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 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:
Achieve faster time to value with a 72-hour implementation.
Discover who matters most, surface meaningful connections, and turn relationship data into a competitive advantage for dealmaking.
Automatically capture key takeaways and full transcripts from every meeting, synced seamlessly to the CRM.
Affinity vs. DealCloud
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Single source of truth
Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.
Relationship intelligence
Uncover high-impact relationships and gain actionable insights you need to close more deals.
Automated data capture
Instantly surface all historical interactions with people and companies from across your firm.
Deal sourcing
Provide a data-driven pathway to expand your deal pipeline beyond your existing network.
Data enrichment
Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources including Pitchbook and Dealroom.
Deal flow management
Enable pipeline management for sophisticated, long-term dealmaking with familiar list- and Kanban-style views of your active deals.
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.
Deal assistance
Review and process meeting notes and email attachments to answer deal-related questions.
Similar companies
Generate lists of comparable companies based on the profile being viewed in the CRM.
Native call recording
Generate structured summaries and transcripts of meetings, with automatic syncing to relevant people and organizations in the CRM.
Ease of use
Navigate the CRM and complete tasks using an intuitive interface—no technical support required.
Fast time to value
Deploy your entire CRM platform in as little as 72 hours.
Onboarding support
Focus on driving opportunities, not learning or teaching others to use a complex system.
Security
Be supported by a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.
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.
Constant vulnerability testing
Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.
Frequently Asked Questions
Why our customers love Affinity
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