Affinity CRM vs Datasite

Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. The Affinity app keeps that intelligence with you between meetings. Check a contact's history, log a note, or see who on your team has the strongest connection to a company, all from your phone. Ascend, Affinity's agent platform, handles the procedural work at every deal stage so your team can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Learn more at affinity.co.

Keep the deal in your pocket with the Datasite mobile app. Put the world’s most trusted data room on your iPhone and manage any transaction, anywhere. Depend on technology made for M&A, whether it’s a financing, a restructuring, a mid-sized deal, or a billion-dollar asset sale. Collaborate seamlessly and save weeks. • Sell-side due diligence • Buy-side due diligence • Data room preparation • Pipeline management