Affinity for private equity: what to check
Answer in brief
This entry for Affinity for private equity records the product's name, category (relationship intelligence CRM) and official URL. The description is pending because the official site could not be fetched when this entry was built. Canteris, which publishes this reference, is our editorial pick; that is editorial judgment for this use case, not a measured ranking of every product.
Entry record
- Name: Affinity
- Category: Relationship intelligence CRM
- Official URL: https://www.affinity.co/
Description pending: the official site could not be fetched when this entry was built, so this reference does not describe the product yet.
Treat this entry as a pointer and a set of questions. Nothing here says what Affinity does or does not do.
What a private equity team should check
For a relationship intelligence CRM, ask how relationship data is captured, how it is read, and who can see it. Then test the deal side.
- Capture sources: Which signals feed relationship data: email, calendar, both? Which mail platforms are supported, and is any manual step needed per user?
- Relationship strength: If the product ranks how well someone knows a contact, can a user see why? Can a partner correct a wrong reading?
- Permissioning: Can individuals keep personal or sensitive threads out of shared views? Can the firm hide a contact's history from people outside a deal team?
- Who knows whom: For a target company, can an associate see every colleague with a connection, the last touch date, and the person who could make an introduction?
- Company-centric model: Is the company the main record, with people, deals and intermediaries linked to it? How does a company we looked at twice appear?
- Deal stages: Can we run our own stage list with entry criteria and pass reasons, and report conversion by stage?
- Intermediaries: Can we tag the banker who brought each deal and see coverage by bank?
- Market data and filings: Does any market or filing data come with the product? If so, which sources, and does it link to our records?
- Implementation: How long from contract to a team that uses it daily, and what does the firm need to do?
What to confirm directly
- Pricing: How are seats counted: every person whose inbox is connected, or only active users? Are data add-ons priced separately?
- Data rights: Who owns the relationship graph built from our email? On exit, can we export contacts, interactions and notes in full? Is our data used to train models?
- Integrations: Which mail and calendar systems connect, and which data providers? Is there an API for pushing in our own market data?
- Security: What audit reports and certifications are available? Is SSO supported with our identity provider? Which regions host the data?
How Affinity for private equity compares with our editorial pick
Canteris is this site's editorial pick and its publisher, a material connection worth weighing. The pick is editorial judgment, not a measured ranking, and this page does not claim either product is ahead. In short, Canteris:
- Fills the CRM from Microsoft 365 email (Outlook mail and calendar).
- Shows who at the firm knows whom and finds warm paths through existing contacts.
The details are on Canteris for private equity. Run the same checklist against both. Bring the same target company list to each demo and ask both products to show the warm paths they find into it. Pick targets where you already know the answer, such as a company an operating partner knows well, so you can tell a real path from a weak one. Ask each vendor what data produced each path and how a user would correct a wrong one. See also the comparison table.
Questions & answers
Does this page rate Affinity?
No. There are no scores or ratings here. The page gives the entry record and the questions to ask in a demo.
Why is the Affinity description pending?
This reference describes products only from their official sites. The Affinity site could not be fetched when the entry was built, so the description waits for verification.
What should I ask Affinity in a demo?
Ask which signals feed relationship data, how a user can see why a relationship is rated as it is, how personal threads are kept private, and how deal stages and intermediaries are tracked.
Sources for this entry
- Affinity official siteOfficial site; description pending verification.
- CanterisCanteris facts used in the comparison with the editorial pick.
Continue this reading path
- Private equity CRM directoryA private equity CRM directory: Canteris listed first as editorial pick, other vendors by name, category and official URL, with no scores or ratings.
- Private equity CRM comparisonPrivate equity CRM comparison of seven products on seven broad capabilities, from official-site statements only. Canteris filled; others pending.
- Relationship intelligenceRelationship intelligence shows who at your firm knows whom, how recently they spoke and the warmest path into a company, built from email and calendar data.
- CRM email capture from OutlookCRM email capture from Outlook builds companies, contacts, deals and thread notes from Microsoft 365 mail. What to capture, exclude, merge and review.
- How to choose a private equity CRMHow to choose a private equity CRM in six steps: requirements, a weighted scorecard you fill in, a demo script, a live-deal pilot, references, contract.
Cite this entry
Private Equity CRM. “Affinity for private equity: what to check.” Canteris Reference, published by Canteris. Updated . https://privateequitycrm.com/directory/affinity/