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blog
7 VC platform metrics that drive efficiency
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Feature/CapabilityAffinitySalesforce
Private capital CRM focusPurpose-built for private capital workflows.Built for multiple verticals.
Relationship intelligenceDeep relationship insights help firms nurture and grow the relationships that drive deals forward.Requires additional tools and integrations, such as Affinity for Salesforce.
Deal pipeline managementPurpose-built automations and AI-driven insights to stay on top of every deal.Designed for linear and transactional sales pipelines.
Automated activity captureAutomatically captures activity records—and historical data—across calendars and inboxes to eliminate manual tasks.  Seamless data enrichment offers further insight for better deal decisions.Limited ability to automatically capture email, calendar, and activity data.
Firm-wide network visibilityView relationship strengths and connections across your firm's collective network on all plans.Network and connection insights are limited to Enterprise and Unlimited tiers.
Reporting and dashboardsTrack deal, relationship, and interaction data to analyze performance and which activities drive pipeline progress.Build custom reports and dashboards.
Email and calendar integrationAutomatically capture data from every interaction and calendar event with native email and calendar integration.Syncs with emails and calendars but many data fields require manual updates.
Ease of usePlatform is robust and intuitive.Interface can be complicated to learn and use.
Implementation timeGet up and running in just a few days.Onboarding and implementation often take up to a year.
Mobile appAccess key features anywhere with Affinity mobile for iOS and Android.Access all of Salesforce from your mobile device.
CustomizabilityCustomize data fields and profiles with ease. Workflows are designed for PE, with most firms requiring limited adjustment.Extensive customization is available, but often relies on code and developer support.
Ecosystem and integrationsNative and custom integrations with the tools you use every day, including Slack, Teams, and Mailchimp.Integrations are available through AppExchange.
Support and onboardingComprehensive and responsive onboarding and data migration. Ongoing support through a dedicated customer support team.Data migration can be expensive—often ranging from $5K to $50K. Support can be delayed with response times of several days.
Total costAffinity offers flexible pricing options for teams to choose the features they need, with custom plans available for firms with unique or complex requirements.Enterprise pricing starting at $1980 per user, per year. With additional costs for features including integrations, relationship scoring, and intelligence. Firms may also require development costs for implementation and customization.
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affinity report
The invisible edge:
Why the most active
PE firms generate the
fewest introductions
Read now
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Global venture capital deal activity

