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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

Should private equity firms use Salesforce?

Salesforce is a leading CRM across many industries. But is it the right choice for private equity firms? Let’s explore the pros, cons, and an alternative.

Relationship management: Definition, process, and differences from relationship intelligence

Discover how relationship management systems help firms build stronger connections—CRM types, benefits, and why relationship intelligence drives better results.

Affinity now offers even more data to inform your key investment decisions

Affinity Data: Organizations gives your team insights into otherwise hard-to-find growth data. Find out what data is included and how you can leverage it.

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.