Transform private credit deal management

Quick deal qualification requires immediate access to insights wherever you're working. Every borrower profile is automatically enriched with company financials and industry metrics from trusted sources—helping you identify promising opportunities faster.

Managing high deal flow means quickly identifying the most promising opportunities. Create custom deal criteria and use analytics to focus your team on the right borrowers and transactions.

Missing communications or context creates risk during credit evaluation. Affinity automatically captures all emails, meetings, and documents, creating a complete and searchable history of every borrower conversation.

Complex credit processes require consistent execution and documentation. Create customizable deal stages, set automated triggers, and maintain momentum as credit opportunities progress from origination through underwriting.

Maintaining consistent information across credit monitoring systems typically creates redundant work and reporting errors. Affinity integrates with your existing tech stack, automatically syncing relationships and deal data with your data warehouse and specialized credit platforms.

Managing sensitive credit information while enabling team collaboration creates compliance challenges in credit transactions. Affinity's enterprise-grade permissions ensure sensitive deal information and borrower communications remain strictly accessible to authorized team members.