Deal Flow Management Software

Take control of your pipeline

Manage deals efficiently with deal flow software built for private capital
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Product shot: Affinity Analytics graphsProduct shot: Analytics: 196 deals sourced (96% of 200 goal) and 30 deals won (60% of 50 goal)

Act based on the latest deal-relevant data

Monitor deals and make decisions based on accurate data pulled automatically into the CRM. Affinity automates the capture of your firm’s communication activity and enriches each record with data from 40+ trusted sources. Move quickly on the most promising deals and keep your entire team aligned with shared visibility.

Product shot: Upcoming meetings tab

Double down on successful strategies

Understand where your most valuable deals come from, how efficient your dealmaking operations are, and who on your team is having the biggest impact. With Affinity Analytics, you can use templates or build custom dashboards to run reports on the metrics that move the needle for your firm.

Get into deals through your network

Turn disparate relationship data into insights that help you access deals. Affinity’s AI-powered relationship intelligence uses recency and frequency of interactions across your collective network to reveal who knows whom and how well. Find your strongest connection for a clear path to new opportunities.

Product shot: Recommended introduction: Martin Smith, CFOProduct shot: Relationship to Martin: 88/100. Joe Thomas regularly communicates with Martin Smith.