Real-World Case Studies and Customer Success Stories with Affinity Analytics

Affinity helped BDev Ventures replace a failing custom CRM. The team eliminated weekly CRM meetings and achieved 100% adoption across... 23 employees. Affinity's integrations and AI-powered notetaking improved data accuracy and reduced meeting prep time to 20 minutes. The firm reallocated CRM management staff to analytics and built an internal AI tool with Affinity at its core. In June, BDev Ventures made seven new investments, their biggest month ever.
Show More..

Building Ventures used Affinity’s AI Notetaker and Deal Assist to manage over 8,000 companies with a six-person team. The firm automated... note-taking and data processing, reducing manual work and standardizing information. Affinity’s CRM helped the team make faster, data-driven investment decisions. With these tools, Building Ventures now turns 8,000 monitored companies into 4-5 investments each year. The team spends more time building relationships and less on administrative tasks.
Show More..

Affinity helped ABACON CAPITAL cut intake processing time by 60%. The team used Affinity’s automation and integrations to connect their... tech stack. They now capture feedback and manage new prospects more efficiently. Automated workflows reduce manual data entry. ABACON CAPITAL can focus more on supporting portfolio companies and building relationships.
Show More..

Affinity helped R/GA Ventures track deal flow and manage its network in one place. Before Affinity, R/GA Ventures struggled with... manual data entry and siloed information. The People Dashboard and filters gave the team a full view of relationships and deal pipeline. Privacy safeguards were key for sensitive investment discussions. Now, investing teams make better decisions with enriched data and improved relationship analytics.
Show More..

Affinity helped FoW Partners, a private equity firm, automate relationship management. Before Affinity, the team struggled with manual data entry... and inconsistent system use. With Affinity's Outlook integration and automated data capture, adoption reached 100% across the deal team. The platform turned relationship tracking into a daily, strategic activity. Team members now use relationship intelligence to improve deal sourcing and coordination.
Show More..

Affinity helped MassMutual Ventures surface 67,000 contacts from 43,000 organizations. The CRM was implemented in under 60 days with full... email and AWS integration. MMV now tracks deal flow and portfolio support in one place. The team uses Affinity to make introductions that drive annual recurring revenue for portfolio companies. Advanced reporting and analytics give MMV a clear view of their network and impact.
Show More..

Affinity helped Notion Capital screen 50% more companies each year. The firm replaced a static CRM with Affinity, integrating it... with their RISTA tool for better data and deal flow. Notion now surfaces 80-90% of relevant early-stage companies and processes every outbound opportunity within seven days. The team uses Affinity to manage relationships and prioritize deals, leading to faster, more informed investment decisions.
Show More..

Affinity helped Notable Capital unify their distributed teams and tech stack. Before Affinity, teams used separate tools and lacked visibility... into deal flow. Affinity centralized data, integrated with Slack and Notion, and automated workflows. Now, Notable Capital has a single source of truth and improved collaboration. The firm manages its founder network and portfolio support more efficiently. Data accuracy and decision-making have improved across the organization.
Show More..

Affinity helped Teamworthy Ventures scale from 5 to over 20 team members while supporting 70+ portfolio companies. The CRM enabled... the firm to track priorities, manage relationships, and deliver strategic support to founders. Teamworthy used Affinity dashboards and kanban views to assign tasks and coordinate actions. The platform allowed for proactive, data-driven interactions with entrepreneurs and limited partners. Teamworthy maintained high-touch partnerships and grew its team and offices using Affinity.
Show More..

Affinity helped 2150, a venture capital firm, standardize their deal flow data intake. The Typeform integration let them collect the... same information from every startup. This made it faster to review deals and improved team collaboration. 2150 used Affinity dashboards to track deal metrics and make better investment decisions. The new process saved hours of manual work and let the team focus on the best opportunities.
Show More..

Affinity helped Sapphire Ventures centralize all deal and portfolio data in one CRM. Before Affinity, Sapphire used spreadsheets and a... clunky CRM, making it hard to track deals and collaborate across global offices. With Affinity, teams now access up-to-date information, track investment pipelines, and manage relationships in real time. The platform enables proactive outreach, targeted introductions, and better support for portfolio companies. Sapphire’s investment and portfolio growth teams use Affinity daily to streamline workflows and scale their impact.
Show More..

Affinity helped BDC Capital automate and centralize relationship management. The platform enabled a five-fold increase in organizations and contacts tracked,... reaching 32,000 organizations and 105,000 contacts. Teams now share contact information securely and see all business relationships in one place. Automated data capture reduced manual entry and errors. BDC Capital uses analytics and relationship intelligence to improve deal pipeline management and make smarter decisions.
Show More..

