The Backend of VC: CRMs

​VC is largely a network game - keeping track of potential deals, leveraging your extended network to support portcos, managing LP relationships... there are a lot of stakeholders to keep happy. Let's explore the backend of keeping track of these networks through CRMs.

​Join Kaitlyn Doyle, Vice President of TechNexus Venture Collaborative, and Tina Hrabak, Head of Platform at LongJump, for a conversation around Kaitlyn's revamp of TechNexus's revamp of their CRM.

​Kaitlyn oversaw the process that graduated the TechNexus team from a Notion-based CRM to Hubspot and will discuss her evaluation of products, the decision to move to Hubspot, and the change management involved in getting their team to utilize the new system.

​Tina will ask a few questions to get the conversation flowing before turning it over to attendees for a discussion about their own CRMs and learn from Kaitlyn's best practices.