Case Study: BDev Ventures scales from CRM chaos to record-breaking deal flow with Affinity

How BDev Ventures scaled from CRM chaos to their biggest investment month ever with Affinity

BDev Ventures, a venture capital firm investing across the U.S. and Latin America, was struggling with CRM chaos from a highly customized Bitrix system that required a dedicated management team and weekly troubleshooting meetings. The team also had inconsistent relationship data and poor adoption, making it hard to trust the CRM as a source of truth. To solve this, they looked for a venture-capital-specific platform that the whole team would actually use, and chose Affinity.

Affinity provided BDev Ventures with a turnkey relationship intelligence platform featuring seamless email and calendar integrations, AI-powered notetaking, and automated data capture. The firm achieved 100% team adoption across 23 employees, eliminated weekly CRM meetings, repurposed CRM staff to higher-value analytics, and reduced meeting prep time to 20 minutes with confidence in the data. Using Affinity as the core data foundation, BDev Ventures also built internal AI tools and recorded its biggest investment month ever with seven new investments.

BDev Ventures

Keshia Theobald-van Gent

Partner