Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs DealCloud
What both publish
| Fact | Affinity | DealCloud |
|---|---|---|
| Activity capture | Affinity captures email and calendar activity to create and update people and company records, reducing manual data entry. | DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records. |
| Data enrichment | Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata. | DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet. |
| Deal workflows | The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows. | Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits. |
| Headquarters | San Francisco, California, United States | Palo Alto, California, United States |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
DealCloud plans
- DealCloud enterprise offeringPriced on request
Pick Affinity if…
Affinity suits private capital teams, including private equity, venture capital, private credit, investment banking, and family offices. It is relevant to teams that want deal workflows and relationship information in one CRM.
Pick DealCloud if…
DealCloud is aimed at private capital, investment banking, legal, and advisory firms. Its listed workflows and collaboration features may suit organizations managing deals, relationships, and engagements across teams.