Deal Management
Win deals faster
Transform how you evaluate and close opportunities with purpose-built automations and AI-driven insights
Manage your deals to close faster
Manual deal tracking and scattered information slow down investment decisions. Centralize your pipeline with automated activity capture and real-time status updates.
All your deal data together in one place
Automatically keep all deal information, interactions, and documents organized in one place for all your team to access.
Automate pipeline tracking
Monitor deal progress with automated status updates, custom priority fields, and clear visibility into next steps.
Access deals anywhere
Manage your pipeline and access deal insights directly from your inbox, browser, and the Affinity mobile app.
Keep everyone aligned on deals
Coordinating deal stages across teams often leads to missed deadlines and delayed decisions. Standardize your approach with automated workflows.
Structure your pipeline stages
Create consistent deal qualification and progression criteria across investment teams.
Streamline due diligence
Capture meeting insights with AI-powered notes and organize reference calls in one searchable platform.
Manage team meetings effectively
Run efficient Monday morning meetings with Kanban board views showcasing real-time pipeline insights and action items.
Make your deal processes better
Improving deal execution requires understanding what works. Monitor team performance and deal patterns to refine your approach and increase win rates.
Track team and deal performance
Monitor key pipeline metrics and team activity with customizable dashboards to understand deal progression and identify the practices that close deals faster.
Share deal insights securely
Keep external stakeholders aligned using Collaborator Seats to share relevant deal information and updates.
Maintain momentum to close
Automate follow-ups, set reminders, and use AI-driven insights to keep deals moving forward efficiently.
Where to next?
Best practices guide for deal management
Maximize the value Affinity can bring to your deal management workflow.
Win more competitive deals with data
Learn how top firms use analytics to increase deal velocity and improve win rates.
Why it's time to automate CRM data entry
Learn what automated data entry processes can do for your firm and how to implement them.
Samsung Next case study
See how Samsung Next centralizes deal flow and shares details across teams with Affinity.
Accelerate deal management with purpose-built automation
Join leading firms using Techvex to streamline pipeline management, automate meeting workflows, and close deals more efficiently