Deal Flow Management Software
Take control of your pipeline
Manage deals efficiently with deal flow software built for private capital
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Track every aspect of every deal
Automatic data and activity capture
Work with accurate, up-to-date deal information
Customizable analytics
Understand where deals come from and why you win
Relationship intelligence
Identify warm introduction paths faster
Act based on the latest deal-relevant data
Monitor deals and make decisions based on accurate data pulled automatically into the CRM. Affinity automates the capture of your firm’s communication activity and enriches each record with data from 40+ trusted sources. Move quickly on the most promising deals and keep your entire team aligned with shared visibility.
Double down on successful strategies
Understand where your most valuable deals come from, how efficient your dealmaking operations are, and who on your team is having the biggest impact. With Affinity Analytics, you can use templates or build custom dashboards to run reports on the metrics that move the needle for your firm.
Get into deals through your network
Turn disparate relationship data into insights that help you access deals. Affinity’s AI-powered relationship intelligence uses recency and frequency of interactions across your collective network to reveal who knows whom and how well. Find your strongest connection for a clear path to new opportunities.
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"Implementation was really easy. We were able to start using the platform straight away."
"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Explore Affinity
What is relationship intelligence?
Take a closer look at how data powers relationship-driven dealmaking.
Driving firmwide CRM adoption
Explore the ways Affinity supports your firm's investment workflows.
7 tips for optimizing your deal flow
Source more high-quality deals with these recommendations.
Put your firm’s network to work
