Harness your connections to build enduring family wealth
Trusted by family offices
Source investments
Uncover hidden investment opportunities through your firm’s network
When sourcing deals across multiple asset classes, valuable connections in your network often go undiscovered. Affinity maps and scores all of your family office's relationships, revealing the warmest paths to founders, fund managers, and co-investors based on actual interactions rather than static contact lists.
Evaluate direct investments with enriched company insights
Evaluating investment opportunities in different sectors requires immediate access to reliable insights, not manual research. Affinity enriches every company profile with funding history, growth metrics, and firmographic data from 40+ trusted sources, helping you identify opportunities that align with your investment criteria and family values.
Filter and prioritize opportunities across asset classes
Managing diverse investment opportunities means quickly identifying those that align with your family's goals. Create custom investment criteria and use analytics to help your team focus time on the right opportunities across private equity, venture capital, real estate, and more.
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Allocate capital
Track investment strategy across multiple asset classes
When multiple family members and advisors are evaluating investments, maintaining alignment is crucial. Affinity centralizes your pipeline in one place, ensuring everyone has complete visibility into investment progress and next steps.
Keep complete correspondence history
Missing communications or context creates risk during diligence. Affinity captures all emails, meetings, and attachments, creating a complete and searchable history of every investment conversation.
Eliminate investment data silos
Managing both direct investments and fund commitments can create fragmented information across your portfolio. Affinity helps your team evaluate opportunities more efficiently and coordinate seamlessly by centralizing your deal pipeline and automatically syncing activities.
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Preserve wealth
Protect sensitive family wealth information
Managing multi-generational wealth creates unique confidentiality challenges when balancing security with collaboration needs. Affinity's enterprise-grade permissions ensure sensitive investment and family data is only visible to authorized team members while enabling secure collaboration across your network of advisors and trusted partners.
Connect investment data across your multigenerational planning
Maintaining consistent data across diverse family office investments typically creates redundant work and reporting gaps. Affinity seamlessly integrates with your existing tools, automatically syncing relationship and deal data to provide portfolio visibility without manual reconciliation.
Measure and optimize long-term legacy planning
Preserving family wealth across generations requires balancing financial returns with values-based investing. Track multi-asset performance, monitor risk exposures across your portfolio, and generate detailed reports that align your investment activities with your family's long-term legacy goals.
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Get more done by integrating with your favorite tools
Affinity connects with the tools your team uses every day, such as Slack, Mailchimp, Dropbox, and more.
Explore integrations