Affinity CRM helped TELUS Global Ventures automate investment workflows. The team reduced manual work by 2.5 hours per person each... week. Data completeness improved by 60% after launching automation features. Affinity’s AI tools, like Notetaker and Deal Assist, made it easier to capture and retrieve meeting notes. Automated reporting now keeps leadership updated without manual effort. Investors can focus more on strategic decisions and less on admin tasks.
Show More..

Affinity helped Kapor Capital replace four legacy tools with one CRM. The firm now tracks 15+ years of network activity... in a single platform. Kapor Capital uses Affinity to manage LP relationships, pipeline, and events in one place. The team can resurface lost connections and automate manual workflows. Affinity enables targeted outreach and quantifies investment probability for future fundraising. Efficiency and visibility have improved across the firm.
Show More..

Affinity helped Alpha Partners save over 100 hours a week by automating manual data entry and standardizing meeting templates. The firm replaced... its legacy CRM to streamline due diligence and manage deal flow more efficiently. Each employee now saves 10 hours weekly, and the team doubled annual dealflow for two years. Affinity's relationship intelligence features improved transparency and access to contacts. Alpha Partners can now focus on higher-quality deals with a consistent process.
Show More..

Corporate Advisory Solutions used Affinity to become a digital-first investment and merchant banking firm. They doubled their contacts database with... the platform. The company eliminated 15-20 hours of training for each new hire. They also saved thousands of dollars on resources. Affinity helped streamline their operations and improve efficiency.
Show More..

Affinity CRM helped Firstminute Capital track and manage its global network. The team struggled with siloed systems like email and... spreadsheets. Affinity provided a single source of truth and deep relationship intelligence. This made it easier to see which connections were strongest. The platform saved time and improved efficiency for the growing team.
Show More..

Affinity helped Pear VC unlock 11,467 introduction paths for its portfolio companies. Before Affinity, Pear VC spent hours manually exchanging... spreadsheets to make introductions. The process was slow and inefficient. With Affinity, Pear VC connected its Gmail and used AI to map its real-time network. The team quickly found new sales, business development, and fundraising opportunities for its startups. Pear VC now supports its portfolio with faster, smarter introductions.
Show More..

Artesian used Affinity to unify their deal flow and automate data management. Before Affinity, their systems were disconnected and manual,... slowing growth. Affinity’s platform let them automate contact and deal data capture, integrate with tools like Typeform and Sharepoint, and centralize all deal information. Now, Artesian’s team manages deal flow in one place, saving time and reducing errors. The result is a scalable, efficient process that supports their global investment operations.
Show More..

Affinity helped Revolution’s Rise of the Rest Seed Fund support over 200 portfolio companies. The team used Affinity to track... interactions, manage introductions, and centralize notes. Affinity’s dashboards gave them data-driven insights for better portfolio support. The platform made it easier to communicate with founders and allocate resources. This improved efficiency and helped the fund stand out from other venture firms.
Show More..

Affinity helped FoW Partners, a private equity firm, move from manual spreadsheets to automated relationship management. The team achieved 100%... adoption, using Affinity daily for deal intelligence. Outlook integration and automated data capture saved hours each week. The platform enabled proactive outreach, unified data, and better team coordination. FoW Partners now uses relationship intelligence as a strategic advantage.
Show More..

Affinity helped f7 Ventures organize and scale their $50 million fund. The firm moved from email and spreadsheets to a... single CRM for deal flow and relationship management. Affinity enabled f7 to evaluate thousands of companies using consistent data fields. The team now runs efficient deal flow meetings and manages investor and founder relationships proactively. With Affinity, f7 Ventures is more organized, accountable, and ready for long-term growth in venture capital.
Show More..

Affinity CRM helped LEAP Global Partners cut investment decision time from months to under two weeks. The firm centralized deal... information, automating intake and due diligence steps. Manual reviews and redundant meetings were eliminated. The team now uses Affinity for all pipeline reviews and data enrichment. This streamlined process lets LEAP make faster, data-driven investment decisions and support portfolio companies more efficiently.
Show More..

Affinity helps Woodside Capital Partners sync emails and events automatically. The firm tracks M&A deal progress with custom lists. Affinity... also lets them report information back to clients quickly. This streamlines their M&A process and improves client communication. Woodside Capital Partners uses Affinity to build better connections for deals.
Show More..

