Solid user experience and does everything I need it do when it comes to managing deal flow. I use the platform daily for deal sourcing, taking notes, keeping reminders, and updating our deal pipeline.

It's intuitive and easy to use. It's great to work across the team, and it's pretty powerful when digging and searching through your network and your allies network.

We procured Affinity when our M&A advisory team moved to a larger platform and we needed a much more robust platform than our generic CRM for tracking all of our collective relationships as a group, and especially so as we added members to our team. All of us have the platform open nearly our entire day, whether to maintain BD worklists, track deal outreach, take meeting / market intel notes, plan marketing campaigns, maintain coverage universes, or quickly refresh ourselves on our past interaction history with a given company / person, among others. Affinity is an unbelievably easy to use platform and has a lot of automation to remove a lot of the manual data entry tasks we used to have to allocate time to.