Investor Event Software for Private Equity Firms
One platform for guest communications and event operations at investor conferences and LP meetings. Registration, on-site check-in, live updates and post-event feedback, all by two-way SMS or WhatsApp. No app for investors to download.
ImpulseWhat Private Equity Teams Need From an Investor Event
An investor conference is a relationship event. Your investor relations team needs to know who confirmed, who arrived and who wants a follow-up, and every LP expects to be treated like the only guest in the room.
Impulse runs the whole guest journey by text, from the first RSVP to the last survey answer. Every reply lands in one guest list, so your team works from the same data before, during and after the event.
From Registration to Follow-Up
Here is how a typical investor conference runs with Impulse. Every guest gets one text thread, and every reply lands in your client portal.
- 1 2 weeks before
Registration
Branded RSVP form with the mandatory fields you choose
Import your invite list from an Excel file, a Google Sheet or any structured data
Confirmations, calendar holds and reminders by SMS or WhatsApp
Alex Carter
LP · Larkhaven Capital Annual LP Meeting
Oct 1
You are confirmed for the Larkhaven Capital Annual LP Meeting on Oct 15 at 2:00 pm. Reply MEET to book a 1:1 with a partner, or ASK to send a question for the GP panel.
10:02 AM · Via SMS
MEET
10:09 AM
Partners have 20-minute 1:1 slots from 4:00 to 5:30 pm. Reply with a time and a topic: fund performance, co-invest or ESG.
10:10 AM · Via SMS
4:20, co-invest pipeline
10:14 AM
Confirmed: your 1:1 with Eleanor Vance, Managing Partner, is at 4:20 pm in Room 3B.
10:15 AM · Via SMS
Type a message... - 2 Day of the event
On-site check-in
QR code scan or name lookup by your staff
Walk-ins sign up on the spot with an instant guest profile
Live stats: checked in, remaining and attendance rate
Alex Carter
LP · Larkhaven Capital Annual LP Meeting
Oct 15
Good morning, Alex. Your day: 2:00 pm Keynote 2:30 pm Fund IV review 4:20 pm 1:1 with Eleanor Vance Show this QR code at the desk.
Personal check-in QR code8:30 AM · Via SMS
On my way
1:41 PM
You are checked in, Alex. The Fund IV review starts at 2:30 pm in the Main Hall.
1:52 PM · Via SMS
Type a message... - 3 During sessions
During the event
Room changes, speaker updates and VIP holds by text
Wayfinding to each guest’s next session
Two-way concierge for dietary needs, accessibility and meeting requests
Alex Carter
LP · Larkhaven Capital Annual LP Meeting
The GP panel starts now. Text your question here.
3:05 PM · Via SMS
What is the exit outlook for the 2021 vintage?
3:07 PM
Quick poll: which sector should we go deeper on next year? Reply A) Healthcare, B) Industrials or C) Software.
3:40 PM · Via SMS
C
3:41 PM
Your 1:1 with Eleanor Vance starts in 10 minutes in Room 3B.
4:10 PM · Via SMS
Type a message... - 4 After the event
Follow-up
A 1-click survey by SMS or WhatsApp, with NPS and session questions
Reminders for guests who have not answered
Survey scores and notes sent to your CRM through a direct sync set up by your Impulse contact
Alex Carter
LP · Larkhaven Capital Annual LP Meeting
Thank you for joining. The presentations and the Fund IV deck are now in your LP data room.
6:30 PM · Via SMS
Oct 16
How useful was yesterday, from 0 to 10? Tell us what we should cover next year.
9:00 AM · Via SMS
9. More on co-invest structures next year
9:12 AM
Thanks, Alex. Your co-invest question went to Daniel in Investor Relations. He will be in touch this week.
9:20 AM · Via SMS
Type a message...
Alex Carter
LP · Larkhaven Capital Annual LP Meeting
Oct 1
You are confirmed for the Larkhaven Capital Annual LP Meeting on Oct 15 at 2:00 pm. Reply MEET to book a 1:1 with a partner, or ASK to send a question for the GP panel.
10:02 AM · Via SMS
MEET
10:09 AM
Partners have 20-minute 1:1 slots from 4:00 to 5:30 pm. Reply with a time and a topic: fund performance, co-invest or ESG.
10:10 AM · Via SMS
4:20, co-invest pipeline
10:14 AM
Confirmed: your 1:1 with Eleanor Vance, Managing Partner, is at 4:20 pm in Room 3B.
10:15 AM · Via SMS
What your investor relations team sees in the Impulse portal
Need the door to run smoothly? See how the event check-in app handles QR codes, name lookup and walk-ins.
The Right Message for Each Investor Segment
Tag each guest by segment and send content that fits. LPs, advisors and portfolio company attendees each get the updates meant for them.
Limited partners
Fund updates, meeting slots with the deal team and the materials they asked for.
Advisors
The sessions and introductions that matter to them, without the LP-only content.
Portfolio company attendees
Logistics, speaker briefings and the operating sessions built for them.
Live Dashboards and Investor Data
Follow registration velocity, check-in flow, message engagement and survey responses on live dashboards while the event runs.
Export the guest list as a CSV at any time, with RSVP answers, signup times and check-in times. For a direct sync to your CRM or BI tool, your Impulse contact can set it up. See how Impulse captures event leads for your CRM.
Event Photos Every Investor Keeps
Add professional photos, photo booth shots or guest uploads. Each guest gets their own photos within 60 seconds, by SMS or WhatsApp and in their private gallery.
Security and Compliance
Impulse is GDPR compliant and approved under the EU-U.S. Data Privacy Framework and its UK Extension. Read more about how Impulse protects guest data.
Investor Event Software FAQ
What is investor event software?
Investor event software runs the guest side of investor conferences and LP meetings: registration, check-in, live updates and follow-up. Impulse does all of it by SMS or WhatsApp, so investors never download an app or log in to a portal.
How is Impulse different from a traditional event platform?
Most event platforms focus on logistics: a registration page, a badge and a report. Impulse keeps a two-way text conversation with every guest from the first RSVP to the post-event survey, and turns each reply into data your investor relations team can use.
Can we import our existing investor list?
Yes. Impulse can import guests from an Excel file, a Google Sheet or any structured data before the event, so your LPs and advisors are pre-registered when they arrive.
How does check-in work?
Staff scan each guest’s QR code or look the guest up by name, on a phone or a laptop. Walk-ins sign up on the spot and get a profile instantly. Your team sees checked in, remaining and attendance rate live.
How does event data get into our CRM?
Export the guest list as a CSV from the Impulse client portal, with signup and check-in times and the answers from your RSVP form. For a direct sync to your CRM or BI tool, your Impulse contact can set it up.
What happens after the event?
Each guest gets a 1-click survey by SMS or WhatsApp, with NPS and session questions, and a reminder if they have not answered. A closing text shares content links and next steps.
Is Impulse compliant with data privacy rules?
Yes. Impulse is GDPR compliant and approved under the EU-U.S. Data Privacy Framework and its UK Extension. Guests opt in before they receive marketing texts and can reply STOP at any time.
Run Your Next Investor Conference With Impulse
See registration, check-in and the investor texts on a private demo.