← Affinity
Affinity role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A CRM built for investment firms that automatically tracks relationships and deals so investors find and win opportunities.
Who you'd be calling
Partners, principals, VPs and business development or operations leads at VC, PE and other private capital firms.
Your opener
“Hi Jordan, this is Sam from Affinity. We help investment firms automatically track who they know and which deals they're working on, without anyone typing it in. Is keeping track of relationships a pain for your team?”
Problems you solve for them
- Relationship and deal info is scattered across email, calendars and spreadsheets
- Investors can't easily see who in the firm knows a founder or company
- Associates waste time updating a CRM by hand
Discovery questions to ask
- How does your team track deals and contacts right now?
- When a new deal comes in, how do you find out who at the firm already knows the founder?
- How much does your team actually keep the CRM updated?
Objections they'll throw at you
“I'm busy.”
→ Of course, I'll be quick. Could we grab 15 minutes later this week when it's calmer?
“Not interested.”
→ No worries. Out of curiosity, how does your team keep track of who knows whom right now?
“We already use a CRM like Salesforce or a spreadsheet.”
→ Lots of firms start there. Does it log your emails and meetings on its own, or does your team enter things by hand?
“Just email me.”
→ Happy to. What matters most to you, sourcing deals or keeping the team's contacts organized, so I send the right thing?
Competitors worth knowing
DealCloud, Salesforce, 4Degrees
Interview tips for this company
- Learn private capital basics: what VC and PE firms do, deal flow, sourcing and portfolio.
- Stress that investing is a relationships business, so 'who knows whom' is the heart of the pitch.
Written from public information about Affinity to help you practice. Ask an insider what their role play looked like; it's the best prep there is.