Webinar: Outlook Add-In Masterclass — Register here

Gain a competitive edge

deal-origination

Deploy advanced deal origination

Tap into your collective network to get direct introduction paths.

due-diligence

Improve due diligence

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

save-time

Save valuable time

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

Crossed wires 5

Eliminate crossing wires

Always know who has talked to whom.

workflows

Leverage AI-powered CRM

Easily manage deal flow and access network analysis. 

privacy-settings

Customize privacy settings

Adjust privacy settings for your entire team’s needs.

ANIMATION_REQUEST_INTRO_V2 ANIMATION_REQUEST_INTRO_V2

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

 

ANIMATION_AUTOMATIONS_R3

 

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

Board-view-PE

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

Reporting-PE pe ebitda

 

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. 

circles-detail-2 ANIMATION_PRIVACY_V2 ANIMATION_PRIVACY_V2

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

app-trio-pe
headshot-burke-davis-500x400-edit

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
Private Equity firms who
leverage Affinity