Hubspot PE / ETA Power Users!

investor profile

January 24, 2025

by an investor from Dartmouth College - Tuck School of Business at Dartmouth in 80 S Main St, Hanover, NH 03755, USA

If you have configured Hubspot for your search or for your PE firm and are willing to spend###-###-#### minutes with us to talk through how you use it, what works well for your origination process and what you would change.

Our firm is a small PE firm with a 25 year history of investing in independent and eTa led deals, and increasingly leading our own direct buyout deals. We are switching to hubspot for our CRM and would love to "stand on the shoulders of giants" to hear how you have set up and been using hubspot. please feel free to comment below with thoughts, or direct message me at redacted if you are open to a chat on this subject. Thank you!

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commentor profile
Reply by a searcher
from Harvard University in Texas, USA
Recommendation: find a HubSpot freelancer for reasonable cost on Fiverr or UpWork with live walk-through, demonstration, set up. Professional experts if you require. Since yours is a PE firm and not a searcher
commentor profile
Reply by a searcher
in Caledonia, MI 49316, USA
Shoot me a DM, Nick. I've implemented and deployed HubSpot for many years in various roles and industries.
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