Data Panda brings your Affinity data together with the data from the rest of your firm. From one place, we turn it into dashboards, automations, AI workflows and custom apps your investment team uses every day.
Affinity is a San Francisco company founded in 2014 by Ray Zhou and Shubham Goel, two Stanford grads who built a CRM for the work that does not look like a B2B sales funnel: venture capital, private equity, investment banking, family offices and corporate development. Customers on its own site include Bain Capital, Bessemer Venture Partners, Kleiner Perkins, Lightspeed Venture Partners and BlackRock.
The pitch is relationship intelligence. Affinity reads the firm's email and calendar headers (not the message bodies) to auto-build the contact and organisation graph: who at the firm has met which founder, banker or operator, how recently, and how warm that thread looks. Lists, opportunities, custom fields and notes sit on top of that graph so partners can run a deal book, a coverage list or a portfolio tracker without retyping who introduced them to whom three months ago.
The point of pulling Affinity into a warehouse is that an investment firm's data lives in pieces a sales CRM never has to think about: the fund accounting system, the LP reporting tool, the portfolio company KPIs, the PitchBook or Crunchbase enrichment feed, the data room. Affinity knows the relationship side of every deal. It does not know the cap table, the IC memo or the quarterly mark. Those answers only appear when the relationship graph and opportunity stages sit next to fund admin, portfolio metrics and external market data on the same row.
Affinity opportunities, lists and relationship signals joined to fund admin and portfolio metrics.
Let Affinity records drive the rest of the firm's stack instead of polling it by hand.
Use the firm's own meeting and email graph to score deals and surface drift.
Internal tools partners and IR ask for that Affinity's in-app lists do not quite cover.
A list of concrete reports, automations and AI features we have built on Affinity data. Pick the one that matches your situation.
Which warm intros closed a round?
Affinity opportunities tagged with the introducing contact and source list, joined to the deals that reached funded close in the fund administration system. The firm sees which referral path produces investments and which produces nothing but coffee meetings, ranked per partner and per fund vintage.
Which coverage relationships went cold this quarter?
People and organisations on coverage lists with no email, meeting or note from anyone at the firm in the last twelve weeks, ranked by past deal value and by relationship warmth at peak. Partners get a short list of relationships worth re-warming before the next deal, instead of a full address book.
Which deals are stuck in the same Affinity stage past their own median?
Opportunities sitting twice as long as the median time the firm spends in that stage for that sector and check size, surfaced before the IC review. Stage stagnation gets flagged on the deal team, not discovered when the partner pulls the pipeline export the night before the meeting.
Closed Affinity deals reconciled against committed and called capital in the fund administration tool, with vintage, fund and partner visible on the same line. LP updates and IC packets pull from the same number, so the closed-deal narrative does not change between the deal team and the back office.
Pipeline coverage, warm-intro reach and stage velocity per partner, alongside the deals that closed and the relationships that went cold. Partner reviews move from list anecdotes to a concrete view of who is sourcing, who is closing and which coverage threads need attention this month.
List hygiene, duplicate organisations, contacts who changed jobs and Affinity custom-field fill rate on one dashboard. Data work gets prioritised on the lists the partners run a deal book against, not on whichever field is blank.
PitchBook valuations, round history and competitor moves are matched onto the Affinity opportunity and parent organisation. Partners see the latest priced round, the cap table and similar-stage benchmarks next to the firm's own thread with the founder, so the IC conversation starts from a current market picture instead of last quarter's note.
Stage moves, term-sheet signs and stalled opportunities in Affinity push a targeted Slack message to the deal owner, the sector channel or the IC channel. Partners stop relying on a Monday pipeline export and the team sees the deal that needs attention this afternoon, not next week.
For firms that run Affinity for the partner deal book and Salesforce for an adjacent business unit (advisory, fund administration, banking coverage), the two systems stay aligned on contacts, organisations and deal stage. Records that get touched in either place reconcile on the warehouse side, so reporting does not have to pick a winner and account ownership stays clean.
When an Affinity opportunity moves to active diligence, a structured Notion page is created with the founder thread, list context and IC checklist. Diligence notes and decisions in Notion flow back as Affinity notes on the same opportunity, so the partner who looks up the deal six months later sees both sides instead of a half-empty CRM record.
You keep the reporting tool you already have. We connect it to the warehouse where your Affinity data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Both. Persons, Organizations, Opportunities, Lists, Notes and custom fields land as first-class tables. The interaction history that powers Affinity's relationship intelligence (who at the firm met which contact, when, and via which channel) lands as a separate table that can be joined back to any organisation or opportunity. Email and calendar bodies are not synced; only the metadata Affinity itself reads.
Custom fields on Affinity lists, organisations and opportunities are read through the same API and land as columns alongside the standard schema. Renames and new fields appear on the next sync, so a coverage tracker the firm reshapes mid-quarter does not lose history when the warehouse refreshes.
We review your Affinity setup and the systems around it. Together we pick the first thing worth building.