Guide

Deal sourcing guide for private equity 2025

Sentiment above private capital dealmakers is high—a recent survey found 89% of respondents expect to do the same or more deals this year compared to 2023. But private equity undeniably faces headwinds.

Top firms are getting ahead by researching to identify deals earlier and then building relationships with prospective companies. To do this well requires a balance between data, technology, and relationships

Access this guide for best practices on:

  • Guiding investment decisions using data
  • Managing deals with ease—and from everywhere you work
  • Nurturing prospective deals with AI and relationship intelligence

What customers are saying

"Implementation was really easy. We were able to start using the platform straight away."
Udai Chopra
Principal
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"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
Oren Michaely
Head of AI
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"It's night and day. We are way
more organized when it comes
to relationships. We've won a
good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
Doug Parker
Head of Origination
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"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Moustafa ElBialy
CIO
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Deal sourcing guide for private equity 2025

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