Taking deals from origination to close
Powering Private Equity deal flow
Deal flow for Private Equity starts with clear sector and growth targeting, matched with consistent sourcing from LPs or other parts of the firm. The challenge for Managing Partners and their Associates is that finding and closing deals that match their criteria can be time-consuming and haphazard—a challenge with billions of dollars of potential impact. Affinity provides Private Equity firms with a CRM that delivers faster deal origination. Access enriched data on people and companies to better match investment criteria, deep relationship intelligence to find the warm introduction that will close a deal 25% faster, and simple deal pipeline management that delivers insights to LPs and other key stakeholders.
Find deals from within and beyond your network
With a high percentage of Private Equity deals originating from LPs, partners, and existing founder relationships, full network visibility is key. Affinity CRM brings together the network of your entire firm. This enables everyone to use the team's collective relationships to find their next deal. Using relationship intelligence based on real interactions, you always have a live view of relationship strengths across advisors, founders, and fellow investors.
Automate contact and company profiles
Affinity makes CRM manual data entry a thing of the past. With Affinity, the process is automated—and records are enriched with data that drives action, saving dealmakers an average of 220 hours of manual CRM work each year. Never create or update records again and make informed decisions faster with automatic data enrichment for every contact in your network.
Improve deal flow and pipeline management
Source the right deals and manage them through your pipeline with ease. Affinity makes your deal sourcing efforts easier with research tools and data that allow you to filter to the startups that match your criteria—saving time and making sure you don't miss that next unicorn. Once in your pipeline, Affinity makes it easy to manage every deal with all the information you need to move them forward and deliver a killer Monday morning meeting.
Data on what the top VCs do differently
According to our recent data, top VCs grew their networks less than across the whole industry… but booked 15% more meetings and sent 11% more emails. What does this mean about how to be a successful dealmaker now and into the future? Download the Investment Benchmark Report: Global Unicorn Edition to find out.
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