5 ways Affinity integrates with your existing tech stack (+ top use cases)

For private capital firms, having the right tools is only half the equation. How these tools work together determines your team's efficiency. As deal flow increases and your firm’s network grows, using an integrated tech stack—with bidirectional connections between software and systems across the firm—is crucial for staying competitive.

When teams can access the same, up-to-date deal and relationship data across tools, they can make faster, more confident investment decisions while reducing crossed wires. 

Affinity connects with the tools your team uses daily to create a centralized deal and relationship management platform. From automated deal updates and investor communications to efficient document management, Affinity’s integrations help leading VC firms streamline their operations. 

In this article, you'll learn how leading private capital firms like Sozo Ventures, SOSV, and Speedinvest use five of Affinity’s top integrations to screen deals faster, improve communication, and strengthen valuable relationships—all while saving time on manual work. 

These integrations are available to Advanced and Enterprise Affinity users. For firms with unique requirements, Affinity's custom integration capabilities ensure you can create the exact workflow your team needs. Reach out to our team to find out more. 

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Get automated deal updates via Slack 

Acting quickly on deal changes and keeping your team in the loop is crucial in private capital. Affinity’s Slack integration makes it easy for teams to collaborate and stay informed about key deal developments.

With Affinity’s Slack integration, you can automatically send your team Slack notifications when:

• Deals move between pipeline stages
• New companies are added to target investment lists
• Relationship strength scores change for important contacts 
• Portfolio companies have significant developments

Affinity’s Automation Builder lets you set up automatic notifications to individuals, team members, and specific channels in Slack whenever there’s an important change with a deal. For example, every time a deal’s “Status” field is changed in an Affinity list. You can include an automated message, like “New deal won” and a link to the company’s profile, deal amount, or founders’ names.

This way, your entire team (or select members if you prefer) is alerted to deal progress. 

With Affinity’s Slack integration, you can also send messages from Slack to Affinity, and your note will be posted to the specified person, company, or opportunity in Affinity—making it easier to update key information across platforms.  

For firms that don’t use Slack, Affinity offers similar functionality for Microsoft Teams.

How Sozo Ventures uses Affinity’s Slack integration: Sozo Ventures uses specific Slack channels that indicate when a deal is marked as high-priority to proactively update their teams on deals as they move through the pipeline. This makes it easier to track and act on the most promising opportunities. 

Lauren MacDonald, Principal at Sozo Ventures explains, “We thought about the full pipeline of our deal flow and segmented it to the most appropriate team. Our finance team is mildly interested at the top of the funnel, but as things come closer to a deal actually closing, then they start to put their antennas up. So we created a Slack channel specifically for them that is highly aligned to all of the statuses that they need to be notified about.”

Drive investor engagement with Mailchimp

Managing an extensive network of founders, LPs, external partners, and portfolio companies is even more challenging when information is spread across multiple platforms. Affinity’s Mailchimp integration centralizes your firm’s email and contact data, helping you create more targeted, impactful outreach.  

With Affinity’s Mailchimp integration, you can perform the following activities from within Affinity: 

• Sync contacts between Affinity and Mailchimp to keep your email lists updated
• Segment audiences based on relationship strength scores
• Track email campaign performance (opens, clicks, and bounce rates) to optimize outreach strategies

Whether you’re organizing an event, sharing portfolio updates, or conducting outreach for fundraising efforts, you’ll have the data you need to optimize your approach and communicate efficiently.

How SOSV uses Affinity’s Mailchimp integration: SOSV uses this integration to sync audiences and lists, driving more effective communication across their network and improving event attendance.

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Streamline event management with Eventbrite

Events are a crucial touchpoint for building and maintaining relationships in your network—especially when fundraising or engaging new investors. Affinity's Eventbrite integration streamlines event planning and follow-up by connecting your relationship data directly to your event management platform.

