Unlock the power of your firm’s network

Relationship intelligence is knowing who your organization knows, how well, and how recently, derived from real communication patterns instead of a contact database someone maintains. It answers a question a contact list can't: of everyone at the firm, who has the strongest current connection to this person, and is it warm enough to be worth asking.

By observable behavior rather than self-reporting. The inputs are how often two people exchange email, how recently, whether replies come back, and whether meetings appear on both calendars. A relationship with frequent recent two-way contact scores higher than one with a single introduction three years ago, regardless of how either party would describe it.

Affinity connects to the firm's email and calendar and processes the interaction history already there, mapping who has spoken to whom, how often, and how recently. No one imports contacts or logs a meeting. Most firms see their entire network mapped within 24 hours, and BDC Capital recorded a five-fold increase in tracked contacts in that window.

Affinity ranks every colleague who has a connection to the target by relationship strength, and shows when each last made contact. The deal team sees whether to reach out cold or ask a specific colleague, and which colleague's introduction is most likely to get a reply. The ranking moves as communication patterns change, so a path that was warm last year is not presented as warm today.

Affinity builds relationship scores from interaction metadata: who corresponded, when, and how often. Message content is read only where a firm turns on a feature that requires it, such as agents that draft follow-ups or propose record updates. Affinity is SOC 2 Type II and ISO 27001 certified, with encryption in transit and at rest.

Yes. Affinity separates personal interactions from firm-relevant ones, and permission sets control what colleagues can see. A professional's private correspondence does not become firm-visible because they connected their inbox. What the firm gains is the relationship signal, governed by the access rules the firm sets.

The relationship history stays with the firm, because it was captured at the firm level rather than held in one inbox. Coverage of a banker, sponsor, or founder survives the departure. Whoever picks up the relationship inherits the full record of who spoke to them, when, and about what.