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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 do you find off-market companies to acquire? A Grata workflow, from a one-line thesis to a warm intro.

Describe the company you want to buy in plain language and get a ranked, intent-scored list of off-market targets, each with your firm's warmest path in.

How do you monitor a private credit portfolio? A Lumonic and PitchBook workflow, from covenant breaches to a source behind every number.

Flag which portfolio companies are off plan, price how the market would treat a breach today, and trace every number back to its source in one workflow.

How private capital deal teams use AI for document workflows: from CIM to IC memo

How private capital deal teams use a relationship intelligence CRM to turn live deal data into tear sheets, IC memos, and pipeline reports, without the weekend formatting cycle.

Webinar Recordings

On Demand

Put your Data to work

AI is moving fast—but for most private capital firms, the gap between hype and hands-on adoption is still wide.

On Demand

Live AI Product Demo: Affinity's Newest Capabilities

Discover how relationship intelligence and AI help firms source better deals, prep for meetings in minutes & activate their networks. Live product demo.

On Demand

Ask Your CRM Anything: Live Demo of Affinity's New AI Features

Get an inside look at Affinity's latest launch — instant deal intelligence, deeper relationship visibility, and enterprise-grade security.

On Demand

Private Capital Predictions Webinar 2026

Explore private capital predictions for 2026—navigating IPO and M&A shifts, valuation pressure, LP liquidity demands, and the widening AI competitive divide.

On Demand

Data that moves as fast as you do: Inside Affinity's new Lists

Discover Affinity’s rebuilt Lists experience in this webinar—faster load times, advanced filters, and seamless editing at scale.

On Demand

Inside Affinity: A Live Platform Demo

Join a live demo of Affinity and see how 3,000+ firms use relationship intelligence to source better deals, streamline deal management, and close faster.