Deal Sourcing & Management

Deal flow and pipeline management for investors

Easily manage deal flow and be ready for your Monday morning meeting

Seamless deal flow management

Every dealmaking team spends hours of manual work on sourcing and deal management. From filtering down on the most promising investments to preparing for their Monday morning meeting. Remaining focused on the deals most likely to close, tracking every deal status, and moving each one through the investment process is laborious and time-consuming. Affinity’s relationship intelligence platform makes deal sourcing and management simple with start up and founder data, a CRM extension in your email and browser, one-click updates, automatic interaction capture, and simple-to-share team level data.

Easily manage deals throughout your pipeline

Investing teams add 40-50 new opportunities to their deal flow every quarter—and these complex engagements are difficult to track. Affinity makes it quick to update and simple to track every deal through the investment process. Affinity captures every email, meeting, and note directly in the CRM alongside your deal flow management—even when working in email, your browser, and in Zoom meetings.

VU Venture Partners Case Study

Source deals faster

Affinity allows you to take relationship intelligence and your CRM with you as you research and engage start ups and founders. This reduces the time dealmakers spend finding the right deal by delivering relationship intelligence, business insights, and a connection back to their CRM in their browser and email.

Ace your Monday morning meeting

Prepare for—and manage—your Monday morning meeting with a familiar spreadsheet or Kanban-style view of deals from pitch to close. With Affinity you can take immediate action to keep deals moving forward, and every update appears instantly in your deal view.

Deal sourcing guide for Venture Capital 2024 Edition

The number of VC funds has grown from 852 in 2013 to more than 2,000 today. With more competition, how are you sourcing and closing the highest quality deals? Get best practices tailored for today’s economic environment and learn how to use data strategically, uncover deals through relationships, and work faster with technology.

Why our customers love Affinity

"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."

Kevin Zhang

Partner, Bain Capital Ventures

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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

Brian Smiga

Partner, Alpha Venture Partners

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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."

Alessandro Vigilante

VP Corporate Business Development, Fidelity

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“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”

Sven Rossmann

Chief Investment Officer, ABACON CAPITAL

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“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”

Amy Francetic

Managing General Partner, Buoyant Ventures

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“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”

Amira Ouji

Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund

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“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”

Nolan English

Director of Portfolio Services, SOSV

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“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”

J. Skyler Fernandes

Founder and General Partner, VU Ventures

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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."

Michael Lamm

Co-founder & Managing Partner, CAS

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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "

Christian Meermann

Founding Partner, Cherry Ventures

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“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”

Caroline Haun

Operations Director, 8VC

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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."

Rudy Burger

Founder and Managing Partner, Woodside Capital Partners

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"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."

Shannon Potts

Marketing and ESG Manager, Pemba Capital Partners

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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.

Dan Bowyer

Partner & Co-Founder, SuperSeed

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"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. "

Michael Tam

Partner, Craft Ventures

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"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! "

Harry Stebbings

Founder, Stride.VC

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"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."

Fabian Krautwurst

Principal, Cavalry Ventures

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“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”

Kelly Graziadei

Founder & General Partner, f7 Ventures

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“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”

Pedro Carrasco

Senior Operations Manager, Munich Re Ventures

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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."

Mirko Heide

Managing Director, IEG

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Interested in learning more?

Get an in-depth walkthrough of the Affinity Relationship Intelligence CRM.