Affinity vs DealCloud
Affinity
affinity.coDealCloud
intapp.comSide by side
| Figure | Affinity | DealCloud |
|---|---|---|
| Price from | $166.67/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Investor Relationship Management Software | 9.3 (#1) | 7.6 (#10) |
| Activity capture | Affinity captures email and calendar activity to create and update people and company records, reducing manual data entry. | DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records. |
| Data enrichment | Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata. | DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet. |
| Deal workflows | The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows. | Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits. |
| Headquarters | San Francisco, California, United States | Palo Alto, California, United States |
| Relationship intelligence | The platform scores relationship strength from communication patterns and identifies warm introduction paths across a firm's network. | AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements. |
| Security certifications | Affinity states that it holds SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018, ISO 27701 and GDPR/DPF compliance credentials. | Intapp says its cloud products have ISO 27001/27017/27018/27701 and CSA STAR certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available. |
Plans
Affinity
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
In their own words
DealCloud
DealCloud is a cloud-based deal and relationship intelligence platform for professional firms. It is preconfigured for private capital, investment banking, legal, and advisory organizations. Private-capital workflows cover fundraising and investor relations, sourcing and screening, diligence, investment committee preparation, and exits. AI features surface warm relationship paths, assess relationship strength, and guide outreach across deals, matters, and engagements. Outlook interactions and meetings can be logged automatically as shared engagement records. Rule-based workflows trigger tasks, approvals, and escalations, while the flexible data model lets firms change entities and relationships without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Add-ins connect DealCloud with Outlook, Excel, Word, and Edge. It can create deal-specific SharePoint sites and Teams workspaces and synchronize membership as deals change. Intapp lists ISO 27001, 27017, 27018, 27701, CSA STAR, SOC 1 Type 2, and SOC 2 Type 2 certifications or reports for its cloud products. The enterprise offering adds dedicated Azure storage, customer-managed key encryption, daily backups, testing environments, and enhanced controls for an additional fee.