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.

01

Affinity 101

Learn how Affinity works and how to get started with examples.

02

Affinity 201

Guidance and methods for firms to successfully implement and scale Affinity across their orgs, including AI and Analytics overview.

03

Deal Management

Affinity webinars, videos and content focused on evaluating, negotiating, and closing investment deals.

04

Deal Sourcing

Affinity webinars, videos and content focused on using data alongside existing and external networks to find and evaluate opportunities

05

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

06

Portfolio Support and Growth

Affinity webinars, videos and content focused on supporting and driving the growth of portfolio companies

Start learning today

Learn from product and top industry experts to level-up your Affinity knowledge through these learning tracks, with content and videos that include real-life examples and data.

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Webinar
User training

Mastering Investor Relations: Streamlining Your Workflow to Track LPs and Fundraising

Webinar
User training

From Insight to Impact: Enhancing Portfolio Value with Affinity

Video
User training

Affinity Analytics: General Overview & Building Reporting

Affinity Analytics
video
User training

Affinity Analytics: Deal flow Reporting - Weekly Metrics Dashboard

Affinity Analytics
Video
User training

Affinity Analytics: Deal flow Reporting - Quarterly Metrics Dashboard

Affinity Analytics
Video
User training

Affinity Analytics: Reporting Tips & Tricks

Affinity Analytics
Video
Quicktips

Build Smarter CRM Workflows with Lists

Video
Quicktips

Automate Your Workflow with Triggers & Automations

Video
Quicktips

Access Affinity in Your Inbox and Browser

Webinar
User training

Managing Data Privacy in Affinity: Syncing, Sharing, and Staying Aligned