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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“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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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.
Explore analytics & reportingIntegrate 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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