Affinity helped Munich Re Ventures save over 100 hours a year by automating lead input and centralizing deal flow data. The firm achieved... a 96% CRM adoption rate after switching from legacy systems to Affinity. Affinity’s integrations unified emails, meetings, and contacts, creating a single source of truth for investment and portfolio management. Team collaboration improved, and data-driven decisions became easier. The solution streamlined operations and enhanced reporting for the venture capital arm.
Show More..

Affinity helped Invus Opportunities increase centralized opportunity tracking by over 40%. The firm struggled with manual CRM systems and lost... historical data. Affinity automated activity capture and created a single source of truth for deal flow and relationships. Now, Invus Opps tracks over 90% of opportunities in one place and saves hours each week on meeting prep. The team uses kanban views and integrations to streamline investment operations and make faster decisions.
Show More..

Affinity helped Seaside Equity Partners close over 15 deals and track thousands of new relationships. The private equity firm switched... from Excel to Affinity’s CRM, gaining real-time visibility and saving hours each week. The team eliminated duplicate outreach and never misses follow-ups now. Pipeline meetings are more efficient, and all deal data is in one place. Seaside now manages 10 deals under exclusivity and has a stronger, more organized network.
Show More..

Affinity CRM helps DCM Ventures track every meeting, email, and calendar event automatically. The platform gives investing teams full context... on people and companies, improving investment decisions. Manual data entry is eliminated, saving time and boosting morale. Affinity uses AI to capture and organize all interactions, so nothing is missed. DCM Ventures' team is now more organized and effective in managing dealflow.
Show More..

Affinity helped Roble Ventures process over 1,000 deals a year with just a three-person team. The firm built its entire... deal management system around Affinity, integrating it with 14 other tools. Automated workflows reduced manual data entry and improved follow-up speed. Roble Ventures now manages a portfolio of 18 companies and a network of 2,000 advisors. 88% of their deals come through referrals, showing strong relationship management. Affinity's flexibility and integrations let Roble scale efficiently and focus on high-value work.
Show More..

Affinity helped Bain Capital Ventures centralize all their data and eliminate silos. The firm automated syncing of emails, calendar invites,... and contacts, making information accessible to all sub-teams. Affinity’s reporting and relationship intelligence features enabled smarter, data-driven investment decisions. Security and compliance needs were fully met, supporting strict regulatory requirements. New and junior team members now access the full network and interaction history, improving collaboration and deal sourcing.
Show More..

Affinity helps VU Venture Partners invest in global opportunities. The firm achieved a 72% IRR, beating top decile VC funds.... Affinity supports data-driven investing and standardizes investment processes. VU Venture Partners uses Affinity to build a world-class VC fund and investor accelerator program. The platform enables better investment decisions and performance tracking.
Show More..

Affinity helped SOSV, a global venture capital firm, centralize its network and data. Before Affinity, SOSV struggled with scattered contact... information and low CRM adoption. With Affinity, SOSV automated data syncing, improved collaboration, and made it easier to manage relationships across its global team. The platform enabled SOSV to support over 1,000 portfolio companies and ensure up-to-date information for all employees and founders. Affinity's relationship intelligence empowered SOSV to make better introductions and scale its operations efficiently.
Show More..

Affinity helped Intel Capital eliminate seven custom applications and manual spreadsheets. The firm now manages all deal flow and meetings... in one place using Affinity’s kanban and list views. AI Notetaker captures meeting notes automatically, improving reporting and data accuracy. Intel Capital can now easily report to their LP and track investment activity. The team reviews more opportunities and makes faster, data-driven decisions.
Show More..

Affinity Sourcing helps MassMutual Ventures find and triage investment opportunities up to 5x faster. The platform centralizes data, giving the... team a single view of growth metrics, funding history, and firm connections. MMV can now prioritize deals quickly and avoid missing top opportunities. Automated alerts and watchlists keep the team updated on key developments. The result is a streamlined workflow and faster, more confident investment decisions.
Show More..

Affinity Sourcing helps MassMutual Ventures find and triage investment opportunities 5x faster. The firm faced too much deal flow and... struggled to prioritize top deals. With Affinity Sourcing, they use data signals, relationship intelligence, and automated monitoring in one workflow. The platform centralizes growth metrics, funding history, and connections. MMV now moves faster, communicates better, and stays ahead in the investment landscape.
Show More..

Affinity helped Buoyant Ventures track over 1,000 investment opportunities, leading to nine investments. The CRM automated intake from their website... and standardized evaluation, saving time and reducing manual work. Buoyant used dashboards to analyze past decisions and improve future investments. The team now manages $81 million in assets with better data and faster decisions. Affinity also helps them keep in touch with investors and portfolio companies.
Show More..

