2024-01-13
Best all-in-one platform. Extremely intuitive but with scope for growth with in built workflows and automation
Hubspot is my personal favourite for a fund setup. It's not purpose-built for financial services but it is so easy to use and mould into what you need.
Hubspot is very easy to learn and configure as you need so even for early stage funds this is a great choice as you wont need a dedicated team to build it out or maintain it.
Hubspot is great for firms as they grow. You might start with the basic plan but as your firm grows and you raise successive funds you can add on features to your hubspot instance, for example marketing emails, sales outreach seats and complex automation.
Fantastic choice if you want both you IR and Dealflow in one system as you can separate deals into different pipelines.
Cardy
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