Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsA CRM for fund managers. From first enquiry to capital committed.
Fund managers are expected to run a raise with the same clarity as a sales team. Most are doing it from spreadsheets, inboxes and a registry export.
We build CRM systems on HubSpot for fund managers and investment teams: one record for every investor, a pipeline for every raise, and marketing you can tie back to capital. The screens on this page are the kind of thing we build.
Marketing you can tie to capital raised.
Not open rates. How many qualified investors came in, and how much they committed.
Most funds put real money into content, campaigns and events, and can’t say with confidence which of it raised anything. The reporting stops at opens and downloads.
We set up marketing inside HubSpot so every lead is tracked through to the capital raise pipeline. You can then report on which campaign brought in which investors, how far they got, and what they put in.
- Lists and segments by investor type, entity and fund
- Email sequences that take an enquiry through to investment
- Landing pages, forms and CTAs that collect data you can report on
- Campaign tracking that follows a lead all the way to funded
A pipeline you can run the raise from.
Every investor at a stage, every stage with a number, and nothing that depends on someone updating a spreadsheet.
A raise with dozens or hundreds of investors in it is hard to see. For most firms the view lives in a spreadsheet someone updates on Friday, and in whatever the team mentioned in the Monday meeting. Targets get missed late and the board update is a best guess.
We build the pipeline in HubSpot with a stage for each step of the raise, an entry rule for each stage, and a next step on every investor. The team can see what’s moving, what’s stalled and where to spend the week. Leadership gets a number they trust.
When the registry confirms settlement, the investor moves to Funded on its own.
Right now it lives in the registry, the inbox and three spreadsheets. We put it on one record.
Every investor on one record.
Holdings from the registry, engagement from marketing, and the conversation history, in the same place.
We connect HubSpot to your registry or fund admin platform so holdings, AUM and participation flow in on their own. Then we set the record up so investor relations sees the operational, marketing and engagement picture at once.
That makes segmentation and reporting straightforward, and it means the right things happen without anyone watching for them:
- Tell the IR team when an investor’s AUM moves materially
- Create a follow up when a top tier investor stops engaging with updates
- Schedule a maturity or renewal conversation from the investment terms
Holdings
Engagement
Investor communications that scale.
Onboarding, quarterly updates and events run the same way for every investor, with a record of what went to whom.
Communication is most of the relationship, and it gets harder to keep consistent as the firm grows. Onboarding differs by fund. Performance updates go out by hand. Events get promoted unevenly. Nobody can say for sure what went to whom.
We build the sequences in HubSpot so they run the same way every time, and so the record of them is complete.
- Onboarding that introduces the firm, the fund and the key materials
- Quarterly updates sent to the right segments on their own
- Event invitations and follow ups that record attendance
- Content delivery that logs downloads and follows up
Compliance gets complete records, retained logs and opt outs that hold.
What fund managers get out of it.
Not a CRM for its own sake. These are the things our clients measure.
Marketing you can account for
Campaign activity linked to investor conversion, so marketing contribution is a number rather than a feeling.
One investor record
Holdings, engagement history and segmentation on the same profile, synced from the registry.
Communications by investor type
Targeted and personalised across institutional, wholesale and family office segments.
A raise everyone can see
Progress against target by stage, with the stalled investors named and owned.
Fewer manual processes
Less re keying between systems, better reporting, and a team working from the same information.