Case Study: TELUS Global Ventures achieves more efficient investment workflows with Affinity

How TELUS Global Ventures creates more efficient workflows with Affinity

TELUS Global Ventures (TGV), one of the world’s most active corporate venture capital funds, was relying on manual, spreadsheet-driven processes to manage its investment pipeline. This made data hard to keep current and share, created siloed information, and left the team spending too much time on administration instead of evaluating investments. The firm needed a more centralized, reliable way to track progress and report to leadership, which led them to Affinity.

Affinity helped TELUS Global Ventures streamline workflows with its CRM, Automation Builder, AI tools like Deal Assist and Notetaker, and reporting capabilities. The solution automated data updates, standardized meeting notes, and created scheduled pipeline reports for stakeholders. As a result, TGV reported about a 60% improvement in data completeness and saved roughly 2.5 hours per person each week, allowing the investment team to spend more time on strategic decision-making.

TELUS Global Ventures

Kat Nicanorova

Operations Manager