The partner behind your
marketing, sales & IR technology.
We run HubSpot and the systems around it for financial services firms — so your team can focus on raising capital and managing relationships.
By the Numbers
The Problem
Your CRM should be accelerating growth — not slowing it down.
Most investment firms are running their marketing, sales, and investor communications on spreadsheets, disconnected tools, and tribal knowledge. Generic CRM setups don't account for how funds actually raise capital, manage LP relationships, or track deal flow — leading to dropped balls, manual workarounds, and growth that stalls when it should be compounding.
Who We Are
The HubSpot partner that
speaks your language.
We work exclusively with investment managers, RIAs, and financial institutions. We understand how you raise capital, communicate with LPs, and manage deal flow — and we build the technology around those workflows.
Goodwood is not a generalist agency. We're a strategic partner that runs your marketing, sales, and investor relations technology — from CRM and automation to websites and integrations — so your team can stay focused on what matters most.
Industries We Serve
- Asset Management & ETFs
- Investment Managers & Funds
- Private Equity & Venture Capital
- Private Credit & Alternatives
- Wealth Management & RIAs
- Business Lending & Fintech
What We Do
Everything HubSpot — So You Don't Have To
From setting up your CRM to running your marketing automation, website, and integrations — we handle it all.
Results
Real Outcomes from Real Engagements
We measure success in adoption, growth, and time your team gets back — not vanity metrics.
How We Work
Built for Long-Term Partnership.
We don't hand off a configured CRM and disappear. Our average engagement exceeds 3 years because we operate as an extension of your team — handling the day-to-day so you can focus on growing your business.
Why Your HubSpot Partner Needs to Know Your Business
Generic consultants don't understand how you raise capital, communicate with investors, or manage multi-stakeholder relationships. That gap leads to a CRM your team won't use and tools that fight your workflow instead of supporting it.
We bring deep financial services expertise to every engagement — so the technology actually fits how your firm operates and grows.
Ready to Get More from Your Technology?
Let's talk about where you are, where you want to be, and how we can help your firm get there.
Schedule Consultation