New features enable the automation of CRM tasks and the insights that drive investment decisions
Affinity, the leading CRM for private capital, today announced the addition of conversational AI to the CRM platform used by more than half of top private capital firms around the world. Building on a suite of features for automated notetaking and industry research, Deal Assist enables investors to get deals done faster in the most robust AI-powered platform in private capital.
“The majority of firms are using AI to power dealmaking; however, the risk for firms adopting generalized AI tools is that outputs won’t be relevant to investing and won’t really save time,” said Andy Bryson, CPO, Affinity. “The Affinity CRM was built for private capital, and with Deal Assist we’ve incorporated the private capital context to the way investors chat with their notes and deal documents to get relevant outputs, simplifying and accelerating every stage of deal flow.”
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“Deal Assist has been incredibly helpful with finding information on any deal very quickly”
76% of investors use at least four data sources when researching a deal, as well as thousands of notes from research and conversations. By automatically consolidating that data in an AI-powered platform, Deal Assist equips investors with the insights to create deal memos and instantly answer critical questions about deals or startups.
“Deal Assist has been incredibly helpful with finding information on any deal very quickly,” said Jan Olsson, Investor, Extantia. ”Especially in the later stages of a deal, when the amount of data gathered becomes overwhelming.”
In addition to Deal Assist, Affinity’s latest release includes new workflow automations and an updated iOS app to address an increasingly competitive environment where time spent on manual data entry and sifting through notes can cost deals.
Key features include:
- New conversational AI interface that analyzes PDFs, notes, and meeting transcripts to surface insights that support deal progress and decisions.
- Automation builder that automates data entry and actions as well as Slack notifications about field changes to save admin time.
- Updated mobile experience that is designed to support managing deal pipelines, networking activities, and meeting prep from anywhere.
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