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