Network insights curated for dealmakers
Relationship insights driving deals
Relationship Intelligence solves the network problem shared by both dealmakers and the associates who support them. Dealmakers find and close deals. Without the right insights, they risk not being involved in the right deal—or not closing it—because they were late to engage or failed to understand the dynamics of the people involved.
Most CRMs lack any automated data capture and enrichment, making data drudgery real for every firm. Affinity CRM delivers automated relationship intelligence directly within the workflow of every dealmaker. No more missing the introduction that can close a deal, asking who knows the CEO at a startup, who would best help grow a portfolio company, and what investor would be most excited about the next fund.
Automatically create and manage your network
With every email you send and every meeting you have, Affinity captures those in your entire firm's network to create contact and company records—saving more than 200 hours each year per user in data entry. Every interaction is analyzed to establish the strength and nature of the relationship, generating insights that drive dealmaking.
Relationship insights to drive deals
Relationship Intelligence shows your firm's connection to founders, investors, and other key people in your dealmaking network. Uncovering the best path to successful deal sourcing, deal management, portfolio support, investor relations, and fundraising efforts. Use relationship strength and engagement history to uncover a warm path of introduction that can help close a deal 25% faster.
Extend your network with Affinity Alliances
Connect networks with close allies to unlock paths to your biggest opportunities. By inviting trusted partners, alliances, or portfolio companies to share their network, you can uncover new relationships and the warm introduction you need to your next deal, subject matter expert, or investor.
What is relationship intelligence?
Dealmakers miss out on high quality deals when they don't have a relationship with a founder or they lack insights about a startup. Relationship intelligence gives dealmakers insights about their firm's network, the startups or firms they target, and the history of engagement with them—so they can spend their time finding, managing, and closing the right deals.
Interested in learning more?
Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.Request a demo
Accelerate your deal velocity, eliminate manual data entry, and access key CRM insights from the tools that drive deals
Affinity empowers deal teams to access reliable, regularly updated intelligence about their firm’s growing network of people and companies through Salesforce - and extends these insights into the deal workflow in their browser, email, and calendar. Affinity for Salesforce automates the creation, update and enrichment of records using inbox and calendar activity, derives and delivers relationship insights that help deal teams find warm introductions, discover and respond to new opportunities, and report on the performance of their dealflow and management.