Affinity CRM helped Shaping Impact Group manage three funds and a broad network of investors. The firm used Affinity to... organize contacts, track deal sourcing, and streamline investor relations. Manual work was reduced, and the risk of losing key contacts dropped. The team now spends less time updating statuses and more time on due diligence and investor relations. Affinity enabled targeted mailings and improved visibility across all investment activities.
Show More..

Affinity helped Future Planet Capital boost its investment pipeline by 395%. The firm now books meetings with founders in under... six clicks. Affinity centralizes all data, emails, and notes, making deal sourcing and decision-making faster. The team evaluates companies using over 500,000 data points. Standardized templates and integrations save time and improve communication with founders and LPs.
Show More..

Affinity helped Sozo Ventures manage a $680 million fund across the US and Japan. Before Affinity, Sozo used spreadsheets and... emails, which made it hard to track deals and share information between offices. Affinity automated data capture, synced emails and meetings, and centralized all deal and network information. The team now has better communication, can match portfolio companies with the right partners, and supports global expansion. Affinity’s CRM lets Sozo scale operations and keep everyone aligned across continents.
Show More..

Affinity helps Redalpine manage hundreds of LP relationships. Redalpine struggled to track investor connections using spreadsheets and basic CRM tools.... With Affinity, the team gains better visibility and control over fundraising and deal status. The platform's calendar and mailbox integrations save time by auto-populating the deal pipeline. Redalpine now handles investor relations and fundraising more efficiently.
Show More..

Affinity helped Uncork Capital automate onboarding and manage its network. The firm used Affinity to centralize data and segment contacts... by role and relationship. This automation led to a 45% increase in founder engagement and a 122% rise in executive interactions. Uncork also saw a 71% boost in stakeholder engagement. Affinity's integration with tools like Zapier, Asana, and Slack streamlined operations and reporting.
Show More..

Affinity helped Dawn Capital manage its deal pipeline and business network in one place. Before Affinity, Dawn struggled with siloed... information and manual data entry. Affinity’s CRM and integrations auto-populate deal data and track relationships. The team uses Affinity’s lists to monitor LPs and entrepreneurs. Affinity’s pipeline and portfolio views support investor meetings and task management.
Show More..

Affinity helps Speedinvest track 10,000 investment leads a year and save over 400 hours annually with Google Drive integration. The platform centralizes... deal flow, portfolio, and LP data for 40+ investment managers. Speedinvest increased its coverage of future Series A European startups from 20% to over 50%. Dashboards and analytics drive data-based decisions and reduce manual work. Teams now respond faster to founders and LPs, improving transparency and relationship management.
Show More..

Affinity helped Highland Europe automate over 200 portfolio activities for 40+ companies in one year. The firm used Affinity to... centralize data, streamline hiring for C-suite roles, and manage a network of 150+ advisors. Integrations with Notion, Zapier, and Google Docs reduced manual work and improved collaboration. Highland Europe now tracks executive profiles and advisor updates in real time. Affinity's system of record supports both deal sourcing and portfolio management.
Show More..

IEG Investment Banking Group used Affinity CRM to improve how it manages relationships and deal flow. Before Affinity, IEG struggled... with a complex CRM that made it hard to track key partner connections. Affinity automated contact and company data, giving IEG clear insights into its global network. Now, IEG can show clients real relationship data and prove its access to decision-makers. This helps IEG build trust and gain a competitive edge in investment banking.
Show More..

Affinity CRM helped 8VC cut their deal flow process time by 50%. 8VC struggled with managing a growing network and... scattered information across tools. Affinity provided a single source of truth for all deal and portfolio data. The team now collaborates better and can quickly find key information. Event management and targeted outreach improved with Affinity’s tagging and list features. Integrations with other tools are planned to further streamline operations.
Show More..

Affinity CRM helped DCM Ventures track all meetings, emails, and calendar activity in one place. The venture capital firm needed... a way to capture every interaction with people and companies. Affinity CRM auto-populated this information into an online interface. Now, investing teams have better context to make investment decisions. A principal at DCM Ventures says Affinity makes him a better VC.
Show More..

Affinity CRM helped Seaside Equity Partners close over 15 deals and track thousands of new relationships. The private equity firm... switched from Excel to Affinity to manage deal flow and automate email tracking. The team now works from one platform and saves many hours. Affinity revealed relationship strengths and improved collaboration. Seaside keeps 10 deals under exclusivity and is more organized with relationship management.
Show More..

