data permissions

Ensure data privacy and permissions

Maintain control over sensitive relationship and deal data while enabling secure collaboration

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Secure data management built for private capital

Flexible user and list controls

Ensure every user can do their job effectively while maintaining CRM integrity

Team-based access and governance

Set up data visibility and controls aligned with organizational hierarchy, regulations, and laws

Collaborator seats

Securely curate and share view-only lists for LP reporting; portfolio support; and co-investors

Ensure user access is consistent with employee roles

Affinity’s permissioning structure is designed to specifically support private capital workflows with pre-defined controls that you can customize to align with your firm’s organizational structure and policies.

Configure granular user controls like import/export data and automations as well as list-level permissions to align access and capabilities based on workflows.

Secure external engagement without risk

Collaborator Seats ensures secure collaboration with every stakeholder through permission-based sharing of relationship intelligence and deal data.

Support portfolio companies, engage co-investors, and streamline LP reporting while maintaining enterprise-grade privacy controls over sensitive information with curated lists and list commenting.