Deal sourcing

Source the right deals faster

Identify and get into opportunities faster with relationship intelligence and enriched company data

Product shot: Customize view tab with a list of filters including Dealroom, Pitchbook, and Crunchbase

Build your network to create deals

Manual data entry and scattered information lead to missed investment opportunities. Automatically capture and enrich every interaction to build a comprehensive view of potential deals.

Capture every touchpoint

Automatically track all emails, meetings, and interactions to build a complete historical record.

Access your firm's collective network

View relationship strengths and connection paths across your entire team's network.

Enrich every startup and contact record

Make decisions with fresh insights from 40+ premium sources on company growth, funding, and performance.

Product shot: Recommended introduction: Martin Smith, CFO

Filter and prioritize opportunities

Evaluating deals across multiple sources creates inefficient workflows. Create targeted lists and access deal insights wherever you work to assess opportunities quickly.

Build targeted deal lists

Create custom lists with defined criteria to standardize evaluation across teams.

Streamline qualification

Filter and segment opportunities based on your investment criteria and relationship data.

Access insights anywhere

Evaluate opportunities directly from your inbox and browser with extensions for Chrome and Outlook, or on the go with the Affinity mobile app.

Turn insights into action

Uncoordinated outreach leads to missed opportunities and duplicated efforts. Use relationship intelligence to engage the right companies at the right time.