Case Study: 8VC cuts deal flow process time by 50% with Affinity CRM

8VC cuts deal flow process time by 50% using Affinity CRM and the Pathfinder extension

8VC is an early-stage venture capital firm investing in technology-driven companies across healthcare, logistics, fintech, and enterprise software. As the team grew across multiple offices and managed a larger network of investors, founders, and portfolio companies, it struggled to keep relationship and deal information organized using manual tools and a CRM that didn’t capture key interactions before and after investments. This led to missed opportunities, duplicate outreach, and an incomplete view of their network.

Affinity provided 8VC with a central CRM system of record, using Affinity CRM and the Pathfinder Chrome extension to consolidate notes, documents, contacts, tagging, search, reporting, and targeted list building in one place. With Affinity, 8VC cut deal flow process time by 50%—from 4 hours to 2 hours—improved collaboration, and created a one-stop shop for deal and portfolio information.

8VC

Caroline Haun

Operations Director