+
Investor CRM and relationships
Capitaly + Affinity
Sync investor relationships, intros and deal stages
Investor CRM and relationships
What Capitaly does with Affinity
Sync investor relationships, intros and deal stages
Capitaly reads and updates Affinity as the raise moves, so the record stays current.
Stages kept current
When an investor replies, meets or passes, their stage in Affinity moves with it.
Every touch logged
Emails, calls and meeting notes land on the investor record in Affinity.
Next steps set
Each conversation ends with a follow up on the record, so nothing waits on memory.
Affinity
How it works
01
Connect Affinity
Link your Affinity account to Capitaly in a few clicks.
02
Tell Capitaly what to do
Give the instruction in plain words, like you would to anyone on the team.
03
Approve and track
Nothing goes out through Affinity without your sign off, and every action is logged.
More integrations
Investor CRM and relationships
AttioInvestor CRM and relationshipsKeep investor records and pipeline stages current
HubSpotInvestor CRM and relationshipsLog investor contacts, emails and meetings
SalesforceInvestor CRM and relationshipsUpdate investor accounts and round opportunities
PipedriveInvestor CRM and relationshipsMove investors through your raise pipeline
DealCloudInvestor CRM and relationshipsTrack dealflow and LP relationships for funds
StreakInvestor CRM and relationshipsRun an investor pipeline inside Gmail