Affinity
60 Case Studies
A Affinity Case Study
Uncork Capital, a seed-stage venture capital firm with over $900 million in assets under management, needed a better way to manage its growing network of portfolio companies, LPs, and co-investors. After trying multiple CRMs, the team struggled with manual data entry, inconsistent information, and limited visibility across its relationships and operations, so it turned to Affinity and its CRM platform for a centralized system of record.
Affinity helped Uncork Capital sync contacts and data in one place, map relationships, segment audiences, and automate portfolio onboarding workflows across tools like Zapier, Asana, Slack, Airtable, and Mailchimp. With Affinity as its single source of truth, Uncork Capital improved efficiency and consistency across its tech stack, resulting in a 45% increase in founder engagement, a 122% increase in executive engagement, and a 71% increase in engagement with key stakeholders such as LPs and co-investors.
Ashley Cravens
Head of Operations & Platform