source: pitchbook
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AI Capability
Affinity
4Degrees
Conversational AI (via MCP)
Affinity
Ask "prep me for [Portfolio Company]" or "who has the strongest path in" and get meeting-ready context in seconds via LLM.
4Degrees
MCP available; recently launched.
Natural language pipeline queries
Affinity
Type "show me all Series B deals closing this quarter" and get pipeline status as a conversation via LLM.
4Degrees
Assistant available; recently launched.
AI Notetaker
Affinity
Built-in call recording with AI-generated transcripts and meeting summaries on Zoom, Teams, and Google Meet, auto-synced to company and contact profiles.
4Degrees
No native equivalent
File Analyzer
Affinity
Drop in a deck, memo, or tearsheet and get the key details extracted and contextualized against your pipeline in seconds.
4Degrees
Document Intelligence available; recently launched.
Industry Insights
Affinity
AI-powered market intelligence surfaced automatically within your workflow.
4Degrees
Industry insights available.
Similar Companies
Affinity
AI identifies companies that match the profile of your best investments, expanding your sourcing beyond your existing network.
4Degrees
No equivalent
Data enrichment
Affinity
Automated enrichment from 40+ data sources including PitchBook, Grata, and SourceScrub (available on Advanced and Enterprise tiers), plus proprietary relationship data from ~5B emails processed.
4Degrees
More limited enrichment from select third-party integrations.
Relationship strength scoring
Affinity
AI-powered scoring based on automatically captured interaction data across your entire firm.
4Degrees
Relationship scoring based on synced activity data and additional non-activity signals.
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Capability
Affinity
4Degrees
Automated activity capture
Affinity
Truly zero-entry. Automatically logs every email, meeting, and interaction from Outlook, Gmail, and calendar with no user action required.
4Degrees
Syncs email and calendar data.
Relationship intelligence
Affinity
AI-powered relationship strength scoring, warm introduction paths, and network mapping across the entire firm. Alliances extends scoring to advisors, LPs, and external contacts.
4Degrees
Relationship scoring and warm intro identification. Alerts for job transitions and media mentions.
Data enrichment
Affinity
Automated enrichment from 40+ data sources including PitchBook, Grata, and SourceScrub (available on Advanced and Enterprise tiers), plus proprietary relationship data from ~5B emails processed.
4Degrees
Enrichment from select third-party integrations including Crunchbase and PitchBook.
Deal pipeline management
Affinity
Visual Kanban and list views with similar company identification, natural language search, and CIM/pitch deck analysis via File Analyzer.
4Degrees
Deal pipeline tracking with customizable stages and reporting.
Sourcing
Affinity
Relationship-driven sourcing surfaces warm intro paths, tracks engagement patterns, and automates outreach through Affinity's relationship graph. Integrates with PitchBook, Crunchbase, Dealroom, Harmonic, SourceScrub, Grata, and Synaptic for market-level deal discovery.
4Degrees
Surfaces warm introductions, including indirect paths, and matches companies to a firm's investment thesis. Integrates with select third-party data providers.
Native call recording
Affinity
Built-in AI Notetaker on Zoom, Teams, and Google Meet with auto-transcription and meeting summaries synced to contact profiles.
4Degrees
No native call recording or AI notetaker.
Outlook / Gmail integration
Affinity
Deep native integration. Automatic sync, email templates, and sidebar context without manual intervention. Chrome extension for LinkedIn and beyond.
4Degrees
Gmail and Outlook integration with Chrome extension for LinkedIn.
Open platform / AI interoperability
Affinity
MCP-native. Works as the data layer for Claude, ChatGPT, Gemini, and Microsoft Copilot out of the box. Snowflake integration, bulk APIs, and 40+ integration partners for self-serve data access.
4Degrees
MCP support for Claude, ChatGPT, Gemini, and Microsoft Copilot.
Customization
Affinity
Configurable fields, views, and workflows designed to balance flexibility with ease of use.
4Degrees
Customizable fields and pipeline stages with flexible configuration.
Reporting and analytics
Affinity
Customizable dashboards and pipeline analytics that pull from automatically captured data.
4Degrees
Flexible reporting on BD, sourcing, and portfolio KPIs.
Security
Affinity
ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC 2 Type II. Dedicated security team. IP-based access controls.
4Degrees
Security measures in place. Specific certifications not prominently listed.
Team privacy
Affinity
Granular team isolation across lists, notes, and deals. Enterprise segmentation without data bleed.
4Degrees
Team-level permissions available.
Implementation time
Affinity
80% of firms go live in under 60 days.
4Degrees
Quick setup reported, though specifics vary.
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Automated relationship intelligence

Every email sent, meeting held, and introduction made is automatically captured and analyzed. No manual logging, no tagging bottlenecks during busy periods, no compliance gaps. Affinity builds a complete, always-current map of your firm's network — built from nearly five billion emails — without anyone lifting a finger.

AI that powers the core experience

Affinity’s MCP delivers meeting-ready context in seconds and turns pipeline questions into instant answers. File Analyzer extracts the signal from decks, memos, and tearsheets and contextualizes it against your pipeline. Industry Insights surfaces market intelligence automatically.

Data enrichment from 40+ sources

Affinity enriches company and contact profiles from 40+ data sources including PitchBook, Grata, and SourceScrub (available on Advanced and Enterprise tiers), giving your team a more complete picture than what 4Degrees' more limited third-party integrations can provide.

Results your team can feel

Alpha Partners saves 10 hours per person per week and has seen 3x annual deal flow growth. Sorenson Capital saves 5+ hours per person per week. Munich Re Ventures achieved 96% firm-wide CRM adoption and saves 100+ hours per year on manual input. CAS eliminated 20 hours of onboarding training per new hire.
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Automated relationship intelligence!!!!!!!!!!!!

Every email sent, meeting held, and introduction made is automatically captured and analyzed. No manual logging, no data entry, zero compliance gaps. Affinity builds a complete, always-current map of your firm's network—built from nearly five billion emails—without anyone lifting a finger.

AI that's native, not bolted on

Affinity's AI powers the core experience, from relationship  scoring to deal recommendations. Affinity’s MCP delivers meeting-ready context in seconds and lets you search deals conversationally. File Analyzer extracts signal from decks and tearsheets.

