Soundfront Advisors

HubSpot is now the clear CRM choice for investment banks, private equity and other dealmakers See why more advisors and investors are now turning to HubSpot for CRM, opportunity and live deal pipeline management, outreach, marketing and so much more. Book a demo today! soundfront.io

aaaaand we're GOLD! Soundfront Advisors, the only HubSpot Solutions Partner focused on Investment Banking, Private Equity/Debt, and other Private Markets firms is now a Gold accredited HubSpot Solutions Partner! Appreciation due: - Our clients. At the risk of hyperbole, it really does feel like a dream come true that I'm able to build a business around extremely smart, forward-thinking and like-minded clients who (almost?) get as excited about these solutions as I do. Thanks to those there from the beginning (especially), and those who just signed up last week. Every one of you has taken a bet on us and it's so rewarding to see all these bets paying off! - Our partners, including Supered?, Fathom - AI Meeting Assistant, AccountScout and Apollo. We only partner with tools that we use extensively ourselves...and these are some of the best out there for what they do (and Supered? is in a league of its own in terms of how much value that partnership has created for us and our clients...thank you Matt Bolian ?, ?? Stephen Bussey and the rest of that amazing team) - HubSpot for truly building the most powerful platform for our clients to run their businesses on, for us to build our Solutions Partner business around, and an Ecosystem that makes it all easy, exciting and fun to do! THANK YOU, THANK YOU, THANK YOU! PS - while it feels awesome to hit Gold, I'm not going to get too used to it. We're already about halfway to Platinum (and already hit the Sold Points requirement) ?? ??♂???

I thought I knew what good Email Sequence Success rates looked like until I saw the stats on recent outreach sequences by some of our clients using HubSpot for Private Equity Deal Origination! Love seeing these sort of outsized results at every step of the process ?? (I guess it's intuitive that people will want to talk about selling their businesses with more frequency than they want to talk about buying something ????♂??? ) soundfront.io

"Soundfront has been an invaluable partner to our HubSpot implementation process. They have delivered a highly customized solution which enables us to market and execute deals much more efficiently while simultaneously memorializing institutional knowledge and intelligence." Read more client reviews on our HubSpot Solutions Directory Profile! https://lnkd.in/gvF5SySd

Mid-Market Private Equity Professionals: if our new LinkedIn ad brought you here, we'd love to show you how we did it.... Book a demo for HubSpot for Private Equity today! ?? https://lnkd.in/gNeda2dy

"HubSpot is a great product but more importantly they really understand the purpose behind the workflows and how to apply (or in some cases not apply) the technology in a way that drives actual results in simple and elegant ways. This is what was magic about working with Soundfront over others for us." Managing Director Mid-Market Private Equity soundfront.io

My favorite HubSpot feature release of all of 2025 (so far this week ??) is now live for EVERYONE! All users can now view synced Emails across their organization in Index view just like Contacts, Companies or Deals. Search by keyword in an instant, or filter by any property to find that exact piece of information on a client or prospect that you're looking for... This is SO COOL!! ??

Can your CRM do this?! (I'm not trying to be controversial, I'm genuinely curious because I haven't seen anything quite like it before!) This very useful new HubSpot feature allows users to add additional property columns to index views for any database object (Contacts/Companies/Deals/Emails/Calls etc.) with one click, directly in the UI. While technically still in Beta, this feature is now enabled for all Soundfront Advisors clients. Enjoy your new streamlined existence! ??

"Best CRM solution for investment banks and capital allocators" "Our firm will be able to accelerate our growth in an efficient and scalable manner beyond our expectations..." ?? (more reviews here: https://lnkd.in/dXwp-DQU)

This was fun...thanks for having me Ashley Freter ??!