Investment Banking
Create, manage, and close deals faster and more easily with Affinity with relationship intelligence.
Prospect and market deals more effectively through your team’s network. Affinity assesses and analyzes every relationship to find the right connection.
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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
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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
Why our customers love Affinity
“Affinity helps us close deals faster, work more efficiently, and manage the idea inroad to potential clients as well as investors.”
Read case study
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