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Operations & data management

Centralize your data for deeper insights

Protect critical information, streamline your workflows, and use data to drive smarter decisions
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Product shot: Affinity's AI tool, Industry Insights, providing a list of companies and corresponding data

“Affinity has allowed us to turn information and data more easily into action. All of our insights are in the same place, where people can move through the creation of lists, templates, views, etc.”

Peter Mitchell
Head of Origination
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Unify and secure your data at every stage

Safeguard your data with enterprise-grade security

Protect sensitive data with encryption and role-based permissions that limit visibility to the right stakeholders. Affinity meets stringent global standards, including SOC 2 Type 2 and ISO 27001.

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Data Access comparisons for Enterprise Admin, Admin, and StandardProduct shot: Account Role filter with checkboxes for Enterprise Admin, Admin, and Standard
Product shot: Affinity Analytics graphsProduct shot: Analytics: 196 deals sourced (96% of 200 goal) and 30 deals won (60% of 50 goal)

Monitor KPIs with advanced analytics

Track deal flow, pipeline conversion, and team performance with intuitive dashboards and reporting. Use advanced analytics to make more data-driven decisions.

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Integrate your tech stack with powerful tools & APIs

Connect your essential tools—from Gmail and Slack to Outlook and Vestberry—to ensure consistent data across platforms and eliminate manual reconciliation between disparate systems.

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Where to next?

Securing your firm’s tech stack

Get best practices on overcoming common security risks in private capital software.

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Using data to close deals faster

See how real-time analytics can accelerate deal velocity and optimize investment pipelines.

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5 ways Affinity connects your tech stack

Explore common Affinity integrations with Slack, Mailchimp, and other tools.

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Doubling down on data protection

Learn how Affinity achieved the foremost international standard of security: ISO 27001.

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Unlock the full potential of your tech stack

Join top private capital firms using Affinity to centralize and secure their data for smarter decisions.

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