DEAL SOURCING
Source the right deals faster
Identify and get into opportunities faster with relationship intelligence and enriched company data
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Build your network to create deals
Manual data entry and scattered information lead to missed investment opportunities. Automatically capture and enrich every interaction to build a comprehensive view of potential deals.
Capture every touchpoint
Automatically track all emails, meetings, and interactions to build a complete historical record.
Access your firm's collective network
View relationship strengths and connection paths across your entire team's network.
Enrich every startup and contact record
Make decisions with fresh insights from 40+ premium sources on company growth, funding, and performance.
Filter and prioritize opportunities
Evaluating deals across multiple sources creates inefficient workflows. Create targeted lists and access deal insights wherever you work to assess opportunities quickly.
Build targeted deal lists
Create custom lists with defined criteria to standardize evaluation across teams.
Streamline qualification
Filter and segment opportunities based on your investment criteria and relationship data.
Access insights anywhere
Evaluate opportunities directly from your inbox and browser with extensions for Chrome and Outlook, or on the go with the Affinity mobile app.
Turn insights into action
Uncoordinated outreach leads to missed opportunities and duplicated efforts. Use relationship intelligence to engage the right companies at the right time.
Find warm introduction paths
Identify the strongest connection paths based on actual interaction history.
Coordinate team outreach
Keep teams aligned on conversations in real time to prevent duplicate outreach.
Track engagement over time
Monitor relationship development and interaction patterns to time follow-ups effectively.
Where to next?
Best practice guide for deal sourcing
Maximize the value Affinity can bring to your deal sourcing workflow.
Put your data to work
See how top firms turn the data they already have into off-market deal flow.
Deal sourcing explained
What it is, how it works, and the strategies top PE and VC firms use to source better deals.
Frequently Asked Questions
Deal sourcing is the work of finding and reaching investable companies before or alongside a formal process. It combines outbound research against a thesis, inbound flow from intermediaries, and warm paths through the firm's network. The last of these produces the highest conversion and is the hardest to systematize since the relationships live across many inboxes.
The strongest sourcing teams treat coverage as the problem. They map which relationships already reach the sectors they want and work those paths deliberately, which is different work from screening a longer list. Uncork Capital increased founder interactions 45% by making the firm's existing network visible to the whole team.
Start from the firm's collective communication history rather than from individual memory. A relationship graph built on every email and calendar interaction can rank colleagues by connection strength to a given person, and show when each last spoke to them. The right ask then goes to the colleague whose introduction will actually get returned.
By channel and by conversion, not by volume. The useful measures are how many opportunities each source produces, what share of each source reaches diligence, and how long each takes to get there. That reveals which of banker flow, network referrals, and outbound generates the deals a firm actually closes.
Enough to write something specific: funding history, headcount trajectory, leadership changes, and whether anyone at the firm has spoken to the company before. Enrichment from PitchBook, Dealroom, and Crunchbase supplies the first three. The fourth comes from the firm's own interaction history, and is usually the detail that earns a reply.
Affinity's Warm Intro Agent maps the firm's path to any target named. It ranks routes by relationship strength drawn from the firm's own communication history, drafts the outreach, tracks the thread, and surfaces the next route if one goes quiet. Nothing in the ranking comes from a generic graph. Every route is a conversation someone at the firm has already had.
Yes. Affinity's hosted MCP server connects relationship history, deal context, and warm introduction paths to Claude, ChatGPT, Gemini, Copilot, and a firm's own tools. An analyst can research a target in whichever assistant they already use and get answers grounded in the firm's CRM rather than in general web data.
Put your firm’s network to work
