Affinity for fundraising
Fundraising is changing. Are you ready?
Reduce time spent on tracking and managing your raise, and enhance your ability to attract and retain investors with Affinity’s relationship intelligence.
Over 2000 organizations close deals with Affinity
Affinity is built to support you at every stage of the fundraising cycle.
In times of market volatility, investors reevaluate how they allocate their capital. Focus turns to investing with partners who they have strong relationships with—and who can demonstrate consistent results.
You need to double down on expanding and strengthening your investor network, to deliver support that drives results for existing portfolio companies, and to regularly demonstrate the value you provide to current and future LPs.
And you need to do all of this as you work to close quality deals amongst a smaller and much more competitive pool of candidates.
Prepare for the future
Get insight on timing and investors to pursue for your next round.
Keep prospects warm
Manage investor outreach and engagement from a united database.
Improve investor communications
Share portfolio company data and fund performance.
Simplify investor tracking across funds
Focus on the right investors throughout your raise.
Source LPs from your firm’s collective network
Identify the strongest path to a warm introduction.
Affinity gives you the tools to build better LP relationships and run seamless fundraising processes.
- Automation reduces time spent on manual data entry
- Reporting improves your communication
- Relationship intelligence and data enrichment help you discover more high quality deal opportunities
Speak to a relationship intelligence expert for a custom demo.
226
hours saved per user every year
25%
increase in deal flow
How our customers use Affinity in their fundraising process
"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
"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."
"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
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“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."
“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
"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! "
"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. "
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.
"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."
"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. "
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
"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
"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. '
"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. "
"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."
"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
