Speakers
Sabina Grewal
Scale Customer Success Manager
Affinity
Effective portfolio tracking is key for venture capitalists and private equity firms to maximize value, manage risk, and drive growth across investments.
In this webinar, we'll explore how Affinity helps centralize portfolio data, track engagement success, and report on the strategic value your team delivers. We’ll also explore how tools like talent pipelines and investor ecosystem lists can bring structure to your support efforts by making it easier to identify the right connections for hiring, advising, or follow-on funding, so your team can move faster and add value where it matters most.
What you’ll learn:
- How to build and maintain a centralized portfolio list to track key insights and activity
- Best practices for managing support requests and reporting on team impact
- How to use supplementary lists to quickly meet portfolio needs and strengthen partnerships
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