A platform built for relationship-driven dealmaking

Deal flow management software enables teams to track every aspect of a deal—from deal sourcing or research all the way through the deal lifecycle and into portfolio company support and new fundraising efforts. It’s an important tool at the heart of a successful investment firm’s tech stack that enables them to effectively manage opportunities, share notes, analyze engagement, and monitor important deal-relevant data points that influence due diligence or relationship nurturing. Effectively managing your pipeline and keeping every stakeholder informed throughout the deal process, from Partners and VPs to Founders and LPs, helps keep your firm aligned and able to efficiently collaborate.

The best deal flow management software should do more than just track information. It should also give you a competitive edge and make you more efficient at your job. Look for technology that:

• Saves you time by automating low-value work so you can focus more on sourcing, deal management, and portfolio management
• Provides strong analytics and real-time reporting features to help you better understand where the most valuable deals are coming from, how efficient your dealmaking operations are, and who on your team is having the biggest impact
• Surfaces relationship intelligence insights across your company’s unified network to help you identify warm introduction paths faster so you can focus on closing quality deals with the highest likelihood of closing. 

Looking for other technology solutions? Learn what other leading dealmakers are using for their:

• VC Tech Stack
• Private Equity Tech Stack
• M&A Tech Stack

Relationships shape your business, and using CRM software supported by relationship intelligence gives your team data-driven insights that enable them to make confident investment decisions based on the most accurate, up-to-date data on the people and organizations in your firm’s collective network. This in turn makes the deal management process easier and makes your team more efficient at not only driving deals but also managing the relationships that support them.

While a basic deal flow management tool can be a good place for a new company or startup to begin, once deal velocity increases, it’s time to consider a solution with more robust deal flow management functionality that can scale with your business.

An intelligent CRM platform not only tracks all of your team’s “data exhaust”—people and organization details automatically pulled from your email, calendar, and meeting invitations—so you’re freed from the drudgery of manual data entry, they also provide insights into your best potential warm introductions, proprietary and industry partner datasets, and detailed reporting and analytics that give you a complete picture of your entire deal flow management process.

Teams in industries like venture capital, private equity, corporate venture capital, accelerators, family offices, and investment banks have a lot in common—particularly when it comes to managing deal flow. Deals in these industries are driven by relationships and are long-term commitments to potentially years-long deal processes versus the transactional, short-term sales of traditional sales teams.

Securing the best deal takes time and rapport, which means the software to support them should go beyond a simple deal pipeline view or a manually updated spreadsheet. Capital markets companies are investing in Affinity for deal flow management because it’s a platform purpose-built for relationship-driven dealmaking, not just sales.

Affinity helps capital market firms contextualize relationships and act on always-complete, up-to-date deal and contact data. When you’re managing deal flow with Affinity, your network becomes a competitive advantage.

Affinity CRM is a deal flow management software solution that helps you and your team manage complex deal flow pipelines by automating manual processes like data entry, contact management, and activity capture. When you can consolidate deal flow management, automated data capture and enrichment, and relationship intelligence in one software solution—your team can focus more on efficiently driving new deals and effectively nurturing relationships without the risk of losing track of valuable information.