.webp)
Rich Text Components
{{blog-202302-metrics=“/rt-components”}}
{{blog-202507="/rt-components"}}
{{table-202508="/rt-components"}}
| 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. |
{{report-202411=“/rt-components”}}
.webp)
{{report-202407=“/rt-components”}}
.webp)
{{report-202404=“/rt-components”}}
.webp)
{{DDVCreport-202405=“/rt-components”}}
{{report-202403=“/rt-components”}}
.webp)
{{report-202402=“/rt-components”}}
{{report-202311=“/rt-components”}}
{{report-202306-emea=“/rt-components”}}
{{report-202303-benchmark=“/rt-components”}}
{{unicorn-benchmark-report=“/rt-components”}}
{{unicorn-benchmark-report-2=“/rt-components”}}
{{unicorn-benchmark-report-3=“/rt-components”}}
{{unicorn-benchmark-report-4=“/rt-components”}}
{{eu-benchmark-report=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
Download Report
{{eu-benchmark-report-2=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
Download Report{{eu-benchmark-report-3=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
Download Report{{eu-benchmark-report-4=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report
European Unicorn Edition
Download Report{{sourcing-deals-2023=“/rt-components”}}
{{2023-investment-predictions=“/rt-components”}}
{{benchmark-report=“/rt-components”}}
{{benchmark-report-2=“/rt-components”}}
{{benchmark-report-3=“/rt-components”}}
{{benchmark-report-4=“/rt-components”}}
{{sourcing-deals-2023="/rt-components"}}
{{ib-report="/rt-components"}}
affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
Download Report
{{ib-report-2="/rt-components"}}
affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
Download Report{{ib-report-3="/rt-components"}}
affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
Download Report{{ib-report-4="/rt-components"}}
affinity report
Investment Banking Industry Benchmark Report
Mergers & Acquisition Edition
Download Report{{private-capital-crm="/rt-components"}}
{{techstack-guide-202507="/rt-components"}}
{{bp-dealsourcing-202506="/rt-components"}}
{{essentials-202503="/rt-components"}}
{{analytics-2025part2="/rt-components"}}
{{analytics-202503="/rt-components"}}
{{fundraising-202409="/rt-components"}}
{{AI-guide-202408="/rt-components"}}
.webp)
{{DM-guide-202408="/rt-components"}}
{{sfguide-202407="/rt-components"}}
{{guide-202405="/rt-components"}}
{{guide-202404-2="/rt-components"}}
affinity guide
The VC’s portfolio support guide: 5 best practices to drive portfolio success
Read guide
{{guide-202403-2="/rt-components"}}
{{guide-202403="/rt-components"}}
{{CRM-guide-202402="/rt-components"}}
{{a4s-guide-202402="/rt-components"}}
{{guide-202402="/rt-components"}}
{{a4s-guide-202401="/rt-components"}}
{{guide-202310="/rt-components"}}
{{guide-202307="/rt-components"}}
{{guide-202305="/rt-components"}}
{{email-playbook="/rt-components"}}
{{a4s-guide="/rt-components"}}
affinity guide
Relationship intelligence and automation driving deals
The CRM Enhancement Guide
Download guide
affinity guide
The dealmaker’semail playbook
5 ways to make deal sourcing more efficient and effective
Download guide
{{vc-guide="/rt-components"}}
{{ib-guide="/rt-components"}}
affinity guide
Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
Download the guide
{{ib-guide-2="/rt-components"}}
affinity guide
Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
Download the guide{{ib-guide-crm="/rt-components"}}
{{webinar-benchmark2024="/rt-components"}}
{{webinar-jul3="/rt-components"}}
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
{{webinar-121423="/rt-components"}}
{{webinar-121224="/rt-components"}}
{{webinar-vc="/rt-components"}}
{{webinar-samsung="/rt-components"}}
affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
Watch now
{{webinar-samsung-2="/rt-components"}}
affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
Watch now
{{webinar-bdc="/rt-components"}}
affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
{{webinar-bdc-2="/rt-components"}}
affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
{{webinar-bdc-3="/rt-components"}}
affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
{{webinar="/rt-components"}}
{{webinar-2="/rt-components"}}
{{webinar-omers="/rt-components"}}
{{a4s-request-demo-202405="/rt-components"}}
{{a4s-request-demo-c="/rt-components"}}
{{a4s-request-demo-b="/rt-components"}}
{{a4s-request-demo-a="/rt-components"}}
{{request-demo-c="/rt-components"}}
{{request-demo-b="/rt-components"}}
{{request-demo-a="/rt-components"}}
{{a4s-request-demo="/rt-components"}}
{{request-demo="/rt-components"}}
{{request-demo-2="/rt-components"}}
{{request-demo-3="/rt-components"}}
{{request-demo-4="/rt-components"}}
{{campfire-2024="/rt-components"}}
{{campfire-2024-archived="/rt-components"}}
.webp)
{{campfire-2023="/rt-components"}}
{{campfire-emea="/rt-components"}}
{{case-study="/rt-components"}}
{{case-study-2="/rt-components"}}
{{case-study-3="/rt-components"}}
{{api-newsletter="/rt-components"}}
{{worksheet-08="/rt-components"}}
{{sourcing-waitlist-2025="/rt-components"}}
{{worksheet-07="/rt-components"}}
.webp)
{{bp-checkbox-17="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-16="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-15="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-14="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{worksheet-06="/rt-components"}}
.webp)
{{worksheet-05="/rt-components"}}
.webp)
{{masterclass-01="/rt-components"}}
{{bp-checkbox-13="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-12="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-11="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-10="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-9="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{benchmark-tool="/rt-components"}}
{{worksheet-04="/rt-components"}}
.webp)
{{bp-checkbox-8="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-7="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-6="/rt-components"}}
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{worksheet-01="/rt-components"}}
.webp)
{{worksheet-02="/rt-components"}}
.webp)
{{worksheet-03="/rt-components"}}
.webp)
{{cta-block="/rt-components"}}
{{bp-checkbox-5="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-4="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-3="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-2="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{bp-checkbox-1="/rt-components"}}
.webp)
Best practice checklist
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
{{blog-img="/rt-components"}}
