Salesforce & HubSpot Experts for Institutional Investors
Vantage Point helps asset managers streamline investor relations, track capital flows, and automate reporting with Salesforce or HubSpot — matched to your firm's size and complexity.
Challenges Facing Asset Managers
Disconnected Investor Data
Investor and consultant relationship data scattered across spreadsheets, emails, and legacy systems.
Manual Fundraising Tracking
Fundraising and capital call tracking through manual processes leads to errors and missed follow-ups.
Limited Pipeline Visibility
No clear view into institutional investor pipelines makes forecasting and resource allocation difficult.
Siloed Operations
Data fragmented across front, middle, and back office systems prevents a unified view of operations.
Our Approach to Asset Management CRM
We help asset managers select and implement the right CRM platform based on your firm's AUM, investor base complexity, and operational requirements.
Salesforce CRM
Best for: PE firms, hedge funds, institutional asset managers
Unified investor CRM with institutional relationship tracking
Fundraising pipeline and commitment management
Consultant and gatekeeper relationship mapping
Integration with portfolio accounting and reporting systems
HubSpot CRM
Best for: Emerging managers, smaller funds, investor marketing focus
Investor pipeline and deal tracking
Marketing automation for fundraising campaigns
Reporting on investor engagement
Cost-effective solution for growing firms
Key Capabilities
Institutional Fundraising Pipeline
Track LP prospects from introduction through commitment with full visibility into fundraising progress.
LP Commitment Tracking
Manage LP commitments, capital calls, distributions, and investor communications in one system.
Consultant Relationship Management
Map and nurture relationships with consultants and gatekeepers who influence institutional allocations.
Investor Reporting Automation
Streamline quarterly reports, capital account statements, and investor communications.
Expected Outcomes
Asset management firms that implement CRM with Vantage Point typically achieve:
360°
Investor View Complete relationship visibility
40%
Faster Closes On fundraising commitments
10-16
Week Implementation For Salesforce CRM
6-10
Week Implementation For HubSpot CRM
Who We Serve
We work with asset management firms across strategies:
Private Equity Firms
Hedge Funds
Venture Capital
Real Estate Funds
Fund of Funds
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
Can Salesforce track LP commitments and capital calls?
Yes. Salesforce can be configured to track LP commitments, capital call schedules, distribution waterfalls, and investor communications. Financial Services Cloud provides relationship hierarchies for modeling LP/GP structures, and custom objects can track fund-level and investor-level data. Many asset managers integrate Salesforce with portfolio accounting systems for automated reporting.
Is HubSpot suitable for hedge fund investor relations?
HubSpot works well for hedge funds focused on investor marketing and fundraising — tracking prospects, automating outreach, and managing the investor pipeline. However, it lacks native capabilities for complex investor hierarchies, capital tracking, and compliance documentation. Larger funds or those with sophisticated IR needs typically outgrow HubSpot and move to Salesforce.
How do asset managers handle SEC compliance in CRM?
Asset managers configure CRM to support SEC compliance by: (1) maintaining complete communication audit trails, (2) documenting investor suitability and accreditation, (3) tracking marketing material approvals, and (4) generating compliance reports. Salesforce offers more robust compliance features out of the box; HubSpot requires additional configuration and third-party tools.
What integrations matter most for asset management CRM?
The most valuable integrations for asset managers include: portfolio accounting systems (Geneva, Advent), document management (DocuSign, Box), investor portals, email archiving for compliance, and market data feeds. Salesforce has a larger ecosystem of pre-built financial services integrations; HubSpot integrations are available but often require custom development.
How long to implement CRM for a PE firm?
CRM implementation for a private equity firm typically takes 10-16 weeks for Salesforce (including deal pipeline, investor tracking, and portfolio company management) or 6-10 weeks for HubSpot (focused on deal flow and investor marketing). Complex fund structures, multiple entities, and integration requirements extend timelines.
Ready to Transform Your Investor Relations?
Schedule a consultation to discuss your firm's CRM needs. We'll help you choose the right platform and implementation approach for your fundraising and investor management goals.
Ready to grow your company to the next level?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Semper neque enim rhoncus vestibulum at maecenas. Ut sociis dignissim.
