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Resource Library

Guides

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

Featured guides

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

The right technology for winning more mandates

Moving Beyond the Spreadsheet: Contact and Deal Management for Consulting Firms

Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers

Affinity Analytics for Venture Capital

Affinity Analytics for Investment Banking

Turning your CRM data into relationship intelligence

Customer Relationship Management Platforms for Consulting Firms: A Buyers Guide

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

Industry insights worth sharing. Delivered to your inbox monthly. With FWD by Affinity.

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