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
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"One of our portfolio companies was prospecting, and the Affinity Pathfinder Chrome plugin allowed them to see that we had connections to one specific company they wanted to get connected to. We made the introduction, and they are now likely going to do business with one another."

Samantha Santaniello-Lawrence
Head of Platform
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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.

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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.

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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.

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