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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

Talk to sales

Gain a competitive edge

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Deploy advanced deal origination

Tap into your collective network to get direct introduction paths.

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Improve due diligence

Leverage your network to back-channel your next big deal.

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Save valuable time

Affinity adds all email and calendar interactions in real-time.

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Eliminate crossing wires

Always know who has talked to whom.

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Leverage AI-powered CRM

Easily manage deal flow and access network analysis. 

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Customize privacy settings

Adjust privacy settings for your entire team’s needs.

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An advanced deal origination platform

  • Increase proprietary deal flow
  • Fully leverage your team’s collective network
  • Bypass intermediaries by sourcing direct
Data Enrichment By

Spend time on new deals,
not data entry

Affinity automatically creates contacts from your inbox

 

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We know you have better things to do

188

hours of data entry saved per person a year

See how much time Affinity's deal flow management software can save your team

Talk to sales

Improve deal pipeline with smart lists and pipeline board view

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Deal pipeline optimization

Create bespoke lists to track deal flow and automatically enrich with valuable communications and company data.

New business

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

Visibility

Share view-only versions of your pipeline with LPs or teammates. 

Activate reminders

Activate smart triggers and reminders to ensure key relationships never go cold. 

Actionable insights with advanced reporting

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Sector focused

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

 

Pitch insights

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

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You’re in control of your privacy

You get to choose what communications data is visible.

Easily exclude email addresses, hide email bodies or even just hide the subject lines to ensure your communication is private.

Show up smarter with Affinity at your fingertips

iOS  Android

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Why our private equity customers love Affinity

“Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before.”

Burke Davis
Vice President, Sorenson Capital

Leverage your network’s
full potential

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Private Equity firms who
leverage Affinity