Sharepoint integration

Unify enterprise document management with relationship intelligence

Centralize deal documentation

Connect pitch decks, financial models, and due diligence materials from Sharepoint directly within Affinity's deal workflows.

Enable secure collaboration

Share critical investment documents while maintaining enterprise-grade security and Microsoft compliance standards.

Streamline document access

Surface relevant documents instantly within deal and company profiles to accelerate investment decisions.

Maintain data governance

Deploy granular access controls while preserving complete audit trails across both platforms.

Scale document workflows

Automate file organization and accessibility across your entire investment process while ensuring data privacy.

Most popular workflows

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Display relevant documents within deal contexts
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Automatically syncs linked folder contents
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Surface investment materials in relationship profiles
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Maintains secure access to critical documents
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Connect due diligence files to active deals
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Syncs sensitive documentation in real-time
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Link portfolio updates to company records
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Automatically updates shared materials
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Connect meeting notes to relationship data
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Syncs team documentation instantly
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Enforce consistent document structure
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Respects configured access permissions
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Enable secure team collaboration
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Respects configured access permissions
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Monitor document version control
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Reflects real-time updates across platforms

Automatically capture key files with Affinity and Sharepoint

Artesian uses Sharepoint’s integration with Affinity to capture any files related to a prospective company, including decks or pitch videos connected to an application. This ensures all information is automatically consolidated into a single activity timeline for each contact.

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Connect with other tools and apps

Dropbox

Automatically sync deal documents across your teams.

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Notion

Unify deal notes and relationship data to drive faster investment decisions.

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Gatsby

Convert event engagement into actionable relationship insights.

Learn more
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