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

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.
Affinity CRM's custom integrations expand to include automated data capture from new channels

Affinity CRM's custom integrations expand to 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 and texts.
Looking beyond traditional CRMs to develop your relationship intelligence

Looking beyond traditional CRMs to develop your relationship intelligence

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world at large because every opportunity begins with a relationship.
The number of women-led unicorns is in decline. Does it have to be that way?

The number of women-led unicorns is in decline. Does it have to be that way?

The representation of women among unicorn founders has always been a fraction of their male colleagues; learn why and how the industry is trying to change.
New VC Technologies for New (and Old) VC Relationships

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

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.
Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs

Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs

Find out why leading firms are turning away from outdated solutions & toward dealmaking platforms purpose-built for investment banking.
Why built-in business intelligence is superior to spreadsheet analysis

Why built-in business intelligence is superior to spreadsheet analysis

Explore how intelligent CRM platforms are improving reporting workflows by automatically capturing data and turning data insights into action.
3 ways intelligent CRMs are building on the spreadsheet model

3 ways intelligent CRMs are building on the spreadsheet model

Let’s take a look at three ways a new breed of CRM—relationship intelligence platforms—are supplanting the spreadsheet to meet the needs of modern IBs.