By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Privacy Preference Center

When you visit websites, they may store or retrieve data in your browser. This storage is often necessary for the basic functionality of the website. The storage may be used for marketing, analytics, and personalization of the site, such as storing your preferences. Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.

Reject all cookies Allow all cookies

Manage Consent Preferences by Category

Essential

Always Active

These items are required to enable basic website functionality.

Marketing

Essential

These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.

Personalization

Essential

These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.

Analytics

Essential

These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.

Confirm my preferences and close

Products

our products

Affinity CRM

Affinity for Salesforce

Pricing

new Check out our Winter Product Release

Affinity CRM

CRM

Use your network to close more deals

Relationship Intelligence

Find warm intros to your next deal

Deal sourcing & management

Easily manage dealflow

Extensions

Take Relationship Intelligence anywhere

Dealmaking insights

The data you need to power deals

Contact & company data

Automatic enrichment with deal-relevant data

Portfolio Support & Management

Accelerate portfolio growth

Investor Relations & Funding

Build a more valuable network

Integrations

Connections that support your workflow

industries

Accelerators & Incubators

Corporate Venture Capital

Private Equity

Affinity for Salesforce

Close more deals with key relationship insights

Relationship Intelligence

Surface warm intros across your firm's shared network

Automated activity capture

Eliminate manual data drudgery

Manage deals everywhere you work

Move deals forward more efficiently

Enhanced Salesforce data

Best-in-class integration for deal flow

Get started now

industries

See all

Investment Banking

Professional Services

Manufacturing

Enterprise Technology

Industries

Venture Capital

Investment Banking

Family Office

Accelerators & Incubators

Corporate Venture Capital

Private Equity

Professional Services

Manufacturing

Enterprise Technology

featured report

The 2024 investment benchmark report

Resources

The latest industry insights

Case Studies

Success stories from our customers

Upcoming events

Join us in-person and online

Help Center & Support

Get your questions answered

Building a VC Tech Stack like Uncork Capital

The 2024 investment benchmark report

Download now

Why Affinity

What is Relationship Intelligence

Insights you need to close your next deal

Security and trust

Data protection is our highest priority

Compare Affinity

How Affinity stacks up to other CRM platforms

Case studies

Success stories from our customers

featured case study

How Affinity provides Sapphire Ventures insights into its pipeline and portfolio

Company

About us

Why we started Affinity

Careers

Join a team working towards a common goal

Newsroom

Our latest news and press releases

latest press release

Affinity's AI-Powered Relationship Intelligence Transforms Investment Landscape, Strengthening Deals, Portfolio Management, Investor Relations

Rich Text Components

blog

7 VC platform metrics that drive efficiency

Read the blog

affinity report

The 2024 investment benchmark report

Join the waitlist

affinity report

The 2024 professional services outlook

Read the report

affinity report

Strategies for M&A success in 2024

Read the report

affinity report

Trending up: Private capital investment predictions for 2024

Download Report

affinity report

The 2023 Investment Benchmark Report

European Edition

Download Report

affinity report

The 2023 Investment Benchmark Report

Global Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report

affinity report

Trending up: Private capital investment predictions for 2024

Download Report

affinity report

2023 Investment Predictions Report

Download Report

affinity report

The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report

affinity report

The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report

affinity guide

Sourcing deals in 2023

Venture Capital Edition

Download now

affinity report

Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report

affinity report

Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report

affinity report

Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report

affinity report

Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report

affinity guide

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

Read guide

affinity guide

Deal sourcing guide for investment banking 2024

Read guide

affinity guide

The VC’s guide to fundraising in 2024

Read guide

affinity guide

CRM automation: What is an automated CRM?

