HubSpot Implementation & CRM Architecture

The Problem

Most CRM implementations fail because they treat HubSpot like a generic contact database. Off-the-shelf templates don't account for how investment firms actually work:

• Fund-level entity structures with LP, GP, and intermediary relationships
• Compliance visibility rules that restrict data access by role and team
• Multi-pipeline deal flows across fundraising, distribution, and operations
• Custom objects for vehicles, commitments, and subscription agreements

Our Approach

We start with your actual business model, not a template. We interview stakeholders, map how capital flows through your organization, and design a rigorous entity-relationship model that mirrors your operations. Every custom object, association, and pipeline is built to scale with your firm. That includes custom objects for funds, strategies, branch offices, servicing advisors, households, and LPs; labeled associations; role-based access; and Business Units for affiliated brands in one portal.

Deliverables