Affinity
60 Case Studies
A Affinity Case Study
LEAP Global Partners is a San Francisco-based seed/Series A venture capital firm focused on B2B fintech, SaaS, and commerce. As the team grew, it struggled with a manual, linear deal-review process that relied on inconsistent pitch decks, repetitive meetings, and time-consuming due diligence, which slowed responses and risked missed opportunities. To standardize and speed up deal flow, LEAP turned to Affinity CRM.
With Affinity, LEAP centralized deal, founder, and company information in one system of record and integrated it with tools like Typeform, ChatGPT’s API, Notion, Google Drive, Pitchbook, LinkedIn, and Crunchbase. Affinity helped the team automate intake, create investment records in minutes, and run twice-weekly pipeline reviews with consistent data. As a result, LEAP cut its investment decision turnaround from as long as 3–4 months to under two weeks.
Cuco Vega
Head of Platform