ISSUE 003 - MAY 2023

Four ways to enhance your CRM

Dealmaking has fundamentally changed with the end of the cheap capital that had been pervasive over the past five years. This has led to three major and conflicting sets of requirements:

  • Significantly more focused criteria for what an attractive deal is, while a high volume of deal sourcing remains the number one focus of deal teams.
  • Greater efficiency in deal sourcing and development but an increasing amount of research and diligence required for every deal.
  • Increased competition for every deal with a continued lack of use of deal-sourcing data and CRM functionality by dealmaking teams.

And with operational and IT budgets down, many firms are assessing whether they are getting a sufficient return from their CRM, deal data, and deal tool investments. Discover four ways you can enhance your CRM to increase adoption and drive ROI.

Download

Enjoying this newsletter? Sign up to read FWD every month

Sign up

Snacks

3 takeaways from Affinity Campfire Berlin

We spoke with dealmaking experts from Future Energy Ventures, HV Capital, Earlybird, and Armira on how they’re navigating today’s investment environment. Read to learn what they had to say.

Read

How the right CRM database makes you a better dealmaker

Learn about the core elements and benefits of a CRM database, with tips on how to incorporate auditing, data exhaust, and relationship intelligence to optimize the value it brings to your business.

Read

Press Play

Your network is bigger than you think

Join our weekly demo to see Affinity in action and learn how you can use your network to find, manage, and close more deals.

Watch Now

VOICES FROM THE INDUSTRY

“We manage a list of co-investors in Affinity and run some analysis on that. And we religiously use the reminder function to keep in touch with founders and the rest of our network. Our team's goal is to stay visible."

Samantha Santaniello, Head of Business Development & Partnerships, MassMutual Ventures

Enjoying this newsletter? Sign up to read FWD every month

Read more