From origination to exit: Best practices for scaling PE workflows

From origination to value creation and exit, private equity teams face growing pressure to move faster, operate more efficiently, and differentiate through stronger networks. In this tactical, use-case-driven session, Affinity’s Jamie Shafer (Product Management) and Kyle Turner (Solutions Engineering) will share the best practices top-performing PE firms are using to get more value from Affinity.

You’ll learn how firms are:

• Enhancing deal origination with structured prospect tracking and early funnel visibility
• Managing complex deal pipelines with greater collaboration and control
• Deepening key relationships with bankers, sponsors, management teams, and strategic acquirers
• Integrating Affinity across systems to eliminate silos and drive firmwide adoption

Whether you’re refining your origination strategy or scaling your tech stack, this session will offer a clear blueprint for how private equity firms are using Affinity to drive success.