Box integration
Centralize investment materials
Connect pitch decks, financial models, and due diligence documents from Box directly within Affinity's deal workflows.
Maintain document security
Share critical investment materials while preserving enterprise-grade security and comprehensive compliance standards.
Accelerate document access
Surface relevant files instantly within deal and company profiles to drive faster investment decisions.
Enable secure collaboration
Deploy granular access controls while maintaining complete audit trails across integrated platforms.
Scale document organization
Automate file management across your entire investment process while ensuring data privacy standards.
Most popular workflows
Connect with other tools and apps
Salesforce
Enhance account data with comprehensive relationship and deal intelligence.
Sharepoint
Integrate deal documents while maintaining enterprise-grade security standards.
Gatsby
Convert event engagement into actionable relationship insights.