FAMILY OFFICE

Harness your connections to build enduring family wealth

Make smarter investment decisions across your family office

Charts of dealflow by sector across years and portfolio companies by asset type and investment stage

Source investments

Uncover hidden investment opportunities through your firm's network

When sourcing deals across multiple asset classes, valuable connections in your network often go undiscovered. Affinity maps and scores all of your family office's relationships, revealing the warmest paths to founders, fund managers, and co-investors based on actual interactions rather than static contact lists.

Affinity recommended introduction card showing a CFO with a relationship score of 88 out of 100

Evaluate direct investments with enriched company insights

Evaluating investment opportunities in different sectors requires immediate access to reliable insights, not manual research. Affinity enriches every company profile with funding history, growth metrics, and firmographic data from 40+ trusted sources, helping you identify opportunities that align with your investment criteria and values.

Filter and prioritize opportunities across asset classes

Managing diverse investment opportunities means quickly identifying those that align with your family's goals. Create custom investment criteria and use analytics to help your team focus time on the right opportunities across private equity, venture capital, real estate, and more.

Deal pipeline sheet view with a company card showing investment stage, connections, and last contact

Allocate capital

Track investment strategy across multiple asset classes

When multiple family members and advisors are evaluating investments, maintaining alignment is crucial. Affinity centralizes your pipeline in one place, ensuring everyone has complete visibility into investment progress and next steps.

Affinity deal flow board view with a highlighted Venturous opportunity card

Keep complete correspondence history

Missing communications or context creates risk during diligence. Affinity captures all emails, meetings, and attachments, creating a complete and searchable history of every investment conversation.

Affinity activity timeline showing meetings and emails between team members, organized by month

Eliminate investment data silos

Managing both direct investments and fund commitments can create fragmented information across your portfolio. Affinity helps your team evaluate opportunities more efficiently and coordinate seamlessly by centralizing your deal pipeline and automatically syncing activities.

Credit prospects board with organizations grouped by status from new to lost

Preserve wealth

Protect sensitive family wealth information

Managing multi-generational wealth creates unique confidentiality challenges when balancing security with collaboration needs. Affinity's enterprise-grade permissions ensure sensitive investment and family data is only visible to authorized team members while enabling secure collaboration across your network of advisors and trusted partners.

Data access permissions table comparing enterprise admin, admin, and standard roles

Connect investment data across your multigenerational planning

Maintaining consistent data across diverse family office investments typically creates redundant work and reporting gaps. Affinity seamlessly integrates with your existing tools, automatically syncing relationship and deal data to provide portfolio visibility without manual reconciliation.

Diagram of Affinity syncing CRM fields with tools like Salesforce, Slack, Dropbox, and Snowflake

Measure and optimize long-term legacy planning

Preserving family wealth across generations requires balancing financial returns with values-based investing. Track multi-asset performance, monitor risk exposures across your portfolio, and generate detailed reports that align your investment activities with your family's long-term legacy goals.