Deal flow and pipeline management for investors
Seamless deal flow management
Every dealmaking team spends hours preparing for their Monday morning meeting. Tracking the status of every deal and moving them through the investment process is laborious and time-consuming. Affinity CRM makes deal management simple with one-click updates, automatic interaction capture, and simple-to-share team level data.
Easily manage deals throughout your pipeline
Investing teams add 40-50 new opportunities to their deal flow every quarter—and these complex engagements are difficult to track. Affinity CRM makes it quick to update and simple to track every deal through the investment process. Affinity CRM captures every email, meeting, and note directly in the CRM alongside your deal flow management—even when working in email, your browser, and in Zoom meetings.
Source deals faster
Affinity allows you to take relationship intelligence and your CRM with you as you research and engage start ups and founders. This reduces the time dealmakers spend finding the right deal by delivering relationship intelligence, business insights, and a connection back to their CRM in their browser and email.
Ace your Monday morning meeting
Prepare for—and manage—your Monday morning meeting with a familiar spreadsheet or Kanban-style view of deals from pitch to close. With Affinity you can take immediate action to keep deals moving forward, and every update appears instantly in your deal view.
Building dealflow with your CRM
Investors and M&A advisors spend an average of 34 hours researching an opportunity and use at least 4 different data sources to evaluate their targets. Affinity brings together research tools with startup and founder data, directly integrated within the CRM—saving hours previously spent finding and filtering the best investment targets.
Why our customers love Affinity
Interested in learning more?
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