Welcome to Affinity MASTERCLASS
Your home for leveling up your Affinity expertise
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Level-up your Affinity skills to ensure you're maximizing the platform's full value. Use these learning paths made up of engaging content filled with videos, real-life examples, and data to solidify how to best utilize Affinity.
Affinity 101
Learn how Affinity works and how to get started with examples.
Affinity 201
Guidance and methods for firms to successfully implement and scale Affinity across their orgs, including AI and Analytics overview.
Deal Management
Affinity webinars, videos and content focused on evaluating, negotiating, and closing investment deals.
Deal Sourcing
Affinity webinars, videos and content focused on using data alongside existing and external networks to find and evaluate opportunities
Fundraising and Investor Relations
Affinity webinars, videos and content focused on communication between a company, the financial community, & other constituencies ensure future funding opportunities from LPs
Portfolio Support and Growth
Affinity webinars, videos and content focused on supporting and driving the growth of portfolio companies
Affinity New User Training
Affinity to Mailchimp Audience Synchronization Integration Walkthrough
Mailchimp Campaign Activities Integration Walkthrough
Affinity field value updates to Slack integration walk through
Typeform to Affinity Integration Walkthrough
How to implement a private capital CRM
Affinity Quarterly Product Release Webinar
Affinity Analytics for private capital: Getting started
Deal sourcing guide for venture capital: 2025 edition
Affinity’s Best Practice Guide for Fundraising and Investor Relations
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Elevate Your Pipeline: Discover 5 Key Best Practices for Pipeline Optimization
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