Better manage your relationships with bankers, consultants, and other intermediaries
Private equity firms now have access to a new Intermediary Coverage list template designed specifically for how PE investors manage one of their most important deal sources. The new template defaults to people-based tracking and includes recommended fields that align with PE-specific workflows, making it faster to set up and more intuitive to use from day one.
Why tracking intermediaries matters in PE
For most private equity investors, relationships with bankers and other intermediaries are critical to deal flow. These relationships are personal—a banker you've worked with for years remains valuable whether they're at Goldman Sachs or moving to a boutique firm.
Yet many PE firms struggle with systems that don’t offer flexibility in how they track intermediary relationships. When you only track intermediaries at the company level, you may miss key details about individual banker performance and relationship continuity as people move between firms.
The goal: Track and cultivate your highest-value relationships so you're ready when those connections bring the right deal.
People-first intermediary tracking
The new Intermediary Coverage template helps you quickly set up intermediary tracking at the individual level.
This people-first approach enables more granular relationship management. You can understand which specific bankers are bringing you the best opportunities, maintain continuity as they move between firms, and ensure you're investing time in the relationships that matter most. The template includes recommended fields like Relationship Priority, which connects directly to Reminder Triggers to help you stay on top of outreach.
Strong intermediary relationships are a critical component of consistent deal flow. According to Affinity's 2025 Private Equity Benchmark Report, PE firms that maintain regular touchpoints across their networks—including intermediaries—are best positioned to respond to market shifts and move decisively when opportunities surface.
Get started in minutes
The new Intermediary Coverage template is available now for all Affinity customers with their Firm Type set to Private Equity. When you create a new list, simply select the Intermediary Coverage template to get started.
For firms that already track intermediaries at the company level, this template can serve as a complementary list to track your most important individual relationships—ensuring you maintain those connections even as people move between firms.
Ready to see it in action? Request a demo to learn how Affinity helps PE firms source and close more deals through better relationship management.
