Case Study: Invus Opportunities boosts opportunity tracking and saves time with Affinity

How Invus Opportunities increased centralized opportunity tracking by 40% with Affinity

Invus Opportunities, a private equity firm investing in private technology businesses, had struggled for years with clunky CRM systems and spreadsheets that required too much manual upkeep. As a result, historical context was lost, network relationships were underused, and opportunity tracking across the team was inconsistent. To fix this, the firm turned to Affinity and its CRM platform.

With Affinity, Invus Opportunities automatically captured network activity, meetings, and calendars to create a centralized source of truth for deal flow and relationship history. The firm increased opportunity tracking coverage to over 90%, up from less than 50%, and saved a couple of hours each week in pipeline meeting preparation and execution. Affinity also improved visibility, helped streamline weekly reviews, and gave the team a faster, more efficient way to manage and evaluate opportunities.

Invus

Bryan Kim

Partner