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Investment & Acquisitions

Deal flow and investor relationships in
one system.

HubSpot systems and marketing for sponsors, funds and acquisitions teams. Track deal sourcing, investor relationships, capital raises and investor updates in one place, so nothing depends on who remembers.

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The short answer

What does Geekly Media do for investment and acquisitions firms?

Geekly Media is a Diamond HubSpot Partner that builds the systems investment and acquisitions teams use to source deals, manage investor relationships, run capital raises and send investor updates. We configure HubSpot around how your firm raises and deploys capital, then add the marketing that keeps investors and deal sources engaged between raises, backed by 20+ years in property management and real estate.

What gets in the way

Where deal flow and fundraising lose momentum

  • Deal sourcing lives in spreadsheets and personal contacts
  • Relationships with brokers, lenders and investors sit in individual inboxes instead of a shared record
  • Investor updates take days to assemble
  • Investors only hear from you when you need capital
  • Marketing to new investors and deal sources stops whenever a deal heats up
  • Fundraising follow-up depends on who remembers
  • Leadership has no single view of pipeline and commitments

Why Geekly

Why investment firms choose Geekly Media

Raising capital and sourcing deals are both relationship businesses. Your system should remember every relationship, not only the ones someone wrote down. We bring real estate operating experience and deep HubSpot expertise to both sides of your firm, and we do the work, not just the plan.

  1. We know real estate from the inside

    Our founders built and sold a property management company and practiced real estate law. Deal stages, LPs and capital calls are not new vocabulary to us.

  2. We have built HubSpot for investment funds

    Our client list includes financial services firms and investment funds, so we know how investor records, raises and reporting need to fit together.

  3. One record per relationship

    The same person can be an investor, a broker and a deal source. We structure HubSpot so that history lives on one record, not three spreadsheets.

  4. Diamond HubSpot Partner

    Pipelines, custom objects, integrations and reporting are our daily work. We build HubSpot around how your firm raises and deploys capital.

  5. Strategy and execution

    We build the pipelines, write the investor emails and train your team. You get a working system, not a slide deck.

Tell us where deals or investors slip through, and we'll show you where we'd start.

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What we build

A system for sourcing and investors

  • Deal sourcing pipeline

    Track every opportunity from first look through underwriting, LOI and close, with the broker or source attached.

  • Investor CRM

    Segment investors by check size, asset class interest, accreditation and past participation.

  • Investor updates and reporting

    Quarterly updates, capital call and distribution notices, and new deal announcements built from approved templates and sent on schedule, with every send logged to the investor record.

  • Marketing and communications

    Emails, landing pages and content that keep investors and deal sources engaged between raises.

  • Capital raise pipeline

    Soft circles, commitments and funded amounts for each raise, with follow-up tasks the whole team can see.

  • Dashboards

    Deal flow, capital committed and investor activity in one view for leadership. Dashboards are on demand and always up to date, so nobody waits on a monthly report.

Marketing for investment firms

Stay in front of investors between raises

Don't only call when you need capital.

Investors commit to sponsors they already trust. Consistent, useful communication between raises builds that trust, so your next raise starts with warm investors instead of a cold list. The same goes for brokers and deal sources: the firms that stay top of mind see the off-market deals first.

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  • Investor email programs

    Market commentary, portfolio news and new offering announcements, sent to the right investor segments on a steady schedule.

  • Content, SEO and AEO

    Articles and pages that answer what investors and sellers search for, in Google and in AI answers, so your firm is the one they find.

  • Offering landing pages

    A page and form for each raise or webinar that captures interest and drops new prospects straight into your capital raise pipeline.

  • Broker and deal source outreach

    Regular buy box updates and check-ins to brokers, lenders and sellers, so your criteria stay in front of the people who bring you deals.

How HubSpot fits in

Deals, investors and updates in one system

Sourcing often lives in a spreadsheet, investors in someone's inbox and updates in a folder of Word docs. HubSpot sits in the middle and connects them, so a broker's deal, an investor's commitment and the update you sent last quarter all live on the right record.

  • Deal sourcing pipelineEvery opportunity from first look to close
  • Broker and lender networkWho sent which deal, and what came of it
  • Investor CRMCheck size, interests and history on one record
  • Capital raise pipelineSoft circles, commitments and funded amounts
  • Investor updatesQuarterly letters, capital calls and distribution notices
HubSpot One record for every deal, investor and relationship
  • Email and nurtureInvestor and broker programs between raises
  • Offering pages and formsInterest captured straight into the raise
  • Data room linksShared documents with views tracked to the investor
  • Connected toolsInvestor portals like Juniper Square, synced where it fits
  • ReportingDeal flow, capital committed and activity in one dashboard
An example build for an investment and acquisitions team. We scope the pieces to your firm.

HubSpot automation

Workflows that keep deals and investors moving

Set it up once. It runs every quarter.

The work that slips during a busy closing is the routine work: the follow-up, the notice, the reminder. HubSpot workflows handle it based on what happens on each deal and investor record, and your team keeps approval over anything investors see.

A modern single-family home, a mid-rise apartment building and a glass office tower grouped together Speak to a Geek about your HubSpot setup

  • Capital call and distribution notices

    Notices built from approved templates and sent to the right investors in each fund or deal, with a follow-up task when someone does not open.

  • Deal follow-up and stale deal reminders

    Tasks when an opportunity sits too long in underwriting or LOI, and a note to the broker when a deal they sent moves forward.

  • Commitment tracking

    Soft circles, commitments and funded amounts roll up to the raise, so leadership sees capital raised against target without a spreadsheet.

