Hubspot PE / ETA Power Users!
If you have configured Hubspot for your search or for your PE firm and are willing to spendredactedminutes 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!