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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Guide
Deal Management

Affinity's best practices guide to deal management

Video
Deal Management

Best practices for deal management

Webinar
Deal Management

Optimize and scale your deal management

Case Study
Deal Management

How Samsung Next centralizes deal flow and shares details across teams with Affinity CRM

Case Study
Deal Management

How T3 Advisors effectively manages its relationships and deal pipeline with Affinity

Case Study
Deal Management

How MassMutual Ventures keeps track of contacts, deal flow, pipeline, vendors, and other critical information with Affinity

Case Study
Deal Management

How Dawn Capital automatically manages relationships and keep tabs on the status of deals with Affinity

Guide
Deal sourcing

Deal sourcing guide for investment banking 2024

Guide
Deal sourcing

Deal sourcing guide for growth equity 2024

Guide
Deal sourcing

Deal sourcing guide for private equity 2024

Guide
Deal sourcing

Deal sourcing guide for venture capital 2024

Webinar
Deal sourcing

From Excel to excellence: Transform deal sourcing with relationship intelligence