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.

Get started
Clear all
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Guide
Deal sourcing

Affinity’s best practice guide for deal sourcing

Webinar
Affinity 201

How LEAP Global Partners streamlines deal process and tools with Affinity

Webinar
Portfolio support & management

Portfolio growth best practices with Bessemer Venture Partners

Guide
Portfolio support & management

Affinity’s best practice guide for portfolio growth

Webinar
User training

Affinity New User Training

Video
Affinity 201

Affinity to Mailchimp Audience Synchronization Integration Walkthrough

Video
Affinity 201

Mailchimp Campaign Activities Integration Walkthrough

Video
Affinity 201

Affinity field value updates to Slack integration walk through

Video
Affinity 201

Typeform to Affinity Integration Walkthrough

Video
User training

Understanding Deal Analytics

Guide
Affinity 101

How to implement a private capital CRM

Webinar
Affinity 101

Affinity Quarterly Product Release Webinar