Case Study: Buoyant Ventures streamlines investment sourcing and evaluation with Affinity

How Buoyant Ventures intelligently invests their $81 million in Assets Under Management using Affinity

Buoyant Ventures, a Chicago-based early-stage venture capital firm investing in digital solutions to climate risk, needed a CRM to help them manage and evaluate a growing pipeline of opportunities as they deployed their first $81M fund. As a new firm, they wanted a more strategic, data-driven way to source companies, track relationships, and standardize how they assessed potential investments.

Affinity helped Buoyant Ventures automate intake from its website into the CRM, sync contacts/emails/meetings, and trigger a standardized scoring process for every prospective company. With Affinity, Buoyant tracked about 1,000 companies that led to nine investments, giving the team measurable insight into the characteristics behind successful deals and helping them make better investments faster.

Buoyant Ventures

Amy Francetic

Co-Managing General Partner and Founder