CORTLAND
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HubSpot
Enterprise Proposal

Investment Overview

Prepared for Cortland · July 27, 2026 · Quote #AB3JJ3DLFK5ZQOEH

Year 1 Total
$58,674
24 months term · 23% discount
Monthly Equivalent
$4,890
Billed annually
Seats Included
11 total · 6 Core + 5 Sales
Marketing, Sales & Data Hubs
Click to compare
Contract Term
Select a term to update pricing
Save $17,526
Line Items

Products & Discounted Pricing

Marketing Hub Enterprise
5 Core Seats · 10,000 Marketing Contacts
$43,200
−23%
$33,264
Save $9,936
Sales Hub Enterprise
5 Sales Seats (Enterprise)
$9,000
−23%
$6,930
Save $2,070
Data Hub Enterprise
1 Core Seat · 10,000 HubSpot Credits
$24,000
−23%
$18,480
Save $5,520
Annual Total
24 months term
$76,200
Save $17,526
$58,674
$4,890/mo equiv.

Renewal note: Year 2 renewal discount steps to 15% unless a multi-year term is selected.

Why Enterprise

Hub Justification

Each hub maps to a specific Cortland requirement surfaced in discovery — the architecture, the raise, and the integration.

Marketing Hub Enterprise

Unlocks Custom Objects portal-wide

  • 01

    You need Custom Objects

    Fund Vehicles, LP Entities, and Investment Commitments can't be built on standard HubSpot objects. Enterprise unlocks them across your entire portal.

    "We need to classify which fund list they're on."
    — Michelle Johnstone, VP Client Relations
  • 02

    Your marketing footprint is growing fast

    LinkedIn, paid editorial, PR, investor conferences, and a full editorial calendar — all needing unified engagement tracking across every contact.

    "We need to track how different pieces of the narrative are most engaged with."
    — Emily Murray, Director of Institutional Marketing
  • 03

    10,000 contacts included — no overage risk

    Emily confirmed your LP target universe sits under 10,000. Enterprise covers this at no extra cost.

  • 04

    UAT Sandbox for Lora and Charlie

    Testing the Juniper Square sync before go-live requires a sandbox environment. Only available at Enterprise tier.

    "We need to design relationships, objects, and fields before we go live."
    — Lora Cunnington, Director of Enterprise Applications

Sales Hub Enterprise

Built for Fund VII's February deadline

  • 01

    $1B raise. February deadline. No room for friction.

    Ned's team needs to be at full speed immediately. Michelle and Sam are each working 3–4K LP contacts with highly curated, bespoke outreach.

    "They have until February to start raising for Fund VII — trying to pick up a billion dollars."
    — Charlie Freyder, Product & Implementation
  • 02

    Predictive lead scoring — Enterprise only

    Emily's plan is to surface which LPs are engaging with content so Sam and Michelle know who to call next. This signal-to-sales handoff requires Enterprise. Pro doesn't include it.

  • 03

    Multiple fund vehicles need separate pipelines

    With prospects potentially fitting into 5 different fund vehicles, custom deal stages and pipeline logic keep the right records flowing to the right fund — and syncing cleanly to Juniper Square.

    "We don't know if they're interested in one, two, three, four, or five."
    — Michelle Johnstone, VP Client Relations

Data Hub Enterprise

Powers the Juniper Square integration

  • 01

    The Juniper sync needs programmable automation

    A bi-directional sync with custom field mapping and conditional logic across Fund Vehicles, LP Entities, and Commitments requires Enterprise-level automation. Pro hits a ceiling here.

    "Log it once, it syncs to the other — that is always the goal."
    — Michelle Johnstone, VP Client Relations
  • 02

    Two systems staying in sync needs data governance

    Deduplication, field formatting, and automated cleanup — so Lora's team isn't manually fixing records across HubSpot and Juniper Square.

    "We need the data to look the same on both ends."
    — Lora Cunnington, Director of Enterprise Applications
  • 03

    Regulated investors require audit-grade records

    Pension funds, sovereign wealth funds, and endowments expect compliance-grade data management. Enterprise audit logging meets that standard.

ROI Assumptions

The business case in four numbers.

Based on figures and timelines provided by the Cortland team.

01
0.006%

HubSpot's annual cost as a percentage of the Fund VII raise target. The lowest cost-to-upside ratio in your technology stack.

02
10+ years

A single missed LP commitment at $50M–$100M+ covers more than a decade of this contract. One dropped follow-up pays for everything.

03
500–650 hrs

Hours per year Michelle and Sam spend on manual outreach today — across 6,000–8,000 LP contacts managed through Outlook with zero automation.

04
1 person. 5× output.

With sequences, workflows, and automated nurture running, Emily's one-person marketing team can execute what would otherwise require 4–5 additional hires.

ROI assumptions based on figures and timelines discussed directly with the Cortland team on July 22 and July 27, 2026.