> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Affinity Recipes

> End-to-end playbooks for common Affinity use cases — AI/MCP, dealsourcing, deal management, fundraising, portfolio ops, and more.

<Note>
  **Concept** — background and overview.
</Note>

Workflows are end-to-end playbooks for getting specific outcomes out of Affinity — sourcing new deals, managing pipeline through close, running an LP fundraise, tracking portfolio KPIs. Each workflow stitches multiple Affinity features together into a repeatable process.

## Topics in this section

* **AI & MCP** — useful automations and workflows to use with Chat and MCP
* **Sourcing & Discovery** — find and qualify new opportunities
* **Deal Management** — move deals through stages efficiently
* **Fundraising & IR** — manage LP relationships and fund updates
* **Portfolio Operations** — onboard, track, and support portfolio companies
* **Data & Reporting** — build dashboards and maintain data hygiene
* **Team & Setup** — onboard teammates and configure your workspace
* **Industry Guides** — best practices by industry vertical


## Related topics

- [How to prioritize warm introductions and travel planning](/s/article/How-to-prioritize-warm-introductions-and-travel-planning.md)
- [How To Export Notes From Affinity](/s/article/How-to-export-notes-from-Affinity.md)
- [How to audit data completeness and team performance](/s/article/How-to-audit-data-completeness-and-team-performance.md)
- [How to enrich company profiles after discovery calls](/s/article/How-to-enrich-company-profiles-after-discovery-calls.md)
- [How to prepare for investor meetings using targeted search](/s/article/How-to-prepare-for-investor-meetings-using-targeted-search.md)