Case Study: Sapphire Ventures manages pipeline and portfolio more effectively with Affinity

How Affinity provides Sapphire Ventures insights into its pipeline and portfolio

Sapphire Ventures is a global venture capital firm with teams across the US and Europe. In 2018, the firm needed a CRM that could centralize deal management and external interactions, support asynchronous collaboration across offices and verticals, and replace spreadsheets and a clunky legacy system. Sapphire turned to Affinity, a CRM built for private capital markets, to create a single system of record for its investment pipeline and portfolio network.

With Affinity, Sapphire centralized contacts, emails, interactions, and company data into one place, using integrations and enriched fields to track opportunities, surface warm introductions, and manage portfolio support more proactively. The result was a single source of truth that improved visibility across pre- and post-investment activity, helped teams avoid crossed wires, and enabled more targeted outreach and introductions. Sapphire also uses Affinity to track companies over time and support a portfolio spanning more than 170 investments, with over 30 public listings and 45 acquisitions.

Sapphire Ventures

Charlie Rexford

Chief of Staff