Affinity CRM helped Bain Capital Ventures centralize all their data and break down silos between sub-teams. The firm synced emails,... calendar invites, and contacts, making their business network accessible to everyone. Affinity’s reporting tools gave teams a standard way to track weekly progress and pipeline. Enterprise security features ensured compliance with strict data policies. Bain Capital Ventures now uses better data-driven investing with improved relationship intelligence.
Show More..

Affinity CRM helped Firstminute Capital track and manage its growing network. The team struggled with siloed systems like email and... spreadsheets. Affinity CRM offered integration, deep tracking, and easy use. Now, Firstminute Capital sees relationship strength at a granular level. This supports better deal sourcing and network insights.
Show More..

Affinity CRM helped Building Ventures monitor over 8,000 companies and make 4-5 investments each year. The six-person team used Deal... Assist, Notetaker, and Affinity Analytics to cut manual work and standardize data. Automation features let them focus on building relationships instead of reporting. Affinity made it faster to process information and answer questions. The team now spends more time with founders and partners.
Show More..

Affinity CRM helped Buoyant Ventures track over 1,000 investment opportunities. The firm made nine investments using Affinity's automation and data... capture features. Buoyant Ventures integrated their website intake form with Affinity for seamless company intake. The CRM enabled a standardized evaluation process for prospective companies. Affinity gave Buoyant Ventures data-driven insights to make better investments faster.
Show More..

Affinity CRM helped Highland Europe track over 200 activities a year for 40+ portfolio companies. The firm faced challenges with... a fragmented tech stack and manual workflows. Affinity integrated with Zapier, Notion, and Google Docs to streamline deal sourcing and portfolio management. This solution created a single source of truth and improved collaboration. Highland Europe now automates processes and supports portfolio companies more efficiently.
Show More..

Affinity CRM helped Motive Partners increase deals reviewed by 66% in one year. Motive Partners had fragmented data and missed... opportunities. They used Affinity CRM to connect data sources and automate workflows. Now, they track 133,000 people and 65,000 organizations. The platform gives real-time deal pipeline visibility. Motive Partners eliminated duplicate outreach and improved relationship management.
Show More..

Affinity CRM helped Alpha Partners save over 100 hours a week by automating data entry and standardizing meeting templates. The private equity... firm needed to replace a legacy CRM and improve due diligence. Affinity made it easy to capture and share contact and deal information. The team saw 3x annual dealflow growth for two years. Transparency and team intelligence improved across the firm.
Show More..

Affinity helped Motive Partners fix data silos and boost deal flow. The firm used Affinity as their main CRM, connecting... tools like LinkedIn, Outlook, and Slack. This created a single source of truth for all deals and contacts. Motive Partners now tracks over 133,000 people and 65,000 organizations. In one year, they increased the number of deals reviewed by 66%. Affinity's integrations and AI features improved collaboration and data-driven decisions.
Show More..

Affinity CRM helped Dawn Capital manage its deal pipeline and relationship data. Dawn Capital struggled with siloed information and manual... data entry before using Affinity. The CRM gave the team fingertip access to relationship history and deal status. Affinity’s pipeline view made it easy to track investments and next steps. The team can now revisit prospects and plan actions efficiently.
Show More..

Affinity CRM helped f7 Ventures organize and scale their $50 million fund. The firm moved from email and spreadsheets to... a single CRM platform. This improved their deal flow management and stakeholder relationships. Affinity made their operations more organized and accountable. f7 Ventures is now better prepared for future growth. They use a data-driven approach for evaluating companies.
Show More..

Affinity’s Typeform integration helped 2150, a venture capital firm, standardize deal flow data intake. The solution let them use a... single intake form for all companies, making vetting faster and more consistent. Affinity dashboards gave the team better data insights and improved their investment strategy. The firm saw faster response times and more efficient deal management.
Show More..

Affinity CRM helped 8VC cut deal flow process time by 50%. 8VC, a venture capital firm, struggled with manual tools... and a dispersed team. Affinity provided a central hub for data, tagging, and searching. This improved decision-making and collaboration. 8VC now manages deals and relationships faster and more efficiently.
Show More..

Affinity helped Founders Intelligence speed up decision-making by automating data collection and shortlisting. The team used Affinity to build targeted... lists and access key data points like funding and investor history. This reduced manual prospecting and data entry. Founders Intelligence now consolidates market research, deal flow, and funding data on one platform. The platform also helps them find the right contacts and track their deal pipeline.
Show More..

