Deal Flow Management Software

A platform built for relationship-driven dealmaking

Find, manage, and close more deals with Affinity’s CRM—by bringing together relationship intelligence, deal sourcing, deal flow management, and analytics that integrate directly with how you prefer to work.
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Frequently Asked Questions

Why is it important to have deal flow management software?

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:

How does relationship intelligence software improve deal flow management?

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.

Why are capital market companies investing in dealmaking technology like Affinity for deal flow management?

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.

Why do dealmakers choose Affinity over other deal flow management software?

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.

Why our customers love Affinity

We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
Kevin Zhang
Partner, Bain Capital Ventures
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
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"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
Michael Sanberg
Leasing and Sales, Touchstone
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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Director, MassMutual Ventures
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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
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