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Affinity MCP Server: Connect Your AI Tools to Live CRM Data

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How Speedinvest Manages LP Relationships Without Manual Tracking

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2026 Private Capital Predictions: AI, Deal Sourcing, and Fundraising

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Affinity Lists Rebuilt: Faster Performance & Advanced Filtering

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Building tomorrow's Relationship Intelligence: A year of progress and what's next

Affinity is Building the Best MCP for Private Capital

How Speedinvest manages hundreds of LP relationships worldwide without manual tracking

2026 Private Capital Predictions: What 275 Investors Told Us

Data that moves as fast as you do

Building tomorrow's Relationship Intelligence: A year of progress and what's next

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Affinity MCP Server: Connect Your AI Tools to Live CRM Data

Affinity’s MCP Server turns your CRM into a system of action. Query deals, prep for meetings, and update your pipeline from Claude, ChatGPT, or Gemini.

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CRM data entry best practices for private capital

CRM

How data science helps VCs optimize deal sourcing

Venture Capital

The Data-Driven Investor of Today And Tomorrow

Growth Equity
Private Equity
Venture Capital
Private Capital

How private capital firms use CRM data to win more deals

Private Capital

Why customer relationship management should be a private capital priority

Private Capital
Relationship Management

Step-by-step guide to Salesforce activity tracking

Investment Banking
Enterprise Technology
Professional Services
Manufacturing

How to establish and maintain Salesforce data hygiene best practices

Investment Banking
Private Capital

New Affinity CRM features: AI, an enhanced API, and introductions reporting

CRM
Private Capital

AI highlights from TrailblazerDX that Salesforce Admins need to know

Enterprise Technology
Investment Banking
Manufacturing
Professional Services

A guide to Salesforce data cleansing

Investment Banking
Private Capital

Salesforce for Outlook is being retired: What now?

Private Capital

6 ways to strengthen your Salesforce data management

Investment Banking
Enterprise Technology
Manufacturing
Professional Services

M&A’s bullish comeback

Investment Banking
Affinity for Salesforce

A scientific model for thinking about product-market fit

How to build a lead scoring juggernaut like Future Planet Capital’s tech stack

Venture Capital

How to boost sales productivity

Manufacturing
Consulting
Investment Banking

2024 VC outlook: insights from 3 top firms

Venture Capital
Private Capital

How to overcome the barriers to data-driven investing

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