Is Affinity or DealCloud right for your team?

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 automated data capture and easy-to-access 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.

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.

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.

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.