ISSUE 37 - May 2026
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Put Your Data to Work: Real Use Cases Across the Full Deal Cycle
AI is moving fast, but for most private capital firms the gap between hype and hands-on adoption is still wide. We're launching a four-part webinar series bringing together Affinity, Grata, Crunchbase, AlphaSense, and Lumonic to share the workflows that are actually delivering results across sourcing, due diligence, deal management, and portfolio monitoring.
Each session features demos and practical examples drawn from what's working across private capital today. Whether you're a deal professional, portfolio manager, or firm leader, you'll walk away with a clear picture of where AI is heading in private capital. Sessions kick off June 16 and run weekly through July 7.
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AI Workflows with Affinity MCP
Connect Affinity to Claude via MCP and your CRM becomes something you can talk to — pull pipeline reports, generate meeting briefs, detect relationship decay, and update deal stages, all with a natural-language prompt. This blog walks through eight real workflows that turn hours of CRM data retrieval into seconds of conversation.
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What Anthropic's Finance Agents Actually Mean for PE and VC
Anthropic shipped 10 finance agents in May, and some of them can save an associate an hour every Monday morning. But they're also blind to the one thing that makes a PE or VC briefing actually good: your firm's own relationship history. This blog breaks down what shipped, which agents matter most for dealmakers, and what they need to be useful.
Don't Miss It
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How Mandates Are Really Won: The Hinge Health IPO
Four banks pitched for the Hinge Health IPO. Morgan Stanley won, and the outcome had almost nothing to do with what happened in the room. It traced back to a relationship a senior banker built 15 years earlier, maintained across three companies and multiple roles. A case study in why tracking relationships over time is the real competitive advantage in dealmaking.
Press Play
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Stop Losing Deal Context: Granola for Private Capital Teams
Your best deal intelligence lives in conversations, but most of it never makes it into your CRM. Join us on June 11 to see how Granola's AI notetaking captures the context that matters — so you're prepping and following-up with real insights, not memory.
VOICES FROM THE INDUSTRY
"What used to be a 5–10 minute, multi-screen, multi-app workflow after every meeting is now one 30 second natural language request. The Affinity MCP connector lets me ask Claude for a relationship snapshot on any person or company and get it back in plain English — and when a meeting wraps, I just share my raw notes and Claude handles the rest: polished prose, calendar context, and the right entity tags posted directly to Affinity for visibility across my team."
Stephen Lanz,
Principal, Bain Capital
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Your network is bigger
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