AFFINITY VS DEALCLOUD

Is Affinity or DealCloud right for your team?

Affinity CRM is a DealCloud alternative that delivers relationship insights, deal management, and fully 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 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.

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Automate data capture

Monitor deal sourcing and leads

Automate contact and company creation

Affinity vs. DealCloud

Single source of truth for your data

Relationship intelligence

Automate data capture

Organize and manage your records

Track your team’s most valuable connections in a centralized CRM.

Monitor deal sourcing and leads

Centralize your deal-sourcing and lead-management efforts.

Enhance your data with relationship intelligence

Derive insights into your network, business relationships, and customer interactions to find, manage, and close deals.

Score your relationships

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

Automate contact and company creation

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

Capture complete historical data

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

Decrease time to value

Deploy your entire CRM platform rapidly—sometimes in as little as 72 hours.

Report on data essential data

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

Create custom reports

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

Simplify deal flow management

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

Onboard quickly

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

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.

Improve your data security

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

Frequently Asked Questions

Why is Affinity the best alternative to DealCloud?
Why do capital markets professionals choose Affinity?
Why do capital market professionals use Affinity for relationship intelligence?
How much does Affinity cost?

Why our customers love Affinity

"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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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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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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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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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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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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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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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
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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"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
Michael Sanberg
Leasing and Sales, Touchstone
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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Director, MassMutual 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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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine Venture Partners
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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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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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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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