Affinity Unclaimed

Accelerate deal sourcing and investment decisions through relationship intelligence and automation.

Enhance your Salesforce experience with automated activity capture, relationship intelligence, and enriched data.

Enhance deal workflows with AI-driven intelligence for improved decision-making.

Streamline data entry and enhance the visibility of interactions across your firm.

Gain vital insights to optimize your network and enhance deal-making effectiveness.

Automatically enhance company and contact profiles to improve investment decisions.

Foster data-driven decisions with comprehensive analytics on deals and relationships.

Seamlessly integrate Affinity with tools and data providers to enhance investment workflows.

Integrate and automate with Affinity's robust API platform.

Ensure secure and controlled access to sensitive data through robust permissions management.

Empower dealmakers with mobile access to sourcing, managing relationships, and insights.

CRM and relationship intelligence capabilities that capture networks, surface relationship insights, and centralize contact and company records for private capital firms and deal teams.

Features that help investment teams source opportunities, manage deal pipelines, track deal stages, and accelerate investment decisions with analytics and workflow automation.

Automatic capture and tracking of email, calendar, meetings, and notes to provide a complete activity timeline and meeting intelligence for improved follow-up and diligence.

Company and people data enrichment, real-time profile augmentation, and proprietary data integration to improve targeting, due diligence, and outreach.

Security, access control, audit trails, and policy enforcement that protect sensitive deal and relationship data while enabling compliant collaboration across teams.

Affinity CRM

Affinity CRM is a relationship management platform designed for private capital firms. It combines CRM with relationship intelligence, automated activity capture, and data enrichment to surface relationship insights and accelerate deal sourcing and investment decisions. The solution supports pipeline management, integrations with common tools, data governance, and mobile access for on-the-go work.

• Streamline Activity Tracking
  Reduces manual data entry by automatically logging communications, saving time and effort.
• Optimize Deal Flow Management
  Facilitates improved organization of ongoing deals, enhancing tracking and follow-up efficiency.
• Leverage Relationship Insights
  Provides actionable insights from relationship data, enhancing strategic networking and deal closure.
• Access Features On-The-Go
  Enables users to manage relationships and deal opportunities from anywhere, enhancing productivity.
• Gain Insights Through Analytics
  Offers data-driven insights to improve decision-making in deal management and investor relations.
• Enhance Data Quality
  Automatically updates profiles with relevant third-party data, supporting informed decision-making.
• Maintain Data Security
  Ensures sensitive information is protected and accessible only to authorized users.
• Connect With Tools Seamlessly
  Allows integration with commonly used applications to streamline workflows and data sharing.

Affinity for Salesforce

Affinity for Salesforce integrates Affinity CRM capabilities directly into Salesforce, bringing automated activity capture, relationship intelligence, record enrichment, and analytics to support deal sourcing and portfolio management within the Salesforce ecosystem.

• Streamline Activity Logging
  Automatically log email interactions and calendar events into Salesforce, freeing your team from manual data entry.
• Unlock Connections
  Discover relevant relationships and leverage them to facilitate introductions and support deal-making.
• Enhance Data Quality
  Automatically enrich Salesforce records with updated company information and insights from various trusted sources.
• Gain Deeper Insights
  Utilize advanced analytics tools to derive actionable insights from your data, enabling data-driven decision-making.
• Ensure Secure Data Access
  Implement comprehensive data permission settings to secure sensitive information across teams.
• Work Seamlessly Across Platforms
  Utilize inbox and browser extensions to manage deals directly from your preferred email and web applications.

Affinity AI

Affinity AI provides AI-powered capabilities that augment relationship intelligence and deal workflows, including meeting intelligence and Notetaker, scaled email tracking, and data enrichment to accelerate investment decisions while maintaining enterprise-grade security.

• Capture Meeting Insights Automatically
  Leverage AI to automatically capture insights from meetings, minimizing manual data entry and ensuring critical information is organized efficiently.
• Streamline Meeting Note Capture
  Effortlessly capture and organize meeting notes within the platform, ensuring insights are documented and easily accessible.
• Ensure Data Protection
  Maintain enterprise-grade security with robust governance features that protect data while enabling integration with existing systems.
• Access Enriched Profiles
  Automatically enrich company and contact profiles with relevant data to enhance decision-making and strategic networking.
• Identify Key Deal Connections
  Utilize AI to score relationships based on historical interactions, helping firms focus on the most promising opportunities.
• Accelerate Deal Insights
  Leverage AI to quickly extract and analyze essential data from notes, files, and communications to enhance deal evaluations.
• Track Email Interactions Effectively
  Monitor and analyze email interactions seamlessly to maintain an understanding of communications that may influence deal outcomes.

Activity Capture

Activity capture automatically records email and calendar interactions and attaches them to the appropriate contacts, companies, and deals to provide a complete activity timeline within Affinity.

• Minimize Manual Data Entry
  This feature reduces the burden of manual data entry by capturing communication events automatically, allowing your team to focus on building relationships.
• Enhance Record Accuracy
  All interactions are logged in real-time, ensuring that CRM records are always up-to-date, which enhances the accuracy of your data management.
• Create Comprehensive Activity Timelines
  By attaching interactions to specific contacts and companies, this feature provides an enriched view of your relationship history, facilitating better decision-making.
• Make Informed Decisions
  Understand engagement levels and relationship strengths, enabling you to strategize follow-ups and interactions effectively.
• Discover Relationship Opportunities
  Leverage analytics to find potential paths for introductions and improve your outreach strategies.

