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.
Affinity CRM helped Bain Capital Ventures centralize all their data. The team eliminated information silos and improved collaboration. Affinity synced emails, calendar invites, and contacts for bette...r relationship management. Reporting features gave sub-teams a standard way to track progress. Enterprise security ensured compliance with strict policies. Bain Capital Ventures now makes more data-driven investment decisions.
Affinity CRM helped Dawn Capital manage its deal pipeline and contact data in one place. Before, Dawn Capital struggled with siloed information and manual data entry. With Affinity, the team can see ...the full relationship history for portfolio companies and investors. The pipeline view lets them track deal status and plan next steps. This makes it easier to revisit prospects and manage investments.
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. Kyle Lui, principal at DCM Ventures, says Affinity makes him a better VC.
Affinity CRM helped Firstminute Capital track and understand its global network. The venture fund struggled with siloed systems like email and spreadsheets. Affinity CRM offered integration, deep tra...cking, and easy use. Now, Firstminute Capital gets granular visibility into relationship strength. This helps them find better investment opportunities.
Affinity CRM helped Pear VC unlock 11,467 introduction paths for sales, business development, and fundraising. Before using Affinity, Pear VC managed introductions manually with spreadsheets and emai...ls. The new system automated the process, saving time and effort. Pear VC now maximizes its network value for portfolio companies. The investment team uses Affinity to support early-stage tech startups.
Affinity CRM helped Redalpine, a venture capital firm, manage hundreds of LP relationships. Redalpine struggled with spreadsheets and traditional CRM tools. Affinity gave them better visibility and c...ontrol over their business relationships. The team now tracks deal status and manages fundraising more easily. Affinity supports Redalpine in growing its business and supporting over 80 portfolio companies.
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.
Affinity CRM helped Bain Capital Ventures centralize all their data. The team eliminated information silos and improved collaboration. Affinity synced emails, calendar invites, and contacts for bette...r relationship management. Reporting features gave sub-teams a standard way to track progress. Enterprise security ensured compliance with strict policies. Bain Capital Ventures now makes more data-driven investment decisions.
Affinity CRM helped Dawn Capital manage its deal pipeline and contact data in one place. Before, Dawn Capital struggled with siloed information and manual data entry. With Affinity, the team can see ...the full relationship history for portfolio companies and investors. The pipeline view lets them track deal status and plan next steps. This makes it easier to revisit prospects and manage investments.
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. Kyle Lui, principal at DCM Ventures, says Affinity makes him a better VC.
Affinity CRM helped Firstminute Capital track and understand its global network. The venture fund struggled with siloed systems like email and spreadsheets. Affinity CRM offered integration, deep tra...cking, and easy use. Now, Firstminute Capital gets granular visibility into relationship strength. This helps them find better investment opportunities.
Affinity CRM helped Pear VC unlock 11,467 introduction paths for sales, business development, and fundraising. Before using Affinity, Pear VC managed introductions manually with spreadsheets and emai...ls. The new system automated the process, saving time and effort. Pear VC now maximizes its network value for portfolio companies. The investment team uses Affinity to support early-stage tech startups.
Affinity CRM helped Redalpine, a venture capital firm, manage hundreds of LP relationships. Redalpine struggled with spreadsheets and traditional CRM tools. Affinity gave them better visibility and c...ontrol over their business relationships. The team now tracks deal status and manages fundraising more easily. Affinity supports Redalpine in growing its business and supporting over 80 portfolio companies.
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 can build targeted lists and access key data points fast. They manage market research and deal flow on one platform.
Affinity CRM helped Impact Delta move from spreadsheets to an automated CRM. The consulting firm needed to share relationship data and manage deal pipelines as they grew. Affinity provided a single s...ystem for deal pipeline management and relationship intelligence. Now, Impact Delta has an organized way to manage engagements and pipelines. The solution fits their relationship-driven consulting business.
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 can build targeted lists and access key data points fast. They manage market research and deal flow on one platform.
Affinity CRM helped Impact Delta move from spreadsheets to an automated CRM. The consulting firm needed to share relationship data and manage deal pipelines as they grew. Affinity provided a single s...ystem for deal pipeline management and relationship intelligence. Now, Impact Delta has an organized way to manage engagements and pipelines. The solution fits their relationship-driven consulting business.
Real Estate Case Studies and Customer Success Stories with Affinity
T3 Advisors
- Real Estate
Affinity CRM helped T3 Advisors track and nurture key relationships. T3 Advisors needed a better way to manage its deal pipeline as it grew. After switching from SalesforceIQ, they used Affinity to o...rganize prospects and influencers. The platform gave the team full transparency from prospecting to deal close. Affinity became essential for managing real estate deals and client relationships.
