List of Affinity Investment CRM Customers
San Francisco, 94133, CA,
United States
Since 2010, our global team of researchers has been studying Affinity Investment CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Affinity Investment CRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Affinity Investment CRM for CRM and Investor Relationship Management include: 8VC, a United States based Professional Services organisation with 150 employees and revenues of $18.0 million, Bain Capital Venture Partners, a United States based Banking and Financial Services organisation with 22 employees and revenues of $3.0 million, MassMutual Ventures, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Affinity Investment CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Affinity Investment CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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8VC | Professional Services | 150 | $18M | United States | Affinity.co | Affinity Investment CRM | CRM and Investor Relationship Management | 2019 | n/a | In 2019, 8VC deployed Affinity Investment CRM to centralize deal flow, pipeline management and portfolio documentation. The deployment was CRM-focused for investing and events/relationship management in the United States and incorporated the Affinity Pathfinder extension to enhance sourcing, list curation and reporting workflows. Affinity Investment CRM was configured to unify deal flow tracking, structured pipeline stages and consolidated portfolio records, creating a single source of truth for investor-facing activities. The implementation aligned contact and relationship management capabilities with deal and event workflows, and Affinity Pathfinder was used alongside the CRM to improve list generation and reporting capabilities, consistent with CRM functional patterns. Operational ownership sat with investing and events teams, who used the system for pipeline management, portfolio documentation and relationship orchestration across US activities. Governance changes emphasized a centralized repository and standardized reporting, and outcomes included faster processes and improved list and reporting capabilities as a result of combining Affinity Investment CRM with the Affinity Pathfinder extension. | |
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Bain Capital Venture Partners | Banking and Financial Services | 22 | $3M | United States | Affinity.co | Affinity Investment CRM | CRM and Investor Relationship Management | 2020 | n/a | In 2020, Bain Capital Ventures implemented Affinity Investment CRM, a CRM / deal management application, to centralize emails, calendar activity, contacts and pipeline reporting across its sub-teams in the United States. The deployment concentrated on CRM and deal management workflows and standardized weekly pipeline reviews to create consistent data capture across investment teams. Affinity Investment CRM was configured to serve as the firmwide relationship data repository and pipeline reporting layer. Functional modules and configuration centered on contact and activity capture, calendar and email ingestion, pipeline stage tracking and consolidated reporting, with Affinity CRM used as the principal module for deal flow visibility. Operational coverage spanned Bain Capital Ventures investment sub-teams, supporting sourcing and portfolio monitoring workflows and enabling a single source of truth for relationship data across the firm. Governance focused on standardizing review cadences and reporting outputs, and the implementation resulted in a single source of truth for relationship data and improved reporting across the firm as stated in the source. | |
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MassMutual Ventures | Banking and Financial Services | 20 | $2M | United States | Affinity.co | Affinity Investment CRM | CRM and Investor Relationship Management | 2018 | n/a | In 2018, MassMutual Ventures implemented Affinity Investment CRM to centralize deal flow and sourcing across its investment team in the United States, Category "". The implementation combined Affinity Investment CRM with Affinity Sourcing to bring automated data signals and relationship intelligence into frontline sourcing workflows. Configuration emphasized contact and relationship intelligence, pipeline management, automated signal ingestion, and workflow automation to support sourcing and portfolio functions. Affinity Sourcing was used specifically for proactive opportunity discovery and opportunity triage, and the deployment included curated pipeline views and automated alerts to accelerate qualification. Operational coverage was focused on sourcing, portfolio support, and workflow automation within the United States investment organization, serving the investment sourcing and portfolio management business functions. Governance centered on centralized CRM ownership, standardized triage workflows, and automated signal-driven assignment to ensure consistent handling of inbound opportunities. Affinity Sourcing reportedly helped the team discover and triage opportunities up to 5x faster, and the overall implementation served as a combined CRM and deal sourcing solution for MassMutual Ventures, with Affinity Investment CRM providing the primary relationship management and pipeline orchestration capabilities. |
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