Speakers
Sabina Grewal
Scale Customer Success Manager
Affinity
In today’s fast-paced investment landscape, juggling tasks like sourcing, pitch preparation, and networking can be overwhelming. Valuable time often gets lost to less impactful activities.
In this webinar, you'll learn workflow strategies and tools to streamline processes, boost productivity, and free up time for what matters most: making informed investment decisions and building relationships.
What you’ll learn:
- How to leverage new AI functionality to automatically capture meeting notes and easily gain insight into deal related queries
- Best practices for layering extensions into the spaces where you already spend much of your time—like your inbox, LinkedIn, or while you’re sourcing on the web
- How to enable your workflow on the go and show up smarter using our mobile app
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