Activity capture
Drive next steps on deals faster
Minimize manual data entry with automated activity capture
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Automatically create and update your firm’s network
Email and calendar event sync
Create records based on communication activity
Records updated automatically
Seamlessly capture data on an ongoing basis
Full interaction visibility
Make better decisions by knowing every interaction
Eliminate manual data entry
Automatically create and maintain your firm’s network. Affinity captures every email and calendar event to create people and company records—populating a CRM database that is dynamically updated without hours of manual data entry. This builds a full relationship map for the firm, ensuring your network is shared with every member of the investment team.
Accelerate deals with accurate data
Give your entire team visibility into the latest status on a deal, portfolio company, or LP engagement with records that update automatically. Affinity captures ongoing communications data, saving manual work and ensuring everyone uses the most up-to-date information for outreach to founders, portfolio companies, and LPs.
Turn activity data into insights
Get the full picture of your firm’s history with its contacts. AI-powered relationship intelligence turns communications data into powerful insights on relationship strength and introduction potential. Engagement and activity data can drive insights on team effectiveness and be used to improve performance. Use this information in Affinity, or push it to other platforms or a data warehouse to enable your team to act confidently across workflows.
"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Where to next?
What is relationship intelligence?
See how it's gathered, and why it's critical to relationship-driven dealmaking.
The CRM built for private capital
Analyze deal, relationship, and interaction data to uncover insights and optimizations faster.
Automatically enriched CRM records
Access industry data that supports faster, more confident decision-making.
Getting started with Affinity
Learn how quick it is to activate Affinity’s automated activity capture.
Put your firm’s network to work
