Affinity logo white
Affinity logo white

Elevate Affinity's deal execution with advanced Affinity capabilities

Your firm is already using Affinity to track relationships and deals, but are you getting the most out of it? Discover how leading PE firms are using advanced features to source more proprietary deals and accelerate value creation across their portfolios.
Learn more

Source high-quality deals

“We whittle our deal flow—maybe 300 deals a year— to about 50 we deeply diligence, and 5 we invest in. Affinity helps streamline the diligence process. Everyone saves about 10 hours a week.”
Brian Smiga
Partner and Co-founderAlpha Partners

Break down silos

“All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network.”
Kevin Zhang
Partner
Bain Capital Ventures

Maximize relationships

“We invest in transformative companies, technologies and entrepreneurs, and Affinity gives us the visibility to translate our network and relationships into investments.”
Caroline Haun
Operations Director
8VC
1400+ venture firms close deals with Affinity

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. 

Product shot: Company profile with activity timeline showing recently logged calls and emails

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.