Case Study: Shaping Impact Group improves deal sourcing and investor relations with Affinity CRM

How Affinity improves deal sourcing and management for Shaping Impact Group

Shaping Impact Group, a Netherlands-based impact fund manager, needed a better way to manage a growing network of investors, co-investors, portfolio companies, and industry contacts. As the team expanded, manual tracking of deal-sourcing activities, follow-ups, and relationship history became difficult, creating visibility gaps and the risk of losing important opportunities. To address this, the firm turned to Affinity CRM.

With Affinity, Shaping Impact Group centralized contacts, emails, meetings, and activity into a single source of truth, bringing more structure to deal sourcing and network management. The result was improved visibility into outreach, better alignment across the team, and less time spent manually updating statuses and contacts, allowing the firm to focus more on due diligence, investor relations, and portco management.

Shaping Impact Group

Pieter Oostlander

Founding Partner and Impact Fund Manager