Power Your's deal flow with relationship intelligence


Where DealCloud and Salesforce fall short
In the long list of available CRMs, DealCloud and Salesforce stand out for their robustness and complexity. But, the manual data entry required by both DealCloud and Salesforce doesn’t just take up a massive amount of your team’s time.
Compare key features across DealCloud, Salesforce and Affinity to help make the decision easier.
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Accelerate sourcing, diligence, and value creation with onboarding that builds team confidence
Private equity success depends on efficient execution. Affinity helps your team uncover warm paths to high-quality opportunities, move faster through diligence, and drive value creation across the investment lifecycle. With onboarding that builds team confidence, you’ll gain a clear path to adoption and a platform built to support smarter decisions from origination to exit.
Find paths to decision-makers through your network
Getting in front of the right people often depends on finding the best introduction. Affinity maps all your firm's relationships to surface warm intro paths to key decision-makers at target companies based on relationship strength.
Track and nurture deal sources
Strong deal sources are crucial for finding and closing high-quality deals. Affinity automatically captures all interaction data, helping you monitor engagement levels, ensure consistent communication, and identify opportunities to strengthen the relationships that matter.
Screen opportunities using enriched data
Quick deal qualification requires immediate access to company insights. Every company profile is automatically enriched with firmographic and funding data from 40+ trusted sources, helping you identify opportunities that match your investment criteria.
Keep deal teams aligned on opportunities
When multiple team members are evaluating deals, maintaining alignment is essential. Affinity brings your pipeline and all associated communications together in one place, ensuring authorized team members have complete visibility into deal progress.
Maintain complete deal history for diligence
Missing deal communications or context creates risk during due diligence. Affinity automatically captures all emails, meetings, and attachments, creating a complete and searchable history of every deal conversation.
Support value creation through strategic introductions
Accelerating portfolio company growth requires the right operating partnerships. Quickly identify potential operating partners and industry experts based on your firm's network of relationships and track record of successful collaborations.