Connect sourcing and portfolio strategy with the Affinity and Vestberry integration

Plus: Two quick videos to help you get started

At Affinity, we know that for private capital investors, tracking a great deal is just the beginning. Once that opportunity turns into a portfolio company, the ability to align data, team activity, and fund performance becomes critical.

That’s where our integration with Vestberry, a portfolio management platform built for VC and PE teams, comes in.

Together, Affinity and Vestberry help create a more connected workflow from relationship-driven sourcing to portfolio reporting—eliminating duplicate work, syncing teams, and making both your CRM and fund data more powerful.

Seamless relationship intelligence, now embedded in fund data

Affinity automatically captures interactions—meetings, emails, and notes—and visualizes the strength of your firm's relationship with every company and contact.

With the Vestberry integration, these relationship insights now flow directly into your portfolio tracking environment. You can see: 

• Which team members are best connected to a portfolio company
• A full history of touchpoints across the firm
• Network strength and engagement trends over time

→  Watch: How relationship data flows into Vestberry

This makes it easier to track not just the companies you invest in, but the connections and context that helped you get there—and could drive the next round.

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Sync data, avoid duplicate work, and save time

Manually transferring data between tools is a huge drag on productivity. This integration automatically syncs organization and contact data from Affinity into Vestberry, so every portfolio company is accurately reflected in your reporting systems.

This integration also enables seamless syncing of enriched organization and contact data from Affinity into Vestberry, eliminating data silos and reducing manual data entry.

Key capabilities include:

• The ability to push records from Affinity with a few clicks
• Vestberry tags the source of records synced via Affinity for easy reference
• Prevents duplicate or stale data in dashboards.

→ Watch: How to transfer data from Affinity to Vestberry

With a few clicks, your team can send enriched CRM records into Vestberry and make them available for fund-level analysis and reporting—without version control issues or spreadsheet risk.

One workflow, multiple wins

With the Affinity & Vestberry integration in place, you can:

• Eliminate duplicate data entry and reduce admin overhead
• Surface relationship context for more effective portfolio-level strategy
• Build cleaner reports for LPs, faster
• Create a single source of truth for sourcing → investing → performance

Whether you’re preparing quarterly investor updates, sharing pipeline status with partners, or tracking capital deployment across multiple funds, our integration with Vestberry makes it easier to move from CRM insights to LP-ready outputs.

When your sourcing engine and fund data platform work in sync, your team saves time, avoids duplicate work, and focuses on what matters most: building great relationships and making smarter investment decisions.

Start using the Affinity & Vestberry integration

If your team uses Affinity and Vestberry, this integration is a fast way to improve alignment and maximize the value of both tools.

Reach out to your Customer Success Manager or contact us here to get started. To stay up-to-date on the latest changes to our integrations and APIs, join our API newsletter.

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