HubSpot Solutions Partner Program, Diamond tier

Geekly Media is a Diamond HubSpot Partner

HubSpot is a capability, not our starting point. We build it around how your firm raises and deploys capital.

Sales enablement for investor relations

Turn interest into funded commitments

Close the gap between a first meeting and a wire.

Raising capital is a sales process, even if nobody on your team has sales in their title. Clear stages, ready-to-send materials and visible follow-up help your investor relations team move more conversations to commitment, without adding headcount.

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  • Investor pipeline stages

    Defined stages from first meeting to soft circle, commitment and funded, with required fields so every record tells the same story.

  • Templates, snippets and sequences

    Approved emails for intros, offering follow-up and post-meeting recaps, so every investor hears the same accurate message.

  • Dashboards for leadership

    Capital raised against target, deal flow by source and team activity, on demand and always up to date for your Monday meeting.

How we work

Capital and deal flow first. Software last.

Your investors and deal sources come before the software.

We start with the capital you need to raise and the deals you want to see, map how both move through your team today, and only then build HubSpot around it.

  1. Set the raise and deal goals

    How much capital you need, by when, and how many deals you need to see to close the ones you want.

  2. Map deals and investors

    We trace how an opportunity moves from source to close and how an investor moves from first meeting to funded, and find where each one stalls.

  3. Assign owners

    Clear owners for sourcing, investor relations and reporting, plus who approves what goes out to investors.

  4. Build it in HubSpot

    Deal and capital raise pipelines, investor segments, update templates and dashboards, then training so your team uses them.

Pricing

Investment and acquisitions pricing

Pick a starting point. We'll scope the rest to your goal.

  • HubSpot Onboarding and Implementation

    From

    $5,750full-service implementation

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    Includes

    • Deal and capital raise pipelines
    • Investor and deal source segmentation
    • Follow-up and stale deal automation
    • Leadership and team dashboards
    • Four live training sessions

  • Sales Enablement and Operations Strategy

    From

    $15,000per project

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    Includes

    • Process review and gap analysis
    • Current systems audit
    • Recommended HubSpot setup
    • Import of up to 4 data sources
    • Up to 5 marketplace integrations

  • Marketing Strategy

    Starting at

    $4,000per month

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    Includes

    • Strategic marketing plan with flexible delivery
    • Dedicated marketing strategist
    • Investor and broker email programs
    • Reporting tied to pipeline

Resources

Fresh thinking for investment teams

See all resources

Related services

Other ways we can help

Frequently asked questions

Questions investment teams ask us

Can HubSpot handle investor relationships?

Yes. Investors are contacts in HubSpot with their own properties for check size, asset class interest, accreditation status and past participation. Every email, meeting and commitment is logged on the record, and you can segment investors for updates and new offerings. For fund-level data like capital accounts, HubSpot connects to the investor portal or fund administrator you already use.

Can we track deal sourcing and investors in the same HubSpot account?

Yes, and it is one of the best reasons to use HubSpot. We set up a deal sourcing pipeline and a capital raise pipeline side by side. Brokers, lenders and investors are all contacts, so if someone sends you a deal and also invests with you, you see both on one record.

How do you handle investor updates, capital calls and distribution notices?

We build email templates for quarterly updates, capital call notices, distribution notices and new deal announcements, plus lists that pull the right investors for each fund or deal. Your team writes or approves the content. HubSpot sends it on schedule, logs it to each investor record and creates a follow-up task for anyone who does not open.

Who approves investor communication?

You do. We build the templates and the schedule, and your team keeps final approval on anything that goes to investors. If updates go through compliance or counsel first, we build that review step into the workflow.

Does HubSpot replace our investor portal or fund administrator?

No. Investor portals and fund administrators handle capital accounts, tax documents and distributions. HubSpot handles the relationship: who you are talking to, what they care about and where they are in a raise. We connect the two where it makes sense, starting with marketplace integrations like Juniper Square, and scope a custom integration when the native sync is not enough.

Can HubSpot share data room documents?

HubSpot can share documents and links to your data room and show you who opened them and when. It is not a virtual data room. Keep your data room where it is, and use HubSpot to track who received access and how engaged each investor is.

Can you move our data out of spreadsheets or another CRM?

Yes. We map your current data first, then import and segment investors, deal sources and open deals from spreadsheets or another CRM. Our Sales Enablement and Operations Strategy project includes imports from up to four data sources.

How long does a HubSpot implementation take?

It depends on scope. Kickoff is scheduled within one to two weeks of signing, and the first session is a working session where data mapping starts. We give you a timeline when we scope your build, and we plan around your raise calendar so go-live does not land in the middle of a close.

How much does it cost?

HubSpot Onboarding and Implementation starts at $5,750, a Sales Enablement and Operations Strategy project starts at $15,000, and Marketing Strategy starts at $4,000 per month. HubSpot licensing is separate. We scope every engagement to your goal, so you only pay for the work that moves it.

We already have HubSpot. Can you fix what we have?

Yes. Many teams come to us with a HubSpot account that was set up quickly and never fit how they raise capital. We start with an audit of your current setup, then clean up pipelines, properties and automation instead of starting over.

Do you only work with real estate investment firms?

Real estate is where our team comes from, so sponsors, funds and acquisitions teams in real estate are a natural fit. We also work with financial services firms and investment funds outside real estate when the problem looks the same.

Where do we start?

With the goal. Tell us the capital you need to raise and the deals you need to see. We find the step holding each one back and change that first.

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Give every deal and every investor a clear next step.

Tell us what you are building. We will show you where we would start.