Affinity helped Impact Delta move away from spreadsheets and siloed systems. The firm needed a better way to manage relationships... and deal pipelines as it grew. Affinity’s CRM automated data entry and centralized information from emails and calendars. This made it easy for the team to track client interactions and keep their pipeline organized. Staff quickly adopted the platform, saving time and improving follow-up with prospects.
Show More..

Affinity CRM helped Founders Intelligence speed up decision-making. The team struggled with manual prospecting and data entry. Affinity automated data... capture and delivered relationship intelligence. Now, Founders Intelligence builds targeted lists and consolidates market research in one place. This improved their deal flow management and access to tech trends.
Show More..

Affinity CRM helped Impact Delta move from spreadsheets to an automated CRM. Impact Delta needed to share relationship data and... manage deal pipelines as they grew. Before Affinity, their information was stuck in siloed systems. With Affinity, they now organize engagements and pipeline management. This supports their work in responsible capitalism and sustainability consulting.
Show More..

Affinity for Salesforce helped Endeavor capture and retain key organizational knowledge. Before, Endeavor struggled with manual data entry and lost... information when employees left. With Affinity, 300 employees now automatically sync emails and calendars, keeping all data in one place. This improved knowledge retention, enabled targeted outreach, and made network insights easy to access. The Chrome extension lets teams update Salesforce quickly while browsing. Half of Endeavor’s 600 staff now use Affinity, making daily work easier and supporting their mission to help entrepreneurs.
Show More..

Affinity for Salesforce helps Endeavor keep key knowledge when employees leave. 300 Endeavor employees use Affinity to capture emails, calendar... events, and interactions. This makes their Salesforce records stronger and more complete. Teams now find it easier to connect founders and mentors. Affinity's data enrichment lets Endeavor target outreach and grow their network.
Show More..

Affinity helped T3 Advisors track and nurture key business relationships. As T3 scaled, it needed better pipeline management and communication... tools. Affinity replaced SalesforceIQ to organize prospects and influencers. The platform gave the team full transparency from prospecting to deal close. This improved strategy, reduced duplicate work, and strengthened client communication.
Show More..

Affinity CRM helped Samsung Next centralize deal flow and automate pipeline management. The remote-first team used Affinity to log and... share deal details across continents. With Affinity, Samsung Next sourced over 4,000 companies in one year. The platform synced with email and calendars, reducing manual work. Built-in reporting and Slack alerts kept teams aligned. Easy onboarding and strong support drove adoption.
Show More..

Affinity CRM helped Sozo Ventures manage a $680 million fund across North America and Asia. Before Affinity, the team used... spreadsheets and email, causing poor visibility and tracking. Affinity automated meeting and email capture, saving time and improving relationship management. The platform gave both U.S. and Tokyo offices a single source of truth. Sozo Ventures now tracks almost 70 portfolio companies and supports their expansion into Japan.
Show More..

Affinity CRM helped Woodside Capital Partners save 40-60 hours a week with automated reporting. The firm needed a single source... of truth for managing M&A deals after struggling with three other CRMs. Affinity automatically tracked emails, contacts, and calendars. Lists and data enrichment gave a clear view of clients and prospects. Woodside now manages deals and shares updates with clients from one place.
Show More..

Affinity CRM helped TELUS Global Ventures save 2. 5 hours per person each week by automating manual work. The Automation...Builder and AI tools reduced missing data field instances by 60%. The investment team now spends less time on spreadsheets and more time on evaluating investments. Affinity CRM provides automated reports and centralized data, making workflows more efficient. TELUS Global Ventures improved data completeness and streamlined investment management.
Show More..

Affinity CRM helped Shaping Impact Group manage three funds and a broad network of investors. The firm needed better deal... sourcing and network management as it grew. Affinity created a single source of truth for contacts, activities, and emails. The solution improved visibility and streamlined investor relations. Team members now have more alignment and track outreach more easily.
Show More..

Affinity CRM helped LEAP Global Partners cut investment evaluation time to under 2 weeks. Before, manual reviews and scattered data... slowed decisions and caused missed opportunities. Now, all deal information is in one place. The team can quickly find founder and company details. This streamlined process means faster investment decisions and fewer redundant meetings.
Show More..

Affinity CRM helped VU Venture Partners manage data for their global investment teams. The firm needed a CRM that worked... as a database and supported dynamic views for multiple verticals. Affinity enabled quick access to key companies and tracked all interactions for their investor accelerator program. With Affinity, VU Venture Partners achieved a 72% IRR, surpassing top decile VC funds. The platform supports over 160 new participants each year and drives investment success.
Show More..

