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Soundfront is the Only HubSpot Solutions Partner Focused on Private Markets Advisors and Investors

We specialize in transforming how advisors and investors manage relationships, streamline operations, and execute deals. Our solutions empower teams to focus on what truly matters—building connections and achieving results. We are unique in our ability to advise and execute on the needs of professionals across M&A, capital markets, private equity and venture capital thanks to a background and approach like no other.

Industry experience

We bring decades of M&A and capital markets operating experience to every interaction.  We’ve worked alongside advisors and investors, developing solutions that address their unique requirements, whether they are sourcing new opportunities, building relationships, raising capital or managing deal pipelines.

focus on crm & deal operations

We excel in making HubSpot's top-ranked, AI-powered CRM appear to be built for dealmakers. In addition to helping clients leverage HubSpot's award winning Sales and Marketing tools, we extend and unlock functionality for executing live deals, tracking capital commitments, aggregating  360° relationship intelligence across firms, and so much more. 

streamlined, effective delivery

Our approach is efficient and impactful. Most clients can begin with pre-configured, standard configurations and go from there. Because of this, our implementation and onboarding is short in time but high in value-add, focused on firm-specific refinements and in-depth onboarding. This approach helps ensure that our solutions aren’t just implemented—they’re adopted. 

Leadership

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Corey Berse   Founder & CEO

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Prior to starting Soundfront, Corey served as Managing Director, Operations for Cascadia Capital, a leading US middle-market investment banking firm serving founders and private equity firms.

Previously, Corey spent 16 years at Houlihan Lokey, now the most active global M&A advisor. He held varied senior leadership roles including Chief Marketing Officer, Chief Administrative Officer for Corporate Finance, Europe and Head of Employee Experience. 

Corey holds a BS in Business Management from Boston University's School of Management and an MBA with Honors from the UCLA Anderson School of Management. He also holds a certificate in Strategic Marketing Management from the Harvard Business School.