> ## 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. # How to enrich company profiles after discovery calls > Workflow recipe: How to enrich company profiles after discovery calls **How-to** — task-oriented recipe. ## How to enrich company profiles after discovery calls **Last Updated:** November 7, 2025 **Object Tags:** Data Enrichment, Discovery Calls, Field Editing, Sourcing, Deal Quality *** ## 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. *** ## 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 *** ## Workflow Steps ### 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 ### 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" ### 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 ### 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 ### 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 ### 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 *** ## 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 *** ## 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 *** ## 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. ***