Case Study: SOSV centralizes its network and powers better founder introductions with Affinity

How SOSV manages the full relationship lifecycle with Affinity

SOSV, a multi-stage venture capital firm focused on early-stage startup development, needed a CRM that fit its VC workflow as it grew from a small family office into a global organization. Its contact and investment data were scattered across spreadsheets, inboxes, and siloed systems, making it difficult to track relationships, share information across programs, and support its portfolio founders effectively.

Affinity provided SOSV with a VC-specific CRM and relationship intelligence platform that centralized contacts, emails, notes, and investment data in one place, with API integrations to SOSV’s Community Portal for automatic data syncing. As a result, SOSV improved cross-team visibility, reduced manual work, preserved network data as employees left, and could make more informed introductions for founders and LPs; the firm now manages a growing portfolio of more than 1,000 companies and invests in 130 new companies per year with a single source of truth in Affinity.

SOSV

Nolan English

Director of Portfolio Services