Guides

7 Modern Workflows to Win Deals Faster in 2026

Most private capital firms sit on networks worth millions in deal flow. The winners have built systems to actually tap into them.This guide features real workflows from firms like BlackRock ($13T AUM), Bessemer Venture Partners, SpeedInvest (€1.2B), and Notable Capital ($5B). You'll see how they win proprietary deals in days, reclaim hundreds of hours, and prevent critical relationships from going cold.

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Deal sourcing guide for growth equity 2025

Customer relationship management platforms for consulting firms: A buyers guide

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Affinity Analytics for investment banking

Eight essential Affinity lists for every deal team

Eight essential Affinity lists for every deal team

Eight essential Affinity lists for every deal team

5 ways Affinity customers are driving success with relationship data

3 ways to increase deal origination using your Salesforce data