Accelerate mandate success
Trusted by investment banks
Drive mandate origination
Find paths to decision-makers through your network
Identifying the right opportunities and securing mandates requires strong relationships with key decision-makers. Affinity maps your firm's collective network to surface the most effective paths to corporate and financial sponsors, helping you secure more mandates.
Track engagement with prospects and clients
Maintaining consistent communication with prospective clients is crucial for winning mandates. Affinity automatically captures every interaction, helping you monitor engagement and identify the right time to advance discussions.
Access enriched company insights
Comprehensive company intelligence elevates market assessments. Affinity enriches every profile automatically with financial metrics, growth indicators, and market data from trusted sources—helping you quickly identify promising opportunities.
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Manage deal execution
Keep deal teams aligned on mandates
When multiple analysts, associates, and senior bankers are working on transactions, maintaining alignment is critical. Affinity brings your pipeline and communications together in one place, ensuring everyone has visibility into transaction progress and next steps.
Share information securely
Managing sensitive M&A information across deal teams, corporate clients, and potential acquirers requires enterprise-grade security. Affinity's permissions ensure confidential data is only visible to authorized stakeholders while enabling effective collaboration.
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Strengthen client relationships
Build lasting client partnerships
Long-term advisory relationships depend on consistent engagement with corporate clients, financial sponsors, and strategic buyers. Track interactions across key stakeholders, set reminders to stay in touch, and identify opportunities to deliver additional value.
Measure team value and impact
Demonstrating value requires clear metrics and comprehensive reporting. Generate detailed visualizations that showcase mandate progress, team activity levels, and transaction pipeline performance to key stakeholders.
Get more done by integrating with your favorite tools
Affinity connects with the tools your team uses every day, such as Slack, Mailchimp, Dropbox, and more.
Explore integrations
