RELATIONSHIP INTELLIGENCE

Relationship intelligence for the Affinity CRM

Use the network of your entire firm to find the warm introduction to your next deal, investor, or key portfolio support contact.
Get a demo

Relationship insights driving deals

Relationship Intelligence solves the network problem shared by both dealmakers and the associates who support them. Dealmakers find and close deals. Without the right insights, they risk not being involved in the right deal—or not closing it—because they were late to engage or failed to understand the dynamics of the people involved.

Most CRMs lack any automated data capture and enrichment, making data drudgery real for every firm. Affinity CRM delivers automated relationship intelligence directly within the workflow of every dealmaker. No more missing the introduction that can close a deal, asking who knows the CEO at a startup, who would best help grow a portfolio company, and what investor would be most excited about the next fund.

Automatically create and manage your network

With every email you send and every meeting you have, Affinity captures those in your entire firm's network to create contact and company records—saving more than 200 hours each year per user in data entry. Every interaction is analyzed to establish the strength and nature of the relationship, generating insights that drive dealmaking.

What is an automated CRM?

Relationship insights to drive deals

Relationship Intelligence shows your firm's connection to founders, investors, and other key people in your dealmaking network. Uncovering the best path to successful deal sourcing, deal management, portfolio support, investor relations, and fundraising efforts. Use relationship strength and engagement history to uncover a warm path of introduction that can help close a deal 25% faster.

How to use relationship intelligence in your CRM

Extend your network with Affinity Alliances

Connect networks with close allies to unlock paths to your biggest opportunities. By inviting trusted partners, alliances, or portfolio companies to share their network, you can uncover new relationships and the warm introduction you need to your next deal, subject matter expert, or investor.

Affinity Alliances
the benchmark report

Private capital investment predictions for 2024

700+ dealmakers say that deal volume is bouncing back. Read the full data-backed report to find out why investors anticipate higher deal volume, how they’re shifting priorities to snap up high quality deals, and how artificial intelligence is predicted to change venture capital.

Read the report now

Why our customers love Affinity

"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
Read case study
"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
Read case study
"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
Read case study
"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
Read case study
"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
Kevin Zhang
Partner, Bain Capital Ventures
Read case study
I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
Read case study
"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
Read case study
"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
Michael Sanberg
Leasing and Sales, Touchstone
Read case study
“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
Read case study
“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
Read case study
“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
Read case study
"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."
Fabian Krautwurst
Principal, Cavalry Ventures
Read case study
“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
Read case study
“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
Read case study
“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
Read case study
“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
Read case study
“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
Read case study
“We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why do we know people; and when do we know that from, because previously, we didn't really. Now, we have a way better and way more effective method of engaging with the people we know, and getting productivity out of that.”
Leo Walde
Partner, Armira
Read case study
"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
Read case study
"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Partner, MassMutual Ventures
Read case study
"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
Read case study
"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
Read case study
"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
Read case study
"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
Read case study
"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
Read case study
“By making the day-to-day of our teams a little easier, Affinity goes a long way in making the experience for our entrepreneurs, founders, and larger network better, which goes far in helping Endeavor fulfill its mission as a whole.”
Sanjay Thapa
Senior Salesforce Administrator
Read case study

Interested in learning more?

Get an in-depth walkthrough to see the Affinity Relationship Intelligence CRM in action.

Request a demo