Relationship Intelligence

Relationship Intelligence surfaces relationship data and networks to help users identify opportunities and make faster, more informed investment decisions.

• Uncover Valuable Connections
  Identify and leverage connections across various networks to enhance deal opportunities.
• Make Data-Driven Decisions
  Leverage real-time insights to guide your outreach and relationship-building strategies.
• Prioritize Engagement
  Use relationship strength scores to focus on the highest potential connections for successful introductions.
• Visualize Your Network
  Map out relationships within your team and external contacts to enhance strategic outreach.
• Streamline Data Entry
  Eliminate manual entry and ensure a complete record of interactions for informed decision-making.
• Nurture Key Relationships
  Set alerts for declining relationships to ensure consistent engagement with vital contacts.

Data Enrichment

Affinity Data enriches company and people records by adding valuable details to improve targeting, due diligence, and outreach across the investment lifecycle.

• Enhance Company Insights
  Automatically augment company profiles with firmographic and funding data from over 40 trusted sources, ensuring comprehensive insights for informed decision-making.
• Unlock Insights Instantly
  Access fresh insights in real-time across the platform, enabling better decision-making without manual research.
• Ensure Data Accuracy
  Continuous updates and validations from reliable sources keep data current and relevant, reducing risks associated with outdated information.
• Improve Contact Data
  Automatically enrich contact profiles with biographic details and LinkedIn information to enhance targeting and relationship management.
• Leverage Internal Data
  Flexibly enrich your CRM by importing proprietary data, aligning internal insights with external intelligence for a complete view.

Analytics & Reporting

Analytics & Reporting provides dashboards, metrics, and insights on deals, relationships, and pipeline performance to support data-driven decision making.

• Monitor Performance Effectively
  Gain a quick overview of metrics with interactive and personalized dashboards, allowing teams to visualize important KPIs at a glance.
• Analyze Deal Velocity
  Track the speed and success of deals through detailed analytics, helping to identify trends that drive effective decision-making.
• Evaluate Relationship Dynamics
  Understand the nuances of your network with in-depth insights into relationship strengths and interaction patterns, enhancing strategic decision-making.
• Engage Stakeholders Proactively
  Automatically generate and distribute tailored reports to stakeholders like LPs and portfolio companies, keeping them updated on relevant developments.
• Receive Timely Notifications
  Stay informed with automated alerts that notify teams when specific performance metrics are met, ensuring prompt action on critical activities.

Integrations

Integrations connect Affinity with a broad ecosystem of tools and data providers to streamline workflows and enrich data across the investment lifecycle.

• Unify Your Tech Stack
  Seamlessly integrate with essential tools to automate workflows and enhance collaboration.
• Access Valuable Company Insights
  Leverage detailed company information from Crunchbase to make informed investment decisions.
• Enhance Sales Execution
  Use AI to streamline your sales processes and improve outreach effectiveness.
• Maximize Workflow Efficiency
  Utilize both native and third-party integrations to automate processes and streamline daily activities.
• Tailor Your Integrated Solutions
  Adapt Affinity to fit your specific operational requirements and improve functionality.

APIs

APIs provide programmatic access to Affinity data and functionality for custom integrations and automation.

• Enable Custom Integrations
  Seamlessly integrate Affinity with your existing tech stack for personalized workflows.
• Streamline Workflow
  Connect Affinity with essential tools like Slack and Snowflake for improved operational efficiency.
• Ensure Data Privacy
  Embed robust security measures to protect sensitive information shared via APIs.
• Access Developer Resources
  Utilize detailed documentation to facilitate seamless API implementation.

Data Permissions

Data permissions allow administrators to control access and governance across the Affinity platform, ensuring that sensitive relationship and deal data is accessed only by authorized personnel while enabling secure collaboration.

• Control Access Effectively
  Define custom permission sets for different teams and roles, ensuring sensitive data is only accessible to authorized personnel while adhering to compliance standards.
• Protect Sensitive Data
  Utilize top-tier security features including end-to-end encryption and multi-factor authentication to safeguard your data.
• Ensure Compliance
  Implement data protection policies to maintain compliance with regulatory requirements while sharing information securely.
• Share Confidently
  Enable safe collaboration with external partners by utilizing permission-based access controls that prevent data breaches.
• Monitor Access History
  Maintain a comprehensive history of data interactions, enhancing accountability and transparency across the platform.

Affinity Mobile

Affinity mobile brings deal sourcing, relationship intelligence, and pipeline management to iOS and Android, enabling work on the go.

• Manage Deals Anywhere
  With Affinity Mobile, users can effortlessly track, update, and manage their deal flow, ensuring they stay on top of opportunities while on the move.
• Safeguard Your Data
  Affinity Mobile provides enterprise-grade security, ensuring that all user data and deal information are protected against unauthorized access.
• Instant Insights
  Users can quickly view relationship insights and track activities related to their deals, facilitating informed decision-making on the go.
• Stay Updated
  Affinity Mobile ensures that all user interactions and updates are automatically recorded and synced, giving users the latest information about their contacts.
• Access Data Anytime
  Users can access important information and notes even without an internet connection, enhancing productivity during travel or in low-connectivity areas.