Affinity CRM helped T3 Advisors track and nurture key relationships. T3 Advisors needed a better way to manage its deal pipeline as it grew. After switching from SalesforceIQ, they used Affinity to o...rganize prospects and influencers. The platform gave the team full transparency from prospecting to deal close. Affinity became essential for managing real estate deals and client relationships.
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 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.
Other Industry Case Studies and Success Stories with Affinity
Highland Europe
- Venture Capital
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.
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’s Typeform integration helped 2150 standardize deal flow data intake. 2150 needed to manage more deals and make their review process faster. The integration let them use a single intake form... for all companies. This made it easier to compare deals and sped up the first review. Affinity dashboards gave the team better data and improved their investment decisions. The result was faster responses, better teamwork, and more efficient deal vetting.
Affinity CRM helped Alpha Partners automate data entry and standardize meeting templates. The firm saved over 100 hours a week in manual work. Alpha Partners replaced a legacy CRM and improved how th...ey manage due diligence. The team now captures information more easily and shares contacts across the firm. Dealflow tripled annually for two years after using Affinity.
Affinity CRM helped Buoyant Ventures manage $81 million in assets. The firm used Affinity to track over 1,000 investment opportunities. Automation features let them capture and evaluate companies in ...a standard way. This led to nine investments in digital climate solutions. Affinity gave Buoyant a clear view of what made those investments successful.
Affinity CRM helped Motive Partners fix data fragmentation across their global investment team. Motive used Affinity to connect data sources and build custom workflows. This gave them real-time visib...ility into their deal pipeline. Motive now tracks over 133,000 people and 65,000 organizations. They increased the number of deals reviewed in one year by 66%. Affinity became the core of their technology stack.
Revolution (Rise of the Rest Seed Fund)
- Venture Capital
Affinity helped Revolution's Rise of the Rest Seed Fund support over 200 portfolio companies. The team needed a way to deliver strong support and stand out as their portfolio grew. Affinity gave them... tools to track interactions, manage introductions, and get data-driven insights. Now, they have a central place for notes and can make better connections for their startups. This led to more efficient operations and a clearer view of their value.
Affinity CRM helped SOSV centralize its network and manage relationships. SOSV moved from scattered spreadsheets to a single CRM built for venture capital. The firm now tracks interactions and levera...ges connections more easily. Affinity integrates with the SOSV Community Portal, letting founders update data that syncs with the CRM. This change gives SOSV better visibility and access to contacts for both the firm and its portfolio company founders.
Affinity CRM helped VU Venture Partners manage data and deal flow across multiple investment verticals. The firm needed a CRM that worked as a database and supported dynamic team views. Affinity’s li...st views let teams access key companies and track interactions with investor accelerator cohorts. VU Venture Partners achieved a 72% IRR, surpassing top decile VC funds. Affinity supports over 160 new people a year, helping VU Venture Partners grow and prepare new investors.
Affinity CRM helped Woodside Capital Partners save 40-60 hours a week with automated reporting. The firm needed a better way to manage M&A deals and replace spreadsheets. Affinity let them track emai...ls, contacts, and calendars in one place. Lists and data enrichment gave a clear view of clients and prospects. Now, Woodside can manage deals and share updates with clients easily.
Affinity helped ABACON CAPITAL cut intake processing time by 60%. The team built a new tech stack using Affinity as the core relationship intelligence platform. Integrations and an open API connected... all their software. The small team now works more efficiently and supports their portfolio better. The solution matches their long-term business goals and values.
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 wo...rkflows from sourcing to recordkeeping. Artesian moved from manual processes to a single source of truth. Their team now manages data more easily and avoids missing new information.
Affinity CRM helped BDC Capital automate and centralize relationship management. The platform enabled a 5x increase in organizations and contacts tracked, reaching 32,000 organizations and 105,000 co...ntacts. BDC Capital reduced manual input and improved deal pipeline management. The solution gave teams a secure, accurate map of their business network. Relationship intelligence features supported better deal sourcing and portfolio management.
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 neede...d a CRM that was easy to use and quick to set up. Affinity CRM made their investment banking team more efficient and digital-first.
Affinity CRM helped IEG Investment Banking Group show the strength of its network to clients. IEG switched from RelateIQ because it was too complex to track key relationships. With Affinity, IEG can ...automate contact and company data from inbox and calendar. The CRM enriches profiles with industry data for better insights. This gives IEG a clear advantage in investment banking deals.
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. The People Dashboard and list ...filters gave R/GA a deeper understanding of its network. The investing teams now have more context to make better investment decisions. Affinity CRM supports privacy safeguards for information sharing.
