2024 Latest Releases

Make every investor more productive

Artificial Intelligence

Chat with your notes and files with Deal Assist

Deal Assist uses artificial intelligence to help you pitch investments, prepare for meetings, and get answers to questions during diligence without having to sift through the notes, pitch decks, and data you’ve accumulated.

Available for: Advanced and Enterprise

automation

Automation Builder saves hundreds of hours of admin time

Spend less time on predictable data entry, avoid human error, and fast-track deal discovery and engagement through our Automations Builder and automated Slack updates

Available for: Advanced and Enterprise

mobile

Manage your deal flow from anywhere with Affinity Mobile

Deliver insights to partners faster with improved multitasking capabilities; and stay connected from anywhere with our new iOS App - tailored to better manage deals, networking, and meeting readiness.

Available for: Scale, Advanced and Enterprise

Collaboration

Keep your deal conversations in one place with Comments

Comment directly on entities in your deal list to share new insights or ask questions about an active deal. Combine Commenting with Collaborator Seats to provide updates to your LPs, share target lists with co-investors, and support your founders.

Recent releases that help with a specific workflow

Capture and use intelligence

Affinity has made it easier for you to capture and use your intelligence inside and outside of your meetings. Notetaker now creates notes in eight languages, the notetaking sidebar allows you to multitask and reference other data while creating new notes.

Support your portfolio companies

Use the new Collaborator Seats to share your curated talent and prospect lists with your founders. Commenting allows you to collaborate with your founders. And use Introduction Reporting to share with your founders and LPs about how you used your network to deliver impact on your investments.

Tailor your Affinity experience

Take control of your Affinity experience with new settings that give you the control over privacy, your syncing controls, and your meetings. Also, new keyboard shortcuts allow you to initiate CRM actions from lists, profiles, and anywhere else in the CRM.

live webinar

Affinity Quarterly Product Release Webinar

Over the past few months, Affinity has been striving to make every investor more productive with addition of AI-powered tools, the automation of CRM workflows, and access to Affinity throughout your tech stack and on the go, minimizing the work and time spent capturing, organizing, and acting on deal information.

Join our quarterly product release webinar to learn about our latest product offerings and walk through some of the latest updates to our CRM, integrations, and iOS app!