Architecture Diagram

Interactive node graph demonstrating the data pipeline.

Trigger

LP Interaction Captured

Captures initiated or received communications (emails, calls, meetings, document views) with Limited Partners.

Solved by:Salesforce / Outlook / Gmail

Processing

Centralized Data Logging

Logs and stores all communication details, metadata, and associated documents in a unified system.

Solved by:Juniper Square / Intralinks

Processing

Engagement Score Calculation

Analyzes logged interactions (frequency, response time, content access) to derive an LP engagement score.

Solved by:Custom Analytics Engine / Tableau

Execution

GP Engagement Dashboard

Presents a visual dashboard for GPs to view LP communication history, engagement trends, and key insights.

Solved by:Custom Investor Portal / Power BI

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