EXTENSIONS

Relationship intelligence anywhere

Be a more productive dealmaker with key deal data in your everyday tools

Dealmaking in the tools you use everyday

Dealmakers spend all their time engaging with their network and building new relationships to create or advance deals. This means they spend their time in meetings, communicating, or researching their next deal.

No dealmaker wants the hassle of copying data back to CRM, moving between windows on their laptop, or trying to remember the name of the CEO they wanted to reach out to from that startup that they found while research the health-AI sector.

Affinity Pathfinder

Affinity Pathfinder helps you qualify, manage, and capture insights about your deals as you research, reach out to, and screen people and companies from within your browser, on LinkedIn, and in Gmail

  • Find the right deals as you research and interact with potential investments and clients through  access to company and people insights
  • Accelerate deals by identifying relationships and relationship history that your team has has built with organizations
  • Update your pipeline with profile and list updates, creating opportunities, and note capture
Download Pathfinder

Affinity for Outlook

Affinity for Outlook gives you an easy way to view relevant context about the people, organizations, and opportunities that you’re emailing with—right from your inbox. With Affinity for Outlook, you can:

  • Access your team’s relationships and previous interactions with email recipients
  • View Affinity Data about people and organizations
  • Add people and organizations to your opportunity lists
Download Affinity for Outlook
Affinity mobile app screenshots presented on two iPhones

Affinity for Mobile

Affinity Mobile helps you access and update relationship context on-the-go from wherever you are. With the Affinity mobile app, you can:

  • Show up smarter to every meeting with instant access to the history of interactions with contacts and organizations
  • Manage your pipeline from anywhere with simple updates instantly available to your team
  • Create and manage prospects and prospect lists while you travel

Why our customers love Affinity

"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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"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
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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“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
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“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
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“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
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"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."
Fabian Krautwurst
Principal, Cavalry Ventures
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“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
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“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
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“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
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“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
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“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
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“We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why do we know people; and when do we know that from, because previously, we didn't really. Now, we have a way better and way more effective method of engaging with the people we know, and getting productivity out of that.”
Leo Walde
Partner, Armira
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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 Partner, 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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"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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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
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“By making the day-to-day of our teams a little easier, Affinity goes a long way in making the experience for our entrepreneurs, founders, and larger network better, which goes far in helping Endeavor fulfill its mission as a whole.”
Sanjay Thapa
Senior Salesforce Administrator
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Interested in learning more?

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