Case Study: Munich Re Ventures streamlines deal management with Affinity

How Munich Re Ventures built an efficient VC tech stack and drove 96% adoption with Affinity

Munich Re Ventures, the corporate venture capital arm of Munich Re, was managing deal flow and operations across spreadsheets, legacy tools, and a disconnected CRM, which made it hard to maintain clean data, track relationships, and create a single source of truth across the firm. They needed a more integrated platform to support sourcing, investment, and portfolio management.

Affinity implemented a centralized deal management and relationship intelligence platform for Munich Re Ventures, automating lead intake, syncing emails/meetings/contacts, and integrating with tools like Outlook, Slack, Typeform, and Eventbrite. As a result, Munich Re Ventures saved 100+ hours per year on manual lead entry, achieved 96% firm-wide CRM adoption, and improved visibility, collaboration, and data-driven decision-making across the team.

Munich Re

Pedro Carrasco

Senior Operations Manager