Welcome to Affinity. This Getting Started library is the Foundational Curriculum — a guided 90-day journey of 18 tutorials, designed to take you from your first sign-in to confident power-user. The curriculum mirrors what your team experiences in-product: a sequenced path that adds depth as you build habit. You can follow it linearly, or jump straight to the tier that matches where you are.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.
The 4-tier journey
Tier 1 — Foundation
Days 1–14. Six core tutorials that get you productive immediately — your first list, profiles, search, notes, pipeline, and Relationship Intelligence.
Tier 2 — Confidence
Days 14–30. Five tutorials to deepen core habits — list views, keyboard shortcuts, pipeline structure, team collaboration, and data quality.
Tier 3 — Intermediate
Days 31–60. Five tutorials to advance your practice — pipeline depth, automation rules, analytics, advanced lists, and RI for due diligence.
Tier 4 — Mastery
Days 60–90+. Two power-user tutorials — executive dashboards, board reporting, and advanced deal-flow forecasting.
Learning paths by role
If you’re focused on a specific role, jump to a curated path. Each picks 6 tutorials in sequence:| Path | Tutorials | Best for |
|---|---|---|
| Deal Sourcing | 1 → 3 → 6 → 7 → 9 → 12 | VCs sourcing new investments |
| Deal Management | 1 → 5 → 9 → 12 → 13 → 15 | Deal teams managing active pipeline |
| Fundraising & IR | 1 → 2 → 4 → 10 → 14 → 17 | IR teams managing LP relationships |
| Portfolio Management | 1 → 2 → 4 → 10 → 14 → 16 | Portfolio teams tracking companies |
| New Admin Setup | 1 → 7 → 8 → 11 → 13 → 15 | Admins configuring Affinity for their team |
What’s in each tutorial
Every tutorial includes:- Guided modules with step-by-step actions
- Embedded videos — product videos and quicktips
- Help Center references linked at every step
- Industry context from Affinity’s Best Practice guides
- Case studies drawn from customer webinars
- Deep Dive Masterclass links — 30–60 min instructor-led sessions