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Back to Compare Affinity
AFFINITY VS DEALCLOUD

Is Affinity or DealCloud right for your team?

Affinity CRM is a DealCloud alternative that delivers relationship insights, collaborative deal management, and automated data entry.
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Why DealCloud isn’t enough

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

With Affinity:

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Achieve accelerated time to value with faster implementation.

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Discover who matters most, surface meaningful connections, and turn relationship data into a competitive advantage for dealmaking.

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Automatically capture key takeaways and full transcripts from every meeting, synced seamlessly to the CRM.

Affinity vs. DealCloud

Single source of truth

Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.

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Relationship intelligence

Uncover high-impact relationships and gain actionable insights you need to close more deals.

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Automated data capture

Instantly surface all historical interactions with people and companies from across your firm.

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Deal sourcing

Provide a data-driven pathway to expand your deal pipeline beyond your existing network.

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Data enrichment

Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources including Pitchbook and Dealroom.

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Deal flow management

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

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Reporting and analytics

Easily unearth real-time insights and drill into trends by building custom reporting dashboards using Looker—an industry-leading business intelligence and analytics platform.

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Deal assistance

Review and process meeting notes and email attachments to answer deal-related questions.

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Similar companies

Generate lists of comparable companies based on the profile being viewed in the CRM.

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Native call recording

Generate structured summaries and transcripts of meetings, with automatic syncing to relevant people and organizations in the CRM.

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Ease of use

Navigate the CRM and complete tasks using an intuitive interface—no technical support required.

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Fast time to value

Expert onboarding helps your team go live fast and see value in days, not months.

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Onboarding support

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

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Security

Be supported by a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.

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Compliance

Rely on a system that meets certification against stringent global standards—including ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC2 Type 2.

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Constant vulnerability testing

Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.

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Frequently Asked Questions

Why is Affinity the best alternative to DealCloud?
Why do private capital firms depend on Affinity for relationship intelligence and automation?
Where does Affinity’s relationship intelligence come from?
How does Affinity’s artificial intelligence give dealmakers a competitive edge?
How much does Affinity cost?
How do I choose the right CRM for my team?

Why our customers love Affinity

“We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why we know these people, because previously, we didn't. Now, we have a more effective method of engaging with the people we know, and getting productivity out of that.”
Leo Walde
Partner, Armira
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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
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“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
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“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
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“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
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“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
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“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
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“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
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“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
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“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
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"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
Kevin Zhang
Partner, Bain Capital Ventures
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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
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"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
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"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
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"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
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Interested in learning more?

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