Read guide

affinity guide

3 ways to increase deal origination using your Salesforce data

Read guide

affinity guide

Deal sourcing guide for Growth Equity 2024

Read guide

affinity guide

Shift Sales into High Gear with Relationship Intelligence

Download guide

affinity guide

Deal sourcing guide for Venture Capital 2024 Edition

Download guide

affinity guide

The Guide to Becoming a Data-Driven GP

Download guide

affinity guide

Relationship intelligence at every venture stage

Download guide

affinity guide

Relationship intelligence and automation driving deals

The CRM Enhancement Guide

Download guide

affinity guide

The dealmaker’semail playbook

5 ways to make deal sourcing more efficient and effective

Download guide

affinity guide

Check our these best practices for your due dilligence

affinity guide

Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers

Download the guide

affinity guide

Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers

Download the guide

affinity guide

Turning your CRM data into relationship intelligence

Download the guide

affinity guide

Turning your CRM data into relationship intelligence

Download the guide

affinity webinar

In conversation with Speedinvest: Investor Relations

Watch now

affinity webinar

Driving Pipeline through Executive Relationships

Watch now

affinity webinar

How to source deals efficiently like Buoyant Ventures

Watch now

affinity webinar

We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.

Watch now

affinity webinar

We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.

Watch now

affinity webinar

We talked to BDC Capital about how their team finds their biggest wins. Get their tips

Watch now

affinity webinar

We talked to BDC Capital about how their team finds their biggest wins. Get their tips

Watch now

affinity webinar

We talked to BDC Capital about how their team finds their biggest wins. Get their tips

Watch now

affinity webinar

Close more deals with better access to your data

Watch now

affinity webinar

Close more deals with better access to your data

Watch now

affinity webinar

Close more deals with better access to your data

Watch now

affinity webinar

Affinity Analytics Masterclass

Watch now

affinity webinar

Learn how OMERS Ventures built an integrated tech stack

Watch now

affinity webinar

Learn how OMERS Ventures built an integrated tech stack

Watch now

affinity webinar

Learn how OMERS Ventures built an integrated tech stack

Watch now

request a demo

Reach out to us and get a personalized demo

Get a demo

request a demo

Reach out to us and get a personalized demo

Talk to sales

request a demo

Reach out to us and get a personalized demo

Talk to sales

request a demo

Reach out to us and get a personalized demo

Talk to sales

request a demo

Reach out to us and get a personalized demo

Talk to sales

The relationship intelligence conference

SEPT 28 | SAN FRANCISCO

Feb 28, 2023 | Berlin, Germany

affinity case study

Data enrichment and exhaust close more deals together

affinity case study

Learn how other firms are using enriched data to work more efficiently

affinity case study

Learn how other firms are using enriched data to work more efficiently

Request demo Log into the platform

Best practice checklist

Early alignment: Initiate discussions with startups early to align on key terms and expectations before formalizing the term sheet.

Feedback loop: Maintain open channels of feedback between your investment team and legal counsel. This helps ensure that legal terms align with your investment goals.

Investment committee review: Present the negotiated terms to your investment committee for review and approval before finalizing the deal.

Standardized processes: Develop standardized processes and workflows for deal closing and cash deployment to reduce the risk of errors and delays.

Clear and consistent communication: Communicate effectively with all parties involved, including legal counsel, portfolio companies, and internal teams.

Cross-functional collaboration: Foster collaboration among different internal teams, including legal, finance, investment, and operations, to ensure alignment and efficiency.

Investment committee updates: Maintain transparency and accountability by keeping the investment committee informed about the progress of deal closing and cash deployment.

Investment operations automation: Utilize investment operations platforms to automate routine tasks, reporting, and data management.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Best practice checklist

Monday morning meeting: Hold a weekly meeting where all stakeholders review the firm’s pipeline where the entire team discusses the status of each deal, addresses challenges, and identifies opportunities to move deals forward.

Transparent documentation: Document all interactions, meetings, and communications related to each deal to ensure that all team members have access to the latest information.

Centralized deal management system: Position your CRM platform as the place where all deal-related information is stored, tracked, and updated.

Customized deal stages: Define clear and customized deal stages that reflect your firm's specific workflow and key milestones from initial contact to final investment decision.

Regular deal updates: Require deal owners to provide regular updates on deal progress in the form of written summaries, presentations, or status reports.

