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3 steps VCs can take to make their CRM a competitive differentiator
CRM

3 steps VCs can take to make their CRM a competitive differentiator

Learn why CRM platforms are a core part of improving operations at your firm, and how your team can use your CRM to get more value out of existing data.

Venture Capital
& Private Equity

Categories
5 best types of mobile apps for VCs
Relationship Intelligence

5 best types of mobile apps for VCs

Venture capital firms invest in leading technology, but they're slow to adopt new tools themselves. Here are mobile apps used by successful VCs.
Where does relationship intelligence come from?
Relationship Intelligence

Where does relationship intelligence come from?

Investment professionals rely on imperfect, manual systems to manage relationships. Learn how relationship intelligence is disrupting that dated model.
How to use data enrichment to make faster, more informed investments
CRM

How to use data enrichment to make faster, more informed investments

Automating data capture is a must for investment firms. Learn why automating data enrichment and viewing it alongside your own data is the next step.
3 venture capital trends that will define the future of investing
Business Development

3 venture capital trends that will define the future of investing

Some venture capital trends aren't just investment fads. Learn how more automation, more data, and more diverse teams are shaping the future of VC.

Investment
Banking

Categories
Investment Banking Industry Trends
Business Development

Investment Banking Industry Trends

Learn how the top investment banks, 2021’s largest deals, and busiest geographies and industries are shaping future investment banking trends.
3 ways investment banks can find and close more high-value project opportunities with less effort
Business Development

3 ways investment banks can find and close more high-value project opportunities with less effort

Learn how investment banks are navigating a smaller pool of inbound M&A by prioritizing more efficient outbound sourcing to capture new opportunities.
How investment bankers used Affinity to navigate 2021’s M&A market
Relationship Intelligence

How investment bankers used Affinity to navigate 2021’s M&A market

Learn how relationship intelligence enabled Affinity clients to keep up with the demands in 2021’s explosion of M&A deal activity.
There’s no “RI” in “spreadsheet”: how you can make your relationship data smarter
Business Development

There’s no “RI” in “spreadsheet”: how you can make your relationship data smarter

Spreadsheets aren’t designed to be intelligent, adaptive platforms in the same way relationship intelligence CRM platforms are. Learn the key differences.