Centralize investment materials
Connect pitch decks, financial models, and due diligence documents from Box directly within Affinity's deal workflows.
Maintain document security
Share critical investment materials while preserving enterprise-grade security and comprehensive compliance standards.
Accelerate document access
Surface relevant files instantly within deal and company profiles to drive faster investment decisions.
Enable secure collaboration
Deploy granular access controls while maintaining complete audit trails across integrated platforms.
Scale document organization
Automate file management across your entire investment process while ensuring data privacy standards.
Most popular workflows
Display relevant documents within deal contexts
Automatically syncs linked folder contents
Surface investment materials in relationship profiles
Maintains secure access to critical documents
Connect due diligence files to active deals
Syncs sensitive documentation in real-time
Link portfolio updates to company records
Automatically updates shared materials
Connect meeting notes with relationship data
Syncs team documentation instantly
Structure consistent document organization
Maintains configured file hierarchies
Enable secure team access
Enforces granular permissions controls
Monitor document version control
Reflects real-time updates across platforms
Connect with other tools and apps
Snowflake
Cloud data, faster decisions
Learn more
.webp)
Typeform
Beautiful, engaging online forms
Learn more
DocuSign
Sign and send instantly
Learn more