FAMILY OFFICE
Harness your connections to build enduring family wealth
Make smarter investment decisions across your family office
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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.
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.
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.
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.
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.
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.
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.
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.
Get more done by integrating with your favorite tools
Affinity connects with the tools your team uses every day, such as Slack, Mailchimp, Dropbox, and more.
Where to next?
The Affinity CRM
Discover the platform that turns your network into a dealmaking machine.
Deal sourcing explained
What it is, how it works, and the strategies top PE and VC firms use to source better deals.
Why AI-powered CRMs are vital to family offices
Discover how modern CRMs transform family office relationship management and deal flow.
Family office direct and co-investing
Learn how family offices are adapting their investment strategies for higher returns.
Frequently Asked Questions
A family office running direct deals needs the same deal and relationship tracking as a fund, with tighter confidentiality and a wider asset mix. The system must hold direct investments, fund commitments, and co-investments side by side, keep principal and family matters walled off from the investment team, and run without a dedicated operations hire maintaining it.
Most direct dealflow reaches a family office through its network. This includes other family offices, sponsors it has co-invested with, operators, and advisors. Because the team is small, that network is concentrated in a few people. Mapping it at the office level rather than the individual level is what makes coverage survive a departure.
Co-investment decisions turn on two relationships at once: the sponsor offering the allocation, and the underlying company. The useful record is what that sponsor has sent before, how often, and what was passed on and why. That history is usually the deciding input, and it exists only if the office captured it at the time.
Separation is enforced with permission sets defined by role and applied at the record level rather than granted wholesale. Investment staff see deal and relationship data while family and principal matters stay restricted to named users, with audit trails on every access. SOC 2 Type II and ISO 27001 certification is the baseline for any system holding both.
The only durable answer is to stop entering data by hand. Systems that capture email and calendar activity automatically deduplicate contacts across multiple email domains and keep the deal list current with no manual entry. BDC Capital saw a five-fold increase in tracked contacts within 24 hours of turning capture on.
Yes. Affinity holds direct investments, fund commitments, and co-investments in the same system, each on its own list with its own fields and stages, sharing one relationship graph underneath. A sponsor appears once, with every interaction attached, whether the office is evaluating its fund or a company it sent over.
Put your firm’s network to work
