Case Study

VOX Capital x Loncom Consulting

Industry Venture Capital and Private Equity Principals
Location São Paulo, Brazil
Service Type HubSpot Onboarding and Pipedrive Migration
Engagement Length February to May 2026 (3.5 months)
Overview

The Challenge

VOX Capital is a pioneering Brazilian impact investment firm managing multiple funds across venture capital, fixed income, credit and corporate VC strategies. With their investor relations (IR) team, commercial team and marketing function all operating separately, and the same investors frequently engaging across multiple funds at the same time, their CRM data model needed to reflect that complexity cleanly. Pipedrive, their existing CRM, could not adequately support multi-fund deal tracking, investor classification or a joined-up marketing and IR workflow. Mailchimp was handling marketing email separately, adding further fragmentation. VOX needed a single platform built around a data model specific to how an impact investment firm actually operates.

OUR APPROACH

How We Delivered

Internal alignment and scoping. Before any agreement was signed, Loncom worked with VOX Capital to scope the requirements in detail and help them build the internal business case for the migration. An NDA was signed before any data was shared, reflecting the sensitivity of the firm's investor records.

Data architecture and HubSpot setup. Loncom built a bespoke HubSpot data model tailored to VOX Capital's investment management structure. Custom contact properties were created to classify investors by role (Final Investor, Responsible, Officer), by class (UHNWI/PF, SFO/MFO, Institutional) and by relationship status. A Partner contact category (Parceiros) was built to track deal sourcing and fundraising contacts. A custom Investment Type deal property (First-time Investor, Re-up, Follow-on) was added across all fund pipelines to accurately track the nature of each commitment. Account defaults, teams, permissions, deal pipelines, lifecycle stages, record layouts, property grouping, brand kit, lead scoring, buyer intent, dashboards, workflows and a meeting playbook were all configured from scratch.

Pipedrive migration. All contacts, organisations, open deals, historical deals, notes and activities were migrated from Pipedrive into HubSpot in structured phases. Data was reviewed, cleaned and field-mapped before each import. Activities were imported as contact-level records to preserve the correct relationship between historical meetings, calls and the contacts they involved.

Integrations and configuration. The @voxcapital.com.br email sending domain was connected and verified. The HubSpot tracking code was embedded on VOX Capital's WordPress website. The Slack app integration was configured for team communication.

Training. Two separate training tracks were delivered to reflect the different needs of VOX's teams: a Sales and Communications session covering contact and deal management, email and workflow basics; and a broader investment team session covering reporting, dashboards and day-to-day platform use. Multiple sessions were held across April 2026 to ensure all users were confident before project close.

TECHNICAL WORK

Key Migrations, Integrations & Developments

  • Full Pipedrive to HubSpot migration (contacts, organisations, open and historical deals, notes and activities)
  • Custom investor classification properties: Contact Role, Contact Class and Relationship Status
  • Partner contact category for deal sourcing and fundraising partners (Parceiros)
  • Custom Investment Type deal property across all fund pipelines (First-time Investor, Re-up, Follow-on)
  • Email sending domain connected and verified (@voxcapital.com.br)
  • WordPress tracking code embedded on VOX Capital's website
  • Slack app integration
  • Lead scoring, buyer intent, dashboards, workflows and meeting playbook built from scratch
  • Two-track training programme for IR/Sales team and Communications team
RESULTS

The Outcome

  1. Full Pipedrive and Mailchimp migration completed, enabling VOX Capital to cancel both subscriptions

  2. 53 deliverables completed across a 3.5-month project with no outstanding tasks at close

  3. A bespoke HubSpot data model built around the complexity of multi-fund investor relationships and VOX Capital's specific operational needs

  4. IR, commercial and marketing teams now operating from a single platform for the first time

  5. Custom investor classification and fund tracking properties in place to support accurate investor journey reporting

Client Results

What Ecommerce & Retail Businesses Say About Working With Us

We measure success by the operational and commercial outcomes our clients achieve, not just the quality of the implementation.

"

Stefan has been incredible to work with over the years. His service and speed are unmatched and always on call to solve any particular issues. Stefan is our GO-TO for any HubSpot related inquiries.

Luca Pallattella , Co-Founder
Workshop Hospitality, Furniture
"

The Loncom team have been excellent RevOps partners. They are true HubSpot experts and have helped my team optimize all aspects of our CRM and RevOps function. They offer excellent guidance, best practices and are extremely responsive to our myriad requests. Most of all, they are wonderful people to work with each week. Highly recommend!

David Sevitt , General Manager
Branch, Furniture and Home Furnishings Manufacturing
"

We had an excellent experience working with Loncom on our HubSpot integration. They are knowledgeable, responsive, and made the entire process seamless from start to finish. Their expertise saved us time and ensured everything was set up correctly. Highly recommend!

Managing Director , Managing Director
Yachts.Co, Maritime Transportation
"

This team is great. They were able to take my ideas for my sales rep program and turn it into visible data. I had some pretty nuanced reports I needed custom created and this team got straight to work. Scoping calls when I was available, follow up videos, open lines of communication, and a beautiful, functioning report at the end of the week. Thanks team!

Dalton Winspear , Head of Sales
No Coast Wellness, Retail
"

Loncom Consulting has helped us with HubSpot automations on several occasions and continues to hit the mark! Very pleased with Stefan's timeliness, professionalism, and work product. Will continue to use them for all my HubSpot needs!

Garrett Monteagudo , Chief Operating Officer
Ushi-Toro, Wholesale Food and Beverage
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