Northline Capital
Annual LP gifts confirmed before anyone asked
An investor-relations team replaced spreadsheet chase with a shared desk for sixty LP sends — while the fulfilling shop kept full control of Shopify orders.
- 18
- Hours saved per annual batch
- 97%
- LP sends confirmed without chase
- 11
- Exceptions caught before LP ask
Northline Capital
We stopped pinging the vendor for tracking screenshots. Each relationship owner saw their LPs deliver — or got the exception before the LP had to ask.
Priya Nair, Head of Investor Relations
- Hours saved per annual batch
- 18
- LP sends confirmed without chase
- 97%
- Exceptions caught before LP ask
- 11
