HubSpot for a venture capital fund
CRM structuring for a complex investment model
Client: Eqnx · Sector: Venture capital fund
- The context
- Eqnx is a venture capital fund run by a young, experienced team. The need: a CRM able to faithfully represent the complexity of their activity, without artificially simplifying their processes.
- The challenge
- Modelling the relationships between every party in a deal — companies, investors, intermediaries, key contacts, transactions — with a clear distinction between a deal and a transaction, and association labels that precisely qualify each party’s role.
- What we did
- A bespoke CRM architecture, built to reflect the way they actually work: opportunity tracking, structured relationships between objects, and a clear read of each case’s context.
- The result
- A model that has proven itself over time: the team runs its activity with more clarity, reliability and precision, while keeping the nuance demanded by a business where relationships and roles are constantly shifting.
“Outstanding support. Léo helped us set up and implement our HubSpot CRM. We’re delighted with the result! He took our complex constraints and processes into account to carry through this project, which is critical to our business. Léo was more than up to the task — I recommend him without hesitation!”
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