Case Study: Alpha Venture Partners streamlines due diligence and saves 100+ hours a week with Affinity

How Alpha Partners standardizes and streamlines their due diligence process with Affinity

Alpha Venture Partners, a New York-based growth equity firm, needed a CRM to replace a difficult legacy system. Their challenge was to automate the manual capture of data on contacts and interactions and to standardize their process for performing due diligence on potential investment deals, a task that was consuming excessive manual labor.

The firm implemented Affinity for its relationship intelligence capabilities. The solution automated data entry from emails and calendars, saving the team approximately 100 hours per week, and provided standardized templates for meeting notes and deal scoring. As a result, Alpha Venture Partners streamlined their due diligence process and achieved a threefold growth in their annual dealflow over two years.

Alpha Venture Partners

Brian Smiga

Partner & Co-founder