Affinity CRM helped Teamworthy Ventures manage key relationships as they grew from 5 to over 20 team members. The firm used... Affinity’s dashboards to prioritize support for portfolio companies. Affinity enabled personalized, strategic communication with founders and limited partners. Teamworthy Ventures maintained high-touch guidance while expanding across two offices. The CRM supported their growth in the fast-paced venture capital sector.
Show More..

Affinity helped Munich Re Ventures save over 100 hours per year by automating lead input. The firm achieved 96% CRM... adoption across teams. Affinity replaced legacy systems with a single deal management platform. Relationship intelligence and integrations improved data accuracy and visibility. Deal flow management and operational efficiency increased for the venture capital team.
Show More..

Affinity CRM helped Sapphire Ventures centralize deal management and track external interactions. The platform's integrations with CrunchBase, Dealroom, and PitchBook... let teams pull data into one place. Sapphire Ventures used Affinity to manage deal flow and nurture portfolio companies from investment to exit. The solution supported asynchronous work across global teams. This improved visibility and value across the firm.
Show More..

Affinity helped Notable Capital connect teams and founder networks. The firm had trouble with data silos and poor collaboration. Affinity... centralized data and integrated their tech stack. Now, Notable Capital has better data visibility and teamwork. They make decisions faster and support portfolio companies more efficiently. Affinity is their single source of truth for relationship management.
Show More..

Affinity CRM helped Uncork Capital boost founder engagement by 45%. The firm used Affinity to sync all data and contacts,... automate onboarding, and map relationships. Uncork saw a 122% increase in executive interactions and a 71% rise in stakeholder engagement. Affinity replaced manual tasks with automated workflows and improved decision-making. Uncork now manages its network and operations more efficiently with Affinity CRM.
Show More..

Affinity CRM helped Roble Ventures process over 1,000 deals a year with just three team members. The firm built its... VC operating system around Affinity, integrating up to 14 tools for a single source of truth. Automated workflows with Zapier, Typeform, and MailChimp cut manual work and data silos. Roble Ventures now manages 18 portfolio companies and a network of 2,000 advisors. 88% of their deals come through referrals, showing strong relationship management.
Show More..

Affinity CRM helped Notion Capital screen 50% more companies each year. Notion used Affinity and their RISTA tool to combine... data and speed up deal sourcing. The team replaced a hard-to-use CRM with Affinity for better data integration and tracking. Affinity gave them a single source of truth and made due diligence faster. Now, Notion has firmwide visibility and can nurture more relationships with prospects.
Show More..

Affinity CRM helped MassMutual Ventures surface 67,000 contacts and 43,000 organizations. MMV replaced outdated technology and improved relationship management with... Affinity. The CRM was fully implemented in under 60 days, including email and AWS integration. MMV now tracks deal flow and supports over 70 portfolio companies more efficiently. The team can quickly find connections and make valuable introductions.
Show More..

Affinity CRM helped R/GA Ventures track activity and manage deal flow in one place. Before Affinity, R/GA could not automatically... track activity or manage its pipeline. With Affinity's People Dashboard and list filters, R/GA gained better network visibility and improved deal tracking. The investing teams now have more context to make better investment decisions. Affinity CRM supports privacy safeguards for information sharing.
Show More..

Affinity CRM helped Pear Ventures unlock 11,467 introduction paths for sales, business development, and fundraising. Before Affinity, Pear VC used... manual spreadsheets and email chains to make introductions, which was slow and inefficient. With Affinity, Pear VC automated the process and maximized the value of its network for portfolio companies. The investment team now saves time and helps startups grow faster. Pear Ventures is an early-stage venture fund in the Bay Area.
Show More..

Affinity CRM helped Kapor Capital replace legacy systems and manage all LP relationships in one place. The firm consolidated four... tools and tracked over 15 years of network activity. Kapor Capital gained a 360 view of LPs and coinvestors, improving efficiency and engagement. The platform made it easier to communicate with LPs and support future fundraising. Affinity CRM enabled proactive network management for impact investing.
Show More..

Affinity CRM helped Intel Capital remove manual deal tracking. They eliminated seven custom applications and stopped using Excel and Airtable.... The kanban and list views made meetings and reporting easier. Affinity’s automation and AI Notetaker improved accuracy and visibility. Intel Capital now has a single, clean system for deal flow and reporting.
Show More..

