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Resource Library

Guides

Explore the latest on sourcing, dealmaking, and investing—and the technology that makes it easier.

Featured guides

Affinity Analytics for private capital: Going deeper

Transform dealmaking with relationship-driven deal flow management software

Affinity Analytics for private capital: Going deeper

Eight essential Affinity lists for every deal team

Affinity Analytics for private capital: Getting started

Affinity’s Best Practice Guide for Fundraising and Investor Relations

European deal sourcing guide for venture capital: 2025 edition

Deal sourcing guide for venture capital: 2025 edition

Affinity Best Practices Guide for Portfolio Support and Growth

The growth equity guide to fundraising

The 2025 guide to deal management

How AI will transform dealmaking

The Admin’s guide to maximizing Salesforce ROI

Affinity Best Practices Guide for Deal Sourcing

Deal sourcing guide for private equity 2025

The VC’s portfolio support guide: 5 best practices to drive portfolio success

Consulting technology guide for 2024

Best Practices Guide for Deal Management

Deal sourcing guide for investment banking 2025

The VC’s guide to fundraising in 2025

Deal sourcing guide for growth equity 2025

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 Banking's guide to choosing the right CRM

The right technology for winning more projects

The right technology for winning more mandates

Moving beyond the spreadsheet: Contact and deal management for investment bankers

Affinity Analytics for investment banking

Turning your CRM data into relationship intelligence

Customer relationship management platforms for consulting firms: A buyers guide

The definitive guide to CRM for consulting

The ultimate buyers guide to CRM for venture capital

The definitive guide to CRM for venture capital

The modern investment banking CRM as a competitive differentiator

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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