Investment Banking
Accelerate mandate success
Win more mandates and strengthen client relationships
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Drive mandate origination
Find paths to decision-makers through your network
Identifying the right opportunities and securing mandates requires strong relationships with key decision-makers. Affinity maps your firm's collective network to surface the most effective paths to corporate and financial sponsors, helping you secure more mandates.
Track engagement with prospects and clients
Maintaining consistent communication with prospective clients is crucial for winning mandates. Affinity automatically captures every interaction, helping you monitor engagement and identify the right time to advance discussions.
Access enriched company insights
Comprehensive company intelligence elevates market assessments. Affinity enriches every profile automatically with financial metrics, growth indicators, and market data from trusted sources—helping you quickly identify promising opportunities.
Manage deal execution
Keep deal team aligned on mandates
When multiple analysts, associates, and senior bankers are working on transactions, maintaining alignment is critical. Affinity brings your pipeline and communications together in one place, ensuring everyone has visibility into transaction progress and next steps.
Share information securely
Managing sensitive M&A information across deal teams, corporate clients, and potential acquirers requires enterprise-grade security. Affinity's permissions ensure confidential data is only visible to authorized stakeholders while enabling effective collaboration.
Strengthen client relationships
Build lasting client partnerships
Long-term advisory relationships depend on consistent engagement with corporate clients, financial sponsors, and strategic buyers. Track interactions across key stakeholders, set reminders to stay in touch, and identify opportunities to deliver additional value.
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Measure team value and impact
Demonstrating value requires clear metrics and comprehensive reporting. Generate detailed visualizations that showcase mandate progress, team activity levels, and transaction pipeline performance to key stakeholders.
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Get more done by integrating with your favorite tools
Affinity connects with the tools your team uses every day, such as Slack, Mailchimp, Dropbox, and more.
Where to next?
Choosing an investment banking CRM
What separates a CRM built for dealmaking from a generic sales tool, and how to pick one.
M&A deal sourcing, end to end
The origination strategies deal teams use to find targets and win more mandates.
How Woodside Capital Partners uses Affinity
See how Woodside Capital Partners streamlines building the right connections for M&A deals.
Frequently Asked Questions
An investment banking CRM organizes around coverage and mandates rather than a sales pipeline. It tracks which bankers cover which companies and sponsors, holds the relationship history that wins a mandate, manages buyer and lender lists through a live process, and enforces information barriers between deal teams. The unit of work is a process instead of an opportunity.
Coverage tracking answers two questions: who owns each relationship, and how warm is it right now. Banks that rely on bankers logging calls get a partial answer at best. Capturing email and calendar activity automatically scores each relationship on real communication patterns, so coverage gaps surface while there is still time to act on them.
Buyer and lender lists are relationship problems disguised as spreadsheets. The list is only as good as the firm's ability to say who already knows each counterparty and how well. Running the list inside the CRM, instead of in a parallel file, keeps outreach status, last contact, and relationship strength in one place for the whole deal team.
Three questions separate the field. Does the data model already fit deals and coverage, or does it need configuring into shape? Does activity get captured automatically, or does adoption depend on bankers logging it? Can information barriers be enforced at the deal level in-house? Anything that needs a consultant to answer yes is an implementation project, not a product.
Barriers are enforced with deal-level permission sets rather than role-level access, so membership on one deal team grants no visibility into another. Every access is logged for audit, external collaborators get scoped permission-based sharing, never full accounts, and IP allowlists restrict platform and API access to approved networks.
Affinity captures every email and calendar interaction across the firm and scores each relationship by how recently and how often the team communicates. Before a pitch, a banker sees which colleague holds the warmest path to a counterparty and when they last spoke. Nothing is logged manually, so coverage never depends on one person's memory.
Put your firm’s network to work
