800 public software companies already exist. Why IPO yours?
Morgan Stanley's Global Head of Software Banking explains the demand-side logic that actually governs IPO decisions—why a public investor would own your stock instead of 800 liquid alternatives.
The mandate is won before the bake-off starts: How Morgan Stanley won the Hinge Health IPO
Four banks pitched for the Hinge Health IPO. Morgan Stanley won. The outcome was 15 years in the making. A senior banker explains why mandates are won before the bake-off starts.
What is data exhaust, and why should it matter to your investment team?
Data exhaust is background data produced from online interactions and activities. Learn how capturing and using this data can make you a better investor.
6 ways to strengthen your Salesforce data management
Optimize your firm's Salesforce data management with these 6 best practices. Learn how to improve data quality and use automation for better dealmaking.
How to establish and maintain Salesforce data hygiene best practices
Implement Salesforce data hygiene practices to improve deal outcomes. Follow 6 steps to clean up your CRM, maintain quality standards, and boost productivity.
Improve dealmaking with clean Salesforce data. Explore proven CRM data cleansing methods and best practices to eliminate errors and enhance data quality.
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.
Independent reviewer finds Affinity for Salesforce transformative
Salesforce Ben, an independent review, explored the Affinity for Salesforce integration and found activity tracking that actually works—and so much more.
Learn how to build and manage a successful M&A deal team. Discover key roles and how modern pipeline management software can accelerate deal flow and outcomes.
How I applied machine learning to my real-time network and built $600k of warm pipeline in 5 minutes
Affinity's AI technology offers a new way to prospect. Find out how tapping into the real-time network of your entire company can help build pipeline faster.
How data entry automation empowers investment bankers to focus on deals
A clunky CRM can cost mandates and revenue. Learn why Dara Lane Capital chose automation and how they close more mandates with relationship intelligence.
Five reasons Salesforce for Outlook users are transitioning to Affinity for Salesforce
Why are teams switching from Salesforce for Outlook to Affinity? Get relationship insights, unlimited storage, and automation that saves 200+ hours annually.
Top M&A KPIs: The key early-stage deal evaluation metrics you should be tracking
Learn the most important M&A KPIs across revenue, customer, and employee metrics to evaluate merger opportunities. Plus, discover how to track them effectively.
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