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Quality deal flow for venture capitalists
Deal Flow

Quality deal flow for venture capitalists

Deal flow is a key leading indicator of a venture firm's success. Let's explore key ways to scale and optimize deal flow processes and close more deals.

Venture Capital
& Private Equity

Categories
Capital markets CRMs vs standard CRMs
CRM

Capital markets CRMs vs standard CRMs

Learn the key differences between transactional CRM platforms and a capital markets CRM software purpose-built for investors.
Should private equity firms use Salesforce?
CRM

Should private equity firms use Salesforce?

Learn whether or not Salesforce is the right CRM for your private equity firm and the key differences between Salesforce and a CRM purpose-built for PE.
Affinity 2021 Year in Review
New Feature Release

Affinity 2021 Year in Review

As the year comes to an end, let’s take a look at the new features we added to our platform in 2021 to help your relationship-driven business succeed.
Affinity now offers even more data to inform your key investment decisions
CRM New Feature Release

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.

Investment
Banking

Categories
M&A pipeline management guide to keeping up with the M&A climate
Pipeline management

M&A pipeline management guide to keeping up with the M&A climate

Discover how modern M&A professionals are managing their pipeline and deal flow with best practices and automated workflows with this guide from Affinity.
Tell your business’s story through intelligent CRM data
Business Development

Tell your business’s story through intelligent CRM data

Let’s look at how you can target your story to different audiences using your data, and how shaping your story can help accelerate your firm’s growth.
Building an intelligent deal management pipeline for investment banking
Pipeline management

Building an intelligent deal management pipeline for investment banking

Let’s look at how your firm can rely on specialized relationship intelligence technology to more efficiently track, manage, and close your mandates.
Relationship-driven technology for the relationship economy
Relationship Management

Relationship-driven technology for the relationship economy

As an investment banker, the most powerful tool in your toolbox is your professional network. Learn how technology can augment and support that tool.