What to expect when you join Affinity: World-class onboarding and customer success

At Affinity, we believe your experience doesn’t begin at implementation—it starts the moment you say yes.

Our Onboarding and Customer Success teams go beyond just getting your system live. They accelerate time to value, reduce risk, and help your firm grow smarter. From day one, our team of private capital experts acts as an extension of yours—partnering with you to maximize the value of your investment in Affinity.

Here’s what to expect when you become an Affinity customer, and why our onboarding and support consistently stand out.

Fast, seamless implementation—without the headaches

Traditional CRMs can take 6–12 months to implement and often require external consultants. With Affinity, you’re typically up and running in 30 days or less.

Our platform is purpose-built for private capital workflows, so you skip lengthy customizations and realize value immediately. With Affinity, getting started is simple: 

• No consultants required.
• No additional internal headcount to manage the rollout.
• Quick, guided implementation from industry pros.

“What was really wonderful was having the Affinity team all on board as well, making sure that this implementation was successful. Our customer success manager and everybody else were helpful and clear on how they could be a resource for us, and also outlined different ways to make sure the adoption and the implementation processes were quite seamless.” — Sanjay Thapa, Senior Salesforce Administrator,  Endeavor

{{private-capital-crm="/rt-components"}}

Work with industry experts who understand your workflows

Our Sales and Customer Success teams are experts in private capital—not just software. That means you’ll work with professionals who deeply understand venture capital, private equity, and corporate investing workflows and bring best practices directly into your implementation.

“Every single month, I learn something new within my dashboard. It's similar to when you're first learning Microsoft Excel. And there are a million formulas that make you think, 'Wow, I didn't know Excel could do this.' That's how I feel about Affinity. And I think it helps having the Customer Success team as the experts who are constantly showing me metrics and ideas that they think my team would benefit from.”  — Revolution Rise of the Rest

“Affinity’s customer support team was phenomenal. They walked us through the setup step by step and provided the guidance and tools we needed to get the most out of the platform."  — Amira Ouji, Senior Director of Portfolio Success, Samsung Next

A scalable success framework that grows with you

As your firm grows, Affinity grows with you. Our Standard and Premier service packages keep you supported well beyond onboarding.

With the Standard package, you get a dedicated Customer Success Manager who monitors account health and provides annual check-ins with tailored recommendations. You’ll also receive admin help to maintain dashboards, workflows, and configurations, plus twice-monthly group trainings to ramp up new employees quickly.

The Premier package adds even more flexibility. Our team can build new dashboards and workflows, clean and manage your data, add users, and host quarterly thought leadership sessions. You’ll also get up to four customized virtual training sessions and dedicated onboarding when your team expands or upgrades tiers.

This proactive, scalable model ensures you have the right support at every stage of your growth.

Designed to minimize risk and maximize value

Affinity’s onboarding and continued services are intentionally designed to reduce both cost and risk with:

• Faster deployment, enabling immediate value realization.
• Expert implementation, reducing the risk of errors or downtime.
• Ongoing support, ensuring consistent ROI and adoption.

All of this is provided without the need for consultants or custom development, so your team can focus on deals from day one.

Why it matters 

When you join Affinity, you're not just purchasing software—you’re gaining a trusted partner. Our Onboarding and Customer Success teams ensure every phase of your Affinity journey is seamless, strategic, and impactful.

We’re proud to be known not only for our product. but for the people behind it.

Ready to see what Affinity’s onboarding and customer success experience can do for your team?

{{request-demo-b="/rt-components"}}