Make Better Deal Decisions in Less Time: 4 New AI Features From Affinity

Between pitch decks, email threads, and years of note histories, the manual work of synthesizing information now takes more time than the actual dealmaking.

Four new AI features from Affinity are designed to flip that equation. Here is what they do and why they matter for your deal flow.

1. AI-Powered Note Summaries

Reading 100 notes should take 10 seconds, not 10 minutes.

We've all been there: You're five minutes away from a critical meeting. To prepare, you have to scroll through dozens of historical notes, trying to piece together the narrative from years of interactions. It's manual, it's slow, and things get missed.

AI-Powered Note Summaries automatically synthesize your team's entire note history into the most critical decision-making categories.

Whether you're an Associate getting up to speed or a Partner walking into a boardroom, you get instant context, no scrolling required. The system identifies patterns across your note history and surfaces the insights that actually affect your investment decision.

This automation is part of a broader shift toward data-driven deal flow management that helps you evaluate more opportunities without expanding headcount.

2. AI-Powered Activity Summaries

You need to know if a relationship is heating up or cooling down before you pick up the phone.

Activity timelines show relationship health, but spotting the trends—like who the primary contact is or how communication preferences have shifted—usually requires digging through email logs.

AI-Powered Activity Summaries generate concise snapshots of your timelines. They highlight interaction patterns, identify key contacts, and analyze momentum trends.

You get a clear picture of relationship context in under a minute. You'll know if email frequency has dropped off, whether you're talking to the right decision-maker, and what topics dominate recent exchanges.

Clean, accurate CRM data is what makes these AI insights reliable. Without quality data inputs, even the smartest algorithms fall short.

3. Pitch Deck Analyzer

Your team should evaluate every pitch deck the same way, in minutes instead of hours.

When a pitch deck lands in your inbox, the clock starts ticking. But the workflow is often slow: download the PDF, read through every slide, manually summarize it for the team, and then toggle to Google to check for recent news. This results in inconsistent evaluations and delayed decisions.

The Pitch Deck Analyzer eliminates variation in your evaluation process. By automatically extracting key insights, generating summaries, and pulling recent news, it delivers consistent evaluations across your entire team.

Every Associate applies the same analytical framework, Partners get the same high-quality briefing, and your team makes informed investment decisions within minutes of receiving a deck—before your competitors even finish reading slide 10.

Consistent evaluation criteria matter whether you're investing in early-stage startups or evaluating growth-stage opportunities.

4. Recent News on Profiles

Every time you leave Affinity to look something up, you lose your place.

When you have to Google a founder or check a company's recent press releases, you break your flow. Worse, different team members might be looking at different sources, leading to scattered information and missed signals.

The new Recent News module surfaces relevant articles, press releases, and blog posts directly within each Affinity profile in a dedicated News & Insights tab.

Industry Insights and Employee Growth Insights are now centralized in one location. Your research moves as fast as your deal flow because the news finds you—on-demand, in context, without leaving the platform.

Speed is your competitive advantage

In a competitive market, the firm that processes information faster wins more deals. Affinity isn’t adding "AI features" for the sake of it—we’re out to change how you spend your day.

By offloading manual research and synthesis to Affinity, you free up your time for what actually drives returns: high-quality interactions and sharper investment decisions. Your team stops reacting to information overload and starts acting on opportunities while they're hot.

The best deal teams combine relationship intelligence with systematic deal sourcing strategies to maintain pipeline velocity even in competitive markets.

Ready to see how Affinity can accelerate your deal flow?

{{request-demo-a="/rt-components"}}