Investor Relations & Capital Workflows
Specialized setups for capital raising, LP communications, and fund management within HubSpot.
The Problem
Most CRM platforms aren't built for the nuances of investor relations. Standard deal pipelines don't capture:
- Multi-stage fundraising commitments
- LP segmentation by fund vintage and allocation
- Regulatory communication requirements
- Complex intermediary/consultant relationships
Our Approach
We extend HubSpot with custom objects and associations that mirror the actual structure of your fundraising operations, from initial outreach to capital calls.
Deliverables
Custom Fundraising Pipeline Configuration
LP Segmentation & Communication Workflows
Investor Portal Integration Architecture
Capital Call & Distribution Tracking
Ready to build?
This is the first step in our engagement model. Let's discuss your current state.
Book Architecture Review