Case Study: BDC Capital centralizes relationship management and deal pipelines with Affinity

BDC Capital Centralizes and Automates Relationship Management with Affinity

BDC Capital, the investment arm of the Business Development Bank of Canada, needed a new CRM to support its deal pipeline and relationship management across a highly networked venture capital organization. Its teams were relying on manual data entry, Excel spreadsheets, and siloed tools, which made relationship tracking incomplete, inefficient, and difficult to secure under strict privacy requirements.

Affinity provided BDC Capital with a secure, automated, centralized relationship intelligence CRM that ingests email and calendar data, automates contact and company record creation, and offers granular privacy controls. With Affinity, BDC Capital achieved a fivefold increase in tracked organizations and contacts, eliminated manual data entry and deduplication work, and gained a comprehensive view of relationships to improve deal sourcing and pipeline management.

BDC

Martin Philipp

Senior Manager of Operations Support