Skip to main content

Relationship intelligence

PE deal lifecycle stages: Sourcing, Deal Qualification, Investment Committee, Deal Monitoring, Portfolio Monitoring, Fundraising

How PE firms use CRM at every stage of the deal lifecycle

Where PE firms lose relationship context at each deal stage, from sourcing to the re-up, and how leading firms keep it with the firm instead.

The latest

PE deal lifecycle stages: Sourcing, Deal Qualification, Investment Committee, Deal Monitoring, Portfolio Monitoring, Fundraising

How PE firms use CRM at every stage of the deal lifecycle

When a dealmaker leaves the firm, where do the relationships go?

Which relationships actually drive warm introductions?

A deep dive into relationship intelligence

Manage your network with data, not guesswork

Looking beyond traditional CRMs to develop your relationship intelligence

How do PE firms track warm introductions across their team?

Who knows who? How PE and VC firms use CRM network mapping to find warm introductions

Why intelligent CRMs are replacing spreadsheets for mandate management

What is data exhaust, and why should it matter to your investment team?

What A Top Management Consulting Firm Revealed About Why Relationship Intelligence is Key to Private Equity Success

Top 10 takeaways from Campfire 2024

The future of the CRM for relationship-driven industries

How to Build Social Capital

Relationship management: Definition, process, and differences from relationship intelligence

Relationship intelligence and finding the next unicorn

How to Pick the Right CRM: 3 Key Ingredients

Pejman Nozad on the power of networking

How Nonprofits Can Build A Robust Community

3 Ways You Can Use Natural Language Processing Today

Why management consultants need an AI-powered CRM

CRM for investor relations: how top firms manage LP and GP relationships in 2026

Investment banking industry trends

Independent reviewer finds Affinity for Salesforce transformative

How to set up your portfolio companies for success: Lessons we learned from top VC firms

Combining relationships and data for better deal sourcing

How Speedinvest manages hundreds of LP relationships worldwide without manual tracking

How I applied machine learning to my real-time network and built $600k of warm pipeline in 5 minutes

How global VC firms can manage relationships and deals across international teams

How investment firms can access proprietary deal flow with Affinity's relationship intelligence

The private capital firm’s guide to deal intelligence

Growth equity: How it works, key examples & 5 tools for growth equity managers

6 ways to grow your network

Early-stage investing: An expert perspective from Techstars

Draper Associates: Navigating a vast network of relationships with Affinity

4 firms that are redefining how VCs use technology to close deals

Why CRM deal insights are so important

How the right CRM makes you a better dealmaker

How to create a valuable network

Capital markets CRMs vs. standard CRMs

Announcing Affinity's new CEO, Ken Fine

5 VC workflows that benefit from relationship intelligence

Previewing the 2023 European Investment Benchmark Report

13 ways VC and PE firms can get more out of Affinity