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Zebra Embassy

Zebra Embassy is a venture capital or investment firm managing a portfolio of companies, tracking investor relationships, and coordinating deal workflows. Metawork built a HubSpot-based system to centralize project (portfolio company) tracking, VC relationship management, and team collaboration workflows.

What we built

  1. 01

    **Project (Portfolio Company) Management**

    HubSpot Projects object for tracking portfolio companies with key properties (name, stage, team, progress). Multi-view dashboards to slice by segment, status, and view type. Reports on team workload across projects.

  2. 02

    **Investor/VC Tracking**

    Database of VCs and investor relationships with segment tracking, viewing rights, and portfolio overlap. Historical tracking of investor interest and engagement.

  3. 03

    **Task & Activity Automation**

    Automated task creation based on project lifecycle events. Manual action triggers for team members to create reminders and follow-up tasks. Task automation tied to project stages and milestone dates.

  4. 04

    **Email-to-Project Linking**

    Automation connecting emails to projects (complex in HubSpot due to lack of native support). Label-to-property workaround for categorizing emails. Email threading so conversations stay attached to project context.

  5. 05

    **Database Integration**

    Make.com scenarios pulling data from PostgreSQL/MySQL databases into HubSpot for real-time portfolio updates. Custom field mappings between database schema and HubSpot properties. Scheduled syncs to keep data fresh.

  6. 06

    **Team Collaboration**

    Workload tracking for team members across projects. Segment-based reporting to see portfolio breakdown by focus area. Weekly status links and team communication tools.

  7. 07

    **Data Migration**

    Historical migration from Attio (previous CRM) to HubSpot with property mapping and data cleanup.