Affinity CRM for Private Capital
Product
Relationship intelligence CRM purpose-built for private capital markets and dealmaking teams.
- Currently Offered
Relationship intelligence CRM purpose-built for private capital markets and dealmaking teams.
Affinity CRM helps private equity and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture. The platform automatically creates records by syncing email and calendar events, enriching profiles with data from over 40 trusted sources.
Affinity serves over half of top private capital firms with tools for deal sourcing, portfolio management, LP relationship tracking, and analytics reporting.
Relationship intelligence CRM for deal-driven teams in private equity, venture capital, investment banking, consulting, and commercial real estate.
Altvia is an engagement platform for private capital firms covering CRM and fundraising.
Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.
Dynamo CRM centralizes deal sourcing, diligence, and relationship management for private capital teams.
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Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.
Relationship intelligence platform that maps enterprise buying committees and next actions for revenue teams.
Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.
Relationship intelligence CRM for deal-driven teams in private equity, venture capital, investment banking, consulting, and commercial real estate.
AIMe is Altvia's AI assistant for querying firm data and automating routine CRM work.
Altvia is an engagement platform for private capital firms covering CRM and fundraising.
Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.
Dynamo CRM centralizes deal sourcing, diligence, and relationship management for private capital teams.
Private equity CRM and deal management platform for investment banking and private capital.
Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.
Relationship intelligence platform that maps enterprise buying committees and next actions for revenue teams.
Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.
Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
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Sales workflow software for enriching and synchronizing account, contact, and lead records across connected CRM and marketing systems.
Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.
AI-powered CRM workspace designed for financial advisors and wealth management firms.
Insycle is a CRM data-integrity platform for deduplicating, standardizing, enriching, and routing records across sales and marketing systems.
Identifies best-fit companies visiting a website and adds their accounts and buyer contacts to the CRM automatically.
Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.
Attio is a customer relationship management platform with configurable records and AI-native workflows.
Aviso Relationship Intelligence maps buying-committee engagement to show which deals lack stakeholder coverage.
Relationship intelligence platform that maps client connections, buying committees, and warm introduction paths for professional-services and enterprise revenue teams.
AI-native CRM workspace for prospecting, closing, and growing customers.
Sales workflow software for enriching and synchronizing account, contact, and lead records across connected CRM and marketing systems.
