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affinity crm
CRM
Use your network to close more deals
Relationship Intelligence
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affinity for salesforce
Affinity for Salesforce
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Relationship Intelligence
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Resource Library
Guides
Explore the latest on sourcing, dealmaking, and investing—and the technology that makes it easier.
Featured guides
Deal sourcing guide for Venture Capital 2024 Edition
Shift Sales into High Gear with Relationship Intelligence
5 ways Affinity customers are driving success with relationship data
3 ways to increase deal origination using your Salesforce data
The guide to becoming a data-driven GP
Your network as a dealmaking machine
Relationship intelligence and automation driving deals
The dealmaker’s email playbook
Investment Sourcing Guide for Venture Capital 2023
Investment Sourcing Guide for Investment Banking 2023
Investment Sourcing Guide for Growth Equity 2023
Investment Banking's guide to choosing the right CRM
Affinity Analytics for Consulting
The right technology for winning more projects
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The definitive guide to real estate investor CRM software
Top due diligence questions every VC firm should be asking
CRM automation: What is an automated CRM?
Due diligence checklist for private equity firms
Private equity due diligence: how to conduct it properly
Venture capital management software: A guide for the modern VC
Venture capital due diligence best practices
Due diligence checklist for venture capital
How to choose the best CRM for venture capital
The ultimate guide to deal origination
M&A pipeline management software: what it is and which one should you buy?
The definitive guide to financial CRM software
How to choose the best private equity CRM software
A buyer's guide for deal sourcing software platforms
M&A software platforms: Tools for dealmakers
PE software buyer’s guide: Top deal management software for private equity firms
The PE tech stack: Tools to streamline & automate private equity deals
The VC Tech Stack: Tools to streamline & automate venture deals
A CRM built for VCs: 5 customer stories from Affinity
How to assess the quality of your network
Five ways to become a super connector and drive growth
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