Multi-channel intake
Normalize Affinity forms, forwarded intros, and referral templates into one company record with source and introducer.
Integrations
Affinity CRM Automation for Venture Capital Funds
Venture capital CRM hygiene inside Affinity — not a parallel spreadsheet.
Affinity CRM automation for VC deal flow: intake, enrichment, dedupe, and IC brief assembly so partners work from one company record, not three inboxes.
The friction
Where Affinity work usually breaks.
- Duplicate companies from email forwards and warm intros
- Enrichment that depends on whoever opened the thread
- Stage and owner fields left blank until IC week
- Briefs rebuilt from Affinity notes the night before
What we automate
Inside Affinity — not beside it.
Enrichment & dedupe
Fill firmographic fields automatically and surface near-duplicates before they pollute the pipeline.
IC brief packs
Assemble thesis fit, prior touchpoints, and required fields into the format your IC already uses.
Related solutions
Workflows we connect to Affinity.
Carta
Carta software workflows for capital calls, distributions, and reconciliations.
Excel
Keep Excel where it earns its keep — retire it where it creates risk.
Notion
Operating docs and reporting drafts that stay tied to live data.
See what Affinity automation looks like for your fund.
Forty-five minutes with a partner. We map the workflow and leave a written recommendation.
Book an Ops Review