EXTENSIONS

Relationship intelligence anywhere

Accelerate deal flow with deal and contact 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 delivers relationship insights, startup and people data, and a connection back to the firms CRM so dealmakers have all the insights they need to create or move a deal, in the tools they use everyday.

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 and 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 Meetings

Affinity Meetings makes it easy for dealmakers with busy schedules to access relevant CRM information about the people and organizations in their Zoom calls. With Affinity Meetings, you can:

  • Stay aligned during and after meetings by viewing and sharing notes
  • Drive more effective conversations with access to deal and relationship context without leaving Zoom
  • Save time on pre and post-meeting work with automatic sync between Zoom and Affinity CRM
Explore Affinity Meetings

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

"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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"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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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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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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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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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine 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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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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"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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"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 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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"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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"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
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