Skip to main content

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.

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.

​
Overview

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

​
Getting started with lists

Upon sign in, you’ll notice that Affinity has provided you with a Deals list to begin with. Follow the suggestions below to create more lists from list templates and learn how these lists work best together to optimize your workflow. If you click on + New List, you’ll see other list templates readily available for use.
  1. Deals is an organization list that will help you/your team track all deals in one place.
    1. You can simply filter by all the won deals in the Status column, then create a new saved view by choosing Duplicate this view and labeling it “Portfolio Companies”.
    2. You can also create board views to visualize your deals by different stages of the pipeline.
    3. Keep these relationships warm by setting up reminder triggers.
  2. Portfolio Founders/CEOs is a people list that will help you/your team track all the founders of your portfolio companies in one place.
  1. Once a deal is won in the Deals list, go to this list and add the respective founders/CEOs.
  2. Keep these relationships warm by setting up reminder triggers.
  3. VC & Banker Ecosystem is an organization list that will help you/your team track key relationships with other Venture Capital, Private Equity, and Investment Banking firms.
  1. Use the columns provided (i.e. Firm Type, Sector Focus, Preferred Deal Stage, etc.) to easily filter and narrow down your list based on different interests and attributes.
  2. Fundraising & LPs is an opportunity list that will help you/your team track all your LPs and their respective statuses when it comes to raising capital for different funds over time.
    1. Make sure to fill out the default Organizations and People fields for each opportunity.
    2. Use the columns provided (i.e. Previous Funds Invested, Prospective Funds, etc.) to keep track.
  3. Talent Pipeline is a people list that consists of all the individuals in your network open to new opportunities in your portfolio companies.
  1. Keep these relationships warm by setting up reminder triggers.
  2. Create custom columns like Target Company Size, Target Industry, Interested Roles, and more.
  3. Newsletter Mailing List is a people list that consists of individuals that have opted in to receive monthly/quarterly newsletters.
  1. You can leverage Affinity’s bulk email feature and email templates feature.
  2. If you’re on the Advanced or Enterprise tiers and also use Mailchimp for your newsletters, you can also leverage Affinity’s native integration with Mailchimp.

​
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.

​
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.

​
Screenshots