Turn Salesforce data into dealmaking insights
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Surface insights that drive better deals
Surface relationship insights that drive deals
Transform your firm’s network data into actionable intelligence. Create custom reports to identify warm introduction paths, track relationship strength across portfolio companies, and uncover hidden connections that could accelerate deals.
Monitor deal progress and identify opportunities
Stay on top of your pipeline with real-time visibility. Access pre-built reports or build custom dashboards to track deals needing attention, monitor relationship scores, and identify opportunities that need engagement—all using Salesforce’s native reporting tools.
Build stronger portfolio relationships
Transform portfolio company interactions into lasting partnerships. Create reports that track engagement across industries, monitor relationship health, and identify opportunities to deepen connections across your firm.
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Endeavor
How Endeavor captures and enriches organizational knowledge with Affinity for Salesforce
Private capital predictions for 2026
The market is recovering, but the gap between top performers and the rest is widening. See why fundraising pessimism has collapsed to 15%, how AI adoption has doubled to drive investment decisions, and the specific strategies firms are using to win the best deals in a crowded 2026 market.
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