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Webinar: Investment Banking Deal Making in 2021. Join us on July 22nd with our guest, Michael Lamm, Managing Partner at Corporate Advisory Solutions. Register now

The CRM for your entire banking workflow


Create custom buyer lists

Create bespoke lists or leverage buyer identification templates to manage deals.


Improve due diligence

Back-channel potential buyers or sellers by tapping into network intelligence.


Save your valuable time

Eliminate manual data entry and automatically add communication data in real-time. 

Crossed wires 5

Eliminate crossing wires

Always know who has talked to whom.


Maximize flexible workflows

Visualize and manage your deal flow with board view.


Customize privacy settings

Adjust privacy settings for your entire team’s needs.


Advanced buyer identification

Don’t just show a slide with logos of whom your team knows, win deals by proving the depth of your team's network
  • Build a smart sheet for clients with relationship history and strength
  • Share lists with clients so they can see the progress of outreach 
Data Enrichment By

Spend time on closing deals,
not entering data

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.




We know you have better things to do


hours of data entry saved per person a year

See how much time Affinity can save your team

Talk to sales

Smart lists and board views to manage deal pipelines


Active deal pipeline

Create bespoke lists and views to track deals in an optimized workflow.

New business

Track business development efforts and see automated warm paths to network introductions right in your list.


Share view-only versions of any list with clients or prospects so they can see not only progress but also the power of your team’s network.


Smart triggers and reminders enable you to keep those relationships that are important to your network, from going cold.

Actionable insights with advanced reporting


Sector focused

Gain insights and performance analysis on the sectors your team is pitching. 

Fee analysis

Always know how much money you have in the pipeline from active and upcoming deals. 

Pitch insights

Easily be able to highlight and discover high performers on your team and gain insights on where pitches are lost. 


You’re in control of your privacy

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.


Show up smarter with Affinity at your fingertips

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Why our customers love Affinity

Affinity helps us close deals faster, work more efficiently, and manage the ideal inroad to potential clients as well as investors.”

Mirko Heide
Managing Director, IEG – Investment Banking Group
Investment firms who
leverage Affinity