An alternative investment platform had outgrown standard contacts-and-deals. Its business ran on entities, investments, assets and transactions — relationships a default CRM simply can't represent. We designed and built a custom object architecture inside HubSpot to model it properly.
Custom objects — entities, investments, assets and transactions — with full association mapping.
Certificate and statement generation that used to be manual and error-prone.
Portfolios managed with full investor lifecycle tracking inside HubSpot.
Reporting, compliance and investor comms were all manual because the CRM couldn't hold the right shapes. Modelling the business correctly — entities, investments, assets, transactions — turned a pile of spreadsheets into a system that runs itself.
NDA note. The platform name is withheld. The architecture scope and the metrics shown here reflect the real engagement with identifying details removed.
HubSpot was never meant to do this on its own — but with the right object architecture, it replaced a far more expensive enterprise platform.Assembly Growth delivery summary · identifying details removed
Entities, investments, assets and transactions defined as custom objects with the associations that mirror how the business actually works.
An investor lifecycle pipeline with KYC verification, accredited status and compliance checkpoints baked in.
Automated certificate and statement generation, plus distribution calculation workflows with an audit trail.
Investor reporting dashboards built on the new object model instead of reconstructed spreadsheets.
When the model involves more than contacts and deals, the answer isn't a more expensive platform — it's the right architecture on a platform you already understand. That's the work behind the Investment Platform CRM Architecture offer.
If standard contacts-and-deals can't represent your business, let's design the object model that can.