Recent product updates that drive better investing
Capture and use relationship 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.
Accelerate portfolio company growth
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.
Enterprise-grade control and customization
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.
Our latest releases
Turn Slack messages into Affinity Notes
You can now send a note to organization, person, and opportunity records in Affinity from an existing or new Slack message. Users have two ways to do this: click the more actions button to the right of every message or use the global shortcut to pull up the 'Add Note to Affinity' action.
Automatic account creation in Affinity for Salesforce
Affinity for Salesforce now automatically creates and enriches Account records when customers interact with companies. Now, users will be able to get a complete view into the companies in their firm's shared network.
Report on your manually logged team activity
Affinity Analytics users can now track and report on their their manually logged Messages, Calls, and Meetings.
Surface internal meeting notes from Notetaker on internal profiles
Admins can now choose to surface meeting notes generated by Notetaker during internal meetings on their internal company profile. Turning off this feature will mean meeting attendees only get an email with their meeting notes.
Default sharing setting for enterprise permissions
Enterprise Admins now have the option to set a default sharing selection, providing a streamlined experience when users are creating permission-controlled resources like Notes, Logged Interactions, and Reminders.
Dark Mode for web and iOS
Users now have the option to view Affinity in dark mode, providing a comfortable user experience in low-light environments.
Kanban expanded cards
We’ve made improvements to the Kanban-style Board View so that users can add any field to their cards and customize their view for better readability, allowing for more productive Monday meetings and pipeline management.
Automation Builder: Relative Dates
You can now set up automations on date fields to update cells to today's date when a trigger occurs. This is great for tracking Deal Status Changes, NDAs, and more.
Hide notetaker during calls
You can now turn off the avatar for notetaker and select ‘hide non-video participants’ so you can hide Notetaker from calls while still getting notes.
Copy lists in bulk
The “Select All” checkbox allows you to work more efficiently with large sets of profiles, easily selecting/deselecting entire lists for copying to other lists.
Formula fields update: Nulls treated as 0s for most operators
You no longer need to manually fill out 0s to ensure formulas work seamlessly across lists, whether you’ve filled in data for blank fields or not. This is a small step in further removing the burden of data drudgery from workflows. Note: Nulls are still treated as nulls for fields based on averages.
Affinity Quarterly Product Release Webinar
Affinity has enhanced its purpose-built platform for venture capital with AI-powered deal intelligence, comprehensive relationship insights, and automated workflow capabilities. Join industry experts to learn how these innovations help firms identify and get into the right deals, make better decisions in less time, and effectively support portfolio companies.
You'll discover:
- How leading firms use relationship intelligence to drive deal success
- Enhanced deal management capabilities that increase team productivity by 50%
- New integration capabilities that unify your entire tech stack
Stay informed about platform innovation
Quarterly Release Webinar
Join our industry experts as they showcase how top venture firms are using new capabilities to drive investment success.
Personalized enterprise solution review
Our private capital experts will demonstrate how Affinity can transform your firm's deal and relationship management.
AI-powered investment intelligence
Discover how new developments in AI are helping firms to make faster, more confident investment decisions