Take control of your pipeline

Dealflow management software tracks investment opportunities from first contact through decision. It holds the company record, the stage, the internal owner, and the interaction history behind each, and reports on how opportunities arrive and convert. The distinction from a sales CRM is the time horizon, and the fact that most opportunities end in a documented pass instead of a close.

Four things, in order of how much they matter. Does activity land in the system on its own, or only when someone types it. Does the data model already fit funds and deals. Can permissions restrict access deal by deal. Can the firm change its own stages and fields later without a services engagement. The first question decides whether the other three ever get tested.

Affinity captures every email and calendar interaction automatically, so last contact, deal owner, and activity history stay current without anyone updating a record. After a meeting, the Data Update Agent drafts the field changes it believes follow from the notes and waits for approval. What the team enters by hand is limited to judgment: stage, thesis fit, and pass reason.

Yes. Firms create their own lists, stages, and custom fields, and change them as process evolves, without consultants. Different funds or strategies can run different structures in the same instance, each with its own permission set, so a credit team and an equity team work separately on shared underlying relationship data.

Affinity reports on pipeline by stage, source, owner, sector, and geography, and tracks conversion and time in stage between them. Because activity capture is automatic, the source attribution reflects how deals actually arrived rather than what someone selected from a dropdown at the time.

The relationship graph is usable on day one, because it builds from email and calendar history the firm already has. Structured pipeline records take longer. Affinity's team handles the import and mapping as part of standard onboarding, and most firms reach full production inside 60 days.