Stop crossing wires
Affinity automatically analyzes your firm’s communication data and augments it with trusted third-party data to build the ultimate virtual relationship Rolodex. Gain a holistic view of all your relationship activity so you always know who has talked to whom. You can even see attachments have been sent or if an email has been overlooked. With Affinity, team members understand the full context of external relationships and can avoid crossing any wires.
Streamline sourcing & proprietary deal flow
Nothing is more effective at helping you get in the door as referrals and warm introductions. With Affinity, eliminate the guesswork involved in asking for introductions and instantly leverage your firm's collective network. Affinity's patented technology and proprietary Alliances feature allows you to connect with your most trusted business allies and effortlessly leverage their network to close your next big deal or make the crucial intros your portfolio needs.
Simplify your relationship management
Stop wasting time manually inputting data. Affinity integrates with your email and calendar to automatically track whom your team has communicated with, what files were exchanged, and who provided the introduction. No email bots or extensions needed to get your firm's communication data into Affinity. Malleable privacy settings are available so you can keep your personal info private.
Sorenson Capital
"Affinity has become a daily tool that is ingrained in our workflow.I get a richness of data that didn't exist before. When I am connecting with someone, knowing if anyone at my firm already has a solid relationship or has recently connected with them is key. It enables us to be able to move fast in the same direction without stepping over each other."
