Centralize deal documentation
Automatically sync pitch decks, financial models, and due diligence documents from Dropbox directly into Affinity's deal and company profiles.
Maintain historical context
Preserve complete document history and relationship context by connecting Dropbox files to relevant deals, companies, and interactions.
Enable secure collaboration
Share critical investment documents while maintaining enterprise-grade security and granular access controls across both platforms.
Streamline due diligence
Access and reference deal documents instantly within Affinity, accelerating investment decision-making and team collaboration.
Scale document management
Automate file organization and accessibility across your entire deal pipeline while maintaining data governance standards.
Most popular workflows
Display relevant documents within deal and company profiles
Automatically syncs linked folder contents to maintain current versions
Surface pitch decks and investment materials in context
Keeps critical documents updated in real-time
Connect compliance and diligence files to deal workflows
Maintains secure access to sensitive documentation
Link portfolio updates and reports to company profiles
Automatically syncs ongoing portfolio materials
Link meeting notes with relevant relationships
Updates corresponding documents in real-time
Maintain data privacy across integrated platforms
Enforces configured access permissions
Structure documents consistently across deals
Syncs files according to established organization
Show real-time document changes within deal context
Reflects updates automatically across linked folders
Connect with other tools and apps
Sharepoint
Document sharing and team sites
Learn more
Airtable
Build workflows without code
Learn more
Bloks.app
Smarter notes, powered by AI
Learn more