Sharepoint integration
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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.
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Most popular workflows
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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
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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.