Case Study: Sozo Ventures scales global deal flow and portfolio support with Affinity

How Sozo Ventures scales a $680 million fund across North America and Asia with Affinity

Sozo Ventures, a global venture capital firm with offices in the U.S. and Japan, was struggling to manage deal flow and relationships across two continents using spreadsheets, documents, and email. The team had limited visibility between offices, difficulty tracking interactions with portfolio companies, LPs, and prospects, and no central place to connect meeting notes and historical context. Affinity provided the CRM and workflow foundation they needed.

With Affinity, Sozo Ventures automatically captures emails, meetings, contacts, and company insights in one centralized system, helping the firm organize deal sourcing, portfolio support, and fundraising more efficiently. The result was stronger cross-functional alignment, less siloed communication, and faster access to up-to-date information for teams in both regions. Sozo Ventures also reported scale gains alongside Affinity, including a doubled investment team, tripled capital under management, and support for a portfolio of nearly 70 companies.

Sozo Ventures

Lauren Gomez

Principal