PORTFOLIO MANAGEMENT
Help your portfolio companies succeed with data-driven support
Use network and relationship data to assist portcos as they grow, raise funds, and recruit
"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Elevate your portfolio support strategy
Track engagement with portfolio company leaders
Monitor all touchpoints with portfolio companies through automated activity capture. Ensure consistent engagement with founders and executives across your firm, and quickly identify which companies need additional attention or support.
Manage introductions to key resources
Connect portfolio companies with the right people at the right time. Use relationship intelligence to identify the best paths to potential hires, advisors, mentors, or customers within your firm’s extended network, accelerating growth for your investments.
Monitor company performance and generate reports
Create customized dashboards and reports on portfolio company growth metrics and engagement activities. Turn interaction data into insights that demonstrate your firm's value-add to limited partners, strengthening your pitch for future fundraising.
Where to next?
Best practice guide for portfolio
How top firms support, monitor, and create value across their portfolio companies.
How Highland Europe nurtures its portfolio
How the firm helps portcos scale, onboard advisors, and hire C-suite leaders.
Beyond capital: adding real value
The ways top investors support portcos — introductions, hiring, fundraising, and advice.
Private capital predictions for 2026
Where investors are focused this year, from Affinity's annual dealmaker survey.
Frequently Asked Questions
Portfolio management software holds each company's record after investment, including ownership and round history, reported metrics over time, board and observer seats, and the operating support the firm has provided. It exists so that two recurring questions, how each company is performing and what the firm has done for it, can be answered without a reconstruction exercise each quarter.
Three ways, in descending order of reliability: direct data feeds, structured update forms sent on a schedule, and reading founder update emails by hand. Most firms run all three at once—portfolio companies vary in maturity. The practical goal is getting the majority onto a structured cadence so the exceptions stay manageable.
Consistently and in the same shape each period, so LPs can compare across quarters without re-reading methodology. Beyond marks and multiples, the reporting that differentiates covers what the firm contributed: introductions, hires, and follow-on rounds sourced. That requires the activity to have been captured as it happened.
Affinity holds each portfolio company on a permissioned list with custom fields for the metrics a firm tracks, and keeps the full interaction history attached to the same record. Founder update emails are captured automatically, so the correspondence sits alongside the reported numbers instead of in a separate inbox.
Yes. When a founder update arrives, Affinity's Data Update Agent pulls the reported figures and flags what has changed since the last one, then presents both for approval. Every proposed change links back to the sentence it came from, so the portfolio team is checking rather than transcribing.
Yes. Portfolio records, reported metrics, and interaction history are all queryable through Affinity's APIs, and the same data lands in Snowflake, Databricks, or BigQuery through a direct connection. A firm that already builds LP reporting in a warehouse keeps that workflow and swaps the source.
Put your firm’s network to work
