Affinity for Salesforce

Automate data capture and unlock relationship insights for Private Capital in Salesforce

Capture team activity and uncover insights to accelerate and win better deals

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Transform your Salesforce experience

Activity capture & record creation

Capture interactions and update Salesforce records automatically

Relationship intelligence

Uncover hidden connections and warm introduction paths

Data enrichment

Enrich records to make fast, confident deal decisions

Eliminate manual data entry with automatic activity capture

Save hundreds of hours by eliminating manual Salesforce updates. Affinity automatically captures all email communications and calendar meetings, creates and updates records, and maintains a complete database of your firm’s network, all natively within Salesforce. Your entire team’s activity is logged instantly, ensuring no interaction is missed!

Product shot: Affinity Activities tab with a list of upcoming meetings within the next two weeks

Product shot: Affinity Connections tab with a list of 60 contacts your teammates know

Surface hidden connections to source better deals

Transform your firm’s collective network into a competitive advantage. Affinity analyzes communication patterns and interaction history to reveal relationship strengths, uncover warm introduction paths, and prevent crossed wires. This relationship intelligence helps you identify and act on the best opportunities within your network.

Accelerate deal evaluation with enriched private market data

Make faster, more informed investment decisions with automatically enriched Salesforce records. Access comprehensive firmographic, funding, and headcount data specifically relevant to private capital—without any manual research. Affinity aggregates data from over 40 trusted sources to provide the context you need in the tools you use every day: Salesforce, Chrome, and Outlook.