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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.

Concept — background and overview.
Workflows are end-to-end playbooks for getting specific outcomes out of Affinity — sourcing new deals, managing pipeline through close, running an LP fundraise, tracking portfolio KPIs. Each workflow stitches multiple Affinity features together into a repeatable process.

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Topics in this section

  • Sourcing & Discovery — find and qualify new opportunities
  • Deal Management — move deals through stages efficiently
  • Fundraising & IR — manage LP relationships and fund updates
  • Portfolio Operations — onboard, track, and support portfolio companies
  • Data & Reporting — build dashboards and maintain data hygiene
  • Team & Setup — onboard teammates and configure your workspace
  • Industry Guides — best practices by industry vertical