Affinity vs DealCloud

Affinity8.8Visit DealCloud7.9Visit

Higher score Affinity #1 in Investment Banking Software 8.8/10 Paid ✓ 0 of 2 features Visit Affinity

vs

DealCloud #8 in Investment Banking Software 7.9/10 Pricing on request ✓ 0 of 2 features Visit DealCloud

• Affinity fits best

  Banking teams prioritizing relationship intelligence

• DealCloud fits best

  Investment banks needing deal and relationship CRM

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Side by side

Feature	Affinity 8.8/10 Visit ↗	DealCloud 7.9/10 Visit ↗
At a glance
Editor score	8.8	7.9
Ranking	#1 in Investment Banking Software	#8 in Investment Banking Software
Best for	Banking teams prioritizing relationship intelligence	Investment banks needing deal and relationship CRM
Pricing model	Paid	Paid
Starting price	$2,000/user/yr	Pricing on request
Free plan	—	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile, Browser extension	Cloud, Mobile
Platforms	Web, iOS, Chrome extension	Web, iOS, Android
Support	Email, Docs	Email, Phone
Compliance	SOC 2, ISO 27001, GDPR	ISO 27001, SOC 2
Integrations	40+ integrations	2 integrations
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Affinity 0/2 · DealCloud 0/2
Pitchbook builder	Not checked yet	Not checked yet
Diligence data room	Not checked yet	Not checked yet
Specs
Valuation model depth	Not checked yet	Not checked yet
Market data access	Not checked yet	Not checked yet
Users on entry plan	Not checked yet	Not checked yet
API access level	Not checked yet	Not checked yet
Deployment options	Not checked yet	Cloud
Our review
Pros	Scores relationship strength and surfaces warm introduction paths Captures email, calendar, and meeting activity into shared histories Combines deal pipelines, smart lists, and workflow automations	Relationship maps connect deal sourcing with relationship intelligence. Configurable workflows automate approvals, alerts, tasks, and notifications. Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.
Cons	Essential starts at $2,000 per user per year, billed annually There is no free plan Support channels are email and documentation	Standard pricing is not published; prospects must schedule a demo. Integrations center on Microsoft 365, Outlook, and third-party market data. Broad configuration can require implementation planning across teams and workflows.
Our verdict	Affinity is a relationship intelligence CRM for private capital firms, including investment banking teams that prioritize origination and shared deal context. It captures email, calendar, and meeting activity to build interaction… Read the review →	DealCloud is an AI-powered deal and relationship intelligence platform from Intapp for professional and financial services firms. Investment banks can use it to manage relationships, source deals, track pipelines, coordinate business… Read the review →

Strengths and trade-offs

• Affinity — where it wins

  • Scores relationship strength and surfaces warm introduction paths
  • Captures email, calendar, and meeting activity into shared histories
  • Combines deal pipelines, smart lists, and workflow automations

  Where it doesn't

  • Essential starts at $2,000 per user per year, billed annually
  • There is no free plan
  • Support channels are email and documentation

• DealCloud — where it wins

  • Relationship maps connect deal sourcing with relationship intelligence.
  • Configurable workflows automate approvals, alerts, tasks, and notifications.
  • Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.

  Where it doesn't

  • Standard pricing is not published; prospects must schedule a demo.
  • Integrations center on Microsoft 365, Outlook, and third-party market data.
  • Broad configuration can require implementation planning across teams and workflows.

• Affinity8.8/10 · Paid

  A relationship-focused deal CRM with automatic activity capture and banking-oriented pipelines.

  Visit AffinityFull verdict →
• DealCloud7.9/10 · Pricing on request

  A configurable CRM for investment banking deals, relationships, compliance, and reporting.

  Visit DealCloudFull verdict →