Sharepoint integration

Unify enterprise document management with relationship intelligence

Centralize deal documentation

Connect pitch decks, financial models, and due diligence materials from Sharepoint directly within Affinity's deal workflows.

Enable secure collaboration

Share critical investment documents while maintaining enterprise-grade security and Microsoft compliance standards.

Streamline document access

Surface relevant documents instantly within deal and company profiles to accelerate investment decisions.

Maintain data governance

Deploy granular access controls while preserving complete audit trails across both platforms.

Scale document workflows

Automate file organization and accessibility across your entire investment process while ensuring data privacy.

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 to relationship data

Syncs team documentation instantly

Enforce consistent document structure

Respects configured access permissions

Enable secure team collaboration

Respects configured access permissions

Monitor document version control

Reflects real-time updates across platforms

Automatically capture key files with Affinity and Sharepoint

Artesian uses Sharepoint’s integration with Affinity to capture any files related to a prospective company, including decks or pitch videos connected to an application. This ensures all information is automatically consolidated into a single activity timeline for each contact.

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