Scrambling ahead of LP calls?
Stop chasing data across scattered systems. There’s a better way.
Your AI meeting prep assistant
Synthesize the most important details from across your tools to be ready with the most important details in minutes.
LP overview
Long-term orientation with emphasis on DPI over paper gains
Manager consistency and discipline across vintages
Interest in responsible leverage and downside protection
Increasingly focused on ESG data integration (not just policy)
Unlock stronger LP relationships with Facets
Effortless prep in 3 simple steps
Connect data
Securely link Facets to your email, CRM, and cloud storage with read-only access. Setup is quick and secure.
Set up your notes
Identify the LP your meeting, and add any additional relevant context that's not captured in your integrations.
Refine your brief
Generate meeting notes automatically, or continue to add and refine specific details you want to address more extensively.
Seamlessly integrates with your existing stack
Surface what matters most, instantly
Your data is always private and secure
Security is paramount. Facets uses industry-standard encryption and strict protocols. We connect via secure, read-only access, ensuring your sensitive information remains private and protected.