With Affinity's Eventbrite integration, you can:

• Create targeted guest lists using Affinity’s relationship intelligence 
• Track RSVPs and event attendance within Affinity, alongside enriched data like relationship strength scores and engagement history
• Automatically update Affinity contact records with event participation
• Coordinate follow-up based on attendance status

The integration ensures your event planning is powered by accurate, up-to-date relationship data, making it easier to organize everything from LP dinners to industry conferences. You can also measure each event’s impact with registration and attendance data readily to hand.

‍How Munich Re Ventures uses Affinity's Eventbrite integration: Munich Re Ventures uses this integration to build targeted event invite lists based on specific data and criteria in Affinity. This allows them to curate the right audience for each event and seamlessly manage follow-ups.

Screen deals faster with Typeform

Many private capital firms receive a high volume of inbound pitches, and manually tracking submissions can be inefficient. Affinity’s Typeform integration allows you to collect form responses from your website (like inquiry forms or applications from startups) and log them directly in Affinity. 

With all form submissions centralized in Affinity, your team can quickly respond to or assign team members to inquiries and requests—and create automated reminders for follow-ups.

A key benefit of this integration is that it standardizes the information you receive. Every form submission is captured in a consistent format—and automatically enriched with company and contact data in Affinity, like investment stage, location, industry, last funding amount, and employee growth. This reduces manual data entry, provides your team with the right information for evaluating companies, and shortens the initial screening process.

Whether you're receiving hundreds of funding applications or carefully curating your deal pipeline, standardizing the approach helps your team focus on what matters most: evaluating opportunities and engaging with the right founders.

‍How 2150 uses Affinity's Typeform integration: 2150 has implemented a standardized deal intake form that ensures all companies are evaluated using the same criteria. This has significantly cut down their initial vetting process time, allowing the team to focus more on promising opportunities. 

As Max Blanshard, VC Investment Associate at 2150 notes, “Typeform very seamlessly integrates with Affinity… In the old days, there was a fair bit of hunting for decks in emails, whereas now we can have the deck and answers to key screening questions in one shared place. That's super helpful."

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Centralize deal documents with Google Drive, Dropbox, Box, and Sharepoint

Keeping track of pitch decks, financial models, investment memos, and other deal documents across your team shouldn't be time-consuming. Affinity integrates with top cloud storage providers—Google Drive, Dropbox, Box, and SharePoint—to create a central, organized, and accessible hub for all your deal-related documents.

With these integrations, you can:

• Access all deal-related files directly from Affinity
• Automatically link documents to the relevant companies and contacts
• Maintain a complete timeline of shared materials
• Collaborate seamlessly across your team

Instead of searching through multiple platforms or email chains, your team can access any document directly from the relevant company or contact profile in Affinity. This ensures everyone stays aligned and has the latest information at their fingertips.

With access to complete document history and relationship context, you can streamline due diligence and maintain consistent document organization across your entire deal pipeline—while maintaining document security with Affinity’s enterprise-grade security and comprehensive compliance standards.

How Speedinvest and Artesian use these integrations:

Speedinvest saves over 10 hours a year per Investment Manager in manual work with Affinity’s Google Drive integration. The firm uploads Google documents sent by prospective companies to Affinity. From there, the integration automatically creates a Google Drive folder if it’s a new company, or uploads the document to the correct folder if it’s an existing company in Speedinvest’s database. 

Artesian uses Affinity’s SharePoint integration to automatically consolidate company materials—from pitch decks to application videos—into a single, organized timeline for each contact. 

Build a high-performance, integrated tech stack with Affinity 

Every private capital firm has unique workflows and requirements. That's why Affinity offers a comprehensive suite of integrations designed to enhance your existing tech stack and streamline your operations—including custom integrations to match your firm's needs. 

By connecting Affinity with your essential tools, you can create a seamless and efficient deal management process that helps your team focus on building relationships and closing deals.

Ready to enhance your deal flow? Schedule a demo now to see how Affinity's integrations can streamline your firm's operations. To upgrade to the Advanced or Enterprise tiers, reach out to your customer success manager or email customersuccess@affinity.co.  

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