investment CRM data
Affinity is a relationship intelligence CRM platform. It automatically maps relationship networks and provides dealflow pipeline management, portfolio company tracking, and network intelligence tools designed for investment professionals who rely on relationships to originate deals.
How Affinity works with AccountsIQ
PE and VC firms using Affinity for dealflow can connect it to AccountsIQ for fund or entity-level financial reporting. Private equity businesses managing multiple portfolio entities in AccountsIQ can enrich their client records with the relationship context that Affinity provides. Affinity is a relationship intelligence CRM platform built for private equity, venture capital, and investment banking firms.
Who this integration is best suited to
Suited to private equity, venture capital, and investment banking businesses that use Affinity for relationship and dealflow management and need that activity to connect to their fund or entity-level accounting in AccountsIQ. Affinity is a relationship intelligence CRM platform built for private equity, venture capital, and investment banking firms.
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