Case Study: Artesian streamlines deal flow with Affinity

How Artesian streamlined their deal flow with Affinity

Artesian is a global alternative investment management firm that needed a better way to manage growing deal flow across disconnected systems. Their processes were siloed across email inboxes, handwritten notes, spreadsheets, Trello, and other tools, making it hard to track opportunities and answer basic questions about deal history. They chose Affinity, using its CRM and deal management platform to help unify sourcing, intake, and recordkeeping.

With Affinity, Artesian consolidated its workflows into a single source of truth and connected tools like Typeform, SharePoint, and its backend data warehouse through the Affinity API. This automated contact and deal data capture, powered a shared activity timeline and analytics dashboards, and improved visibility across the team. As a result, Artesian reduced manual work, captured applications that previously could be lost, and made it easier for the team to manage and scale deal flow efficiently.

Artesian

Connor Hughes

Chief Technology Officer