Is Affinity or DealCloud right for your team?
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.
Automate data capture
Monitor deal sourcing and leads
Automate contact and company creation
Affinity vs. DealCloud
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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 deal 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
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.