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Affinity

Affinity is a relationship intelligence and CRM platform used by investment teams to track deals, contacts, and firm relationships.

  • Overview

    Connecting Affinity to AlphaSense brings live deal and relationship intelligence into your research workflow, where you search it alongside 500M+ external documents. Data is read live at query time and stays in Affinity.

  • Features

    Once connected, AlphaSense can:

    • Bring live Affinity company, people, opportunity, and list data into your research workflow.
    • Surface interaction history associated with companies and contacts, including notes, emails, and meeting activity.
    • Respect existing Affinity roles and permissions with every search.

  • Benefits

    Investment teams can identify targets in emerging whitespace, stress-test investment theses against what the firm already knows, and run due diligence with complete context, with every answer cited back to the source Affinity record.

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into advantage

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and lead with clarity and confidence.