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Description

Take relationship intelligence anywhere. Affinity for Chrome brings your firm's relationship intelligence into your browser. Capture email and calendar activity automatically, see relationship history for any contact without leaving your inbox, and keep your pipeline current without switching tools. Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity helps more than 3,300 private capital firms uncover opportunities sooner and move with greater conviction. With Affinity Pathfinder you can: ★ Save hours spent finding the right deals View automatically surfaced data points next to websites and LinkedIn profiles to assess companies and people as you find your next deal. ★ Keep your deal pipeline up-to-date Assign potential deals to lists, create opportunities, and update deal status as you get new insights. ★ Instantly share insights with your team Your notes, profile updates, and deal changes are instantly viewable by your team in Affinity CRM, Affinity Meetings, and Affinity Outlook. ★ Close deals faster with warm introductions Identify colleagues and allies that can provide warm introductions to potential deals as you qualify them. ★ Access relationship context where you need it Catch up on deal progress and avoid duplicate work with a timeline of activity and notes from previous interactions. If you have a question about Affinity Pathfinder, Affinity, or any of Affinity’s offerings, please email us at [email protected]. Learn more at affinity.co.