Case Study: Seaside Equity Partners closes 15+ deals and strengthens relationship management with Affinity

How Seaside Equity Partners closed 15+ deals and built thousands of new relationships with Affinity

Seaside Equity Partners, a Western U.S.-focused private equity firm, was managing deal relationships in Excel spreadsheets and a task management tool that wasn’t built for relationship tracking. This created missed follow-ups, duplicate outreach, and limited visibility across the team. To solve this, Seaside turned to Affinity’s CRM and relationship intelligence platform.

Affinity centralized Seaside’s relationships, automated email tracking, streamlined pipeline management, and made collaboration easier across the team. Since implementing Affinity, Seaside has closed 15+ deals, has 10 more under exclusivity, and has built thousands of new relationships while saving countless hours previously lost to manual spreadsheet work.

Seaside Equity Partners

Doug Parker

Head of Origination