Who knows who? How PE and VC firms use CRM network mapping to find warm introductions
Your firm has hundreds of valuable relationships locked in individual inboxes. Learn how CRM network mapping surfaces who knows who so you can find warm introductions in seconds.
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.
Affinity Analytics now provides more comprehensive reporting on your team’s communications
Learn how Affinity Analytics' Team Activity reports make it easy to optimize the efficiency and cost-effectiveness of your team’s dealmaking activities.
Affinity CRM's custom integrations now include automated data capture from new channels
A new API expansion allows customers to expand the data enhanced by their CRM's relationship intelligence to include external communications like calls.
Affinity now offers even more data to inform your key investment decisions
Affinity Data: Organizations brings hard-to-find growth data into Affinity, the AI-first private capital CRM. Find out what data is included and how to use it.
Affinity CRM adds funding insights to inform investment decisions
Learn how to get to your next big deal by tracking, managing, and acting on funding data from Affinity Data, inside Affinity, the AI-first private capital CRM.
New Affinity CRM features: AI, an enhanced API, and introductions reporting
Discover Affinity’s latest productivity-enhancing features—from AI-powered meeting notes and instant industry insights to more efficient data and reporting.
The ins and out of data cleansing for venture capitalists
Learn how accurate, consistent, and reliable data improves CRM management, enhances decision-making, and increases productivity for venture capitalists.
CRM security best practices for private capital firms
PE and VC firms need more than role-based access. Learn how deal-level permissions, multi-fund data isolation, and enterprise certifications protect confidential deal data.
Affinity’s latest releases: Automation Builder, Affinity iOS, and more
With Automation Builder, Affinity iOS, and more, our latest features help you automate manual tasks, improve mobile access, and keep your team connected with Slack notifications.
CRM onboarding for PE firms: what to expect, and how to go live in under 60 days
PE firms can go live on Affinity in under 60 days. See the week-by-week implementation timeline, total migration costs, and what your team actually needs to do.
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