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Resource library

Guides

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7 Modern Workflows to Win Deals Faster in 2026

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

The VC’s guide to fundraising in 2025

Reports

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Private capital predictions for 2026

The Invisible Edge: Why the most active PE firms generate the fewest introductions

The private equity benchmark report: 2025 edition

Blog posts

How investment firms can access proprietary deal flow with Affinity's relationship intelligence

Here are three strategies that investment firms can use to optimize for proprietary deal flow using Affinity's relationship intelligence.

How To Hire and Source The Best Millennial Employees

Several major paradigm shifts are brewing in the workplace. We're embarking on a new era—the employee relationship economy and it is being driven by milliennials. The changes are calling for a new approach to hiring and sourcing employees.

A step-by-step guide to integrating Salesforce with Outlook

Integrate Salesforce with Outlook using this comprehensive guide. Compare top methods and implement best practices to streamline your dealmaking workflow.

Webinar Recordings

On Demand

How Motive Partners built a connected fintech stack to scale smarter

Learn how Motive Partners transformed fragmented tools into a tech stack optimized for AI and robust workflows — with Affinity at the center of its operations.

On Demand

Mastering Investor Relations: Streamlining Your Workflow to Track LPs and Fundraising

Master investor relations in Affinity—track LP relationships, manage active fundraises, and report on past raises to deepen long-term LP engagement.

On Demand

From Insight to Impact: Enhancing Portfolio Value with Affinity

See how Affinity helps VC and PE teams centralize portfolio data, track engagement, and report the strategic value they deliver to portfolio companies.

On Demand

Market Consolidation: Navigating 2025's Investment Landscape

Lightspeed and Salesforce Ventures share 2025 dealmaking trends and the strategies top firms use to stay ahead in a competitive venture landscape.

On Demand

Affinity Quarterly Product Release Webinar

Watch Affinity's Q1 2025 product release webinar for the latest CRM updates—profiles, visualization, mobile, and enterprise controls to power your dealmaking.

On Demand

Due diligence 2.0: Strategies for the AI era

Discover how top VCs adapt due diligence for the AI era—validating complex tech, assessing business models, and spotting the highest-quality deals.