Deal flow and pipeline management for investors
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 StudySource 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.
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