Scale your investment management process with network insights
Trusted by asset management firms
Build investor partnerships
Find paths to key investors
To build relationships with the right investors, you need to understand your network's full potential. Affinity maps your firm's connections to surface the strongest paths to qualified prospects.
Track engagement with prospects and clients
When managing relationships with multiple investors, consistent communication is essential. Affinity automatically captures every interaction, helping you monitor engagement and identify opportunities for deeper relationships.
Manage investor communications
Keeping your team aligned on investor communications can be challenging. Centralize your communication strategy with automated tracking and secure documentation, maintaining a complete record of all investor interactions while protecting sensitive information.
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Manage investments
Screen opportunities against investment mandates
Evaluating investment opportunities requires immediate access to comprehensive data. Every potential investment is automatically enriched with relevant metrics and market data, helping you assess fit with your strategy.
Keep investment committee aligned on decisions
When multiple stakeholders are evaluating opportunities, maintaining alignment is crucial. Affinity unifies your pipeline and ensures everyone has visibility into investment progress and next steps.
Maintain complete investment documentation
Missing communications or context creates audit and evaluation risks. Affinity automatically captures all emails and meetings, creating a complete and searchable record of investment activities.
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Track & report results
Track portfolio performance
To make informed investment decisions, you need both comprehensive data and historical context. Create customizable dashboards that give you real-time visibility into portfolio metrics and trends.
Generate detailed investor reporting
Creating regular, detailed investor communications is time-intensive. Automate data collection and generate comprehensive reports that demonstrate portfolio performance and strategy execution.
Get more done by integrating with your favorite tools
Affinity connects with the tools your team uses every day, such as Slack, Mailchimp, Dropbox, and more.
Explore integrations