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| Feature/Capability | Affinity | Salesforce |
|---|---|---|
| Private capital CRM focus | Purpose-built for private capital workflows. | Built for multiple verticals. |
| Relationship intelligence | Deep relationship insights help firms nurture and grow the relationships that drive deals forward. | Requires additional tools and integrations, such as Affinity for Salesforce. |
| Deal pipeline management | Purpose-built automations and AI-driven insights to stay on top of every deal. | Designed for linear and transactional sales pipelines. |
| Automated activity capture | Automatically captures activity records—and historical data—across calendars and inboxes to eliminate manual tasks. Seamless data enrichment offers further insight for better deal decisions. | Limited ability to automatically capture email, calendar, and activity data. |
| Firm-wide network visibility | View relationship strengths and connections across your firm's collective network on all plans. | Network and connection insights are limited to Enterprise and Unlimited tiers. |
| Reporting and dashboards | Track deal, relationship, and interaction data to analyze performance and which activities drive pipeline progress. | Build custom reports and dashboards. |
| Email and calendar integration | Automatically capture data from every interaction and calendar event with native email and calendar integration. | Syncs with emails and calendars but many data fields require manual updates. |
| Ease of use | Platform is robust and intuitive. | Interface can be complicated to learn and use. |
| Implementation time | Get up and running in just a few days. | Onboarding and implementation often take up to a year. |
| Mobile app | Access key features anywhere with Affinity mobile for iOS and Android. | Access all of Salesforce from your mobile device. |
| Customizability | Customize data fields and profiles with ease. Workflows are designed for PE, with most firms requiring limited adjustment. | Extensive customization is available, but often relies on code and developer support. |
| Ecosystem and integrations | Native and custom integrations with the tools you use every day, including Slack, Teams, and Mailchimp. | Integrations are available through AppExchange. |
| Support and onboarding | Comprehensive and responsive onboarding and data migration. Ongoing support through a dedicated customer support team. | Data migration can be expensive—often ranging from $5K to $50K. Support can be delayed with response times of several days. |
| Total cost | Affinity offers flexible pricing options for teams to choose the features they need, with custom plans available for firms with unique or complex requirements. | Enterprise pricing starting at $1980 per user, per year. With additional costs for features including integrations, relationship scoring, and intelligence. Firms may also require development costs for implementation and customization. |
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affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
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affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
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affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
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affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
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affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
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affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
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affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
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affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
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affinity guide
The VC’s portfolio support guide: 5 best practices to drive portfolio success
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affinity guide
Relationship intelligence and automation driving deals
The CRM Enhancement Guide
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affinity guide
The dealmaker’semail playbook
5 ways to make deal sourcing more efficient and effective
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affinity guide
Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
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Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
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How top firms manage deals more efficiently with Affinity
8VC adopted Affinity to transform their network management and decision-making process, and saw a 50% decrease in time spent on deal flow process.
BDC Capital chose Affinity to automate contact and company profile creation, resulting in a 5x increase in the number of organizations (32k) and contacts (105k) tracked.
Munich Ventures eliminates over 100 hours a year focused on manually inputting leads by automating their lead intake with Affinity.
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affinity webinar
Benchmarking success: Private capital trends with 3 experts
07/11/24 | 4:30 PM BST | 11:30 AM ET | 8:30 AM PT
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affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
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affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
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Campfire on-demand coming soon
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affinity case study
How Motive Partners increased the number of deals reviewed in one year by 66%
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