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Create, manage, and close deals faster and more easily with Affinity’s dedicated relationship intelligence platform. In this article, we’ll go over best practices and features you can leverage to get you/your team up and running in no time.

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Overview

  1. Getting started with lists
  2. Importing data into these lists
  3. Getting started with reporting/analytics

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Getting started with lists

Upon sign in, you’ll notice that Affinity has provided you with a few lists to begin with. Follow the suggestions below to understand how these lists work together to optimize your workflow.
  1. Proprietary Sourcing is an organization list that will help you/your team track relationships with the organizations that provide you with potential new deals and opportunities.
  1. Keep these relationships warm by setting up reminder triggers.
  2. Once you source a new deal, go to your Deal Pipeline list to create a new opportunity for this new deal.
  3. Deal Pipeline is an opportunity list that will help you/your team track all deals in one place.
  1. Make sure to fill out the default Organizations and People fields for each opportunity with the relevant organization and people.
  2. Instead of creating a new organization list just for your portfolio companies, you can simply filter by all the won deals in the Status column.
  3. You can also create board views to visualize your deals by different stages of the pipeline.
  4. Keep these relationships warm by setting up reminder triggers.
  5. Intermediary Coverage is an organization list that will help you/your team track relationships with investment banks, consultancies, law firms, and other intermediaries.
  1. Use the columns provided (i.e. Institution Type, Tier, etc.) to easily filter and narrow down your list.
  2. Investor Relations is an opportunity list that will help you/your team track all your LPs and their respective statuses.
  1. Make sure to fill out the default Organizations and People fields for each opportunity.
  2. Use the columns provided (i.e. Investor Type, Investment Size, etc.) to easily filter and narrow down your list.
  3. Expert List is a people list that will help you/your team track relationships with subject matter experts in different industries and roles.
  1. Keep these relationships warm by setting up reminder triggers.

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Importing data into these lists

Now that you have these lists set up, quickly migrate data from other CRMs into Affinity using our data importer.

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Getting started with reporting/analytics

Once your lists are filled with relevant data, you can leverage Affinity Analytics if you’re on the Scale, Advanced, or Enterprise tiers.
  1. Getting started with Affinity Analytics
  2. Affinity Analytics - List Summary Reports
  3. Affinity Analytics - Introductions Summary Reports
  4. Affinity Analytics - Team Activity Reports
  5. Affinity Analytics - Funnel Analysis Reports
  6. Get notified when certain metrics/thresholds are met using Affinity Analytics alerts.