Affinity CRM helped Samsung Next centralize deal flow and share details across global teams. The remote-first investment group needed a... way to build transparency and boost efficiency. Affinity CRM automated pipeline management and supported the full dealmaking workflow. Samsung Next sourced over 4,000 companies last year using Affinity. The platform became key to their operations.
Show More..

Affinity CRM helped T3 Advisors track and nurture key relationships. T3 Advisors needed better pipeline tracking and communication as they... grew. They switched from SalesforceIQ to Affinity to organize prospects and influencers. Affinity gave the team full transparency from prospecting to deal close. The platform made relationship management easier and more strategic for T3 Advisors.
Show More..

Affinity CRM helps Speedinvest track 10,000 leads a year and save over 400 hours of manual work. The Google Drive... integration keeps all deal information in one place. Speedinvest increased coverage of future Series A European company rounds by more than 30%. The fundraising team uses Affinity to communicate with 600 Limited Partners and manage data for 300+ portfolio companies. Affinity CRM improves investment decisions and relationship management for Speedinvest.
Show More..

Affinity helped Revolution’s Rise of the Rest Seed Fund manage relationships across 200+ portfolio companies. The team used Affinity to... track interactions, streamline processes, and gain data-driven insights. This made it easier to support startups and make valuable introductions. Affinity gave them a single place to view notes and opportunities, improving efficiency and portfolio support.
Show More..

Affinity CRM helped Redalpine manage hundreds of LP relationships. Redalpine struggled with spreadsheets and traditional CRM tools. Affinity gave them... better visibility and control over their investor relationships. The team now tracks deal status and fundraising with ease. Affinity supports Redalpine's growth in venture capital.
Show More..

Affinity CRM helped SOSV centralize its network and manage all relationships in one place. SOSV moved from scattered spreadsheets to... a single CRM built for venture capital. The solution automated tracking of interactions and improved access to contacts for both the firm and its portfolio founders. Affinity's integration with the SOSV Community Portal keeps data current and synced. SOSV now has better visibility and decision-making for its venture capital operations.
Show More..

Affinity CRM helped Future Planet Capital boost pipeline volume by 395%. The team now books meetings with founders in less... than 6 clicks. Affinity centralized data and streamlined deal sourcing and investor outreach. The platform uses integrations, templates, and filtering to improve efficiency. Future Planet Capital leverages 500,000 data points to evaluate companies.
Show More..

Affinity CRM helped Invus Opportunities boost opportunity tracking coverage by over 40%. The firm struggled with inefficient CRM systems and... manual data entry. Affinity's automatic activity capture created a shared source of truth. Now, Invus Opportunities tracks over 90% of opportunities in one place. The team saves hours each week on meeting prep and pipeline reviews.
Show More..

Affinity helped ABACON CAPITAL cut intake processing time by 60%. The team built a tech stack focused on relationships using... Affinity's integrations and open API. This made workflows faster and let the small team support their portfolio better. Affinity became the core of their investment strategy. ABACON CAPITAL now has a scalable, efficient technology ecosystem.
Show More..

Affinity CRM gave BDC Capital a secure, automated system for relationship management. BDC Capital tracked 32,000 organizations and 105,000 contacts,... a 5x increase. The platform removed friction in deal pipelines and centralized business network data. Teams now access accurate, up-to-date relationship intelligence. Affinity improved efficiency and changed how BDC Capital operates.
Show More..

Affinity helped Artesian, a global venture capital firm, fix disconnected and siloed deal flow systems. Artesian used Affinity’s API to... automate contact and deal data capture. The platform unified workflows from sourcing to recordkeeping. Artesian moved from manual processes to a single automated source of truth. This made data management easier and more reliable for their team.
Show More..

Affinity CRM helped BDev Ventures end CRM chaos. The team replaced a failing custom CRM with Affinity. They saw 100%... team adoption and cut weekly CRM meetings to zero. Prep time before calls dropped to 20 minutes. The firm built "Bdev Pro" using Affinity's AI tools, saving hours each week and enabling faster decisions.
Show More..

Affinity CRM helped IEG Investment Banking Group show clients its strong network. Before Affinity, IEG used RelateIQ, which became too... complex for tracking key relationships. With Affinity, IEG automated contact and company data from inbox and calendar. The CRM enriched profiles with industry data and gave actionable insights. This made relationship management easier and more strategic for IEG.
Show More..

Affinity CRM helped Corporate Advisory Solutions double their contacts database. The firm saved 15-20 hours of training per new hire.... They also saved $8,000 to $10,000 on manual data entry. CAS needed a CRM that was easy to use and quick to set up. Affinity CRM made onboarding fast and improved data management for this investment banking firm.
Show More..