintain momentum after conferences, roadshows or outreach cycles. Pipelines provides a structured, visual way to organize prospects, monitor progress and capture context from ongoing conversations across the alternative investment ecosystem.
Douglas Melchior, vice president of product at iConnections, said the tool reflects workflows unique to capital allocation rather than generic sales processes. He described it as “fast, flexible, and intuitive,” emphasizing that it is meant to convert lists of contacts into actionable next steps rather than duplicate CRM platforms.
Within Pipelines, users can build targeted lists based on criteria such as strategy, assets under management, geography and investor type. The tool allows users to customize stages, drag and drop contacts through each step, attach notes, review historical meetings and documents, set follow-ups with automated reminders, and initiate messages or meetings directly from the interface.
Rob Tappero, the company’s chief revenue officer, said Pipelines gives clients a clearer, more consolidated view of every allocator or manager relationship. He added that the feature is intended to help users stay organized and deliberate throughout fundraising and deployment cycles.
Pipelines is available to all LP and GP members on the iConnections platform. The launch marks a broader push by the company to expand its role as a connected network for alternative investors and managers.
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