Network insights curated for dealmakers

Use the network of your entire firm to find the warm introduction to your next deal, investor, or key portfolio support contact.
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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.

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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.

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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.

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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.

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Why our customers love Affinity

"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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"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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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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"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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"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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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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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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"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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"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 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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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
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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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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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 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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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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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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Interested in learning more?

Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.

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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.