Elevate Affinity's deal execution with advanced Affinity capabilities
Source high-quality deals
Break down silos
Bain Capital Ventures
Maximize relationships
8VC
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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Unlock advanced capabilities to enhance deal flow and portfolio management
The most successful Affinity customers deploy the platform across all deal teams and integrate it with their entire tech stack. Our customer success team can help you implement new workflows, expand to additional groups, and drive greater returns from your growing relationship and deal data.
Transform your historical data into actionable intelligence
Your firm has been capturing interaction and deal data in Affinity, but are you using it to identify patterns and opportunities? With advanced analytics and premium data enrichment from 40+ trusted sources, you can better predict which companies and sectors align with your investment criteria based on historical performance patterns.
Scale your relationships effectively
As your firm's network grows, managing outreach becomes time-consuming. Use bulk email capabilities and scaled communication tracking to engage more strategically with bankers, intermediaries, operating partners, and portfolio companies. Easily monitor response patterns and prioritize follow-ups to ensure nothing falls through the cracks.
Enhance decision-making with meeting intelligence
Stop relying on memory or scattered notes about important conversations. Affinity Notetaker automatically captures and summarizes meeting insights, creating a searchable knowledge base of target company interactions that helps your investment committee make faster, more informed decisions during due diligence.
Streamline workflows with enterprise-grade integrations
Connect Affinity with the tools your team uses daily—from communication platforms to data tools. Bidirectional data flow eliminates manual updates across applications, while custom API access lets you create tailored workflows that match your firm's unique processes. Maintain a single source of truth for all your relationship and deal information across your tech stack.
Connect portfolio companies with strategic partners
Supporting portco growth requires making the right introductions at the right time. Surface the best paths to potential customers, partners, investors, and talent based on proven relationship strength and past success, helping your portfolio companies grow and secure follow-on funding.
Access deal insights across your entire tech stack
Get deal information wherever you work—whether in your browser, inbox, or virtual meetings. Our extensions eliminate the pain of switching between tools, while our APIs connect Affinity with your existing systems, creating a single source of truth across all your applications.
