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Financial Services Case Studies and Success Stories with Affinity Analytics
CASE STUDY Notion Capital
The case study highlights improved deal management and relationship intelligence using Affinity CRM, resulting in faster deal closures and efficient portfolio growth for Notion Capital.
Affinity CRM helped Shaping Impact Group manage three funds and a large network of investors. The firm needed a better way to track investment opportunities and contacts as they grew. Affinity create...d a single source of truth for deal sourcing and network management. The team improved visibility and alignment on outreach efforts. They now spend less time on manual updates and have better investor relations.
Non-Profit Organization Management Case Studies and Success Stories with Affinity Analytics
CASE STUDY Endeavor
Affinity for Salesforce helps Endeavor keep important knowledge when employees leave. Before, Endeavor had trouble tracking interactions across 40 countries. Affinity now captures emails and meetings... automatically. This gives Endeavor a full view of their network. 300 employees use Affinity for Salesforce to connect founders and mentors faster.
Affinity CRM helped Sapphire Ventures centralize deal management and track interactions. The platform synced all contacts, emails, and activities in one place. Teams could work together from differen...t locations and manage the investment pipeline. Integrations with CrunchBase, Dealroom, and PitchBook made data easy to access. Sapphire Ventures increased centralized opportunity tracking by 40% using Affinity.
Affinity CRM helped Invus Opportunities fix problems with old CRM systems. The team lost important history and wasted time on manual data entry. Affinity CRM captured all network activity and made de...al tracking easy. Now, Invus Opportunities tracks over 90% of opportunities in one place, up from less than 50%. The team saves hours each week and makes better decisions faster.
Affinity CRM helped Uncork Capital manage their network and operations. The firm struggled with multiple CRMs and needed a single source of truth. Affinity CRM synced all data and contacts, enabling ...targeted outreach and automating onboarding. Uncork Capital saw a 45% increase in founder interactions, 122% more executive interactions, and 71% more stakeholder interactions. The team now focuses on the most important tasks and makes better decisions.
Affinity helped Notable Capital connect teams and founder networks. The firm had problems with different tech stacks and poor data visibility. Affinity centralized their data and workflows. It integr...ated systems and enriched data for all teams. Now, Notable Capital has better data visibility and teamwork. They make decisions faster and support portfolio companies more efficiently.
Affinity CRM helped Future Planet Capital book meetings with founders in less than 6 clicks. The investment team saw a 395% increase in pipeline volume. Affinity centralized all data and insights, ma...king it easy to create lists, templates, and views. The firm now uses 500,000 data points to evaluate companies. Affinity streamlined deal flow and improved investor relationships. The team now works faster and more efficiently.
Affinity helped Roble Ventures build a flexible and integrated operating system. The team of three needed to process over 1,000 deals a year and serve entrepreneurs well. Roble Ventures used Affinity... to connect 14 tools and automate workflows. This setup let them track deals, follow up quickly, and avoid data silos. With Affinity, they manage 18 portfolio companies and a network of 2,000 advisors. 88% of their deals come from referrals.
Affinity CRM helped TELUS Global Ventures automate workflows and reduce manual work. The team used Affinity’s Automation Builder and AI tools to improve data entry and reporting. They saw a 60% decre...ase in missing data fields. Each person saved 2.5 hours per week on manual tasks. Investors now spend more time on investing and less on admin work.
Affinity CRM helped Building Ventures manage over 8,000 companies with a six-person team. The firm used Deal Assist, Notetaker, and Affinity Analytics to standardize data and speed up decisions. Auto...mation in Affinity removed manual tasks and made reporting easier. The team now spends more time building relationships with founders and partners. Building Ventures turns 8,000 monitored companies into 4-5 investments each year.
Affinity helped Intel Capital create a 360 view of their deal flow. The team replaced multiple Excel spreadsheets and Airtable lists with Affinity’s kanban and list views. Affinity’s automation and A...I Notetaker made meetings and reporting easier. Intel Capital eliminated 7 custom applications. The firm now saves time and has better visibility across the organization.
Affinity CRM helped LEAP Global Partners speed up investment decisions. Before, they reviewed deals by hand and took a long time. Now, all deal data is in one place. The team can check founder and co...mpany info fast. They cut their deal evaluation time to less than two weeks. Affinity is now the core of their investment process.
Affinity CRM helped Teamworthy Ventures manage relationships with founders and portfolio companies. The firm needed a CRM to support fast growth and complex investment strategies. Affinity gave them ...tools to track priorities and deliver strategic support. Teamworthy Ventures grew from 5 to over 20 people in 2 offices while keeping strong connections with entrepreneurs. The CRM helped them build lasting partnerships and support company growth.
Affinity helped Highland Europe fix its fragmented tech stack. The firm used Affinity to connect tools like Zapier, Notion, and Google Docs. This created a single system for deal sourcing and portfol...io management. Highland Europe now tracks over 200 activities a year for 40+ portfolio companies. Affinity automates workflows and improves data sharing. The firm is ready to use new AI features in the future.
Affinity CRM helped Sozo Ventures manage a $680 million fund across North America and Asia. Before Affinity, the team used spreadsheets and email, which made it hard to track deals and relationships.... Affinity automated data capture and streamlined communication between the U.S. and Tokyo offices. The platform improved visibility and made it easier to connect meeting notes and interactions. Sozo Ventures now tracks almost 70 portfolio companies and expands more efficiently into the Japanese market.
Affinity helped Kapor Capital move away from legacy systems. The firm used Affinity to manage LP relationships in one place. They tracked 15+ years of network activity and consolidated 4 tools. Kapor... Capital now has a 360 view of LPs and coinvestors. This improved efficiency and helped them scale fundraising. Affinity made it easier to engage with their network and track investment opportunities.
Affinity Sourcing helps MassMutual Ventures find and review investment deals up to 5x faster. Before, the team struggled to prioritize many opportunities and risked missing top deals. With Affinity, ...MMV uses data signals, relationship intelligence, and automated monitoring in one place. The platform gives full visibility into startups and growth metrics. Now, MMV can act quickly and stay ahead of competitors in a crowded market.
Affinity CRM helped MassMutual Ventures fix problems with old technology. The firm needed a better way to manage relationships and track deals. They set up Affinity in less than 60 days with email an...d AWS integration. Affinity surfaced 67,000 contacts and 43,000 organizations. The CRM made deal management and portfolio support easier. MMV now connects portfolio companies faster and tracks opportunities better.
Affinity CRM helped 8VC cut deal flow process time by 50%. 8VC had trouble managing a growing network and a team spread across locations. Manual tools led to missed opportunities and confusion. Affin...ity gave 8VC a central place for all deal and portfolio data. The team made decisions faster and worked together better. Affinity improved event management, networking, and saved a lot of time.
Affinity CRM helped Speedinvest track 10,000 leads a year and save over 400 hours of manual work. The platform improved deal sourcing and management for 40 investment managers. Speedinvest increased ...coverage of future Series A European company rounds by more than 30%. The fundraising team used Affinity to communicate with 600 limited partners. All deal data is now in one place, making reporting and responses faster.
Affinity helped Munich Re Ventures replace old systems with a single deal management platform. The challenge was scattered data and manual work. Affinity automated lead intake and brought all data to...gether. The platform made deal tracking easier and improved team visibility. MRV saved over 100 hours a year on manual lead entry. CRM adoption reached 96% across the firm.
