on-demand
live webinar
Understand your deal-making process with Affinity Analytics & Team Reports
VCs, Investment Bankers, and others make $billion investments in analytics but rarely use data to drive their operations. Why?
presenters
Zihao Xia
Product Manager
Affinity
Megan Coxe
Customer Success Manager
Affinity
Reanesh Kanaganayagam
Product Marketing Manager
Affinity
Most organizations know that they have to invest in data and analytics to get the most out of their investments and team's time. The difficulty can be in understanding how to set up your dashboards and team to get the right data and insights to enable more informed data-driven decisions. And many venture, investment banking, and consulting firms don’t do this well.
Join Affinity Product Marketing Manager, Reanesh Kanaganayagam, Manager of Strategic Growth Accounts Megan Coxe, and Product Manager Zihao Xia as they discuss how investment professionals are using Affinity Analytics to surface deeper real-time insights and drill into the data and trends that will shape the future of their businesses.
Specifically, they’ll cover:
- All the possible report visualizations that you can add to your dashboard.
- How customers are using some of the top VC dashboards from the list.
- Setting up these dashboards in your Affinity instance.
Why our customers love Affinity
"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
