Portfolio Drift & Rebalance Alerts for Venture Capital Associates with Affinity
The Problem
Venture Capital portfolios drift past tolerance in Affinity between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in Affinity
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
Affinity Integration Approach
Audit your Affinity configuration
We map the specific Affinity objects, custom fields, and workflows the automation needs to touch for your venture capital practice.
Build on the Affinity API or agent
Integration happens inside Affinity — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Affinity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Affinity instance
30-minute call. We'll look at your actual Affinity setup and show exactly how this workflow fits.