A leading M&A advisory investment bank faced challenges with manual investor sourcing, outdated LP intelligence, and GP market blind spots, which hindered their ability to effectively manage LP and GP relationships and expand their investor network. To address these issues, they developed an intelligent investor relationship platform powered by Exa's websets API and research endpoint, automating LP sourcing, enhancing CRM data with real-time updates, and providing continuous market intelligence. The platform's features include automated LP sourcing using natural language queries, real-time enrichment of LP data, and comprehensive GP market analysis. By integrating Exa's APIs, the bank achieved a threefold increase in qualified LP prospects and improved deal success through timely insights into GP activities, ultimately enhancing their relationship management capabilities and competitive positioning in fund placements.