Mobile

Relationship and deal insights wherever you are

Drive deals forward, collaborate with your team, and build lasting relationships

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Dealmaking optimized for mobile

Meeting readiness

Access enriched company and people data on your phone

Move deals forward

Stay connected to your biggest opportunities while on the go

Effective networking

Find the right people to (re)connect with

Make meetings more productive

Get all the meeting data you need, right in your pocket. Show up more informed and productive with instantly accessible enriched company and people data, as well as up-to-date insights on your firm’s relationship and engagement history. Confidently move through the day with meetings, tasks, and note reminders putting you where you need to be.

Manage your pipeline from anywhere

Optimize dealmaking on the go with a mobile-first approach that keeps you connected to your biggest opportunities. Intuitive lists, profile views, and pipeline actions mean you can work across deal stages with efficiency comparable to your laptop. Whether in the office or face-to-face with your next opportunity, retain clarity across your most complex deals.

Network with purpose at every event

At an event? Filter people lists by location, industry, and interest to quickly discover who to talk to. Use Affinity’s relationship intelligence to get shared connections that make initial introductions easier. Finally, lock in next steps from each interaction by building and taking action on people lists from anywhere.

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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