Dropbox integration

Unify deal documents with intelligent relationship context

Centralize deal documentation

Automatically sync pitch decks, financial models, and due diligence documents from Dropbox directly into Affinity's deal and company profiles.

Maintain historical context

Preserve complete document history and relationship context by connecting Dropbox files to relevant deals, companies, and interactions.

Enable secure collaboration

Share critical investment documents while maintaining enterprise-grade security and granular access controls across both platforms.

Streamline due diligence

Access and reference deal documents instantly within Affinity, accelerating investment decision-making and team collaboration.

Scale document management

Automate file organization and accessibility across your entire deal pipeline while maintaining data governance standards.

Most popular workflows

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Display relevant documents within deal and company profiles
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Automatically syncs linked folder contents to maintain current versions
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Surface pitch decks and investment materials in context
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Keeps critical documents updated in real-time
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Connect compliance and diligence files to deal workflows
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Maintains secure access to sensitive documentation
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Link portfolio updates and reports to company profiles
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Automatically syncs ongoing portfolio materials
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Link meeting notes with relevant relationships
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Updates corresponding documents in real-time
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Maintain data privacy across integrated platforms
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Enforces configured access permissions
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Structure documents consistently across deals
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Syncs files according to established organization
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Show real-time document changes within deal context
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Reflects updates automatically across linked folders

Connect with other tools and apps

Hubspot

Enrich contact data bi-directionally while maintaining relationship intelligence accuracy.

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Vestberry

Use relationship intelligence to identify portfolio growth opportunities.

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Slack

Automate real-time deal updates and relationship insights across your investment team.

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