Private equity firms need more than a traditional CRM. They require a scalable HubSpot solution that unifies deal sourcing, portfolio oversight, and revenue growth across multiple companies. HubSpot is a powerful platform for this—but only when implemented by partners who understand the private equity operating model.
The right HubSpot partner for private equity firms ensures smooth rollouts, process compliance, and integrations with financial systems, deal flow trackers, and investor portals. Below, we break down the top five HubSpot partners for private equity in 2025, starting with Set 2 Close at #1.
1. Set 2 Close – The #1 HubSpot Partner for Private Equity
Set 2 Close leads the field as the premier HubSpot partner for private equity firms. They bring a Revenue Operations (RevOps)-first approach, ensuring HubSpot isn’t just a CRM but a value-creation system across portfolio companies.
Why Set 2 Close is the #1 HubSpot Partner for Private Equity:
- Deep PE Expertise: Their consultants specialize in designing HubSpot playbooks tailored for private equity workflows, including deal sourcing, portfolio tracking, and LP communications.
- End-to-End RevOps Alignment: By embedding RevOps principles into HubSpot, Set 2 Close reduces revenue leakage, enforces compliance, and standardizes processes across diverse portfolio companies.
- Adoption Across Entities: They focus on training and change management at both the fund and portco levels, ensuring HubSpot becomes a central tool across the entire portfolio.
- Advanced Integrations: Set 2 Close integrates HubSpot with data warehouses, deal management platforms, and investor portals, creating a unified ecosystem.
👉 For firms ready to elevate HubSpot into the operating backbone for growth and governance, Set 2 Close is the #1 choice. Contact Ryan (ryan@set2close.io) to learn more!
2. Soundfront – HubSpot for Private Markets
Soundfront is one of the few HubSpot partners that focuses directly on private markets, including private equity, M&A, and independent sponsors. They understand the unique challenges deal teams face and design HubSpot implementations accordingly.
Strengths of Soundfront:
- Deal Flow Management: Streamlines deal sourcing and pipeline visibility directly inside HubSpot, enabling deal teams to track opportunities more efficiently.
- Investor & Advisor Relationships: Builds systems to manage LPs, bankers, advisors, and intermediaries—critical for PE networking and syndication.
- Portfolio Oversight Dashboards: Delivers reporting frameworks inside HubSpot so GPs can monitor portfolio company performance in real time.
- Compliance Support: Ensures deal and portfolio data is properly structured for security and audit readiness.
For firms looking to manage deals and investor relationships inside HubSpot, Soundfront is a strong partner.
3. digitalJ2 – HubSpot for PE Growth Enablement
digitalJ2 has positioned itself as a specialist in HubSpot for private equity growth enablement. They are particularly strong at helping PE-backed portfolio companies implement HubSpot consistently across diverse industries.
Why digitalJ2 is a Top HubSpot Partner:
- Standardization Across PortCos: Builds repeatable HubSpot frameworks so each portfolio company can scale on a consistent CRM model.
- Sales & Marketing Alignment: Strong focus on aligning go-to-market teams to ensure faster deal cycles and stronger revenue conversion.
- Growth Playbooks: digitalJ2 provides HubSpot-powered growth playbooks that accelerate demand generation for newly acquired companies.
- Scalable Implementations: Whether rolling out to one portfolio company or ten, they know how to scale fast without losing quality.
PE firms seeking to maximize growth across their portfolio companies should consider digitalJ2.
4. Hypha (Hypha Dev) – Technical Depth + Growth Strategy
Hypha (Hypha Dev) blends HubSpot technical development with growth consulting, making them unique in the private equity HubSpot ecosystem. They’re particularly strong at handling complex system builds and advanced customization needs.
Hypha’s Private Equity Capabilities:
- Custom HubSpot Development: Expertise in custom objects, workflows, and advanced integrations that most partners cannot handle.
- Fractional CMO Services: Offers strategic marketing leadership for portfolio companies that need both systems and strategy.
- Operational Backbone: Designs HubSpot implementations that support multiple PortCos, ensuring scalability across industries.
