Data-driven investing starts with accurate CRM data entry. Here’s how your firm can improve data quality to make better deal decisions and close more deals.
Who knows who? How PE and VC firms use CRM network mapping to find warm introductions
Your firm has hundreds of valuable relationships locked in individual inboxes. Learn how CRM network mapping surfaces who knows who so you can find warm introductions in seconds.
Most CRMs require manual data entry for every email and meeting. Affinity captures it all automatically. See how PE and VC firms save 10+ hours per week.
How CRMs offer a competitive advantage in venture capital
The CRM market is the fastest growing software market in the world. Here’s a look at how CRMs offer a key competitive advantage to venture capital firms.
Explore the top CRM alternatives to Attio. See which platforms and features are best for private capital firms managing complex deals and relationships.
Salesforce is a leading CRM across many industries. But is it the right choice for private equity firms? Let’s explore the pros, cons, and an alternative.
Affinity Analytics now provides more comprehensive reporting on your team’s communications
Learn how Affinity Analytics' Team Activity reports make it easy to optimize the efficiency and cost-effectiveness of your team’s dealmaking activities.
Affinity CRM's custom integrations now include automated data capture from new channels
A new API expansion allows customers to expand the data enhanced by their CRM's relationship intelligence to include external communications like calls.
Affinity now offers even more data to inform your key investment decisions
Affinity Data: Organizations gives your team insights into otherwise hard-to-find growth data. Find out what data is included and how you can leverage it.
New VC Technologies for New (and Old) VC Relationships
VCs’ tech stacks are often antiquated compared to the technology they’re funding. Learn what changes tech-forward VC firms are making to their technology.
New Affinity CRM features: AI, an enhanced API, and introductions reporting
Discover Affinity’s latest productivity-enhancing features—from AI-powered meeting notes and instant industry insights to more efficient data and reporting.
Essential questions to ask when evaluating deal management software
Learn the 8 critical questions private capital firms should ask when evaluating deal management software, from AI capabilities to relationship intelligence.
The ins and out of data cleansing for venture capitalists
Learn how accurate, consistent, and reliable data improves CRM management, enhances decision-making, and increases productivity for venture capitalists.
CRM security best practices for private capital firms
PE and VC firms need more than role-based access. Learn how deal-level permissions, multi-fund data isolation, and enterprise certifications protect confidential deal data.
Find out the importance of CRM data maintenance, how to address common issues with data cleaning, best practices, and the tools that can assist in the process.
Affinity’s latest releases: Automation Builder, Affinity iOS, and more
With Automation Builder, Affinity iOS, and more, our latest features help you automate manual tasks, improve mobile access, and keep your team connected with Slack notifications.
CRM onboarding for PE firms: what to expect, and how to go live in under 60 days
PE firms can go live on Affinity in under 60 days. See the week-by-week implementation timeline, total migration costs, and what your team actually needs to do.
5 ways Affinity integrates with your existing tech stack (+ top use cases)
Learn how top private capital firms use Affinity’s integrations with Slack, Mailchimp, and other tools to screen deals faster and drive operational efficiency.
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