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Make your CRM work for you—not the other way around
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Uncork Capital’s step-by-step guide to deal workflow automation
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The Data-Driven Investor of Today And Tomorrow
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Salesforce for Outlook is being retired: What now?
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New Affinity features for external collaboration, scalable calculations, and richer profile insights
Key predictions for private capital in 2025
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Affinity customers lead the way with relationship data
The white glove portco experience: Driving growth with technology
Best practices for driving firmwide adoption of new technologies
Hurry up and wait: Four VCs on digitizing in down markets
Five reasons Salesforce for Outlook users are transitioning to Affinity for Salesforce
Top 10 takeaways from Campfire 2024
New Affinity features to increase collaboration and data tracking
Doubling down on security standards to protect customers with ISO 27001
Building an efficient VC tech stack and driving firmwide adoption
The art of consistency: Learnings from the behaviors of top VC firms
A data-driven look at the state of private capital
New Affinity features to optimize and scale your dealmaking
The future of the CRM for relationship-driven industries
The VC tech modernization journey with Revolution and 01 Advisors
13 ways VC firms can get more out of Affinity
4 ways to use data without disrupting the dealmaker’s workflow
How to maximize your dealmaking with data
Growth equity: How it works, key examples & 5 tools for growth equity managers
How the right CRM makes you a better dealmaker
An inside look at our Investment Benchmark Report: What top VC firms do differently
An inside look at our Investment Benchmark Report: Where the unicorns are
How data augments the investor
New Affinity features to optimize your team’s decision making
Combining relationships and data for better deal sourcing
What is data exhaust, and why should it matter to your investment team?
4 tips for improving private equity deal sourcing and origination
How data entry automation empowers investment bankers to focus on deals
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Lessons your firm can learn about M&A growth trends from industry interaction data
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Affinity partners with Dealroom.co to source better deals faster
Affinity CRM's custom integrations now include automated data capture from new channels
There’s no “RI” in “spreadsheet”: how you can make your relationship data smarter
New VC Technologies for New (and Old) VC Relationships
Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs
Affinity CRM adds funding insights to inform investment decisions
Moving Beyond the Spreadsheet: A Primer for Investment Bankers
9 steps to improving CRM data quality
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Affinity now offers even more data to inform your key investment decisions
Affinity Analytics now provides more comprehensive reporting on your team’s communications
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How to prepare for a successful VC CRM launch
Announcing: Bulk Email and Email Templates
5 ways to prioritize CRM data security in venture capital
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The ultimate buyers guide to CRM for venture capital
How CAS used technology to shift to a virtual deal environment
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The definitive guide to CRM for venture capital
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3 need-to-know tips for conducting private equity due diligence
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