Operations & Data Management
Centralize your data for deeper insights
Protect critical information, streamline your workflows, and use data to drive smarter decisions
"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
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.
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.
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.
Where to next?
Securing your firm’s tech stack
Get best practices on overcoming common security risks in private capital software.
Affinity Sourcing
Identify and get into opportunities faster with relationship intelligence and enriched company data
5 ways Affinity connects your tech stack
Explore common Affinity integrations with Slack, Mailchimp, and other tools.
Doubling down on data protection
Learn how Affinity achieved the foremost international standard of security: ISO 27001.
Frequently Asked Questions
Stop relying on people to enter it. Data quality at investment firms degrades because the professionals generating the activity aren't compensated for recording it. Capturing email and calendar activity automatically removes the largest source of gaps, leaving operations to manage judgment fields like stage, thesis fit, and ownership.
Data enrichment fills in records from external sources instead of manual research. This includes funding history, headcount, leadership changes, industry classification, and contact details. For investment firms the useful sources are private-market providers such as PitchBook, Dealroom, and Crunchbase, because general business databases cover private companies poorly.
Matching on email address alone fails, because one person accumulates several over a career. Systems that resolve identity on interaction patterns as well as address can merge records for the same individual across a personal address, two former employers, and a current one. That is the normal case for anyone a firm has known for years.
On the Advanced plan, Affinity enriches company records from Dealroom and Crunchbase, adds Company Growth Insights covering headcount and leadership signals, and connects to PitchBook where the firm holds its own PitchBook subscription. Contact records are built from captured interactions and deduplicated across email domains, so relationship history survives a change of employer.
Affinity writes to Snowflake, Databricks, and BigQuery directly, and exposes flexible APIs alongside packaged integrations including Salesforce, Slack, and Box. An operations team can join relationship and deal data to performance data for firm-level reporting without standing up an extraction pipeline first.
Connect email and calendar. The relationship graph builds itself from there, and most firms see the full network mapped within 24 hours. Everything that needs moving from the old system is handled by Affinity's onboarding team, which comes with the subscription. Full production typically follows inside 60 days.
Put your firm’s network to work
