HubSpot for Private Equity & Independent Sponsors

360° Relationship Intelligence

Achieve full visibility into each Company and Contact's touch-points across your firm, including your interactions on specific deals

Outlook / Gmail Integration

Sync emails and meetings across your organization, use HubSpot tools while emailing, and schedule meetings with individual or team booking links to share

Deal Pipeline Management & Automation

We make HubSpot look, feel and perform like it was made for financial sponsors. Use native-but-customized functionality to track opportunities through diligence, investment committee, investment and exit

Embedded A.I.

HubSpot is a leader in bringing latest-gen A.I. functionality to its platform. Fully-integrated tools include CoPilot, Agents and Content tools, and integrations offer endless possibilities

Workflows & Outreach Sequences

Powerful pre-built Workflows drive many of our configurations and we'll help you build more of your own. You'll also have access to HubSpot's 1:1 email sequences along with templates to automate your outreach

3rd Party Apps, Data Syncs & Enrichment

Directly integrate with Pitchbook, SourceScrub, Crunchbase and more than 1,700 marketplace apps and data sources. Additional subscriptions may be required.

Reporting & Optimization

Track actionable KPIs with clear, purpose-built Dashboards and Reports for managing sourcing, deal pipelines, and more

Rapid Implementation & Onboarding

Get going in DAYS, not weeks or months! Most clients begin with templated configurations, fine-tuned to meet their specific team's needs.