Keep your CRM and automations in one place
GP Flow is built for GPs and Fund managers growing with HubSpot, with a two-way sync on Contacts and Events to keep your data organized.
Overdeliver on investor expectations
Attract
Create and share your offerings to build investor pipeline.
Onboard
Deliver a simple and accessible self service experience.
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Manage
Streamline the management process with simple and automated workflows.
Contacts
GP Flow is synchronized with HubSpot Contacts
- Ensure your contacts and relationships are always up-to-date, regardless of which platform they interact with
- Keep your contacts and notes in one place to better understand your investors and build better relationships
Pipelines
Connect your Deal pipelines to trigger GP Flow actions
- Import contacts and commitments from changes in deal stage in your HubSpot pipelines
- Send out signatures, funding instructions and more automatically based on your existing workflows
Events
Get the full picture
- Gain a consolidated view of investor’s key actions, downloads, page views, and activities directly in your HubSpot account
- Better understand your investors, activities and friction points so you can personalize your messaging
