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Investment Banking

Relationship-driven Deal Making

Create, manage, and close deals faster and more easily with Affinity with relationship intelligence.

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Build and Close Deals 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.

  • Find the right connection to a prospective buyer with relationship scores
  • Unify your team’s collective network with no manual work
  • Track and manage every contact you’ve pitched a deal to
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Get a demo of Affinity

Easily Manage Your Deal Pipeline

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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Automate Every Contact

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

  • Automate contact and company profiles from inbox and calendar data
  • Enrich profiles with industry data that provide actionable insights
  • Free up over 180 hours each year to spend on meetings and deal-making
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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.”

Mirko Heide
Managing Director, IEG - Investment Banking Group

Read case study
The modern Investment Banking CRM as a competitive differentiator

Guides and whitepapers

The modern Investment Banking CRM as a competitive differentiator

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Investment Banking Deal Making in 2021 Using Technology and Relationships

Webinars

Investment Banking Deal Making in 2021 Using Technology and Relationships

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Affinity Analytics Masterclass

Webinars

Affinity Analytics Masterclass

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