Supporting portfolio companies post-investment.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.
Onboard a new portfolio company
Add a closed deal to your portfolio list, set up board cadence, and link key contacts.
Track portfolio KPIs
Define custom fields, capture periodic metrics, and dashboard the trends.
Coordinate board meetings
Use reminders, files, and notes on portfolio profiles to centralize board materials.