Your new Monday morning dashboard. Affinity's smart lists are the easiest way for you to manage your deals. Customize your smart lists with people, organizations or as opportunities. Relationship info and your team's collective communication activity will automatically update. Find out why affinity has been called "Excel on Steroids"
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.
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.
“The biggest problems Affinity helps me solve are how to track all of my activity and how to prioritize my time. It makes me a better investor. All of the things I need to do on a day-to-day basis I now do in Affinity.”
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.
It takes less than a minute to get setup with Affinity. Chat with our sales team today and start leveraging your network to find your next opportunity.