Box integration
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
Connect with other tools and apps
Vestberry
Use relationship intelligence to identify portfolio growth opportunities.
Slack
Automate real-time deal updates and relationship insights across your investment team.
Microsoft Teams
Share critical deal updates and relationship intelligence instantly across your firm.