The 4-tier journey
Tier 1 — Foundation
Days 1–14. Six core tutorials that get you productive immediately — your first list, profiles, search, notes, pipeline, and Relationship Intelligence.
Tier 2 — Confidence
Days 14–30. Five tutorials to deepen core habits — list views, keyboard shortcuts, pipeline structure, team collaboration, and data quality.
Tier 3 — Intermediate
Days 31–60. Five tutorials to advance your practice — pipeline depth, automation rules, analytics, advanced lists, and RI for due diligence.
Tier 4 — Mastery
Days 60–90+. Two power-user tutorials — executive dashboards, board reporting, and advanced deal-flow forecasting.
Learning paths by role
If you’re focused on a specific role, jump to a curated path. Each picks 6 tutorials in sequence:| Path | Tutorials | Best for |
|---|---|---|
| Deal Sourcing | 1 → 3 → 6 → 7 → 9 → 12 | VCs sourcing new investments |
| Deal Management | 1 → 5 → 9 → 12 → 13 → 15 | Deal teams managing active pipeline |
| Fundraising & IR | 1 → 2 → 4 → 10 → 14 → 17 | IR teams managing LP relationships |
| Portfolio Management | 1 → 2 → 4 → 10 → 14 → 16 | Portfolio teams tracking companies |
| New Admin Setup | 1 → 7 → 8 → 11 → 13 → 15 | Admins configuring Affinity for their team |
What’s in each tutorial
Every tutorial includes:- Guided modules with step-by-step actions
- Embedded videos — product videos and quicktips
- Help Center references linked at every step
- Industry context from Affinity’s Best Practice guides
- Case studies drawn from customer webinars
- Deep Dive Masterclass links — 30–60 min instructor-led sessions