Documentation Index
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Getting Started

Affinity Recipes

Overview

Overview

AI & MCP

Meeting Preparation with AI Chat
Meeting Prep & Data Update with Ascend
List Setup, Management and Clean-up with Claude
On-demand Pipeline Dashboard and Reports with Claude
Using Affinity MCP with Claude for Deal Intelligence
Turning an inbound pitch into a qualified record
Working a conference attendee list against your firm's network
Reviving dormant LP and family office relationships

Sourcing & Discovery

Find warm introductions to a target
How to prioritize warm introductions and travel planning
How to build targeted prospect lists with multi-criteria filtering
How to enrich company profiles after discovery calls
Affinity's best practice guide for deal sourcing

Deal Management

Run a weekly pipeline review
How to identify deals at risk using advanced filtering
How to manage your pipeline efficiently using saved views
How to automatically create opportunities from qualified leads
How to build a qualified pipeline using required fields
How to efficiently update your pipeline after team meetings
How to quickly audit and update stale deals in your pipeline
Affinity's best practices guide to deal management
Best practices for deal management

Fundraising & IR

Fundraising & IR
How to target the right investors using precise criteria
How to prepare for investor meetings using targeted search
Affinity's Best Practice Guide for Fundraising and Investor Relations
Managing relationships with prospective & existing LPs

Portfolio Operations

Portfolio Operations
How to strengthen key relationships using connection filters
Affinity's best practice guide for portfolio growth
Understanding portfolio support in Affinity
Tracking talent & candidates for portfolio companies

Data & Reporting

Data & Reporting
Export data for an LP update
How to audit data completeness and team performance
How to maintain data quality using saved views

Team & Setup

Team & Setup
How to standardize team workflows with shared views
How to standardize team workflows with required fields and triggers
How to enforce documentation at critical deal milestones
How to securely set up third-party integrations

Industry Guides

Overview
Best Practices Affinity For Accelerators And Incubators
Best Practices Affinity For Corporate Venture Capital
Best Practices Affinity For Investment Banking
Best Practices Affinity For Private Equity
Best Practices Affinity For Venture Capital
Investment banking overview in Affinity
How PE firms manage pipeline in Affinity

Portfolio Operations

Tracking talent & candidates for portfolio companies

Video resource from Affinity’s masterclass library.

Source: https://www.affinity.co/videos/tracking-talent-candidates-for-portfolio-companies

Category: Portfolio support & management · Type: Video

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Understanding portfolio support in Affinity

Data & Reporting

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