Accelerating wealth creation for Family Offices
Add more high-impact deals to your portfolio, faster
Surfacing the best possible deals to drive generational wealth is not easy. It requires Partners and Associates to spend time deeply researching every potential opportunity—while innovating new ways to continue growing their professional network. Affinity provides Family Offices with a CRM that makes it easier to connect with a larger pool of founders and venture partners and develop inroads to better opportunities. Simplify deal management processes and deliver comprehensive insights to family members. Source investment opportunities faster with access to enriched data on people and companies to better match investment criteria. Use relationship intelligence to find warm introduction paths that will close a deal 25% faster.
Improve deal flow and pipeline management
Source the right investments and manage them through your pipeline with ease. Affinity streamlines your deal sourcing efforts with flexible research tools and a vast data set that helps you quickly filter to companies that match your exact investment criteria—saving you hours and ensuring you don't miss that next big opportunity. Once in your pipeline, Affinity simplifies deal management with one-click updates and all the information you need to move deals forward and share insights with key stakeholders. Empower your team to accomplish more without added headaches.
Drive better deals with relationship intelligence
Family Offices are able to get in on the best direct and co-investment opportunities with effective use of warm introductions. By unifying your entire firm’s network—and even assessing influential contacts that families have—Affinity enables dealmaking teams to access a wide collective network to identify the best possible deals and successfully engage with founders, venture partners, and other family offices. Affinity’s relationship intelligence is driven by real interactions so you’re always up to date with connection strength across your extended network.
Automate and enrich every contact and company
Dealmakers don’t have to spend hours each week manually managing their CRM. Affinity empowers you to escape this drudgery by automating the creation and upkeep of every record—while also enriching them with industry and personal information to support deals. Make better investment decisions by freeing up time to conduct more thorough due diligence by saving 220 hours every year.
Why our customers love Affinity
