Prospect and market deals more effectively through your team’s network. Affinity assesses and analyzes every relationship to find the right connection.
Affinity enables investment banking deal pipeline management with an intuitive and familiar workflow
Simplify deal management with one-click updates
Know the status of every deal by capturing every interaction
Share pipeline status with clients and across your team with deep analytics that improve operations
No deal-maker should have to spend half their week creating company or contact profiles. Affinity automates this process, enriching profiles with data that will drive action
Whether you’re handling mergers and acquisitions on the sell-side, buy-side, or both, as an investment banker, you and your team rely on the strength of your relationships. Client relationships can sometimes take years to build, and hoping you’ll remember a small detail from a two-year-old meeting—or trying to find it an old Excel spreadsheet—means risking losing valuable information.
When a deal lifecycle can also extend across many years—and doesn’t always result in a win the first time or even the second time you pitch an opportunity to a prospect—you need a reliable system of record to keep tabs on activity over extended periods of time. This is where a CRM can help.
M&A and investment banking deal teams need more than contact storage software, however. They need solutions that truly support long-term relationships. Being able to identify the best buyer for an opportunity or the ideal seller for a client who’s looking for an investment opportunity is crucial. For true customer relationship management, a simple database model or a Microsoft Excel spreadsheet just won’t cut it.
Instead, you and your team need the functionality of an intelligent CRM that can help you organize, track, and make decisions based on real-time, accurate data. A CRM that can process all of this information and offer clear insights is invaluable for deal teams that need to make data-driven decisions quickly and track cumulative decades' worth of relationships simultaneously.
Imagine if your team knew exactly which steps to take—and who was best equipped to take them—in order to discover, manage, and close your next mandate. Leading dealmakers understand the importance of quick and decisive action in today’s fast-paced and competitive capital market.
The CRM your team selects should offer features that can help with both your day-to-day needs, such as deal sourcing and client communication, and with nurturing, developing, and strengthening your relationships over time.
When you consider CRMs, then, you’ll want to ensure that you’ve prioritized the features your team needs. Here are some possible features to consider and questions to ask.
Financial and professional services teams, including investment banks, private equity firms, professional consultants, and venture capital firms have strong regulatory requirements. Investment banking firms need management software that can offer a single source of truth for lead management, task management, deal sourcing, and more. Your dealmaking and management technology is the foundation of your firm’s tech stack, and it needs to nurture and support the relationships that are so central to your long-term dealmaking.
With Affinity, your team can trust that the data in their CRM is always accurate and up to date. This confidence encourages cross-team collaboration and strengthens decision-making quality. The automated data capture and enriched datasets save deal teams hundreds of hours per person per year on managing and searching for relevant information. Team members can then focus on leveraging the platform’s relationship intelligence to find the right connections to the most lucrative deals and use their newfound insights to close their most important mandates.
Affinity’s relationship intelligence CRM quantifies and scores the depth, quality, and quantity of the relationships of your team’s collective network. These insights provide an additional layer of detail that helps inform your most important business decisions, and your team can connect with confidence and trust that the right person is initiating the warmest possible introduction to your next opportunity. By showing up smarter, your team can find, nurture, and win more deals.
Closing investment banking deals—M&A deals included—hinges on accurate information and strong relationships. Affinity’s CRM offers dealmakers automated data entry and data enrichment—two key features that free your team from the drudgery of entering data and the potential for human error that can harm the integrity of your data.
When you or your team member accesses contact information, interaction notes, or other critical data relevant to the people, organizations, and opportunities in your network, you need to be able to trust that what you’re viewing is accurate and complete.
There are hundreds of CRM software solutions available, and many, such as Salesforce or DealCloud, lack automation and require manual data entry in order to keep the information current. The hundreds of hours spent entering and managing data could be time your team devoted to nurturing relationships with clients, prospects, or even with internal stakeholders like VPs and partners.
Your CRM platform should work for you, not the other way around. Let relationship intelligence uncover connections and potential deals. Trust that your data is current, complete, and relevant with Affinity CRM.
You can also explore other CRM alternatives as you look for the right fit for your team.