The Context & Challenge
Northleaf Capital Partners is a global private markets investment firm specializing in mid-market private equity, private credit, and infrastructure investments. With over $31 billion in commitments raised, 375+ institutional investors served, and 300 professionals across 10 global offices, Northleaf is one of North America's leading private markets investors.
Northleaf needed to migrate some of its marketing assets—quarterly updates, webinar recordings, market perspectives, and thought leadership content—from Salesforce to HubSpot.
The communications needed to reflect the sophistication of their investor audience—institutional allocators who expect polished, professional touchpoints at every interaction.
What We Delivered
In under a month, we built a complete HubSpot marketing infrastructure for Northleaf's investor communications:
Email Templates
Four branded email templates covering Northleaf's core communication types:
Webinar and Event Communications — hosting and distribution of webinar recordings
Quarterly Fund Updates — quarterly market updates and portfolio overviews
Mid-Year Investor Update — semi-annual firm news and content roundups
Insights — thought leadership distribution
Landing Pages & Forms
Three gated landing pages for investor content—webinar recordings, educational sessions, and panel discussions—each with integrated forms to manage access and capture engagement data.
Custom HubSpot Theme
A custom HubSpot theme built to Northleaf's brand guidelines, giving their team the flexibility to create additional landing pages without starting from scratch each time.
Video Integration
We configured Vimeo embeds with chapter support, allowing investors to navigate directly to relevant sections of longer recordings—a better experience for busy allocators reviewing quarterly updates.
The Result
A complete HubSpot marketing infrastructure—ready for Northleaf to use for investor communications. Polished templates that match their brand, landing pages that gate content appropriately, and a foundation they can build on.
• HubSpot for asset management: Marketing infrastructure for sophisticated institutional investors
• Email template development: Branded templates for investor communications
• Landing page and form development: Gated content infrastructure
• Custom theme development: Flexible foundation for future pages
• Fast delivery: Complete infrastructure delivered in under a month
