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How-to — task-oriented recipe.

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How to enrich company profiles after discovery calls

Last Updated: November 7, 2025 Object Tags: Data Enrichment, Discovery Calls, Field Editing, Sourcing, Deal Quality

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Overview

Capture and organize key information from founder calls, discovery meetings, or initial outreach while details are fresh. This workflow ensures you document company details, contacts, and insights systematically, building a rich database for future decision-making. What you’ll accomplish: Transform conversation insights into structured CRM data, capturing company fundamentals, key contacts, and strategic notes in appropriate fields. Who it’s for: Sourcing teams, investment analysts, business development professionals, and anyone conducting initial company research or founder conversations. When to use this: Immediately after discovery calls, founder meetings, conference conversations, or initial screening calls.

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Prerequisites

  • Call notes or recording from discovery conversation
  • Company already added to your sourcing/prospects list
  • Editor permissions in the list
  • Understanding of which fields are critical for your screening process

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Workflow Steps

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Step 1: Navigate to the Company

Quick navigation:
  1. Open your sourcing or prospects list in New Lists
  2. Use Find in View → Find Entries
  3. Type company name
  4. Press Enter to jump to the entry Alternative: If coming from calendar/email:
  5. Click company name link from meeting invite or email
  6. Opens directly to company profile
  7. Return to list view to edit fields inline

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Step 2: Update Core Company Information

Industry & Focus Area:
  1. Click Industry field
  2. Select primary industry from dropdown
  • If multi-select field, add secondary industries
  1. Tab to Focus Area or Product Category field
  2. Add specific categorization based on call
  • Example: “AI/ML” + “Healthcare” + “Enterprise SaaS” Business Model & Stage:
  1. Navigate to Business Model field
  2. Select model discussed (B2B, B2C, Marketplace, etc.)
  3. Update Stage field if applicable
  • Example: “Seed” → “Series A” if they just closed
  1. Add Revenue Model details if captured
  • Example: “Subscription”, “Usage-based”, “Transactional” Traction & Metrics:
  1. Click ARR or Revenue field
  2. Enter amount using shortcuts:
  • Type “2.5m” = $2,500,000
    • Type “500k” = $500,000
  1. Update Customer Count if discussed
  2. Add Growth Rate if founder shared
  • Example: “300% YoY”

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Step 3: Add Key Contacts

Founder Information:
  1. Navigate to Founders or Key Contacts field
  2. Press Enter to open Person field editor
  3. Search for founder names in Affinity
  4. Enter to add additional founders Investor/Advisor Information:
  5. Click Investors or Backers field
  6. Add known investors discussed in call
  7. Document notable advisors or board members

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Step 4: Capture Strategic Information

Investment Thesis Fit:
  1. Click Thesis Fit or custom dropdown field
  2. Rate alignment: “Strong”, “Moderate”, “Weak”
  3. Tab to Competitive Position field
  4. Note: “Leader”, “Fast Follower”, “Niche Player” Deal Temperature:
  5. Update Status based on call outcome
  • Example: “Sourcing” → “Active” if strong interest
  1. Add Close Date estimate if timeline discussed
  • Use “Q2 2026” for approximate quarters
  1. Update Priority ranking relative to other deals Next Steps & Timing:
  2. Navigate to Next Steps text field
  3. Type clear action items:
  • Example: “Send portfolio list by 11/10; Schedule partner intro by 11/20”
  1. Tab to Follow-up Date if tracked
  2. Set reminder if using Reminders panel

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Step 5: Add Detailed Notes

In the Notes panel:
  1. Click Notes icon or open panel
  2. Add structured note with key sections:
  • Meeting Date & Attendees
    • Company Overview: What they do, target market, differentiators
    • Traction: Key metrics and growth indicators
    • Team: Founder backgrounds and strengths
    • Ask: What they’re fundraising for and timeline
    • Our POV: Initial assessment and concerns
    • Next Steps: Action items with owners
  1. @mention team members who should review

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Step 6: Validate and Tag

Quality check:
  1. Scroll through updated fields visually
  2. Verify critical fields populated:
  • Industry, Stage, Status
    • At least one Key Contact
    • ARR or relevant traction metric
    • Next Steps
  1. Check data format (amounts using k/m notation, dates in correct format) Add discovery tags:
  2. Add Source tag: “Inbound”, “Outbound”, “Referral”, “Conference”
  3. Add Campaign or Initiative tags if tracking sourcing efforts

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Expected Outcome

  • Company profile contains structured, searchable data from your call
  • Key contacts are linked in CRM for relationship tracking
  • Strategic assessment fields reflect investment potential
  • Detailed notes capture context that won’t fit in structured fields
  • You can filter/sort on this company using new data (e.g., by Industry, Stage, Thesis Fit)
  • Team members can review company without needing to ask you questions

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Tips & Best Practices

Timing:
  • Update CRM immediately after call (within 15 minutes)
  • Details fade quickly - don’t wait until end of day
  • Block 10 minutes post-call on calendar for data entry Field Priority (what to capture first):
  1. Industry & Focus (enables filtering and pattern analysis)
  2. Key Contacts (builds relationship graph)
  3. Traction Metrics (supports screening decisions)
  4. Next Steps (ensures follow-through)
  5. Strategic Assessment (documents investment rationale) Data Quality:
  • Use dropdown fields instead of free text when possible
  • Be consistent with terminology (e.g., always “AI/ML” not “Artificial Intelligence”) Keyboard Efficiency:
  • Use Tab key to flow through fields without mouse
  • Use number shortcuts (k, m) for financial fields
  • Press Enter to move to next row when done Notes Best Practices:
  • Use consistent structure in Notes for easier scanning
  • Tag team members for specific action items
  • Include links to pitch deck, product demo, or other materials
  • Note any concerns or red flags prominently Enrichment Indicators:
  • Watch for enriched field icons (green) to avoid overwriting Affinity Data
  • You can override enriched data if founder provided different info
  • Document why you’re overriding in Notes

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Example Use Case

Jordan, a Sourcing Associate, just finished a 30-minute intro call with a healthcare AI startup: Immediately after call ends:
  1. Opens his “Active Sourcing” list
  2. Uses Find Entries → types “HealthAI” → navigates to company
  3. Rapid-fire field updates (3 minutes):
  • Industry: “Healthcare” + “AI/ML”
    • Focus Area: “Clinical Decision Support”
    • Stage: “Series A”
    • ARR: Types “3.5m”
    • Customer Count: Types “45”
    • Status: Changes from “Sourcing” to “Active”
    • Priority: “2 - High”
    • Close Date: “Q1 2026”
    • Next Steps: “Send portfolio list by 11/12; Partner intro by 11/20”
  1. Adds founders to Founders field (3 minutes):
  • Searches “Dr. Sarah Chen” → adds
    • Searches “David Park” → adds
  1. Clicks into Notes panel (4 minutes):
  • Adds structured note with meeting summary
    • Tags partner @Michael for review
    • Includes link to pitch deck in Drive
  1. Final validation scroll (1 minute) Total time: 11 minutes
Data captured: 15 structured fields + detailed note + 2 key contacts Result: Company is now searchable, filterable, and ready for partner review Two weeks later: Partner searches for “Healthcare” + “Series A” + “ARR > 2m” and immediately finds HealthAI with all context needed for decision.