Case Study: Woodside Capital Partners saves 40-60 hours a week with Affinity

How Woodside Capital Partners streamlines building the right connections for M&A deals with Affinity

Woodside Capital Partners is an investment banking firm that needed a better way to manage M&A deals after struggling with three different CRMs. Their team relied heavily on spreadsheets, had mixed CRM adoption across the firm, and spent hours manually compiling client status reports and tracking relationships across 20–30 clients and deal opportunities.

Affinity provided Woodside Capital Partners with a CRM that automatically syncs emails, meetings, contacts, and calendar events from Microsoft Exchange, while also using lists and data enrichment to centralize deal pipelines and outreach. With Affinity, Woodside now saves 40–60 hours a week on automated reporting, cuts 3–4 hours per client per week, and has a firmwide single source of truth for identifying the right connections and opportunities.

Woodside Capital Partners

Rudy Burger

Founder and Managing Partner