Side by side
Affinity vs DealCloud
Both stand on investor relationship management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose Affinity if your private capital team needs activity capture, relationship intelligence, and deal workflows in a CRM. Its mobile app, integrations, and included onboarding add coverage for teams working across devices and systems. Look elsewhere if you need a free plan or if annual per-user pricing does not fit your budget.
Visit AffinityDealCloud combines deal workflows, relationship tools, and integrations for professional firms. Firms considering the enterprise offering should ask Intapp about its additional fee and detailed pricing.
Visit DealCloudThe facts
| Affinity | DealCloud | |
|---|---|---|
| Free plan | A free trial | Not published |
| Open source | No | Not published |
| Runs on | Android, API, Extension, iPhone, Web | Android, Extension, iPhone, Web |
| Lowest paid plan | Essential: $2,000 per user a year | Free or on request |
| Plans published | 4 | 1 |
| Maker | Not published | Not published |
| Website | affinity.co | intapp.com |
| On investor relationship management software | #6 of 25 | #10 of 25 |
Affinity: what it does well
- Captures email and calendar activity to maintain people and company records.
- Maps firm relationships and surfaces relationship strength and possible warm introductions.
- Supports sourcing, deal management, portfolio support, investor relations, and fundraising.
- Mobile app includes relationship history, meeting information, and deal pipeline actions.
- Integrations include Microsoft Teams, PitchBook, Dropbox, and Crunchbase.
What to know first
- There is no free plan.
- Essential costs $2,000 a year per user, billed annually.
- Enterprise uses custom pricing.
- Scale and Advanced each list a 100,000 API-call monthly limit.
DealCloud: what it does well
- Preconfigured for four professional firm categories.
- Can record Outlook interactions as shared engagement records.
- Configurable workflows can trigger tasks and approvals.
- Enterprise offering includes dedicated storage and daily backups.
What to know first
- Enterprise offering carries an additional fee.
- Detailed pricing requires contacting an Intapp representative.
Alternatives to Affinity Alternatives to DealCloud The whole list