Multi-channel intake
Affinity forms, forwarded intros, and warm referral templates normalize into one company record with source, introducer, and owner.
Solutions
Deal Flow
Venture capital CRM hygiene and deal flow software — inside Affinity.
Deal flow management for VC funds: structured intake from Affinity, forwarded intros, and warm referrals — deduped, enriched, and packaged so partners spend time on judgment, not triage.
The problem
Deal flow is a shared inbox pretending to be a process.
Intros arrive in Outlook, Slack, Affinity notes, and partner forward chains. The same company gets logged three times. Enrichment is manual. IC materials are assembled the night before from half-updated fields.
- Duplicate companies across Affinity and spreadsheets
- Enrichment that depends on whoever opened the email
- No single source for stage, owner, or next action
- IC briefs rebuilt from scratch every week
Capabilities
What we put in place.
A defined intake pipeline that sits inside Affinity and your existing mail stack — not another CRM your partners won't open.
Enrichment & dedupe
Domain, LinkedIn, and firmographic fields fill automatically. Near-duplicates surface for merge before they pollute the pipeline.
Outreach hygiene
Stage-gated sequences and status rules keep founder communication consistent without turning partners into SDR tools.
IC-ready briefs
One-click packs pull thesis fit, prior touchpoints, and key metrics into a format your IC already uses.
Workflow
How a deal moves.
- 01
Capture
Intro lands in Affinity or email. Source and introducer are stamped at create.
- 02
Normalize
Company is matched or created, enriched, and assigned an owner and stage.
- 03
Qualify
Required fields and thesis tags gate progression. Gaps show before the partner meeting.
- 04
Brief
IC materials assemble from the live record — no last-minute spreadsheet paste.
Systems
Built inside tools you already run.
We automate the workflow — we do not ask your team to migrate onto a new platform.
AffinityOutlookGoogle WorkspaceNotionExcel
Outcomes
What changes after go-live.
- One company record per opportunity
- Partner time spent on decisions, not data chase
- IC packs that match the CRM, not a parallel deck
- Audit trail from intro to pass or invest
Related
Other systems in the operating model.
See where deal flow fits your fund.
Forty-five minutes with a partner. We map the workflow and leave you with a written recommendation — whether or not you engage us.
Book an Ops Review