Live in weeks, not months

80% of Affinity firms go live in under 60 days. Firms evaluating DealCloud report being quoted anywhere from two to six months, often requiring external consultants.

Built for where private capital is going

Every email sent, meeting held, and introduction made is automatically captured and analyzed. No manual logging, no data entry, zero compliance gaps. Affinity builds a complete, always-current map of your firm's network—built from nearly five billion emails—without anyone lifting a finger.
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Relationship intelligence that's firmwide and automatic

Every email, meeting, and introduction is automatically captured from inbox inception. No logging, no clicking, and no compliance required. Affinity's relationship graph shows strength scores, warm intro paths, and interaction history across your entire firm.

An open platform for the AI era

Affinity is MCP-native, working as the data layer for Claude, Gemini, and Microsoft Copilot out of the box. Snowflake integration, bulk APIs, and 40+ integration partners give your team self-serve data access with no engineering resources required.

Enterprise-grade security

Four ISO certifications (27001, 27017, 27018, 27701) plus SOC 2 Type II, with a dedicated security team, IP-based access controls, and granular team privacy.

Live in weeks with real support

80% of Affinity firms go live in under 60 days. Migration, onboarding, and a dedicated CSM are included at no extra cost.
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affinity report
The 2026 private capital predictions report
Read now
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affinity report
The venture capital benchmark report: 2025 European Edition
Read now
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affinity report
The venture capital benchmark report: 2025 Edition
Read now
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affinity report
The private equity benchmark report
2025 edition
Read now
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report
Data-driven VC landscape 2025
Download now
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affinity report
The 2024 professional services outlook
Read the report
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affinity report
Strategies for M&A success in 2024
Read the report
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affinity report
Trending up: Private capital investment predictions for 2024
Download Report
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affinity report
The 2023 Investment Benchmark Report

European Edition

Download Report
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affinity report
The 2023 Investment Benchmark Report

Global Unicorn Edition

Download Report
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affinity report
The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report
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affinity report
The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report
{{unicorn-benchmark-report-3=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report
{{unicorn-benchmark-report-4=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

Unicorn Edition

Download Report
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affinity report
The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report
{{eu-benchmark-report-2=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report
{{eu-benchmark-report-3=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report
{{eu-benchmark-report-4=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

European Unicorn Edition

Download Report
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affinity report
Trending up: Private capital investment predictions for 2024
Download Report
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affinity report
2023 Investment Predictions Report
Download Report
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affinity report
The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report
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affinity report
The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report
{{benchmark-report-3=“/rt-components”}}
affinity report
The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report
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affinity report
The Relationship Intelligence Benchmark Report

US vs Europe Edition

Download Report
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affinity guide
Sourcing deals in 2023

Venture Capital Edition

Download now
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affinity report
Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report
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affinity report
Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report
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affinity report
Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report
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affinity report
Investment Banking Industry Benchmark Report

Mergers & Acquisition Edition

Download Report
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affinity guide
How to implement a private capital CRM
Read guide
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affinity guide
7 Modern Workflows to Win Deals Faster in 2026
Read guide
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affinity guide
Redefining private capital workflows with AI and relationship intelligence
Read guide
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affinity guide
Affinity Best Practices Guide for Deal Sourcing
Read guide
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affinity guide
Eight essential Affinity lists for every deal team
Read guide
Eight essential Affinity lists for every deal team
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affinity guide
Affinity Analytics for private capital: Going deeper
Read guide
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affinity guide
Affinity Analytics for private capital: Getting started
Read guide
Affinity Analytics for private capital: Getting started
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affinity guide
The growth equity guide to fundraising
Read guide
The growth equity guide to fundraising
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affinity guide
How AI will transform dealmaking
Read guide
How AI will transform dealmaking
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affinity guide
The guide to deal management
Read guide
The guide to deal management
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affinity guide
The Admin’s guide to maximizing Salesforce ROI
Read guide
The admin's guide to maximizing Salesforce ROI
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affinity guide
Deal sourcing guide for private equity
Read guide
Deal sourcing guide for private equity
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affinity guide
The VC’s portfolio support guide: 5 best practices to drive portfolio success
Read guide
The VC’s portfolio support guide
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affinity guide
Deal sourcing guide for investment banking
Read guide
Deal sourcing guide for investment banking
{{guide-202403="/rt-components"}}
affinity guide
The VC’s guide to fundraising
Read guide
The VC’s guide to fundraising
{{CRM-guide-202402="/rt-components"}}
affinity guide
CRM automation: What is an automated CRM?
Read guide
{{a4s-guide-202402="/rt-components"}}
affinity guide
3 ways to increase deal origination using your Salesforce data
Read guide
{{guide-202402="/rt-components"}}
affinity guide
Deal sourcing guide for growth equity
Read guide
Deal sourcing guide for growth equity
{{a4s-guide-202401="/rt-components"}}
affinity guide
Shift Sales into High Gear with Relationship Intelligence
Download guide
Race car
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affinity guide
Deal sourcing guide for venture capital: 2025 global edition
Read guide
Deal sourcing guide for venture capital, 2025 global edition
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affinity guide
The Guide to Becoming a Data-Driven GP
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affinity guide
Relationship intelligence at every venture stage
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{{a4s-guide="/rt-components"}}
affinity guide
Relationship intelligence and automation driving deals

