Eight essential Affinity lists for every deal team
At Affinity, the core feature that drives private capital dealmaking workflows—from deal sourcing to portfolio support and fundraising—is the Affinity list.This guide looks at key list features and how to use them across five crucial workflows:
Deal sourcing: Track and evaluate potential investments
Deal management: Move opportunities through your pipeline
Portfolio support: Manage founder requests and industry connections
Investor relations: Monitor limited partner (LP) relationships
Fundraising: Track your prospective and committed investors for your next fund
Whether you’re new to Affinity or you’re a seasoned power user, these eight essential lists will help you stay on top of your deal pipeline, strengthen investor relationships, and demonstrate your firm’s value to founders and LPs alike.
"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
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