“The biggest problems Affinity helps me solve are how to track all of my activity and how to prioritize my time. It makes me a better investor. All of the things I need to do on a day-to-day basis I now do in Affinity.”
Kyle Lui, Partner, DCM Read case study
“Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system — Affinity. It’s about being honest and truthful — that is what matters to clients.”
Mirko Heide
Mirko Heide, Managing Director,
Investment Banking Group Read case study
“Affinity enabled us to centralize, organize and use information on our ecosystem in a very effective way, leading to better data exploitation.”
Thomas Schneider, Partner, ISOMER Capital
“Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn't exist before. When I am connecting with someone, knowing if anyone at my firm already has a solid relationship or has recently connected with them is key. It enables us to be able to move fast in the same direction without stepping over each other.”
Burke Davis, Vice President,
Sorenson Capital Read case study

Case studies


How DCM Ventures uses Affinity

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Uncovering warmer opportunities with Affinity

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How T3 Advisors uses Affinity

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Fostering trust through relationship transparency

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Affinity helps Sorenson Capital move fast in the same direction

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R/GA fuel the growth of its companies with Affinity

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Pear converts real-time network into 11,467 intro paths

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How Redalpine manages hundreds of LP relationships

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How Affinity has become a source of truth for Firstminute Capital

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Affinity helps MassMutual Ventures fuel the growth of its companies

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Affinity helps Anduin get initial meetings with prospects 75% faster

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Empowering a founders-first mentality with Affinity

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Staying on the pulse of their most valuable relationships

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Making your data work for you

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How Founders Forum uses Affinity

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Consulting Firm Chooses Affinity Rather Than a Traditional CRM

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BDC Capital Centralizes and Automates Relationship Management with Affinity

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Enriched, auto-captured data speeds decision-making at Founders Intelligence

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How Samsung NEXT uses the Affinity relationship intelligence platform to stay ahead of the competition

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How Artesian streamlined their dealflow with Affinity

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How PEAK Technologies keeps deals on track with Affinity Meetings

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How ABACON CAPITAL built a relationship-focused tech stack with Affinity to drive their investment strategy

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How Bain Capital Ventures uses Affinity to navigate changing investment landscapes

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How Woodside Capital Partners streamlines building the right connections for M&A deals with Affinity

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USA With Affinity, my team and I are able to track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage.

Roy Hirshland

CEO and Managing Partner, T3 Advisors Read case study
USA Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other.

Burke Davis

Vice President, Sorenson Capital Read case study
USA After trying about every tool out there for CRM management for our relationships and portfolio management, this checked all the boxes.

Dylan Boyd

Director, R/GA Ventures Read case study
USA As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities.

Mar Hershenson

Partner, Pear Ventures Read case study
Europe The integration of email and calendar data streamlines our workflow and saves us a ton of time every day.

Carlo Egle

Investment Manager, Redalpine Venture Partners Read case study
Europe Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient.

Sam Endacott

Investor, Firstminute Capital Read case study
USA Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections.

Eric Emmons

Managing Director, Mass Mutual Ventures Read case study
USA I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth.

Paul Ipavec

Business Development Lead, Anduin Read case study
Europe Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time.

Marcin Zabielski

Partner, Market One Capital Read case study
Europe With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes.

Henry Jefferies

Associate, Dawn Capital Read case study
USA Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business.

Michael Sanberg

Leasing and Sales, Touchstone Commercial Real Estate
We’re really impressed by the speed that the Affinity team operates and the availability of the team.

Christian Meermann

Founding Partner, Cherry Ventures
USA Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all.

Kevin Zhang

Partner, Bain Capital Ventures
I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs.

Brian Smiga

Partner, Alpha Venture Partners
USA Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines.

Ben Blumenrose

Co-Director, Designer Fund
Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy.

Susan Su

Head of Portfolio, Sound Ventures
Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow.

Adam Struck

Founder and Managing Partner, Struck Capital
As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network.

Christopher Johnson

Investment Principal, Knightbridge Advisers LLC
Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond.

Shannon Potts

Platform, Pemba Capital Partners
We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.

Dan Bowyer

Partner, Superseed
Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.

Dorin Baniel

Associate, Gillot Capital Partners
Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies.

Michael Tam

Principal, Craft Ventures
A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all!

Harry Stebbings

Entrepreneur, The Twenty Minute VC; Stride.VC
USA We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration.

Jocelyn Goldfein

Managing Director, Zetta Venture Partners