Upcoming
AI-powered reporting: From data to decisions
November 12, 2026
-
1:00 PM ET
Live webinar: Learn how PE and VC firms use AI and CRM data to build LP, IC, and pipeline reports that update themselves.
Learn how to build reports and dashboards in AI tools that turn your Affinity data into insights your partners, LPs, and IC can act on.
With a clean data layer in place, the Affinity MCP takes you from a quick question to a polished report that tells your firm's story. The MCP does the building, and you stay focused on what matters.
We'll walk through choosing the right metrics for each audience, building and refining visuals, and keeping your reporting current automatically.
What you'll learn:
Reporting for the right audience.
- Choosing metrics and visuals for deal teams, IR, PE and IB, and external IC and LP reporting, and tracking quarter-over-quarter and year-over-year trends instead of point-in-time snapshots.
Building reports using AI tools.
- Going from a quick on-the-fly question to a visualization to a full dashboard, all through the MCP.
Keeping reporting current.
- Using scheduled tasks to refresh dashboards on your meeting rhythm, whether that's a weekly pipeline review or prep ahead of IC.
Can't make the live session? Register anyway and we'll send you the recording.
Presenters
Learn how to build reports and dashboards in AI tools that turn your Affinity data into insights your partners, LPs, and IC can act on.
With a clean data layer in place, the Affinity MCP takes you from a quick question to a polished report that tells your firm's story. The MCP does the building, and you stay focused on what matters.
We'll walk through choosing the right metrics for each audience, building and refining visuals, and keeping your reporting current automatically.
What you'll learn:
Reporting for the right audience.
- Choosing metrics and visuals for deal teams, IR, PE and IB, and external IC and LP reporting, and tracking quarter-over-quarter and year-over-year trends instead of point-in-time snapshots.
Building reports using AI tools.
- Going from a quick on-the-fly question to a visualization to a full dashboard, all through the MCP.
Keeping reporting current.
- Using scheduled tasks to refresh dashboards on your meeting rhythm, whether that's a weekly pipeline review or prep ahead of IC.
Can't make the live session? Register anyway and we'll send you the recording.
Can’t join us live?
Register here and we’ll send you a notification to access the recording.
