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Choosing a CRM? Here Are Three Essentials to Remember

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.
How to prepare for a successful VC CRM launch

How to prepare for a successful VC CRM launch

Learn how to prepare your team for a new CRM and set yourself up for a successful platform launch.
3 ways to build a CRM strategy with your CRM software

3 ways to build a CRM strategy with your CRM software

Learn how to improve your firm's relationship management strategy using CRM technology built for long-term relationship building and deal management.
Affinity’s Series C Funding: Deploying Relationship Intelligence to Every Relationship-Driven Industry

Affinity’s Series C Funding: Deploying Relationship Intelligence to Every Relationship-Driven Industry

Affinity raised an $80M funding round led by Menlo Ventures. Learn how this will accelerate bringing us to every relationship-driven industry in the world.
3 ways LP and GP relationships are shifting

3 ways LP and GP relationships are shifting

Creating lasting relationships with your LPs will drive your firm forward. Learn what you can do today to adjust to shifting expectations from investors.
How CAS used technology to shift to a virtual deal environment

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.
Why SPACs Are Heating Up

Why SPACs Are Heating Up

The history of venture capital is punctuated by examples of various investment vehicles reinventing themselves over time. One recent example of a reinvention is special purpose acquisition companies or SPACs. Here's why SPACs are turning heads.
7 Must-Read Books for Investment Bankers To Better Understand Their Clients

7 Must-Read Books for Investment Bankers To Better Understand Their Clients

Here are seven must-read books for investment bankers who are intent on better understanding their clients, and also instilling trust in them. As Lemony Snicket once said, “Never trust anyone who has not brought a book with them.” 
How Investment Bankers Can Thrive Even Without In-Person Meetings

How Investment Bankers Can Thrive Even Without In-Person Meetings

Amid a lot of uncertainty, investment bankers need to learn to adapt to a world without in-person meetings. Here are three ways they can thrive even without in-person meetings.