Deal champions: Designate specific team members as champions for each deal. They are responsible for driving deal progress, coordinating actions, and ensuring accountability.

Automated notifications: Set up notifications to alert team members when deals move to new stages or when specific actions are required.

Data analytics and reporting: Monitor pipeline performance, conversion rates, and other key metrics to inform strategic decisions.

Training and onboarding: Ensure that all team members can use deal management tools and understand their role in maintaining accurate data.

Collaborative tools: Utilize collaborative tools and project management software to facilitate communication, task assignment, and track progress.

Leadership visibility: Ensure that senior leadership is regularly updated on pipeline progress. Their involvement can drive accountability and provide support when needed.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Best practice checklist

Pre-diligence screening: Conduct a preliminary screening to fFilter out opportunities that clearly don't align with your investment thesis or have significant red flags. This saves time and resources for more in-depth evaluation.

Customer and partner references Contact the startup's customers, partners, and collaborators to gain insights into their reputation, product quality, and business relationships.

Clear evaluation framework Develop a framework that outlines the key criteria for assessing potential investments to ensure a structured approach and consistency in evaluation.

Risk assessment: Use data and information gathered in calls to assess the risks associated with the investment and determine whether the potential returns justify those risks.

Focused interviews: Interview startup founders and team members for the purpose of extracting key insights related to the startup's strategy, market positioning, and execution plans.

Automated feedback loop: Maintain an ongoing feedback loop with the startup during due diligence to address concerns and questions promptly, and foster transparent communication.

Integrations: Use due diligence software and collaboration tools to streamline the process, manage documents, and facilitate clear communication across the team.

Deal breakers Clearly define deal-breakers based on your investment criteria. If any of these deal-breakers are identified during due diligence, it can be a signal to exit the process.

Executive summary: Provide a brief summary of the opportunity, highlighting key information such as market potential, unique value proposition, and team background.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Best practice checklist

Network mapping tools Use network mapping tools to visualize connections between companies, founders, and investors to identify potential investment opportunities

Automated data collection: Spot emerging opportunities by setting up automated tools to monitor industry news, startup databases, patent filings, and regulatory changes relevant to your investment focus.

Strategic partnerships: Establish partnerships that (e.g. industry associations, accelerators, incubators, and other ecosystem players) provide insights and referrals aligned with your investment thesis.

Investor syndicates: Collaborate with other firms or angel investors through syndicates to pool resources and share insights on potential investment opportunities.

Alumni networks: Speak with experts in your existing portfolio companies to understand proprietary information. They can provide insights into emerging trends and potential investment opportunities.

Advisors and mentors Cultivate relationships with advisors, mentors, and domain experts who have deep industry knowledge and can provide insider perspectives on emerging startups and trends.

Incubators and accelerators: Collaborate with incubators and accelerators to gain access to their pipelines and demo days, where startups showcase their progress.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Best practice checklist

Warm introductions: Identify warm paths of introduction to founders through your entire firm’s collective network of relationships.

Highlight network: Emphasize how your firm's network of relevant contacts, advisors, industry experts, and other portfolio companies can support the startup’s growth.

Strategic follow up: If the startup expresses interest or you don't receive an immediate response, follow up in a timely and respectful manner. Persistence without being pushy is key.

Personalized outreach: Tailor communication to each startup individually. Reference specific details about their company, achievements, or challenges to demonstrate that you've done your homework.

Actionable insights: Provide insights or recommendations related to the startup's industry, business model, or growth strategy to demonstrate your firm's knowledge and commitment.

Multiple channel engagement: Utilize a mix of email, social media, mobile, text, and phone calls to make your outreach more comprehensive and memorable.

Early engagement: Where possible, engage with startups at an early stage, even before they officially seek funding to show your genuine interest in their success and establish a relationship of trust.

Shared values: Emphasize how your firm’s values and mission align with those of the startup.

Relevance: Highlight how your expertise, resources, and network align with the startup's needs and goals. Clearly articulate how your firm can add unique value beyond just funding

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.