The CRM Enhancement Guide

Download guide
affinity guide
The dealmaker’semail playbook

5 ways to make deal sourcing more efficient and effective

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affinity guide
Check our these best practices for your due dilligence
Read more
{{ib-guide="/rt-components"}}
affinity guide
Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
Download the guide
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affinity guide
Moving Beyond the Spreadsheet: Contact and Deal Management for Investment Bankers
Download the guide
{{ib-guide-crm="/rt-components"}}
affinity guide
Turning your CRM data into relationship intelligence
Download the guide
affinity guide
Turning your CRM data into relationship intelligence
Download the guide
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How top firms manage deals more efficiently with Affinity

8VC adopted Affinity to transform their network management and decision-making process, and saw a 50% decrease in time spent on deal flow process.

BDC Capital chose Affinity to automate contact and company profile creation, resulting in a 5x increase in the number of organizations (32k) and contacts (105k) tracked.

Munich Ventures eliminates over 100 hours a year focused on manually inputting leads by automating their lead intake with Affinity.

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Affinity Webinar
Benchmarking success: Private capital trends with 3 experts
Watch now
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affinity webinar
Benchmarking success: Private capital trends with 3 experts
07/11/24  |  4:30 PM BST | 11:30 AM ET | 8:30 AM PT
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affinity webinar
In conversation with Speedinvest: Investor Relations
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affinity webinar
Driving Pipeline through Executive Relationships
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affinity webinar
How to source deals efficiently like Buoyant Ventures
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affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
Watch now
Sam Campbell, Global Venture Operations Manager at Samsung NEXT
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affinity webinar
We talked to Samsung NEXT about how their team managers dealflow with Affinity. Get their tips.
Watch now
Sam Campbell, Global Venture Operations Manager at Samsung NEXT
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
BDC logo
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
BDC logo
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affinity webinar
We talked to BDC Capital about how their team finds their biggest wins. Get their tips
Watch now
BDC logo
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affinity webinar
Close more deals with better access to your data
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affinity webinar
Close more deals with better access to your data
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affinity webinar
Close more deals with better access to your data
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affinity webinar
Affinity Analytics Masterclass
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affinity webinar
Learn how OMERS Ventures built an integrated tech stack
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affinity webinar
Learn how OMERS Ventures built an integrated tech stack
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affinity webinar
Learn how OMERS Ventures built an integrated tech stack
Watch now
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Campfire London

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Campfire on-demand coming soon

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The relationship intelligence conference

oct 1 | SAN FRANCISCO

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The relationship intelligence conference

oct 22 | SAN FRANCISCO

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The relationship intelligence conference

SEPT 28 | SAN FRANCISCO

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Feb 28, 2023 | Berlin, Germany

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affinity case study
How Motive Partners increased the number of deals reviewed in one year by 66%
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affinity case study
How Motive Partners increased the number of deals reviewed in one year by 66%
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affinity case study
How Invus Opportunities increased centralized opportunity tracking by 40% with Affinity
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affinity case study
Learn how other firms are using enriched data to work more efficiently
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affinity case study
Learn how other firms are using enriched data to work more efficiently
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Newsletter
Get regular updates on Affinity's API and integrations.
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Checklist
The private equity software evaluation checklist
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Affinity Sourcing
Start sourcing deals faster
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Checklist
The CRM implementation checklist for private capital
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The VC’s CRM checklist
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The VC's CRM checklist
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Optimizing Salesforce for account planning
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Replacing Salesforce for Outlook
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