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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.

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Immediate Value

After this tutorial, you’ll use Relationship Intelligence to support due diligence — mapping team connections to target stakeholders, finding reference contacts through your network, and surfacing prior team knowledge of a target.

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Prerequisites

  • Tutorial 6: Relationship Intelligence
  • Tutorial 12: Advanced Pipeline Management

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Quick-Start Roadmap

  1. Use RI to map connections for due diligence targets
  2. Find reference contacts through your network
  3. Assess team-wide prior knowledge of a target

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Why RI Matters for Due Diligence

Due diligence depends on information gathering, and warm introductions typically yield more candid feedback than cold outreach. RI surfaces which teammates have existing connections to a target company, its leadership, investors, and customers — so you can route diligence requests through warmer paths.
Affinity guide: Due diligence checklist for venture capital and Due Diligence Strategies for the AI Era.

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Task 1: Map Connections for DD Targets

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Context

Before deep-diving into a target, map who on your team has connections to the company, its leadership, its investors, and its customers. This informs who should run intro calls, references, and management meetings.

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🎬 Watch

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Action

  1. Open the target company’s profile.
  2. Click the “Connections” tab.
  3. Review connection strength across your team for the target’s key people:
    • Who knows the CEO/founders?
    • Who knows their current investors?
    • Who knows their customers?
  4. For each key person, open their profile and check the Connections tab.
  5. Build a DD connection map: | Target Contact | Team Connector | Strength | Action | | --- | --- | --- | --- | | CEO | Partner A | 🟢 Strong | Request intro for management meeting | | Lead Investor | Associate B | 🟡 Medium | Request co-investor reference | | Key Customer | No connection | 🔴 None | Cold outreach or find alternative path |
RI only sees activity from synced email accounts. If a teammate hasn’t connected their email to Affinity, their connections won’t appear. Confirm coverage before assuming “no connection” is accurate.

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Expected Outcome

You have a connection map for your DD target showing who on your team can facilitate introductions to key stakeholders.

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Task 2: Find Reference Contacts

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Context

Find customers, former employees, industry experts, and co-investors in your team’s network who can provide reference perspectives on the target.

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Action

  1. Identify the reference contacts you want — current customers, former employees, industry experts, or co-investors.
  2. Search for each in Affinity (Cmd+K / Alt+K).
  3. Check the Connections tab on each profile for team connections.
  4. For each strong connection:
    • Note the connector and strength.
    • Request an introduction for a reference call.
    • Log the call as a note on the target company’s profile.

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Expected Outcome

You’ve identified reference contacts available through your team’s network and routed introduction requests through the right connectors.

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Task 3: Assess Team-Wide Knowledge

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Context

Before starting deep DD, check whether anyone at your firm has already evaluated this company (or a competitor) and documented findings. Existing notes, activity, and connections save duplicated work.

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Action

  1. Open the target company profile.
  2. Check the Activity Timeline — has anyone on the team interacted with this entity before?
  3. Check the Notes tab — are there existing notes from prior meetings or evaluations?
  4. Check the Connections tab — how many team members have connections?
  5. Search for competitors and adjacent companies in case the team has evaluated the space before.
Redacted opportunities and restricted profiles. If an opportunity is restricted (opp-level ACL) or a profile is redacted, some rows, cells, or activity entries may not be visible to you. Ask the opportunity owner or an admin if you need full access for diligence.

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Expected Outcome

You’ve assessed your firm’s existing knowledge about the target and can build on prior work instead of starting from scratch.

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Common Questions

You can screenshot the Connections tab or document the connection map manually. Affinity does not currently provide a structured “DD network export” — most teams create a “Network Assessment” section in their DD memo from RI findings.
RI only analyzes email accounts synced to Affinity. If a team member hasn’t connected their email, their connections won’t appear. Confirm all deal team members have synced email for maximum coverage.
Affinity supports opportunity-level access control (Restricted/Redacted Opportunities). When an opportunity is restricted, rows or cells may be hidden from users without access. Contact the opportunity owner or admin if you need elevated visibility for diligence.

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See It In Action

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Where to Go Next