Resources

Guides and whitepapers

Customer Relationship Management Platforms for Consulting Firms: A Buyers Guide

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Webinars

Investment Banking Demo

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Webinars

Closing VC Deals With Relationship Intelligence: Beating the 1-day close

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Webinars

Venture Capital Demo

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Guides and whitepapers

Affinity by the numbers infographic

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Webinars

Why Investment Banking Firms are Banking on Relationship Intelligence for Prospect and Client Management

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Guides and whitepapers

The definitive guide to CRM for consulting

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Guides and whitepapers

The automated relationship intelligence playbook for VC

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Guides and whitepapers

The ultimate buyers guide to CRM for venture capital

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Webinars

Investment Banking Deal Making in 2021 Using Technology and Relationships

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Guides and whitepapers

A CRM built for VCs: 5 customer stories

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Guides and whitepapers

The modern Investment Banking CRM as a competitive differentiator

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Webinars

Affinity Analytics Masterclass

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Videos

Product: What is Affinity?

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Webinars

Fundraising & Investor Relations Masterclass

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Podcasts

David Ibnale: Venture Investing With a Private Equity Mindset

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Guides and whitepapers

Five Ways to Become a Super-connector & Drive Growth

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Videos

Testimonial: Kyle Lui, DCM Ventures

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Case study

Making your data work for you

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Case study

Staying on the pulse of their most valuable relationships

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Podcasts

Hunter Walk: Helping Small Business Think Big

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Case study

Empowering a founders-first mentality with Affinity

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Webinars

Affinity Outlook Add-in Masterclass

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Videos

Product: Why we built Affinity

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Podcasts

Mar Hershenson: Teacher, Entrepreneur, Investor

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Case study

Affinity helps Anduin get initial meetings with prospects 75% faster

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Videos

Testimonial: Michael Sanberg, Touchstone Commercial Partners

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Case study

Affinity helps Mass Mutual Ventures fuel the growth of its companies

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Podcasts

Kimmy Scotti: Unapologetically Authentic

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Guides and whitepapers

How to assess the quality of your network

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Case study

How Affinity has become a source of truth for Firstminute Capital

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Webinars

Affinity Alliances Masterclass

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Videos

Testimonial: Miles Bird, Tuesday Capital

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Podcasts

Pejman Nozad: From Rugs to Riches

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Case study

Pear converts real-time network into 11,467 intro paths

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Case study

R/GA fuel the growth of its companies with Affinity

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Podcasts

Andrea Lamari Walne: How the Pandemic Is Raising the Bar in the Secondary Market

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Case study

Affinity helps Sorenson Capital move fast in the same direction

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Case study

How T3 Advisors uses Affinity

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Case study

How Redalpine manages hundreds of LP relationships

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Podcasts

Kelvin Beachum: From Tackles to Term Sheets

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Case study

Fostering trust through relationship transparency

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Case study

Uncovering warmer opportunities with Affinity

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Case study

How DCM Ventures uses Affinity

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Case study

Streamlining Relationships for the Founders Forum Family

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Guides and whitepapers

The definitive guide to CRM for venture capital

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Podcasts

Dylan Boyd: Navigating Distributed Teams

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