Create bespoke lists or leverage buyer identification templates to manage deals.
Back-channel potential buyers or sellers by tapping into network intelligence.
Eliminate manual data entry and automatically add communication data in real-time.
Always know who has talked to whom.
Visualize and manage your deal flow with board view.
Adjust privacy settings for your entire team’s needs.
Affinity automatically creates a 360° Rolodex of every person and company your team has ever talked to. Affinity's investment banking CRM updates in real time so you always know who has talked to whom.
See how much time Affinity can save your team
Gain insights and performance analysis on the sectors your team is pitching.
Always know how much money you have in the pipeline from active and upcoming deals.
Easily be able to highlight and discover high performers on your team and gain insights on where pitches are lost.
You get to choose what communications data is visible.
Easily block email address or hide email body or subject line to ensure your communication is private.
Why our customers love Affinity
