Scale smarter
operate
bigger.
GROWTH HUB SERVICES
We help financial firms move faster without hiring.
From CRM management to investor reporting (and lots in between), our expert teams cut bottlenecks, restore order, and let your people get back to what matters.
Here’s what we can deliver:
Clean CRM.
Faster deals.
What we do:
We clean messy CRMs, dedupe data, sort hierarchies, and map every sponsor, fund, and deal so you can close business faster.
Product and tech skills:
- Salesforce
- Intapp
- HubSpot
- CH-ID sourcing
- Multi-level entity linking
- Human-in-the-loop QA
Investor & Board
Reporting.
What we do:
We extract the right data, tidy it up, and turn it into clean, reliable reports, ready to go when you need them — even with same-day turnaround. No last-minute rush.
Product and tech skills:
- Power BI/Tableau dashboards
- PDF board packs
- KPI variance alerts
Growth & Marketing
Operations.
What we do:
We clean your lists, improve ABM data, and automate intelligence, so every campaign runs smarter, with less effort and greater impact.
Product and tech skills:
- GDPR-safe list building
- CRM conversion
- Intent scoring
- Daily news crawlers
Market and portfolio
intelligence.
What we do:
We track deals, hires, and M&A, giving your origination and deal teams the fresh, up-to-date intelligence they need to move first.
Product and tech skills:
- Watchlists
- Sector deep-dives
- Competitor benchmarking
- KPI scraping & alerts
Operational
Support.
What we do:
We handle desk research, tear sheet creation, list building, data formatting, and company lookups—so your team can focus on closing, not chasing.
Product and tech skills:
- Excel
- PowerPoint
- Word
- PitchBook
- Crunchbase
- Companies House
- Google Search
- PDF editors
- CRM loaders
- Slack Teams
Deal & Transaction
Support.
What we do:
We prepare data rooms, summarise key contract details, and support post-merger integration, so your deal team is always a step ahead.
Product and tech skills:
- File indexing
- Contract clause tagging
- CRM/ERP merges
- Synergy dashboards
Automation & Power
Development.
What we do:
We build low-code apps, dashboards, and automations on the Microsoft Power Platform, turning manual approvals, reporting, and process tracking into click-simple flows that scale with your firm.
Product and tech skills:
- Power Apps
- Power Automate
- Power BI
- Dataverse
- Azure Functions
- Zapier/Make bridges
- Python & SQL integrations
- Selenium/Playwright bots
- CI/CD pipelines
Talent Intelligence &
HR Sourcing
What we do:
We surface hidden talent faster. Our researchers map org charts, scrape compensation data, build passive-candidate long-lists giving you the clarity to make faster, smarter hiring decisions.
Product and tech skills:
- LinkedIn Recruiter automations
- Greenhouse/Lever sync
- Email + phone enrichment
- Salary-benchmark web scrapers
- Sequence APIs (Gem, Apollo)
- LLM résumé parsing
- Human-in-the-loop quality checks
Clean CRM.
Faster deals.
What we do:
We clean messy CRMs, dedupe data, sort hierarchies, and map every sponsor, fund, and deal so you can close business faster.
Product and tech skills:
- Salesforce
- Intapp
- HubSpot
- CH-ID sourcing
- Multi-level entity linking
- Human-in-the-loop QA
Market and portfolio
intelligence.
What we do:
We track deals, hires, and M&A, giving your origination and deal teams the fresh, up-to-date intelligence they need to move first.
Product and tech skills:
- Watchlists
- Sector deep-dives
- Competitor benchmarking
- KPI scraping & alerts
Automation & Power
Development.
What we do:
We build low-code apps, dashboards, and automations on the Microsoft Power Platform, turning manual approvals, reporting, and process tracking into click-simple flows that scale with your firm.
Product and tech skills:
- Power Apps
- Power Automate
- Power BI
- Dataverse
- Azure Functions
- Zapier/Make bridges
- Python & SQL integrations
- Selenium/Playwright bots
- CI/CD pipelines
Investor & Board
Reporting.
What we do:
We extract the right data, tidy it up, and turn it into clean, reliable reports, ready to go when you need them. No last-minute rush.
Product and tech skills:
- Power BI/Tableau dashboards
- PDF board packs
- KPI variance alerts
- Same-day turnaround
Operational
Support.
What we do:
We handle desk research, tear sheet creation, list building, data formatting, and company lookups—so your team can focus on closing, not chasing.
Product and tech skills:
- Excel
- PowerPoint
- Word
- PitchBook
- Crunchbase
- Companies House
- Google Search
- PDF editors
- CRM loaders
- Slack Teams
Talent Intelligence &
HR Sourcing
What we do:
We surface hidden talent faster. Our researchers map org charts, scrape compensation data, build passive-candidate long-lists giving you the clarity to make faster, smarter hiring decisions.
Product and tech skills:
- LinkedIn Recruiter automations
- Greenhouse/Lever sync
- Email + phone enrichment
- Salary-benchmark web scrapers
- Sequence APIs (Gem, Apollo)
- LLM résumé parsing
- Human-in-the-loop quality checks
Growth & Marketing
Operations.
What we do:
We clean your lists, improve ABM data, and automate intelligence, so every campaign runs smarter, with less effort and greater impact.
Product and tech skills:
- GDPR-safe list building
- CRM conversion
- Intent scoring
- Daily news crawlers
Data and Analytics
Tools.
What we do:
We build and maintain solid data systems, from raw sources to dashboards, so your insights are always accurate, quick to access, and ready to act on.
Product and tech skills:
- dbt
- BigQuery
- Redshift
- BI model tuning
- SQL/DAX optimisation
- Lineage tagging
Deal & Transaction
Support.
What we do:
We prepare data rooms, summarise key contract details, and support post-merger integration, so your deal team is always a step ahead.
Product and tech skills:
- File indexing
- Contract clause tagging
- CRM/ERP merges
- Synergy dashboards