Affinity vs DealCloud

Single source of truth for your data

Yes

Relationship intelligence

Yes

Automate data capture

Yes

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Why DealCloud isn’t enough

Affinity is a relationship intelligence platform for dealmakers. Building enduring business relationships starts with having insights that close deals and the freedom from the drudgery of manual data entry that comes with accurate, automatically captured data. Give your team time to focus on relationship-building and the confidence to collaborate.

Compare Affinity and DealCloud

Organize and manage your records Track your team’s most valuable connections in a centralized CRM.

Yes

Monitor deal sourcing and leads Centralize your deal-sourcing and lead-management efforts.

Yes

Enhance your data with relationship intelligence Derive insights into your network, business relationships, and customer interactions to find, manage, and close deals.

Yes

Score your relationships Open new doors to new opportunities with scores based on real interactions.

Yes

Automate contact and company creation Create contact and company profiles directly from inbox and calendar data.

Yes

Capture complete historical data Instantly surface all interactions with people and companies—from your first day on the job to today.

Yes

Decrease time to value Deploy your entire CRM platform rapidly—sometimes in as little as 72 hours.

Yes

Report on data essential data Easily unearth real-time insights and drill into trends that shape the future of your business.

Yes

Create custom reports Build custom reporting dashboards using Looker—an industry-leading business intelligence and analytics platform.

Yes

Simplify deal flow management Enable pipeline management for sophisticated, long-term dealmaking with familiar list- and Kanban-style views of your active deals.

Yes

Onboard quickly Focus on driving opportunities, not learning or teaching others to use a complex system.

Yes

Access key industry data with ease Enrich your CRM with built-in external partner datasets—including Crunchbase—and make more informed decisions about your prospective deals.

Yes

Improve your data security Rely on a system that meets certification against stringent global standards—including GDPR and SOC 2 Type II.

Yes

Frequently Asked Questions

Why is Affinity the best alternative to DealCloud?

DealCloud may have built a strong reputation in the last generation of customer relationship management solutions for investors, but the future of capital markets CRM software lies with automation and relationship intelligence. Affinity not only supports your deal and relationship management, it improves it.

Affinity’s relationship intelligence CRM is purpose-built for relationship-driven investment and professional services teams. It also enables those teams to leverage their personal networks to find, manage, and close deals faster—all with software that every team member will find easy to use.

Why do capital markets professionals choose Affinity?

Affinity is a relationship intelligence platform for dealmakers. Many of the transactional, manual CRM platforms on the market serve retail, hospitality, and product sales teams perfectly well. Dealmakers in industries such as private capital, financial services, and professional services require a deep level of relationship context as their deals are defined by longer-term engagements that are much more unstructured and collaborative. In addition to that, they also require a platform supported by automation to make teams more effective, helps them prospect smarter, and close deals faster.

Why do capital market professionals use Affinity for relationship intelligence?

Whether you're a growing venture capital team, a several-hundred-person-strong investment banking firm, or an industry-leading private equity firm, when you launch Affinity, the platform automatically captures all of your current and historical “data exhaust”—details pulled from email communications, meetings, and contact information such as names, roles, industry, and source of introduction—of every relationship you’re managing right alongside active deal pipelines, providing a comprehensive understanding of every stage of your firm’s business development.

How much does Affinity cost?

Affinity’s flexible, software as a service (SaaS) pricing model covers three tiers of feature sets. The most popular is the Affinity Premium tier, which includes Affinity Analytics reporting dashboards and workflow integrations with many widely used platforms like Slack, Microsoft Teams, and Mailchimp.

Additional add-on options include our Enhanced Support and Enhanced Support Plus service packages, data add-ons like Affinity Data: Organizations, and the ability to integrate your Pitchbook data with the Affinity CRM. Reach out to our team today to find the pricing tier that suits your needs.

Why our customers love Affinity

“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”

Jocelyn Goldfein
Managing Director, Zetta Partners

Is Affinity or DealCloud right for your team?