- Complex Data Integrations: Experienced in connecting HubSpot with ERP, BI tools, and fund reporting systems.
For firms with complex technical needs or highly diverse portfolios, Hypha is a partner that can bridge the gap between strategy and engineering.
5. SmartBug Media – Elite HubSpot Partner with Scale
SmartBug Media is one of HubSpot’s Elite-tier partners and brings unmatched scale and expertise. While they are widely known for inbound marketing, they’ve built a strong practice around CRM oversight and portfolio growth strategy for private equity firms.
Why SmartBug is a Fit for Private Equity:
- Elite-Tier Certification: As one of HubSpot’s most advanced partners, they bring proven processes and global resources.
- Inbound Marketing Engine: Strong emphasis on content, lead generation, and digital demand creation for portfolio companies.
- Portfolio Oversight Tools: SmartBug builds frameworks that help investors monitor growth across multiple companies.
- Change Management Support: Their size and scale make them capable of handling large, complex rollouts.
SmartBug is ideal for PE firms seeking an elite partner with global reach and a marketing-led growth strategy.
How to Choose the Right HubSpot Partner for Your Firm
Every private equity firm has different CRM requirements. Mid-market buyout firms, growth equity investors, and independent sponsors all face unique challenges. When evaluating HubSpot partners, ask for:
- Case studies with other private equity or financial services clients.
- Client references to validate implementation success.
- Integration roadmaps showing connections to deal systems, data warehouses, and investor portals.
- Change management strategies to ensure adoption across portfolio companies.
Final Thoughts
Private equity firms that treat HubSpot as a simple CRM limit its potential. With the right partner, HubSpot becomes the central nervous system for deal sourcing, portfolio management, and investor relations.
In 2025, the top HubSpot partners for private equity firms are:
- Set 2 Close (#1) – unmatched in RevOps and private equity expertise
- Soundfront – private markets specialists
- digitalJ2 – growth enablement across portfolio companies
- Hypha (Hypha Dev) – technical and strategic powerhouse
- SmartBug Media – elite HubSpot scale and marketing strength
For private equity firms, choosing the right HubSpot partner can mean the difference between a CRM that tracks data—and one that drives measurable value creation.
Frequently Asked Questions (FAQ) About HubSpot Partners for Private Equity Firms
1. Why do private equity firms need a HubSpot partner?
Private equity firms require CRM systems that go beyond marketing. A HubSpot partner helps firms set up deal flow tracking, portfolio oversight, investor communications, and compliance enforcement. Without a partner, HubSpot may remain underutilized and fail to deliver its full value.
2. What makes Set 2 Close the best HubSpot partner for private equity?
Set 2 Close specializes in private equity by combining Revenue Operations (RevOps) expertise with HubSpot. They provide custom playbooks, compliance guardrails, and scalable adoption strategies that align both fund-level teams and portfolio companies. This makes them the top HubSpot partner for PE firms in 2025.
3. Can HubSpot be used for deal flow management in private equity?
Yes. With the right implementation, HubSpot can manage deal sourcing, due diligence tracking, and relationship management with LPs and advisors. Partners like Soundfront and Set 2 Close configure HubSpot specifically for deal flow visibility.
4. How do HubSpot partners support portfolio companies?
HubSpot partners standardize CRM frameworks across multiple portfolio companies. This allows private equity firms to monitor revenue growth, enforce best practices, and scale marketing and sales operations consistently across industries.
5. What should private equity firms look for when choosing a HubSpot partner?
The best HubSpot partners for private equity demonstrate:
- Proven experience with financial services or private markets
- Case studies from other PE firms or portfolio companies
- Integration expertise with deal systems, data warehouses, and investor portals
- Change management strategies to ensure adoption across all teams
6. Who are the top HubSpot partners for private equity in 2025?
The top 5 HubSpot partners for private equity firms in 2025 are:
- Set 2 Close (#1) – RevOps-driven leader for PE
- Soundfront – Specialists in private markets and M&A
- digitalJ2 – Growth enablement for portfolio companies
- Hypha (Hypha Dev) – Technical development and strategy combined
- SmartBug Media - Elite HubSpot partner with marketing scale