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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.

Venture Capital
& Private Equity

Categories
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.
4 ways VCs have continued closing new deals in a remote work environment
Deal Flow

4 ways VCs have continued closing new deals in a remote work environment

Here are four major ways VCs have altered their deal-sourcing and business strategies to meet the change to a remote workforce.
Affinity Analytics now provides more comprehensive reporting on your team’s communications
CRM New Feature Release

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 deal-making activities.
Choosing a CRM? Here Are Three Essentials to Remember
CRM

Choosing a CRM? Here Are Three Essentials to Remember

Learn how you can equip your team with the right CRM fast and avoid choosing a traditional CRM that doesn't meet your needs as a venture capital firm.

Investment
Banking

Categories
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.
Addressing the dangers of your invisible or unstructured professional network
Business Development

Addressing the dangers of your invisible or unstructured professional network

When your relationship network is disorganized, key details—and deals—can slip through the cracks. Learn how leading firms are tracking their data.
How CAS used technology to shift to a virtual deal environment
Pipeline management

How CAS used technology to shift to a virtual deal environment

Managing Partner at Corporate Advisory Solutions (CAS) Michael Lamm discusses how CAS Affinity to adapt to market changes and propel their deal processes.