Level-up your Affinity skills to ensure you're maximizing the platform's full value. Use these learning paths made up of engaging content filled with videos, real-life examples, and data to solidify how to best utilize Affinity.

01

Affinity 101

Learn how Affinity works and how to get started with examples.

02

Affinity 201

Guidance and methods for firms to successfully implement and scale Affinity across their orgs, including AI and Analytics overview.

03

Deal Management

Affinity webinars, videos and content focused on evaluating, negotiating, and closing investment deals.

04

Deal Sourcing

Affinity webinars, videos and content focused on using data alongside existing and external networks to find and evaluate opportunities

05

Fundraising and Investor Relations

Affinity webinars, videos and content focused on communication between a company, the financial community, & other constituencies ensure future funding opportunities from LPs

06

Portfolio Support and Growth

Affinity webinars, videos and content focused on supporting and driving the growth of portfolio companies

Start learning today

Learn from product and top industry experts to level-up your Affinity knowledge through these learning tracks, with content and videos that include real-life examples and data.

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Video
Affinity 101

How to use relationship intelligence in your CRM

Affinity Intro
VIdeo
Affinity 101

How to optimize your deal flow

Affinity Intro
Video
Affinity 101

Quickly getting started with Affinity

Affinity intro
Video
Affinity 101

Formula Fields

Affinity Intro
Webinar
Affinity 101

Building a VC Tech Stack like Uncork Capital

Tech Stack Webinar
Webinar
Affinity 101

Building a VC tech stack like Future Planet Capital

Tech Stack Webinar
Webinar
Affinity 101

Affinity quarterly product release webinar Q1

Quarterly Product Release Webinar
Webinar
Affinity 101

Affinity quarterly product release webinar Q2

Quarterly Product Release Webinar
Video
Affinity 101

Affinity Pathfinder

Extensions
PDF
Affinity 101

Benefits of Affinity Pathfinder

Extensions
APP
Affinity 101

Pathfinder Chrome App

Extensions
APP
Affinity 101

Affinity for Outlook Microsoft App

Extensions