Affinity CRM helped Samsung Next centralize deal flow and share details across global teams. The remote-first venture capital group needed a way to build transparency and improve efficiency. Affinity... CRM automated pipeline management and supported the entire dealmaking workflow. Samsung Next sourced over 4,000 companies last year using Affinity. The platform enabled experts to collaborate and make better decisions.
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.
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’s Typeform integration helped 2150 standardize deal flow data intake. 2150 needed to manage more deals and make their review process faster. The integration let them use a single intake form... for all companies. This made it easier to compare deals and sped up the first review. Affinity dashboards gave the team better data and improved their investment decisions. The result was faster responses, better teamwork, and more efficient deal vetting.
Affinity CRM helped Alpha Partners automate data entry and standardize meeting templates. The firm saved over 100 hours a week in manual work. Alpha Partners replaced a legacy CRM and improved how th...ey manage due diligence. The team now captures information more easily and shares contacts across the firm. Dealflow tripled annually for two years after using Affinity.
Affinity CRM helped Buoyant Ventures manage $81 million in assets. The firm used Affinity to track over 1,000 investment opportunities. Automation features let them capture and evaluate companies in ...a standard way. This led to nine investments in digital climate solutions. Affinity gave Buoyant a clear view of what made those investments successful.
Affinity CRM helped Motive Partners fix data fragmentation across their global investment team. Motive used Affinity to connect data sources and build custom workflows. This gave them real-time visib...ility into their deal pipeline. Motive now tracks over 133,000 people and 65,000 organizations. They increased the number of deals reviewed in one year by 66%. Affinity became the core of their technology stack.
Revolution (Rise of the Rest Seed Fund)
- Venture Capital
Affinity helped Revolution's Rise of the Rest Seed Fund support over 200 portfolio companies. The team needed a way to deliver strong support and stand out as their portfolio grew. Affinity gave them... tools to track interactions, manage introductions, and get data-driven insights. Now, they have a central place for notes and can make better connections for their startups. This led to more efficient operations and a clearer view of their value.
Affinity CRM helped SOSV centralize its network and manage relationships. SOSV moved from scattered spreadsheets to a single CRM built for venture capital. The firm now tracks interactions and levera...ges connections more easily. Affinity integrates with the SOSV Community Portal, letting founders update data that syncs with the CRM. This change gives SOSV better visibility and access to contacts for both the firm and its portfolio company founders.
Affinity CRM helped VU Venture Partners manage data and deal flow across multiple investment verticals. The firm needed a CRM that worked as a database and supported dynamic team views. Affinity’s li...st views let teams access key companies and track interactions with investor accelerator cohorts. VU Venture Partners achieved a 72% IRR, surpassing top decile VC funds. Affinity supports over 160 new people a year, helping VU Venture Partners grow and prepare new investors.
Affinity CRM helped Woodside Capital Partners save 40-60 hours a week with automated reporting. The firm needed a better way to manage M&A deals and replace spreadsheets. Affinity let them track emai...ls, contacts, and calendars in one place. Lists and data enrichment gave a clear view of clients and prospects. Now, Woodside can manage deals and share updates with clients easily.
Affinity helped ABACON CAPITAL cut intake processing time by 60%. The team built a new tech stack using Affinity as the core relationship intelligence platform. Integrations and an open API connected... all their software. The small team now works more efficiently and supports their portfolio better. The solution matches their long-term business goals and values.
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 wo...rkflows from sourcing to recordkeeping. Artesian moved from manual processes to a single source of truth. Their team now manages data more easily and avoids missing new information.
Affinity CRM helped BDC Capital automate and centralize relationship management. The platform enabled a 5x increase in organizations and contacts tracked, reaching 32,000 organizations and 105,000 co...ntacts. BDC Capital reduced manual input and improved deal pipeline management. The solution gave teams a secure, accurate map of their business network. Relationship intelligence features supported better deal sourcing and portfolio management.
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 neede...d a CRM that was easy to use and quick to set up. Affinity CRM made their investment banking team more efficient and digital-first.
Affinity CRM helped IEG Investment Banking Group show the strength of its network to clients. IEG switched from RelateIQ because it was too complex to track key relationships. With Affinity, IEG can ...automate contact and company data from inbox and calendar. The CRM enriches profiles with industry data for better insights. This gives IEG a clear advantage in investment banking deals.
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. The People Dashboard and list ...filters gave R/GA a deeper understanding of its network. The investing teams now have more context to make better investment decisions. Affinity CRM supports privacy safeguards for information sharing.
Affinity CRM helped Samsung Next centralize deal flow and share details across global teams. The remote-first venture capital group needed a way to build transparency and improve efficiency. Affinity... CRM automated pipeline management and supported the entire dealmaking workflow. Samsung Next sourced over 4,000 companies last year using Affinity. The platform enabled experts to collaborate and make better decisions.
