activity capture

Drive next steps on deals faster

Minimize manual data entry with automated activity capture

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Automatically create and update your firm’s network

Email and calendar event sync

Create records based on communication activity.

Records updated automatically

Seamlessly capture data on an ongoing basis.

Know every interaction

Make better decisions by knowing every interaction.

Eliminate manual data entry

Automatically create and maintain your firm’s network. Affinity captures every email and calendar event to create people and company records—populating a CRM database that is dynamically updated without hours of manual data entry. This builds a full relationship map for the firm, ensuring your network is shared with every member of the investment team.

Accelerate deals with accurate data

Give your entire team visibility into the latest status on a deal, portfolio company, or LP engagement with records that update automatically. Affinity captures ongoing communications data, saving manual work and ensuring everyone uses the most up-to-date information for outreach to founders, portfolio companies, and LPs.

Turn activity data into insights

Get the full picture of your firm’s history with its contacts. AI-powered relationship intelligence turns communications data into powerful insights on relationship strength and introduction potential. Engagement and activity data can drive insights on team effectiveness and be used to improve performance. Use this information in Affinity, or push it to other platforms or a data warehouse to enable your team to act confidently across workflows.

CUSTOMER STORIES

MassMutual Ventures

< 60 days

Time it took to implement Affinity with wall-to-wall email and AWS integration.

How MassMutual Ventures keeps track of contacts, deal flow, pipeline, vendors, and other critical information with Affinity

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affinity report

Private capital predictions for 2025

Is deal flow about to bounce back? Find out with analysis on why nearly 300 dealmakers are turning up the notch on outbound deal sourcing, how they’re using AI to tackle data complexities, and top strategies to stand out in a competitive market.

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