Summary
Lennox Hill Partners, a fundraising and investor sourcing firm led by veteran fundraiser Howard Freeman, supports early-stage founders in securing investors and helps select VCs connect with LPs. With multiple client mandates running in parallel, the firm faced a bottleneck: hours lost to manually transferring professional profiles profile data into HubSpot CRM.
By adopting LinkMatch for HubSpot, Lennox Hill Partners cut that process to seconds per contact, kept its CRM clean and up to date, and freed up hours for higher-value networking and deal-making.
As Howard puts it:
“LinkMatch is in my top three work tools. It saves me more time than anything else.”
Client Profile
Name: Lennox Hill Partners
Industry: Fundraising / Investor Relations / Business Development
Headquarters: USA
Background:
Founded by Howard Freeman, Lennox Hill Partners specializes in connecting early-stage companies with investors, and select VCs with limited partners. Howard’s 30+ years in fundraising inform every interaction, from relationship building to deal structuring. HubSpot is the firm’s operational hub for tracking both investor and donor relationships.
Outside the firm, Howard is also building Romy, an AI-powered fundraising platform that gives small-to-mid-size American nonprofits access to donor intelligence tools normally reserved for large organizations — but at a fraction of the cost.
The Challenge
With as many as 15 client mandates running at once, Lennox Hill Partners was researching and contacting hundreds of new investor and donor prospects each week.
The bottleneck:
- Time loss — transferring each profile to HubSpot took several minutes.
- Data gaps — missing URLs, inconsistent job titles, and outdated records.
- Follow-up blind spots — no quick way to see if someone had already been approached, and what was discussed.
These are common pain points for firms relying on business social platforms such as LinkedIn for outreach without a streamlined way to manage relationships in their CRM — a challenge we’ve covered in our guide to relationship management for sales.
The Solution: LinkMatch + HubSpot
Integrating LinkMatch into their workflow gave Lennox Hill Partners an instant bridge between professional networking platforms and HubSpot:
- One-click profile saving — All key professional profiles data mapped directly into the right HubSpot fields.
- Real-time status indicators — Green checkmarks for existing CRM records, red crosses for new prospects.
- Automatic updates — Job title or company changes flagged and applied with a click.
- Message sync — Entire conversation history saved as HubSpot notes.
- Custom field mapping — Ensured URLs were stored consistently, reducing duplicates.
Howard immediately saw the difference:
“Half my networking time is on professional networking platforms. LinkMatch lets me capture everything in HubSpot without breaking the flow of the conversation.”
Key Solution Elements
- Real-time business social platform–HubSpot sync with profile status indicators.
- Custom mapping for URLs to improve matching accuracy.
- Message sync for a complete outreach history.
- AI-powered profile insights for summaries and donor likelihood scoring (currently in testing for Romy).
- Fast, responsive support with quick resolutions.
How Lennox Hill Partners Uses LinkMatch
Today, LinkMatch powers Lennox Hill’s core prospecting workflow:
- Investor Sourcing – Searches business social networks for VCs and LPs, instantly sees which are already in HubSpot, and adds new ones in seconds.
- Donor & Partner Research – Identifies aligned prospects for nonprofit and impact-focused projects.
- Outreach Tracking – Syncs messages so the team can review past conversations before re-engaging.
- Database Hygiene – Regularly updates records as business social network profiles change.
For long-term business relationships, maintaining credibility is essential — something we’ve explored in our resource on recommendations for credibility.
For deeper technical insights on the HubSpot–business social platforms integration, see our HubSpot integration guide and HubSpot service page.
Results & Impact
With LinkMatch, Lennox Hill Partners turned HubSpot into a live, accurate reflection of its network.
Results:
- Time saved per profile: 3–5 minutes.
- Higher data accuracy: Consistent URL mapping reduced duplicates.
- Improved collaboration: Shared outreach history across projects.
- Faster scaling: Able to manage more mandates without adding admin staff.
“Because of LinkMatch, I can focus on relationships instead of retyping contact info. That’s the real ROI.”
Conclusion
For Lennox Hill Partners, LinkMatch wasn’t just a time-saver — it became a competitive advantage. Whether sourcing investors for startups or identifying donors for mission-driven projects, the ability to move seamlessly from professional profiles research to HubSpot follow-up keeps pipelines full and conversations moving.
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